AI Portfolio Summary
In 2025 Q4, Life Planning Partners, Inc maintained a portfolio of 71 distinct positions. They heavily accumulated shares in ISHARES TR, increasing their position by 2.8%. Conversely, Life Planning Partners, Inc completely exited their position in VANGUARD STAR FDS.
Total Positions
71
Quarter
2025 Q4
Top Holding
ITOT (20.1%)
Top 10 Concentration
58.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 71
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
ITOT
ISHARES TR
|
ETF | 20.12% | 19.70% |
#1
Prev: #1
|
6.5 | -8,615 | -4.7% |
P
S
|
176,621 | $26,261,839 | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IEFA
ISHARES TR
|
ETF | 8.16% | 8.01% |
#2
Prev: #2
|
5.3 | -6,612 | -5.3% |
P
S
|
119,055 | $10,650,666 | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 6.10% | 6.76% |
#3
Prev: #3
|
3.9 | -4,437 | -15.7% |
P
S
|
23,760 | $7,965,801 | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SUB
ISHARES TR
|
ETF | 4.46% | 4.14% |
#4
Prev: #4
|
2.8 | 1,476 | 2.8% |
P
S
|
54,624 | $5,828,345 | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IEMG
ISHARES INC
|
ETF | 4.13% | 4.14% |
#5
Prev: #5
|
2.7 | -5,746 | -6.7% |
P
S
|
80,173 | $5,389,156 | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 4.10% | 4.00% |
#6
Prev: #6
|
2.1 | -5,847 | -6.4% |
P
S
|
85,612 | $5,348,172 | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MUB
ISHARES TR
|
ETF | 3.29% | 3.11% |
#7
Prev: #7
|
1.8 | 109 | 0.3% |
P
S
|
40,079 | $4,292,858 | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IUSB
ISHARES TR
|
ETF | 2.91% | 2.82% |
#8
Prev: #8
|
1.7 | -1,192 | -1.4% |
P
S
|
81,589 | $3,797,182 | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CLIP
GLOBAL X FDS
|
Bond/Debt | 2.72% | 2.22% |
#9
1
Prev: #10
|
3.1 | 5,234 | 17.3% |
P
S
|
35,474 | $3,551,408 | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPDW
SPDR INDEX SHS ...
|
ETF | 2.32% | 2.70% |
#10
1
Prev: #9
|
0.9 | -18,226 | -21.1% |
P
S
|
68,210 | $3,029,208 | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VWO
VANGUARD INTL E...
|
ETF | 2.04% | 2.02% |
#11
1
Prev: #12
|
1.3 | -1,501 | -2.9% |
P
S
|
49,513 | $2,661,836 | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IUSV
ISHARES TR
|
ETF | 1.92% | 1.79% |
#12
4
Prev: #16
|
1.8 | no change | no change |
P
S
|
24,491 | $2,511,306 | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFUS
DIMENSIONAL ETF...
|
ETF | 1.86% | 1.85% |
#13
2
Prev: #15
|
1.2 | -2,186 | -6.3% |
P
S
|
32,731 | $2,427,742 | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SLQD
ISHARES TR
|
ETF | 1.84% | 1.34% |
#14
6
Prev: #20
|
3.2 | 11,310 | 31.4% |
P
S
|
47,297 | $2,397,990 | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FMUN
FIDELITY MERRIM...
|
Unknown | 1.84% | 1.95% |
#15
2
Prev: #13
|
1.2 | -5,904 | -11.0% |
P
S
|
47,706 | $2,396,451 | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VCIT
VANGUARD SCOTTS...
|
Bond/Debt | 1.78% | 1.71% |
#16
1
Prev: #17
|
1.2 | -60 | -0.2% |
P
S
|
27,815 | $2,329,380 | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AVUS
AMERICAN CENTY ...
|
ETF | 1.73% | 2.17% |
#17
6
Prev: #11
|
0.7 | -7,217 | -26.4% |
P
S
|
20,169 | $2,254,578 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VB
VANGUARD INDEX ...
|
ETF | 1.66% | 1.93% |
#18
4
Prev: #14
|
1.2 | -1,997 | -19.2% |
P
S
|
8,381 | $2,161,864 | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFAI
DIMENSIONAL ETF...
|
Bond/Debt | 1.36% | 1.47% |
#19
1
Prev: #18
|
1.0 | -8,497 | -15.4% |
P
S
|
46,732 | $1,780,943 | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AVDE
AMERICAN CENTY ...
|
Bond/Debt | 1.28% | 1.19% |
#20
2
Prev: #22
|
1.0 | -334 | -1.6% |
P
S
|
20,291 | $1,670,328 | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BIV
VANGUARD BD IND...
|
Bond/Debt | 1.25% | 1.23% |
#21
Prev: #21
|
1.0 | -672 | -3.1% |
P
S
|
20,904 | $1,627,978 | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AVRE
AMERICAN CENTY ...
|
ETF | 1.18% | 1.03% |
#22
3
Prev: #25
|
2.5 | 3,793 | 12.0% |
P
S
|
35,433 | $1,542,414 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFAX
DIMENSIONAL ETF...
|
ETF | 1.16% | 1.07% |
#23
1
Prev: #24
|
1.0 | -456 | -1.0% |
P
S
|
46,307 | $1,515,615 | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VV
VANGUARD INDEX ...
|
ETF | 1.11% | 1.39% |
#24
5
Prev: #19
|
0.4 | -1,584 | -25.6% |
P
S
|
4,594 | $1,446,266 | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AVIG
AMERICAN CENTY ...
|
Bond/Debt | 1.01% | 0.93% |
#25
3
Prev: #28
|
0.9 | 927 | 3.0% |
P
S
|
31,349 | $1,314,235 | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VXUS
VANGUARD STAR F...
|
Bond/Debt | 0.00% | 0.21% |
Sold All 😨
(Was: #58) |
0.0 | -3,974 | -100.0% |
CLOSED
|
— | $— | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SLV
ISHARES SILVER ...
|
ETF | 0.00% | 0.19% |
Sold All 😨
(Was: #64) |
0.0 | -6,041 | -100.0% |
CLOSED
|
— | $— | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IBM
INTERNATIONAL B...
|
Technology | 0.00% | 0.15% |
Sold All 😨
(Was: #68) |
0.0 | -745 | -100.0% |
CLOSED
|
— | $— | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IWB
ISHARES TR
|
ETF | 0.00% | 0.15% |
Sold All 😨
(Was: #69) |
0.0 | -574 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.00% | 0.15% |
Sold All 😨
(Was: #70) |
0.0 | -410 | -100.0% |
CLOSED
|
— | $— | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 71 holdings