Investor
Life Planning Partners, Inc
CIK 0001910934 · filed 2026-04-29 · SEC filing
13F book
$131M
Positions
68
3 new · 1 sold
Largest name
19.2%
Ishares Tr
Est. mark
−$982.6K
Price effect on 65 names still held. Flow $1.44M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Ishares Tr | — | 176.5K | $25.1M | 19.2% | −$1.1M | Cut−$1.12M |
| Ishares Tr | — | 119K | $10.8M | 8.2% | $127.3K | Cut$121.1K |
| Vanguard Index Fds | — | 23.6K | $7.57M | 5.8% | −$341.2K | Cut−$393.1K |
| Ishares Tr | — | 54.6K | $5.81M | 4.4% | −$10.9K | Cut−$15.4K |
| Ishares Inc | — | 81.4K | $5.68M | 4.3% | $202.9K | Added$288.7K |
| Vanguard Tax-Managed Fds | — | 88.2K | $5.65M | 4.3% | $137.9K | Added$304.7K |
| Ishares Tr | — | 42.2K | $4.48M | 3.4% | −$38.5K | Added$184.4K |
| Ishares Tr | — | 81.4K | $3.76M | 2.9% | −$28.5K | Cut−$37.4K |
| Global X Fds | — | 35.5K | $3.57M | 2.7% | $8.77K | Added$16.2K |
| Spdr Index Shs Fds | — | 67.8K | $3.09M | 2.4% | $84K | Cut$63.6K |
| Vanguard Intl Equity Index F | — | 50.2K | $2.71M | 2.1% | $14.4K | Added$50.7K |
| Ishares Tr | — | 49.9K | $2.52M | 1.9% | −$9.99K | Added$118.9K |
| Ishares Tr | — | 24.5K | $2.5M | 1.9% | −$7.1K | Held |
| Dimensional Etf Trust | — | 33.7K | $2.39M | 1.8% | −$106.8K | Added−$38.6K |
| American Centy Etf Tr | — | 21K | $2.33M | 1.8% | −$12.2K | Added$80.1K |
| Vanguard Index Fds | — | 8.73K | $2.29M | 1.7% | $33.4K | Added$126.1K |
| Vanguard Scottsdale Fds | — | 27.2K | $2.25M | 1.7% | −$27.2K | Cut−$74.6K |
| Fidelity Merrimack Str Tr | — | 44.8K | $2.22M | 1.7% | −$26.9K | Cut−$174.5K |
| Dimensional Etf Trust | — | 51.7K | $2.02M | 1.5% | $39.7K | Added$235.2K |
| American Centy Etf Tr | — | 22.3K | $1.89M | 1.4% | $51.2K | Added$218.7K |
| American Centy Etf Tr | — | 39.4K | $1.74M | 1.3% | $17.4K | Added$193.1K |
| Vanguard Bd Index Fds | — | 20.9K | $1.61M | 1.2% | −$14.6K | Cut−$17.8K |
| Dimensional Etf Trust | — | 46.3K | $1.57M | 1.2% | $57.4K | Held |
| Vanguard Index Fds | — | 5.14K | $1.54M | 1.2% | −$73.3K | Added$91.1K |
| American Centy Etf Tr | — | 32.1K | $1.33M | 1.0% | −$12K | Added$18.8K |
| XPO, Inc. | XPO | 6.38K | $1.24M | 0.9% | $374.4K | Held |
| Vanguard Mun Bd Fds | — | 24K | $1.2M | 0.9% | −$9.59K | Cut−$14.6K |
| Ishares Tr | — | 1.83K | $1.19M | 0.9% | −$57.9K | Added−$46.1K |
| Vanguard Bd Index Fds | — | 15.7K | $1.15M | 0.9% | −$6.69K | Added−$6.62K |
| Vanguard Intl Equity Index F | — | 14.8K | $1.11M | 0.8% | $22.8K | Cut$8.74K |
| Fidelity Covington Trust | — | 40.9K | $1.1M | 0.8% | $825 | Cut−$19.2K |
| Tesla, Inc. | TSLA | 2.8K | $1.04M | 0.8% | −$218.5K | Held |
