2026 Q1 Portfolio Activity
In 2026 Q1, LifePlan Investment Advisors, Inc. maintained a portfolio of 130 distinct positions. The most significant new addition was WESTERN DIGITAL CORP, now representing 0.72% of the total fund value. They heavily accumulated shares in ISHARES TR, increasing the position by 509.3%. Conversely, LifePlan Investment Advisors, Inc. completely exited their position in ISHARES TR.
Position History
hover any row below to update
Loading…
Total Positions
130
Quarter
2026 Q1
Top Holding
AGG (4.7%)
Top 10 Concentration
30.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 130
LifePlan Investment Advisors, Inc. Full Holdings List — 2026 Q1
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
AGG
ISHARES TR
|
ETF | 4.65% | 4.89% |
#1
Prev: #1
|
4.4 |
—
|
-899 | -0.7% |
P
S
|
119,223 | $11,835,267 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 3.52% | 4.13% |
#2
Prev: #2
|
3.4 |
—
|
-1,184 | -7.3% |
P
S
|
14,989 | $8,956,906 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
GSUS
GOLDMAN SACHS E...
|
ETF | 3.46% | 3.68% |
#3
Prev: #3
|
2.9 |
—
|
2,612 | 2.7% |
P
S
|
98,277 | $8,804,644 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 3.37% | 3.61% |
#4
Prev: #4
|
3.8 |
—
|
1,488 | 8.2% |
P
S
|
19,649 | $8,582,311 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 3.19% | 3.10% |
#5
Prev: #5
|
2.3 |
—
|
4,793 | 3.9% |
P
S
|
126,510 | $8,106,758 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IVV
ISHARES TR
|
ETF | 2.68% | 2.16% |
#6
5
Prev: #11
|
3.6 |
—
|
2,721 | 35.2% |
P
S
|
10,460 | $6,832,616 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 2.68% | 2.59% |
#7
1
Prev: #6
|
1.6 |
—
|
1,455 | 4.4% |
P
S
|
34,795 | $6,826,811 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IAGG
ISHARES TR
|
Bond/Debt | 2.66% | 2.56% |
#8
1
Prev: #7
|
3.1 |
—
|
9,611 | 7.7% |
P
S
|
135,167 | $6,763,770 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SCHE
SCHWAB STRATEGI...
|
ETF | 2.28% | 2.34% |
#9
1
Prev: #8
|
1.4 |
—
|
1,140 | 0.7% |
P
S
|
176,357 | $5,810,952 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VBR
VANGUARD INDEX ...
|
ETF | 2.24% | 2.32% |
#10
1
Prev: #9
|
1.4 |
—
|
-647 | -2.4% |
P
S
|
26,271 | $5,707,465 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IUSB
ISHARES TR
|
ETF | 2.18% | 2.06% |
#11
2
Prev: #13
|
2.9 |
—
|
11,262 | 10.3% |
P
S
|
120,199 | $5,552,006 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SCHP
SCHWAB STRATEGI...
|
ETF | 2.14% | 2.12% |
#12
Prev: #12
|
1.4 |
—
|
7,981 | 4.1% |
P
S
|
204,939 | $5,453,428 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VTEB
VANGUARD MUN BD...
|
ETF | 2.06% | 1.88% |
#13
2
Prev: #15
|
2.8 |
—
|
13,344 | 14.5% |
P
S
|
105,289 | $5,252,889 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IEMG
ISHARES INC
|
ETF | 1.88% | 1.83% |
#14
5
Prev: #19
|
1.3 |
—
|
1,644 | 2.5% |
P
S
|
68,541 | $4,780,735 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SCHF
SCHWAB STRATEGI...
|
Bond/Debt | 1.81% | 1.91% |
#15
1
Prev: #14
|
1.2 |
—
|
-8,950 | -4.6% |
P
S
|
186,203 | $4,608,517 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VOE
VANGUARD INDEX ...
