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Life Planning Partners, Inc 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Life Planning Partners, Inc

报告期 2026-03-31 · CIK 0001910934

持仓数

68

前50大市值合计

$125.9M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

ITOT ISHARES TR

CORE S&P TTL STK

$25.1M

176,509

20.0%

IEFA ISHARES TR

CORE MSCI EAFE

$10.8M

118,985

8.6%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$7.6M

23,605

6.0%

SUB ISHARES TR

SHRT NAT MUN ETF

$5.8M

54,582

4.6%

IEMG ISHARES INC

CORE MSCI EMKT

$5.7M

81,403

4.5%

VEA VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT

$5.7M

88,216

4.5%

MUB ISHARES TR

NATIONAL MUN ETF

$4.5M

42,179

3.6%

IUSB ISHARES TR

CORE UNIVRSL USD

$3.8M

81,398

3.0%

CLIP GLOBAL X FDS

1-3 MONTH T-BILL

$3.6M

35,548

2.8%

SPDW SPDR INDEX SHS FDS

STATE STREET SPD

$3.1M

67,750

2.5%

VWO VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF

$2.7M

50,185

2.2%

SLQD ISHARES TR

0-5YR INVT GR CP

$2.5M

49,850

2.0%

IUSV ISHARES TR

CORE S&P US VLU

$2.5M

24,491

2.0%

DFUS DIMENSIONAL ETF TRUST

US EQUITY MARKET

$2.4M

33,693

1.9%

AVUS AMERICAN CENTY ETF TR

US EQT ETF

$2.3M

20,999

1.9%

VB VANGUARD INDEX FDS

SMALL CP ETF

$2.3M

8,735

1.8%

VCIT VANGUARD SCOTTSDALE FDS

INT-TERM CORP

$2.3M

27,248

1.8%

FMUN FIDELITY MERRIMACK STR TR

SYSTEMATIC MUN

$2.2M

44,768

1.8%

DFAI DIMENSIONAL ETF TRUST

INTL CORE EQT MK

$2.0M

51,748

1.6%

AVDE AMERICAN CENTY ETF TR

INTL EQT ETF

$1.9M

22,265

1.5%

AVRE AMERICAN CENTY ETF TR

REAL ESTATE ETF

$1.7M

39,425

1.4%

BIV VANGUARD BD INDEX FDS

INTERMED TERM

$1.6M

20,863

1.3%

DFAX DIMENSIONAL ETF TRUST

WORLD EX US CORE

$1.6M

46,307

1.2%

VV VANGUARD INDEX FDS

LARGE CAP ETF

$1.5M

5,144

1.2%

AVIG AMERICAN CENTY ETF TR

AVANTIS CORE FI

$1.3M

32,091

1.1%

XPO XPO INC

COM

$1.2M

6,385

1.0%

VTEB VANGUARD MUN BD FDS

TAX EXEMPT BD

$1.2M

23,968

0.9%

IVV ISHARES TR

CORE S&P500 ETF

$1.2M

1,826

0.9%

BND VANGUARD BD INDEX FDS

TOTAL BND MRKT

$1.2M

15,677

0.9%

VEU VANGUARD INTL EQUITY INDEX F

ALLWRLD EX US

$1.1M

14,783

0.9%

FREL FIDELITY COVINGTON TRUST

MSCI RL EST ETF

$1.1M

40,892

0.9%

TSLA TESLA INC

COM

$1.0M

2,802

0.8%

IXUS ISHARES TR

CORE MSCI TOTAL

$1.0M

11,669

0.8%

VUSB VANGUARD BD INDEX FDS

VANGUARD ULTRA

$975.6K

19,595

0.8%

PH PARKER-HANNIFIN CORP

COM

$959.7K

1,072

0.8%

VSS VANGUARD INTL EQUITY INDEX F

FTSE SMCAP ETF

$956.1K

6,558

0.8%

LQD ISHARES TR

IBOXX INV CP ETF

$946.7K

8,686

0.8%

VBR VANGUARD INDEX FDS

SM CP VAL ETF

$796.4K

3,666

0.6%

VTV VANGUARD INDEX FDS

VALUE ETF

$731.0K

3,726

0.6%

BSV VANGUARD BD INDEX FDS

SHORT TRM BOND

$538.0K

6,861

0.4%

SPEM SPDR INDEX SHS FDS

STATE STREET SPD

$537.9K

11,466

0.4%

VNQI VANGUARD INTL EQUITY INDEX F

GLB EX US ETF

$536.3K

12,066

0.4%

SCHC SCHWAB STRATEGIC TR

INTL SCEQT ETF

$483.2K

10,338

0.4%

DFNM DIMENSIONAL ETF TRUST

NATL MUN BD ETF

$482.7K

10,070

0.4%

CMF ISHARES TR

CALIF MUN BD ETF

$474.0K

8,337

0.4%

VGK VANGUARD INTL EQUITY INDEX F

FTSE EUROPE ETF

$464.7K

5,637

0.4%

EWX SPDR INDEX SHS FDS

STATE STREET SPD

$396.7K

6,000

0.3%

DFIC DIMENSIONAL ETF TRUST

INTL CORE EQUITY

$389.4K

10,960

0.3%

BAC BANK AMERICA CORP

COM

$382.1K

7,837

0.3%

CVX CHEVRON CORPORATION

COM

$380.4K

1,839

0.3%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

48%前 6 大占比

ITOT20.0%IEFA8.6%VTI6.0%SUB4.6%IEMG4.5%VEA4.5%