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.
LifePlan Investment Advisors, Inc. (CIK 2045484) reported $254.5M across 122 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AGG ($11.8M, 4.65%), VOO ($9.0M, 3.52%), GSUS ($8.8M, 3.46%), VUG ($8.6M, 3.37%), VEA ($8.1M, 3.19%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AGG | ISHARES TR | $11.8M | 4.65% | 119,223 | Trimmed |
| 2 | VOO | VANGUARD INDEX FDS | $9.0M | 3.52% | 14,989 | Trimmed |
| 3 | GSUS | GOLDMAN SACHS ETF TR | $8.8M | 3.46% | 98,277 | Added |
| 4 | VUG | VANGUARD INDEX FDS | $8.6M | 3.37% | 19,649 | Added |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | $8.1M | 3.19% | 126,510 | Added |
| 6 | VTV | VANGUARD INDEX FDS | $6.8M | 2.68% | 34,795 | Added |
| 7 | IVV | ISHARES TR | $6.8M | 2.68% | 10,460 | Added |
| 8 | IAGG | ISHARES TR | $6.8M | 2.66% | 135,167 | Added |
| 9 | SCHE | SCHWAB STRATEGIC TR | $5.8M | 2.28% | 176,357 | Added |
| 10 | VBR | VANGUARD INDEX FDS | $5.7M | 2.24% | 26,271 | Trimmed |
| 11 | IUSB | ISHARES TR | $5.6M | 2.18% | 120,199 | Added |
| 12 | SCHP | SCHWAB STRATEGIC TR | $5.5M | 2.14% | 204,939 | Added |
| 13 | VTEB | VANGUARD MUN BD FDS | $5.3M | 2.06% | 105,289 | Added |
| 14 | IEMG | ISHARES INC | $4.8M | 1.88% | 68,541 | Added |
| 15 | SCHF | SCHWAB STRATEGIC TR | $4.6M | 1.81% | 186,203 | Trimmed |
| 16 | VOE | VANGUARD INDEX FDS | $4.6M | 1.80% | 24,899 | Trimmed |
| 17 | VBK | VANGUARD INDEX FDS | $4.5M | 1.77% | 14,876 | Trimmed |
| 18 | IVE | ISHARES TR | $4.5M | 1.76% | 21,242 | Added |
| 19 | GCOR | GOLDMAN SACHS ETF TR | $4.5M | 1.76% | 108,557 | Added |
| 20 | IAU | ISHARES GOLD TR | $4.4M | 1.72% | 49,567 | Trimmed |
| 21 | SCHV | SCHWAB STRATEGIC TR | $4.0M | 1.56% | 130,164 | Trimmed |
| 22 | IVW | ISHARES TR | $3.9M | 1.55% | 34,832 | Added |
| 23 | DYNF | BLACKROCK ETF TRUST | $3.9M | 1.53% | 66,711 | Trimmed |
| 24 | VOT | VANGUARD INDEX FDS | $3.8M | 1.51% | 14,884 | Added |
| 25 | AAPL | APPLE INC | $3.8M | 1.48% | 14,825 | Added |
Source: SEC Form 13F filings · as of 2026-03-31