13F HOLDINGS REPORT (Amended)

Life Planning Partners, Inc

Quarter ended Q4 2024 · Filed February 12, 2025 · Accession 0001085146-25-001057

Total Value

$108.1M

Positions

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (59)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	ISHARES TR	464287150	186,415	$24.0M	22.17%
2	ISHARES TR	46432F842	120,033	$8.4M	7.80%
3	VANGUARD INDEX FDS	922908769	26,980	$7.8M	7.23%
4	ISHARES TR	464288158	56,644	$6.0M	5.53%
5	ISHARES TR	46434V613	96,923	$4.4M	4.05%
6	VANGUARD TAX-MANAGED FDS	921943858	91,398	$4.4M	4.04%
7	ISHARES INC	46434G103	80,836	$4.2M	3.90%
8	ISHARES TR	464288414	34,509	$3.7M	3.40%
9	SPDR INDEX SHS FDS	78463X889	87,061	$3.0M	2.75%
10	VANGUARD INDEX FDS	922908751	10,880	$2.6M	2.42%
11	VANGUARD SCOTTSDALE FDS	92206C870	28,754	$2.3M	2.13%
12	ISHARES TR	464287663	24,491	$2.3M	2.10%
13	VANGUARD INTL EQUITY INDEX F	922042858	48,534	$2.1M	1.98%
14	DIMENSIONAL ETF TRUST	25434V401	27,696	$1.8M	1.63%
15	VANGUARD INDEX FDS	922908637	6,482	$1.7M	1.62%
16	VANGUARD BD INDEX FDS	921937819	22,444	$1.7M	1.55%
17	ISHARES TR	46434V100	29,142	$1.4M	1.34%
18	VANGUARD MUN BD FDS	922907746	27,687	$1.4M	1.28%
19	VANGUARD INTL EQUITY INDEX F	922042718	11,322	$1.3M	1.20%
20	VANGUARD BD INDEX FDS	921937835	17,765	$1.3M	1.18%
21	DIMENSIONAL ETF TRUST	25434V203	42,788	$1.2M	1.16%
22	TESLA INC	TSLA	3,089	$1.2M	1.15%
23	FIDELITY COVINGTON TRUST	316092857	42,857	$1.2M	1.07%
24	DIMENSIONAL ETF TRUST	25434V880	46,301	$1.2M	1.06%
25	AMERICAN CENTY ETF TR	025072356	26,905	$1.1M	1.04%
26	ISHARES TR	464287200	1,628	$958,579	0.89%
27	AMERICAN CENTY ETF TR	025072885	9,841	$953,900	0.88%
28	AMERICAN CENTY ETF TR	025072703	15,181	$931,655	0.86%
29	ISHARES TR	464287242	8,228	$879,096	0.81%
30	VANGUARD INTL EQUITY INDEX F	922042775	15,238	$874,834	0.81%
31	XPO INC	XPO	6,385	$837,393	0.77%
32	ISHARES TR	46432F834	11,029	$729,462	0.67%
33	VANGUARD BD INDEX FDS	92203C303	14,683	$728,570	0.67%
34	VANGUARD INDEX FDS	922908611	3,599	$713,250	0.66%
35	VANGUARD INTL EQUITY INDEX F	922042676	15,832	$626,307	0.58%
36	ISHARES TR	464288281	6,841	$609,123	0.56%
37	VANGUARD INDEX FDS	922908744	3,442	$582,731	0.54%
38	BANK AMERICA CORP	060505104	12,742	$559,995	0.52%
39	VANGUARD BD INDEX FDS	921937827	7,188	$555,417	0.51%
40	ISHARES TR	464288356	8,337	$477,543	0.44%
41	SPDR INDEX SHS FDS	78463X509	11,253	$431,778	0.40%
42	ISHARES TR	464289438	1,679	$395,018	0.37%
43	SCHWAB STRATEGIC TR	808524888	10,938	$375,502	0.35%
44	VANGUARD INTL EQUITY INDEX F	922042874	5,622	$356,828	0.33%
45	SPDR INDEX SHS FDS	78463X756	6,000	$351,660	0.33%
46	VANGUARD INDEX FDS	922908553	3,274	$291,616	0.27%
47	VANGUARD SCOTTSDALE FDS	92206C409	3,733	$291,211	0.27%
48	ABBVIE INC	ABBV	1,603	$284,853	0.26%
49	ISHARES TR	464287879	2,596	$281,952	0.26%
50	DIMENSIONAL ETF TRUST	25434V799	10,314	$266,565	0.25%
51	GXO LOGISTICS INCORPORATED	GXO	6,055	$263,393	0.24%
52	JPMORGAN CHASE & CO.	VYLD	1,062	$254,572	0.24%
53	AMERICAN CENTY ETF TR	025072802	3,885	$252,836	0.23%
54	DIMENSIONAL ETF TRUST	25434V849	5,200	$248,404	0.23%
55	MICROSOFT CORP	MSFT	540	$227,543	0.21%
56	ISHARES TR	464287226	2,334	$226,174	0.21%
57	BERKSHIRE HATHAWAY INC DEL	BRK-A	479	$217,121	0.20%
58	AMERICAN CENTY ETF TR	025072364	3,920	$203,448	0.19%
59	ISHARES INC	464286517	5,578	$201,305	0.19%