| Ishares Tr | — | 11.7K | $1.01M | 0.8% | $23.3K | Cut$20.8K |
| Vanguard Bd Index Fds | — | 19.6K | $975.6K | 0.7% | −$1.05K | Added−$797 |
| Parker-Hannifin Corp | PH | 1.07K | $959.7K | 0.7% | $17.5K | Cut−$205.8K |
| Vanguard Intl Equity Index F | — | 6.56K | $956.1K | 0.7% | $16.1K | Cut−$37.9K |
| Ishares Tr | — | 8.69K | $946.7K | 0.7% | −$10.4K | Cut−$17.4K |
| Vanguard Index Fds | — | 3.67K | $796.4K | 0.6% | $20K | Held |
| Vanguard Index Fds | — | 3.73K | $731K | 0.6% | $19.3K | Added$19.5K |
| Vanguard Bd Index Fds | — | 6.86K | $538K | 0.4% | −$2.75K | Held |
| Spdr Index Shs Fds | — | 11.5K | $537.9K | 0.4% | $1.15K | Held |
| Vanguard Intl Equity Index F | — | 12.1K | $536.3K | 0.4% | −$16.7K | Cut−$61.8K |
| Schwab Strategic Tr | — | 10.3K | $483.2K | 0.4% | $12.5K | Held |
| Dimensional Etf Trust | — | 10.1K | $482.7K | 0.4% | −$2.42K | Held |
| Ishares Tr | — | 8.34K | $474K | 0.4% | −$5K | Held |
| Vanguard Intl Equity Index F | — | 5.64K | $464.7K | 0.4% | −$6.65K | Held |
| Spdr Index Shs Fds | — | 6K | $396.7K | 0.3% | $2.78K | Held |
| Dimensional Etf Trust | — | 11K | $389.4K | 0.3% | $11.7K | Held |
| Bank America Corp | — | 7.84K | $382.1K | 0.3% | −$49K | Added−$48.8K |
| Chevron Corp New | CVX | 1.84K | $380.4K | 0.3% | $100.1K | Added$100.5K |
| Vanguard Scottsdale Fds | — | 4.61K | $365.2K | 0.3% | −$2.12K | Cut−$11.8K |
| American Centy Etf Tr | — | 3.6K | $360K | 0.3% | $21.2K | Held |
| Ishares Tr | — | 3.56K | $353K | 0.3% | −$2.04K | Added$13.5K |
| AbbVie Inc. | ABBV | 1.6K | $348.6K | 0.3% | −$17.6K | Held |
| Jpmorgan Chase & Co. | — | 1.16K | $341.8K | 0.3% | −$32.6K | Cut−$98.3K |
| GXO Logistics, Inc. | GXO | 6.05K | $314K | 0.2% | −$4.78K | Held |
| Palantir Technologies Inc. | PLTR | 2.05K | $299.5K | 0.2% | −$64.4K | Cut−$65.1K |
| American Centy Etf Tr | — | 3.92K | $293.3K | 0.2% | $14.1K | Held |
| Vanguard Index Fds | — | 3.23K | $286.1K | 0.2% | $648 | Added$825 |
| Ishares Tr | — | 1.14K | $284.2K | 0.2% | −$32.1K | Held |
| Microsoft Corp | MSFT | 739 | $273.4K | 0.2% | −$59.8K | Added$19K |
| Ishares Tr | — | 2.11K | $250.4K | 0.2% | $10K | Held |
| American Centy Etf Tr | — | 4.13K | $247.7K | 0.2% | $6.9K | Held |
| Ishares Tr | — | 4.98K | $241.3K | 0.2% | — | New |
| Apple Inc. | AAPL | 858 | $217.7K | 0.2% | −$15.5K | Held |
| Exxon Mobil Corp | — | 1.23K | $209.4K | 0.2% | — | New |
| Vanguard Wellington Fd | — | 2K | $202.3K | 0.2% | −$870 | Held |
| Dimensional Etf Trust | — | 3.81K | $201.1K | 0.2% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.