Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Life Planning Partners, Inc (CIK 1910934) reported $131.0M across 68 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ITOT ($25.1M, 19.19%), IEFA ($10.8M, 8.22%), VTI ($7.6M, 5.78%), SUB ($5.8M, 4.44%), IEMG ($5.7M, 4.33%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | $25.1M | 19.19% | 176,509 | Trimmed |
| 2 | IEFA | ISHARES TR | $10.8M | 8.22% | 118,985 | Trimmed |
| 3 | VTI | VANGUARD INDEX FDS | $7.6M | 5.78% | 23,605 | Trimmed |
| 4 | SUB | ISHARES TR | $5.8M | 4.44% | 54,582 | Trimmed |
| 5 | IEMG | ISHARES INC | $5.7M | 4.33% | 81,403 | Added |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | $5.7M | 4.31% | 88,216 | Added |
| 7 | MUB | ISHARES TR | $4.5M | 3.42% | 42,179 | Added |
| 8 | IUSB | ISHARES TR | $3.8M | 2.87% | 81,398 | Trimmed |
| 9 | CLIP | GLOBAL X FDS | $3.6M | 2.72% | 35,548 | Added |
| 10 | SPDW | SPDR INDEX SHS FDS | $3.1M | 2.36% | 67,750 | Trimmed |
| 11 | VWO | VANGUARD INTL EQUITY INDEX F | $2.7M | 2.07% | 50,185 | Added |
| 12 | SLQD | ISHARES TR | $2.5M | 1.92% | 49,850 | Added |
| 13 | IUSV | ISHARES TR | $2.5M | 1.91% | 24,491 | Hold |
| 14 | DFUS | DIMENSIONAL ETF TRUST | $2.4M | 1.82% | 33,693 | Added |
| 15 | AVUS | AMERICAN CENTY ETF TR | $2.3M | 1.78% | 20,999 | Added |
| 16 | VB | VANGUARD INDEX FDS | $2.3M | 1.75% | 8,735 | Added |
| 17 | VCIT | VANGUARD SCOTTSDALE FDS | $2.3M | 1.72% | 27,248 | Trimmed |
| 18 | FMUN | FIDELITY MERRIMACK STR TR | $2.2M | 1.70% | 44,768 | Trimmed |
| 19 | DFAI | DIMENSIONAL ETF TRUST | $2.0M | 1.54% | 51,748 | Added |
| 20 | AVDE | AMERICAN CENTY ETF TR | $1.9M | 1.44% | 22,265 | Added |
| 21 | AVRE | AMERICAN CENTY ETF TR | $1.7M | 1.32% | 39,425 | Added |
| 22 | BIV | VANGUARD BD INDEX FDS | $1.6M | 1.23% | 20,863 | Trimmed |
| 23 | DFAX | DIMENSIONAL ETF TRUST | $1.6M | 1.20% | 46,307 | Hold |
| 24 | VV | VANGUARD INDEX FDS | $1.5M | 1.17% | 5,144 | Added |
| 25 | AVIG | AMERICAN CENTY ETF TR | $1.3M | 1.02% | 32,091 | Added |
Source: SEC Form 13F filings · as of 2026-03-31