13F HOLDINGS REPORT

Life Planning Partners, Inc

Quarter ended Q1 2025 · Filed April 17, 2025 · Accession 0001085146-25-002167

Total Value

$110.4M

Positions

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (61)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	ISHARES TR	464287150	186,237	$22.7M	20.57%
2	ISHARES TR	46432F842	121,729	$9.2M	8.34%
3	VANGUARD INDEX FDS	922908769	27,959	$7.7M	6.96%
4	ISHARES TR	464288158	55,833	$5.9M	5.34%
5	VANGUARD TAX-MANAGED FDS	921943858	92,413	$4.7M	4.25%
6	ISHARES INC	46434G103	83,229	$4.5M	4.07%
7	ISHARES TR	46434V613	92,832	$4.3M	3.87%
8	ISHARES TR	464288414	38,673	$4.1M	3.69%
9	SPDR INDEX SHS FDS	78463X889	87,061	$3.2M	2.87%
10	VANGUARD INDEX FDS	922908751	10,950	$2.4M	2.20%
11	VANGUARD SCOTTSDALE FDS	92206C870	29,664	$2.4M	2.20%
12	ISHARES TR	464287663	24,491	$2.3M	2.05%
13	VANGUARD INTL EQUITY INDEX F	922042858	49,099	$2.2M	2.01%
14	DIMENSIONAL ETF TRUST	25434V401	30,523	$1.8M	1.67%
15	VANGUARD INDEX FDS	922908637	6,736	$1.7M	1.57%
16	VANGUARD BD INDEX FDS	921937819	22,298	$1.7M	1.55%
17	DIMENSIONAL ETF TRUST	25434V203	49,293	$1.5M	1.39%
18	ISHARES TR	46434V100	28,384	$1.4M	1.29%
19	VANGUARD MUN BD FDS	922907746	28,687	$1.4M	1.29%
20	GLOBAL X FDS	37960A438	12,955	$1.3M	1.18%
21	VANGUARD INTL EQUITY INDEX F	922042718	11,137	$1.3M	1.17%
22	DIMENSIONAL ETF TRUST	25434V880	46,755	$1.2M	1.11%
23	AMERICAN CENTY ETF TR	025072356	28,036	$1.2M	1.09%
24	FIDELITY COVINGTON TRUST	316092857	42,875	$1.2M	1.07%
25	VANGUARD BD INDEX FDS	921937835	15,875	$1.2M	1.06%
26	AMERICAN CENTY ETF TR	025072885	12,294	$1.1M	1.03%
27	AMERICAN CENTY ETF TR	025072703	16,430	$1.1M	0.99%
28	ISHARES TR	464287242	8,950	$972,801	0.88%
29	VANGUARD INTL EQUITY INDEX F	922042775	15,240	$924,470	0.84%
30	ISHARES TR	464287200	1,629	$915,482	0.83%
31	ISHARES TR	46432F834	12,547	$875,928	0.79%
32	TESLA INC	TSLA	3,089	$800,575	0.72%
33	VANGUARD BD INDEX FDS	92203C303	14,361	$715,983	0.65%
34	XPO INC	XPO	6,385	$686,898	0.62%
35	VANGUARD INDEX FDS	922908611	3,595	$669,713	0.61%
36	VANGUARD INTL EQUITY INDEX F	922042676	14,833	$600,154	0.54%
37	VANGUARD INDEX FDS	922908744	3,393	$586,031	0.53%
38	VANGUARD BD INDEX FDS	921937827	7,188	$562,677	0.51%
39	BANK AMERICA CORP	060505104	12,744	$531,828	0.48%
40	ISHARES TR	464288281	5,728	$518,900	0.47%
41	ISHARES TR	464288356	8,337	$469,206	0.42%
42	SPDR INDEX SHS FDS	78463X509	11,253	$443,031	0.40%
43	VANGUARD INTL EQUITY INDEX F	922042874	5,637	$395,774	0.36%
44	SCHWAB STRATEGIC TR	808524888	10,938	$392,455	0.36%
45	ISHARES TR	464289438	1,679	$354,168	0.32%
46	SPDR INDEX SHS FDS	78463X756	6,000	$339,780	0.31%
47	ABBVIE INC	ABBV	1,603	$335,861	0.30%
48	VANGUARD INDEX FDS	922908553	3,319	$300,518	0.27%
49	DIMENSIONAL ETF TRUST	25434V799	10,728	$297,917	0.27%
50	VANGUARD SCOTTSDALE FDS	92206C409	3,638	$287,184	0.26%
51	AMERICAN CENTY ETF TR	025072802	3,885	$270,940	0.25%
52	JPMORGAN CHASE & CO.	VYLD	1,062	$260,509	0.24%
53	BERKSHIRE HATHAWAY INC DEL	BRK-A	479	$255,106	0.23%
54	ISHARES TR	464287879	2,596	$253,058	0.23%
55	CHEVRON CORP NEW	CVX	1,494	$250,014	0.23%
56	DIMENSIONAL ETF TRUST	25434V849	5,200	$247,364	0.22%
57	GXO LOGISTICS INCORPORATED	GXO	6,055	$236,629	0.21%
58	AMERICAN CENTY ETF TR	025072364	3,920	$222,186	0.20%
59	MICROSOFT CORP	MSFT	591	$221,774	0.20%
60	FIDELITY NATIONAL FINANCIAL	FNF	3,335	$217,042	0.20%
61	ISHARES TR	464287226	2,120	$209,714	0.19%