|
ETF | 1.80% | 1.87% |
#16
1
Prev: #17
|
1.2 |
—
|
-927 | -3.6% |
P
S
|
24,899 | $4,588,466 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VBK
VANGUARD INDEX ...
|
ETF | 1.77% | 1.86% |
#17
1
Prev: #18
|
1.2 |
—
|
-271 | -1.8% |
P
S
|
14,876 | $4,496,341 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
GCOR
GOLDMAN SACHS E...
|
ETF | 1.76% | 1.63% |
#18
3
Prev: #21
|
2.7 |
—
|
11,909 | 12.3% |
P
S
|
108,557 | $4,485,571 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IVE
ISHARES TR
|
ETF | 1.76% | 1.48% |
#19
9
Prev: #28
|
3.2 |
—
|
4,073 | 23.7% |
P
S
|
21,242 | $4,485,291 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IAU
ISHARES GOLD TR
|
ETF | 1.72% | 2.29% |
#20
10
Prev: #10
|
0.7 |
—
|
-19,719 | -28.5% |
P
S
|
49,567 | $4,369,827 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SCHV
SCHWAB STRATEGI...
|
ETF | 1.56% | 1.63% |
#21
1
Prev: #22
|
1.1 |
—
|
-4,589 | -3.4% |
P
S
|
130,164 | $3,969,996 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IVW
ISHARES TR
|
Warrant | 1.55% | 1.59% |
#22
2
Prev: #24
|
2.6 |
—
|
3,125 | 9.9% |
P
S
|
34,832 | $3,939,856 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
DYNF
BLACKROCK ETF T...
|
ETF | 1.53% | 1.87% |
#23
7
Prev: #16
|
1.1 |
—
|
-8,705 | -11.5% |
P
S
|
66,711 | $3,881,272 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VOT
VANGUARD INDEX ...
|
ETF | 1.51% | 1.55% |
#24
1
Prev: #25
|
2.6 |
—
|
1,215 | 8.9% |
P
S
|
14,884 | $3,830,468 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
AAPL
APPLE INC
|
Technology | 1.48% | 1.61% |
#25
2
Prev: #23
|
1.1 |
—
|
292 | 2.0% |
P
S
|
14,825 | $3,762,368 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
GSIE
GOLDMAN SACHS E...
|
Bond/Debt | 1.40% | 1.31% |
#26
7
Prev: #33
|
2.6 |
—
|
7,877 | 10.5% |
P
S
|
82,632 | $3,563,911 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
FUTY
FIDELITY COVING...
|
ETF | 1.38% | 1.37% |
#27
3
Prev: #30
|
1.1 |
—
|
-1,749 | -2.9% |
P
S
|
59,262 | $3,500,578 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SCHG
SCHWAB STRATEGI...
|
ETF | 1.35% | 1.50% |
#28
1
Prev: #27
|
1.0 |
—
|
5,447 | 4.8% |
P
S
|
118,155 | $3,441,849 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
HYG
ISHARES TR
|
ETF | 1.34% | 1.33% |
#29
2
Prev: #31
|
2.5 |
—
|
2,269 | 5.6% |
P
S
|
42,782 | $3,403,740 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
EFV
ISHARES TR
|
ETF | 1.32% | 1.45% |
#30
1
Prev: #29
|
1.0 |
—
|
-4,815 | -9.7% |
P
S
|
45,044 | $3,349,021 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
EMB
ISHARES TR
|
ETF | 1.30% | 1.51% |
#31
5
Prev: #26
|
1.0 |
—
|
-3,297 | -8.6% |
P
S
|
35,251 | $3,311,124 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SCHH
SCHWAB STRATEGI...
|
ETF | 1.27% | 1.30% |
#32
3
Prev: #35
|
1.0 |
—
|
-1,694 | -1.1% |
P
S
|
150,569 | $3,235,722 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VNQI
VANGUARD INTL E...
