13F HOLDINGS REPORT

Life Planning Partners, Inc

Quarter ended Q4 2024 · Filed January 30, 2025 · Accession 0001085146-25-000629

Total Value

$1.53B

Positions

166

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (166)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	ISHARES TR	464287150	23,976,670	$186.4M	12.21%
2	ISHARES TR	46432F842	8,435,918	$120.0M	7.86%
3	ISHARES TR	46434V613	4,380,903	$96.9M	6.35%
4	VANGUARD TAX-MANAGED FDS	921943858	4,370,665	$91.4M	5.99%
5	SPDR INDEX SHS FDS	78463X889	2,971,392	$87.1M	5.70%
6	ISHARES INC	46434G103	4,221,251	$80.8M	5.29%
7	ISHARES TR	464288158	5,974,766	$56.6M	3.71%
8	VANGUARD INTL EQUITY INDEX F	922042858	2,137,450	$48.5M	3.18%
9	DIMENSIONAL ETF TRUST	25434V880	1,151,040	$46.3M	3.03%
10	FIDELITY COVINGTON TRUST	316092857	1,158,005	$42.9M	2.81%
11	DIMENSIONAL ETF TRUST	25434V203	1,249,421	$42.8M	2.80%
12	ISHARES TR	464288414	3,676,931	$34.5M	2.26%
13	ISHARES TR	46434V100	1,449,518	$29.1M	1.91%
14	VANGUARD SCOTTSDALE FDS	92206C870	2,308,083	$28.8M	1.88%
15	DIMENSIONAL ETF TRUST	25434V401	1,765,647	$27.7M	1.81%
16	VANGUARD MUN BD FDS	922907746	1,387,949	$27.7M	1.81%
17	VANGUARD INDEX FDS	922908769	7,819,168	$27.0M	1.77%
18	AMERICAN CENTY ETF TR	025072356	1,127,863	$26.9M	1.76%
19	ISHARES TR	464287663	2,267,622	$24.5M	1.60%
20	VANGUARD BD INDEX FDS	921937819	1,677,246	$22.4M	1.47%
21	VANGUARD BD INDEX FDS	921937835	1,277,514	$17.8M	1.16%
22	VANGUARD INTL EQUITY INDEX F	922042676	626,307	$15.8M	1.04%
23	VANGUARD INTL EQUITY INDEX F	922042775	874,834	$15.2M	1.00%
24	AMERICAN CENTY ETF TR	025072703	931,655	$15.2M	0.99%
25	VANGUARD BD INDEX FDS	92203C303	728,570	$14.7M	0.96%
26	BANK AMERICA CORP	060505104	559,995	$12.7M	0.83%
27	VANGUARD INTL EQUITY INDEX F	922042718	1,296,122	$11.3M	0.74%
28	SPDR INDEX SHS FDS	78463X509	431,778	$11.3M	0.74%
29	ISHARES TR	46432F834	729,462	$11.0M	0.72%
30	SCHWAB STRATEGIC TR	808524888	375,502	$10.9M	0.72%
31	VANGUARD INDEX FDS	922908751	2,614,209	$10.9M	0.71%
32	DIMENSIONAL ETF TRUST	25434V799	266,565	$10.3M	0.68%
33	AMERICAN CENTY ETF TR	025072885	953,900	$9.8M	0.64%
34	ISHARES TR	464288356	477,543	$8.3M	0.55%
35	ISHARES TR	464287242	879,096	$8.2M	0.54%
36	VANGUARD BD INDEX FDS	921937827	555,417	$7.2M	0.47%
37	ISHARES TR	464288281	609,123	$6.8M	0.45%
38	RXO INC	RXO	157,797	$6.6M	0.43%
39	VANGUARD INDEX FDS	922908637	1,748,257	$6.5M	0.42%
40	XPO INC	XPO	837,393	$6.4M	0.42%
41	GXO LOGISTICS INCORPORATED	GXO	263,393	$6.1M	0.40%
42	SPDR INDEX SHS FDS	78463X756	351,660	$6.0M	0.39%
43	VANGUARD INTL EQUITY INDEX F	922042874	356,828	$5.6M	0.37%
44	ISHARES INC	464286517	201,305	$5.6M	0.37%
45	DIMENSIONAL ETF TRUST	25434V849	248,404	$5.2M	0.34%
46	DIMENSIONAL ETF TRUST	25434V807	180,061	$5.1M	0.33%
47	ISHARES SILVER TR	SLV	126,410	$4.8M	0.31%
48	AMERICAN CENTY ETF TR	025072372	190,806	$4.1M	0.27%
49	AMERICAN CENTY ETF TR	025072364	203,448	$3.9M	0.26%
