$98.2 Million is the total value of Life Planning Partners, Inc's 1884 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DFAI | New | DIMENSIONAL ETF TRUSTdfai | $96,000 | – | 3,400 | +100.0% | 0.10% | – |
| BSV | New | VANGUARD BD INDEX FDSbsv | $58,000 | – | 740 | +100.0% | 0.06% | – |
| New | AMERICAN CENTY ETF TRaviv | $53,000 | – | 1,060 | +100.0% | 0.05% | – | |
| New | AMERICAN CENTY ETF TRaves | $49,000 | – | 980 | +100.0% | 0.05% | – | |
| ITM | New | VANECK ETF TRUSTitm | $45,000 | – | 941 | +100.0% | 0.05% | – |
| IHDG | New | WISDOMTREE TRihdg | $25,000 | – | 593 | +100.0% | 0.02% | – |
| New | AMERICAN CENTY ETF TRavlv | $23,000 | – | 430 | +100.0% | 0.02% | – | |
| XSOE | New | WISDOMTREE TRxsoe | $6,000 | – | 195 | +100.0% | 0.01% | – |
| VHT | New | VANGUARD WORLD FDSvht | $5,000 | – | 21 | +100.0% | 0.01% | – |
| EZM | New | WISDOMTREE TRezm | $5,000 | – | 97 | +100.0% | 0.01% | – |
| IJT | New | ISHARES TRijt | $5,000 | – | 40 | +100.0% | 0.01% | – |
| New | VANGUARD INTL EQUITY INDEX F-- | $4,000 | – | 1 | +100.0% | 0.00% | – | |
| New | VANGUARD INTL EQUITY INDEX F-- | $4,000 | – | 2 | +100.0% | 0.00% | – | |
| FEMS | New | FIRST TR EXCH TRD ALPHDX FDfems | $4,000 | – | 89 | +100.0% | 0.00% | – |
| VWOB | New | VANGUARD WHITEHALL FDSvwob | $4,000 | – | 64 | +100.0% | 0.00% | – |
| ARKK | New | ARK ETF TRarkk | $4,000 | – | 56 | +100.0% | 0.00% | – |
| VTIP | New | VANGUARD MALVERN FDSvtip | $3,000 | – | 63 | +100.0% | 0.00% | – |
| New | GREAT ELM CAP CORPgecc | $0 | – | 3 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-25
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 4 | Q3 2022 | 15.0% |
| ISHARES TR | 4 | Q3 2022 | 9.5% |
| ISHARES TR | 4 | Q3 2022 | 9.1% |
| ISHARES TR | 4 | Q3 2022 | 6.0% |
| VANGUARD MUN BD FDS | 4 | Q3 2022 | 5.2% |
| VANGUARD INDEX FDS | 4 | Q3 2022 | 5.8% |
| ISHARES INC | 4 | Q3 2022 | 4.1% |
| VANGUARD INTL EQUITY INDEX F | 4 | Q3 2022 | 3.5% |
| SPDR INDEX SHS FDS | 4 | Q3 2022 | 3.1% |
| VANGUARD SCOTTSDALE FDS | 4 | Q3 2022 | 3.0% |
View Life Planning Partners, Inc's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-02 |
| 13F-HR | 2024-01-19 |
| 13F-HR | 2022-10-13 |
| 13F-HR | 2022-07-20 |
| 13F-HR | 2022-04-25 |
| 13F-HR | 2022-02-11 |
View Life Planning Partners, Inc's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.