|
ETF | 1.24% | 1.30% |
#33
1
Prev: #34
|
1.0 |
—
|
1,714 | 2.5% |
P
S
|
71,256 | $3,167,322 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 1.17% | 1.14% |
#34
2
Prev: #36
|
2.5 |
—
|
3,021 | 5.8% |
P
S
|
55,171 | $2,982,001 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
GSLC
GOLDMAN SACHS E...
|
ETF | 1.17% | 1.12% |
#35
2
Prev: #37
|
2.5 |
—
|
2,890 | 13.9% |
P
S
|
23,733 | $2,969,771 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.04% | 0.96% |
#36
3
Prev: #39
|
2.9 |
—
|
2,646 | 21.0% |
P
S
|
15,233 | $2,656,627 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
QUAL
ISHARES TR
|
ETF | 0.98% | 1.64% |
#37
17
Prev: #20
|
0.4 |
—
|
-7,276 | -36.0% |
P
S
|
12,948 | $2,483,649 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
EFG
ISHARES TR
|
Warrant | 0.86% | 0.20% |
#38
43
Prev: #81
|
3.3 |
—
|
15,355 | 356.9% |
P
S
|
19,657 | $2,189,200 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
BNDX
VANGUARD CHARLO...
|
Bond/Debt | 0.85% | 0.77% |
#39
3
Prev: #42
|
2.3 |
—
|
6,307 | 16.2% |
P
S
|
45,200 | $2,171,849 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
BSV
VANGUARD BD IND...
|
Bond/Debt | 0.82% | 0.75% |
#40
3
Prev: #43
|
2.3 |
—
|
3,019 | 12.9% |
P
S
|
26,468 | $2,075,331 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
GOVT
ISHARES TR
|
ETF | 0.81% | 0.14% |
#41
52
Prev: #93
|
3.3 |
—
|
75,038 | 509.3% |
P
S
|
89,772 | $2,056,687 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
MBB
ISHARES TR
|
ETF | 0.80% | 0.75% |
#42
2
Prev: #44
|
2.3 |
—
|
2,003 | 10.4% |
P
S
|
21,330 | $2,025,321 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
MUB
ISHARES TR
|
ETF | 0.76% | 0.83% |
#43
2
Prev: #41
|
0.8 |
—
|
-707 | -3.7% |
P
S
|
18,339 | $1,946,685 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VB
VANGUARD INDEX ...
|
ETF | 0.75% | 0.72% |
#44
1
Prev: #45
|
2.3 |
—
|
439 | 6.4% |
P
S
|
7,309 | $1,914,335 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
TLH
ISHARES TR
|
ETF | 0.72% | 0.91% |
#45
5
Prev: #40
|
0.8 |
—
|
-3,732 | -17.0% |
P
S
|
18,267 | $1,839,881 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
WDC
WESTERN DIGITAL...
|
Technology | 0.72% | — |
#46
Prev: #—
|
3.8 |
—
|
6,738 | — |
NEW
|
6,738 | $1,822,562 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
BAI
BLACKROCK ETF T...
|
ETF | 0.71% | 0.65% |
#47
2
Prev: #49
|
2.3 |
—
|
6,869 | 14.2% |
P
S
|
55,080 | $1,814,886 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
MTUM
ISHARES TR
|
Bond/Debt | 0.71% | 0.50% |
#48
5
Prev: #53
|
3.3 |
—
|
2,656 | 54.4% |
P
S
|
7,534 | $1,808,089 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
THRO
BLACKROCK ETF T...
|
ETF | 0.70% | 0.70% |
#49
3
Prev: #46
|
2.3 |
—
|
4,377 | 9.8% |
P
S
|
48,959 | $1,773,297 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IDEV
ISHARES TR
|
Bond/Debt | 0.61% | 0.68% |
#50
3
Prev: #47
|
0.7 |
—
|
-1,821 | -9.0% |
P
S
|
18,494 | $1,545,544 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 |
Showing 1-50 of 130 holdings