50	AMERICAN CENTY ETF TR	025072802	252,836	$3.9M	0.25%
51	VANGUARD SCOTTSDALE FDS	92206C409	291,211	$3.7M	0.24%
52	VANGUARD INDEX FDS	922908611	713,250	$3.6M	0.24%
53	VANGUARD INDEX FDS	922908744	582,731	$3.4M	0.23%
54	FIDELITY NATIONAL FINANCIAL	FNF	187,227	$3.3M	0.22%
55	VANGUARD INDEX FDS	922908553	291,616	$3.3M	0.21%
56	TESLA INC	TSLA	1,247,508	$3.1M	0.20%
57	SCHWAB STRATEGIC TR	808524805	55,537	$3.0M	0.20%
58	VANGUARD CHARLOTTE FDS	92203J407	142,640	$2.9M	0.19%
59	SCHWAB STRATEGIC TR	808524201	63,212	$2.7M	0.18%
60	ISHARES TR	464287879	281,952	$2.6M	0.17%
61	ISHARES TR	46432F859	114,982	$2.4M	0.16%
62	ISHARES TR	464287226	226,174	$2.3M	0.15%
63	SPDR SER TR	78468R853	99,543	$2.2M	0.15%
64	VANGUARD STAR FDS	921909768	128,821	$2.2M	0.14%
65	SPDR SER TR	78468R663	190,540	$2.1M	0.14%
66	PALANTIR TECHNOLOGIES INC	PLTR	154,210	$2.0M	0.13%
67	DIMENSIONAL ETF TRUST	25434V633	99,700	$2.0M	0.13%
68	ISHARES TR	464289867	113,838	$2.0M	0.13%
69	NIKE INC	NKE	147,784	$2.0M	0.13%
70	SCHWAB STRATEGIC TR	808524706	51,982	$2.0M	0.13%
71	ISHARES TR	46435G326	125,845	$2.0M	0.13%
72	DIMENSIONAL ETF TRUST	25434V609	107,146	$1.9M	0.13%
73	ISHARES TR	464288273	106,920	$1.8M	0.12%
74	ISHARES TR	464288646	88,045	$1.7M	0.11%
75	ISHARES TR	464289438	395,018	$1.7M	0.11%
76	VERIZON COMMUNICATIONS INC	VZ	65,541	$1.6M	0.11%
77	ISHARES TR	464287200	958,579	$1.6M	0.11%
78	ABBVIE INC	ABBV	284,853	$1.6M	0.10%
79	ISHARES TR	464287432	137,981	$1.6M	0.10%
80	ABBOTT LABS	ABLZF	165,027	$1.5M	0.10%
81	DIMENSIONAL ETF TRUST	25434V104	55,633	$1.4M	0.09%
82	PFIZER INC	PFE	33,647	$1.3M	0.08%
83	CHEVRON CORP NEW	CVX	171,491	$1.2M	0.08%
84	EXXON MOBIL CORP	XOM	125,099	$1.2M	0.08%
85	NEXTERA ENERGY INC	NEE-PW	78,859	$1.1M	0.07%
86	AMERICAN CENTY ETF TR	025072695	50,379	$1.1M	0.07%
87	VANGUARD WELLINGTON FD	921935870	106,666	$1.1M	0.07%
88	JPMORGAN CHASE & CO.	VYLD	254,572	$1.1M	0.07%
89	STATE STR CORP	STT-PG	100,702	$1.0M	0.07%
90	JOHNSON & JOHNSON	JNJ	148,255	$1.0M	0.07%
91	VANGUARD INTL EQUITY INDEX F	922042866	69,761	$982,000	0.06%
92	GRANITESHARES GOLD TR	BAR	25,010	$966,000	0.06%
93	CISCO SYS INC	CSCO	57,010	$963,000	0.06%
94	COCA COLA CO	KO	58,275	$936,000	0.06%
95	AMERICAN CENTY ETF TR	025072604	54,440	$926,000	0.06%
96	CSX CORP	CSX	25,171	$780,000	0.05%
97	INTERNATIONAL BUSINESS MACHS	INTR	163,773	$745,000	0.05%
98	APPLE INC	AAPL	186,453	$744,560	0.05%
99	SCHWAB STRATEGIC TR	808524847	15,627	$742,000	0.05%
100	SPDR SER TR	78464A870	64,843	$720,000	0.05%
101	ISHARES TR	464289875	31,277	$720,000	0.05%
102	ISHARES TR	464287481	89,612	$707,000	0.05%
103	PROG HOLDINGS INC	PRG	29,216	$691,350	0.05%
104	ISHARES TR	464288521	37,423	$653,000	0.04%
105	AFLAC INC	AFL	67,236	$650,000	0.04%
106	SPDR SER TR	78464A375	20,639	$630,000	0.04%
107	OCCIDENTAL PETE CORP	674599105	30,051	$608,200	0.04%
108	BRUKER CORP	BRKRP	35,172	$600,000	0.04%
109	ISHARES TR	464287804	68,679	$596,065	0.04%
