13F COMBINATION REPORT
LifePlan Investment Advisors, Inc.
Quarter ended Q4 2024 · Filed January 21, 2025 · Accession 0001214659-25-001057
Total Value
$89.5M
Positions
53
Other Managers
1
Confidential Omitted
No
Holdings (53)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287226 | 97,478 | $9.5M | 10.67% |
| 2 | VANGUARD INDEX FDS | 922908363 | 15,735 | $6.4M | 7.16% |
| 3 | VANGUARD INDEX FDS | 922908611 | 31,717 | $5.2M | 5.86% |
| 4 | VANGUARD INDEX FDS | 922908512 | 32,343 | $4.5M | 5.00% |
| 5 | ISHARES TR | 46435G672 | 81,167 | $4.0M | 4.47% |
| 6 | SCHWAB STRATEGIC TR | 808524706 | 161,808 | $4.0M | 4.45% |
| 7 | SCHWAB STRATEGIC TR | 808524870 | 74,966 | $3.9M | 4.39% |
| 8 | FIDELITY COVINGTON TRUST | 316092865 | 85,855 | $3.6M | 4.06% |
| 9 | SCHWAB STRATEGIC TR | 808524805 | 92,985 | $3.3M | 3.71% |
| 10 | SCHWAB STRATEGIC TR | 808524300 | 38,947 | $2.9M | 3.26% |
| 11 | SCHWAB STRATEGIC TR | 808524409 | 42,418 | $2.8M | 3.18% |
| 12 | ISHARES TR | 464287200 | 6,174 | $2.8M | 3.08% |
| 13 | ISHARES GOLD TR | IAU | 72,975 | $2.7M | 2.97% |
| 14 | ISHARES TR | 464288281 | 27,996 | $2.4M | 2.71% |
| 15 | ISHARES TR | 464288513 | 31,590 | $2.4M | 2.65% |
| 16 | VANGUARD MUN BD FDS | 922907746 | 46,368 | $2.3M | 2.60% |
| 17 | SCHWAB STRATEGIC TR | 808524847 | 117,890 | $2.3M | 2.57% |
| 18 | HARTFORD FDS EXCHANGE TRADED | 41653L305 | 64,208 | $2.1M | 2.40% |
| 19 | ISHARES TR | 46434V613 | 45,168 | $2.1M | 2.30% |
| 20 | VANGUARD INDEX FDS | 922908595 | 8,845 | $2.0M | 2.27% |
| 21 | VANGUARD INDEX FDS | 922908538 | 7,946 | $1.6M | 1.83% |
| 22 | APPLE INC | AAPL | 5,952 | $1.2M | 1.29% |
| 23 | ISHARES TR | 46435G326 | 17,815 | $1.1M | 1.22% |
| 24 | VANGUARD INTL EQUITY INDEX F | 922042676 | 25,591 | $1.0M | 1.15% |
| 25 | ISHARES TR | 46432F339 | 6,413 | $864,921 | 0.97% |
| 26 | ISHARES TR | 464288885 | 8,408 | $802,207 | 0.90% |
| 27 | ISHARES TR | 464288414 | 7,461 | $796,313 | 0.89% |
| 28 | ISHARES TR | 464288588 | 7,662 | $714,597 | 0.80% |
| 29 | ISHARES TR | 46435G425 | 7,327 | $714,089 | 0.80% |
| 30 | ISHARES TR | 46429B267 | 29,998 | $686,954 | 0.77% |
| 31 | ISHARES INC | 46434G103 | 13,899 | $685,082 | 0.77% |
| 32 | MICROSOFT CORP | MSFT | 1,811 | $616,845 | 0.69% |
| 33 | ISHARES TR | 464288877 | 10,974 | $537,068 | 0.60% |
| 34 | INTERNATIONAL BUSINESS MACHS | INTR | 3,788 | $506,872 | 0.57% |
| 35 | EXXON MOBIL CORP | XOM | 4,045 | $433,871 | 0.48% |
| 36 | ISHARES INC | 46434G103 | 8,453 | $416,648 | 0.47% |
| 37 | ISHARES TR | 464287721 | 3,748 | $408,045 | 0.46% |
| 38 | VANGUARD INDEX FDS | 922908736 | 1,402 | $396,710 | 0.44% |
| 39 | ISHARES TR | 46435G193 | 17,203 | $391,196 | 0.44% |
| 40 | VANGUARD SCOTTSDALE FDS | 92206C102 | 6,247 | $360,639 | 0.40% |
| 41 | ISHARES TR | 464288570 | 4,224 | $355,534 | 0.40% |
| 42 | ISHARES TR | 46435U549 | 7,260 | $342,454 | 0.38% |
| 43 | TESLA INC | TSLA | 1,295 | $338,992 | 0.38% |
| 44 | NVIDIA CORPORATION | NVDA | 773 | $327,026 | 0.37% |
| 45 | ISHARES TR | 46436E767 | 9,088 | $326,714 | 0.37% |
| 46 | AMAZON COM INC | AMZN | 2,410 | $314,168 | 0.35% |
| 47 | ISHARES TR | 46436E619 | 7,168 | $305,213 | 0.34% |
| 48 | BLACKROCK ETF TRUST | BLK | 6,209 | $303,248 | 0.34% |
| 49 | GRACO INC | GGG | 3,096 | $267,382 | 0.30% |
| 50 | ISHARES TR | 464287481 | 2,718 | $262,640 | 0.29% |
| 51 | ISHARES TR | 46429B697 | 3,482 | $258,817 | 0.29% |
| 52 | VANGUARD INDEX FDS | 922908744 | 1,623 | $230,642 | 0.26% |
| 53 | ISHARES TR | 464288158 | 2,128 | $221,397 | 0.25% |