13F COMBINATION REPORT
LifePlan Investment Advisors, Inc.
Quarter ended Q4 2024 · Filed January 21, 2025 · Accession 0001214659-25-001059
Total Value
$109.3M
Positions
69
Other Managers
1
Confidential Omitted
No
Holdings (69)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287226 | 99,644 | $9.9M | 9.05% |
| 2 | VANGUARD INDEX FDS | 922908363 | 18,474 | $8.1M | 7.38% |
| 3 | ISHARES TR | 464287200 | 13,613 | $6.5M | 5.95% |
| 4 | VANGUARD INDEX FDS | 922908611 | 33,341 | $6.0M | 5.49% |
| 5 | VANGUARD INDEX FDS | 922908512 | 34,498 | $5.0M | 4.58% |
| 6 | SCHWAB STRATEGIC TR | 808524706 | 172,167 | $4.3M | 3.91% |
| 7 | SCHWAB STRATEGIC TR | 808524870 | 78,840 | $4.1M | 3.77% |
| 8 | ISHARES TR | 46435G672 | 82,113 | $4.1M | 3.74% |
| 9 | FIDELITY COVINGTON TRUST | 316092865 | 95,587 | $3.9M | 3.57% |
| 10 | SCHWAB STRATEGIC TR | 808524805 | 96,443 | $3.6M | 3.26% |
| 11 | SCHWAB STRATEGIC TR | 808524409 | 44,138 | $3.1M | 2.83% |
| 12 | ISHARES GOLD TR | IAU | 74,041 | $2.9M | 2.64% |
| 13 | SCHWAB STRATEGIC TR | 808524300 | 33,835 | $2.8M | 2.57% |
| 14 | ISHARES TR | 464288281 | 30,011 | $2.7M | 2.45% |
| 15 | SCHWAB STRATEGIC TR | 808524847 | 128,273 | $2.7M | 2.43% |
| 16 | VANGUARD MUN BD FDS | 922907746 | 51,094 | $2.6M | 2.39% |
| 17 | ISHARES TR | 464288513 | 33,266 | $2.6M | 2.36% |
| 18 | ISHARES TR | 46434V613 | 55,115 | $2.5M | 2.32% |
| 19 | VANGUARD INDEX FDS | 922908595 | 8,941 | $2.2M | 1.98% |
| 20 | VANGUARD INDEX FDS | 922908538 | 7,854 | $1.7M | 1.58% |
| 21 | APPLE INC | AAPL | 8,006 | $1.5M | 1.41% |
| 22 | ISHARES TR | 46432F339 | 10,034 | $1.5M | 1.35% |
| 23 | ISHARES TR | 464288877 | 26,254 | $1.4M | 1.25% |
| 24 | ISHARES TR | 46435G326 | 21,465 | $1.4M | 1.25% |
| 25 | VANGUARD INTL EQUITY INDEX F | 922042676 | 27,155 | $1.2M | 1.06% |
| 26 | VANGUARD INDEX FDS | 922908736 | 3,610 | $1.1M | 1.03% |
| 27 | ISHARES TR | 464288414 | 9,350 | $1.0M | 0.93% |
| 28 | ISHARES TR | 464288885 | 10,446 | $1.0M | 0.93% |
| 29 | MICROSOFT CORP | MSFT | 2,684 | $1.0M | 0.92% |
| 30 | ISHARES TR | 46435G425 | 8,736 | $916,581 | 0.84% |
| 31 | ISHARES INC | 46434G103 | 17,940 | $907,405 | 0.83% |
| 32 | ISHARES TR | 464288588 | 8,860 | $833,549 | 0.76% |
| 33 | VANGUARD INDEX FDS | 922908744 | 5,372 | $803,114 | 0.73% |
| 34 | VANGUARD TAX-MANAGED FDS | 921943858 | 15,843 | $758,880 | 0.69% |
| 35 | ISHARES TR | 46434V860 | 13,296 | $671,049 | 0.61% |
| 36 | INTERNATIONAL BUSINESS MACHS | INTR | 3,792 | $620,182 | 0.57% |
| 37 | ISHARES TR | 464287432 | 6,198 | $612,858 | 0.56% |
| 38 | BLACKROCK ETF TRUST | BLK | 11,134 | $582,754 | 0.53% |
| 39 | ISHARES INC | 46434G103 | 11,227 | $567,862 | 0.52% |
| 40 | ISHARES TR | 464287721 | 4,429 | $543,660 | 0.50% |
| 41 | GENERAL ELECTRIC CO | 369604301 | 3,911 | $499,161 | 0.46% |
| 42 | AMAZON COM INC | AMZN | 3,216 | $488,639 | 0.45% |
| 43 | ISHARES TR | 46435G193 | 20,419 | $475,150 | 0.43% |
| 44 | JOHNSON & JOHNSON | JNJ | 2,952 | $462,696 | 0.42% |
| 45 | EXXON MOBIL CORP | XOM | 4,555 | $455,409 | 0.42% |
| 46 | NVIDIA CORPORATION | NVDA | 890 | $440,792 | 0.40% |
| 47 | ISHARES TR | 464288570 | 4,758 | $433,216 | 0.40% |
| 48 | ISHARES TR | 46435U549 | 8,508 | $406,172 | 0.37% |
| 49 | ISHARES TR | 464287309 | 5,012 | $376,401 | 0.34% |
| 50 | ISHARES TR | 46436E767 | 9,202 | $366,424 | 0.34% |
| 51 | ISHARES TR | 464287242 | 3,201 | $354,223 | 0.32% |
| 52 | ISHARES TR | 46429B267 | 14,657 | $337,697 | 0.31% |
| 53 | ALPHABET INC | GOOG | 2,297 | $320,868 | 0.29% |
| 54 | HOME DEPOT INC | HD | 825 | $285,904 | 0.26% |
| 55 | ISHARES TR | 464287481 | 2,718 | $283,922 | 0.26% |
| 56 | VANGUARD INTL EQUITY INDEX F | 922042858 | 6,734 | $276,767 | 0.25% |
| 57 | ISHARES TR | 46429B697 | 3,491 | $272,403 | 0.25% |
| 58 | ISHARES TR | 464287101 | 1,207 | $269,632 | 0.25% |
| 59 | GRACO INC | GGG | 3,096 | $268,652 | 0.25% |
| 60 | ISHARES TR | 46436E619 | 6,193 | $267,909 | 0.25% |
| 61 | VANGUARD CHARLOTTE FDS | 92203J407 | 5,378 | $265,485 | 0.24% |
| 62 | ISHARES TR | 464289438 | 1,471 | $257,749 | 0.24% |
| 63 | TESLA INC | TSLA | 1,036 | $257,425 | 0.24% |
| 64 | VANGUARD BD INDEX FDS | 921937827 | 3,255 | $250,700 | 0.23% |
| 65 | VANGUARD INDEX FDS | 922908363 | 546 | $238,493 | 0.22% |
| 66 | META PLATFORMS INC | META | 634 | $224,411 | 0.21% |
| 67 | ISHARES TR | 464288158 | 2,013 | $212,231 | 0.19% |
| 68 | CHEVRON CORP NEW | CVX | 1,385 | $206,587 | 0.19% |
| 69 | AIRSPAN NETWORKS HOLDINGS IN | AIIR | 25,698 | $2,313 | 0.00% |