110	PROCTER AND GAMBLE CO	742718109	95,225	$568,000	0.04%
111	ISHARES TR	464287630	92,264	$562,000	0.04%
112	UNILEVER PLC	UNLYF	31,185	$550,000	0.04%
113	MICROSOFT CORP	MSFT	227,543	$539,841	0.04%
114	SCHWAB STRATEGIC TR	808524508	14,381	$519,000	0.03%
115	SCHWAB STRATEGIC TR	808524102	11,577	$510,000	0.03%
116	STELLANTIS N.V	STLA	6,525	$500,000	0.03%
117	ORACLE CORP	ORCL-PD	83,320	$500,000	0.03%
118	BERKSHIRE HATHAWAY INC DEL	BRK-A	217,121	$479,000	0.03%
119	DIMENSIONAL ETF TRUST	25434V732	11,524	$440,000	0.03%
120	ISHARES TR	464287309	43,049	$424,000	0.03%
121	ISHARES TR	464287705	52,489	$420,045	0.03%
122	ISHARES TR	464287408	79,597	$417,000	0.03%
123	VANGUARD INDEX FDS	922908595	114,264	$408,000	0.03%
124	TE CONNECTIVITY PLC	TEL	55,186	$386,000	0.03%
125	ISHARES TR	464289420	30,427	$385,000	0.03%
126	ISHARES TR	464288489	6,987	$362,000	0.02%
127	ISHARES TR	464287234	14,972	$358,000	0.02%
128	NVIDIA CORPORATION	NVDA	47,002	$350,000	0.02%
129	ISHARES TR	464289859	26,047	$340,000	0.02%
130	DIMENSIONAL ETF TRUST	25434V815	9,521	$309,330	0.02%
131	VANGUARD INDEX FDS	922908736	119,848	$292,000	0.02%
132	VISA INC	V	92,284	$292,000	0.02%
133	ISHARES TR	464287473	35,827	$277,000	0.02%
134	IONQ INC	IONQ-WT	11,305	$270,637	0.02%
135	VANGUARD INDEX FDS	922908629	66,825	$253,000	0.02%
136	COMCAST CORP NEW	CCZ	9,307	$248,000	0.02%
137	VANGUARD MUN BD FDS	922907738	24,549	$247,000	0.02%
138	VANGUARD WORLD FD	921910840	28,854	$231,000	0.02%
139	REGIONS FINANCIAL CORP NEW	RF-PF	5,304	$225,503	0.01%
140	DOVER CORP	DOV	42,210	$225,000	0.01%
141	AMERICAN CENTY ETF TR	025072877	20,561	$213,000	0.01%
142	ISHARES TR	46432F339	36,732	$206,265	0.01%
143	DISNEY WALT CO	254687106	22,827	$205,000	0.01%
144	VANGUARD SPECIALIZED FUNDS	921908844	39,753	$203,000	0.01%
145	PARAMOUNT GLOBAL	92556H206	2,092	$200,000	0.01%
146	ISHARES TR	464288257	22,795	$194,000	0.01%
147	VANGUARD WORLD FD	92204A801	35,690	$190,000	0.01%
148	SPDR SER TR	78468R556	24,887	$188,013	0.01%
149	COSTCO WHSL CORP NEW	22160K105	171,342	$187,000	0.01%
150	SELECT SECTOR SPDR TR	81369Y506	14,905	$174,000	0.01%
151	MCDONALDS CORP	MCD	49,571	$171,000	0.01%
152	ASSURANT INC	AIZN	36,247	$170,000	0.01%
153	ALPHABET INC	GOOG	31,232	$164,000	0.01%
154	ADVANCED MICRO DEVICES INC	AMD	19,398	$160,592	0.01%
155	TEXAS INSTRS INC	882508104	28,127	$150,000	0.01%
156	AMAZON COM INC	AMZN	30,715	$140,000	0.01%
157	VANGUARD INTL EQUITY INDEX F	922042742	16,395	$139,554	0.01%
158	VANGUARD INDEX FDS	922908363	64,118	$119,000	0.01%
159	ALLSTATE CORP	ALL-PJ	21,978	$114,000	0.01%
160	SPDR GOLD TR	GLD	27,361	$113,000	0.01%
161	BROADCOM INC	AVGO	25,502	$110,000	0.01%
162	ROYAL CARIBBEAN GROUP	V7780T103	23,069	$100,000	0.01%
163	VANGUARD INDEX FDS	922908512	15,692	$97,000	0.01%
164	VANGUARD INDEX FDS	922908538	10,911	$43,000	0.00%
165	VANGUARD WORLD FD	921910816	11,333	$33,000	0.00%
166	LOCKHEED MARTIN CORP	LMT	10,015	$20,610	0.00%