13F HOLDINGS REPORT

Life Planning Partners, Inc

Quarter ended Q2 2025 · Filed July 21, 2025 · Accession 0001085146-25-003995

Total Value

$125.6M

Positions

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (65)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	ISHARES TR	464287150	185,429	$25.0M	19.93%
2	ISHARES TR	46432F842	125,172	$10.4M	8.32%
3	VANGUARD INDEX FDS	922908769	28,366	$8.6M	6.86%
4	ISHARES TR	464288158	51,484	$5.5M	4.36%
5	VANGUARD TAX-MANAGED FDS	921943858	92,457	$5.3M	4.20%
6	ISHARES INC	46434G103	84,554	$5.1M	4.04%
7	ISHARES TR	464288414	39,969	$4.2M	3.32%
8	ISHARES TR	46434V613	86,460	$4.0M	3.18%
9	SPDR INDEX SHS FDS	78463X889	87,061	$3.5M	2.81%
10	FIDELITY MERRIMACK STR TR	316188846	57,504	$2.8M	2.23%
11	AMERICAN CENTY ETF TR	025072885	26,099	$2.6M	2.09%
12	VANGUARD INTL EQUITY INDEX F	922042858	51,315	$2.5M	2.02%
13	VANGUARD INDEX FDS	922908751	10,547	$2.5M	1.99%
14	DIMENSIONAL ETF TRUST	25434V401	34,934	$2.3M	1.86%
15	ISHARES TR	464287663	24,491	$2.3M	1.84%
16	VANGUARD SCOTTSDALE FDS	92206C870	27,880	$2.3M	1.84%
17	DIMENSIONAL ETF TRUST	25434V203	53,407	$1.8M	1.47%
18	VANGUARD INDEX FDS	922908637	6,373	$1.8M	1.45%
19	GLOBAL X FDS	37960A438	16,715	$1.7M	1.34%
20	VANGUARD BD INDEX FDS	921937819	21,592	$1.7M	1.33%
21	ISHARES TR	46434V100	31,237	$1.6M	1.26%
22	VANGUARD MUN BD FDS	922907746	30,557	$1.5M	1.19%
23	AMERICAN CENTY ETF TR	025072703	18,896	$1.4M	1.11%
24	DIMENSIONAL ETF TRUST	25434V880	46,761	$1.4M	1.09%
25	ISHARES TR	46432F834	16,685	$1.3M	1.03%
26	AMERICAN CENTY ETF TR	025072356	29,186	$1.3M	1.03%
27	PARKER-HANNIFIN CORP	PH	1,765	$1.2M	0.98%
28	VANGUARD INTL EQUITY INDEX F	922042718	8,631	$1.2M	0.92%
29	VANGUARD BD INDEX FDS	921937835	15,631	$1.2M	0.92%
30	FIDELITY COVINGTON TRUST	316092857	42,277	$1.1M	0.91%
31	VANGUARD INTL EQUITY INDEX F	922042775	15,245	$1.0M	0.82%
32	ISHARES TR	464287200	1,630	$1.0M	0.81%
33	TESLA INC	TSLA	3,145	$999,077	0.80%
34	ISHARES TR	464287242	8,046	$881,961	0.70%
35	XPO INC	XPO	6,385	$806,362	0.64%
36	VANGUARD BD INDEX FDS	92203C303	13,976	$696,928	0.55%
37	VANGUARD INDEX FDS	922908611	3,525	$687,410	0.55%
38	VANGUARD INTL EQUITY INDEX F	922042676	14,383	$663,788	0.53%
39	VANGUARD INDEX FDS	922908744	3,724	$658,102	0.52%
40	BANK AMERICA CORP	060505104	12,114	$573,238	0.46%
41	VANGUARD BD INDEX FDS	921937827	6,861	$539,961	0.43%
42	SPDR INDEX SHS FDS	78463X509	11,373	$486,082	0.39%
43	ISHARES TR	464288356	8,337	$464,704	0.37%
44	SCHWAB STRATEGIC TR	808524888	10,338	$440,295	0.35%
45	VANGUARD INTL EQUITY INDEX F	922042874	5,637	$436,868	0.35%
46	ISHARES TR	464288281	4,596	$425,682	0.34%
47	ISHARES TR	464289438	1,679	$413,890	0.33%
48	DIMENSIONAL ETF TRUST	25434V849	7,871	$373,322	0.30%
49	SPDR INDEX SHS FDS	78463X756	6,000	$372,180	0.30%
50	DIMENSIONAL ETF TRUST	25434V799	11,374	$353,618	0.28%
51	JPMORGAN CHASE & CO.	VYLD	1,162	$336,875	0.27%
52	VANGUARD INDEX FDS	922908553	3,658	$325,748	0.26%
53	AMERICAN CENTY ETF TR	025072802	3,885	$308,003	0.25%
54	PALANTIR TECHNOLOGIES INC	PLTR	2,199	$299,700	0.24%
55	ABBVIE INC	ABBV	1,603	$297,549	0.24%
56	GXO LOGISTICS INCORPORATED	GXO	6,055	$294,879	0.23%
57	MICROSOFT CORP	MSFT	591	$293,926	0.23%
58	VANGUARD SCOTTSDALE FDS	92206C409	3,466	$275,547	0.22%
59	CHEVRON CORP NEW	CVX	1,831	$262,221	0.21%
60	VANGUARD STAR FDS	921909768	3,757	$259,571	0.21%
61	ISHARES TR	464287879	2,596	$258,276	0.21%
62	AMERICAN CENTY ETF TR	025072364	3,920	$243,961	0.19%
63	INTERNATIONAL BUSINESS MACHS	INTR	815	$240,246	0.19%
64	AMERICAN CENTY ETF TR	025072372	4,130	$221,141	0.18%
65	ISHARES TR	464287226	2,124	$210,701	0.17%