13F COMBINATION REPORT
LifePlan Investment Advisors, Inc.
Quarter ended Q4 2024 · Filed January 21, 2025 · Accession 0001214659-25-001061
Total Value
$138.8M
Positions
86
Other Managers
1
Confidential Omitted
No
Holdings (86)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287226 | 114,636 | $11.1M | 8.02% |
| 2 | VANGUARD INDEX FDS | 922908363 | 18,328 | $9.2M | 6.61% |
| 3 | ISHARES TR | 464287200 | 11,211 | $6.1M | 4.42% |
| 4 | SCHWAB STRATEGIC TR | 808524706 | 180,852 | $4.8M | 3.46% |
| 5 | ISHARES TR | 46435G672 | 93,520 | $4.7M | 3.36% |
| 6 | SCHWAB STRATEGIC TR | 808524870 | 89,525 | $4.7M | 3.36% |
| 7 | VANGUARD INDEX FDS | 922908611 | 25,276 | $4.6M | 3.32% |
| 8 | ISHARES TR | 46434V613 | 82,720 | $3.7M | 2.70% |
| 9 | VANGUARD INDEX FDS | 922908512 | 24,739 | $3.7M | 2.68% |
| 10 | SCHWAB STRATEGIC TR | 808524805 | 96,699 | $3.7M | 2.68% |
| 11 | VANGUARD INDEX FDS | 922908595 | 14,578 | $3.6M | 2.63% |
| 12 | VANGUARD INDEX FDS | 922908736 | 8,866 | $3.3M | 2.39% |
| 13 | SCHWAB STRATEGIC TR | 808524409 | 44,165 | $3.3M | 2.36% |
| 14 | ISHARES GOLD TR | IAU | 73,896 | $3.2M | 2.34% |
| 15 | VANGUARD INDEX FDS | 922908538 | 14,083 | $3.2M | 2.33% |
| 16 | SCHWAB STRATEGIC TR | 808524300 | 30,893 | $3.1M | 2.25% |
| 17 | FIDELITY COVINGTON TRUST | 316092865 | 67,243 | $3.0M | 2.13% |
| 18 | VANGUARD MUN BD FDS | 922907746 | 57,854 | $2.9M | 2.09% |
| 19 | ISHARES TR | 464288281 | 32,388 | $2.9M | 2.07% |
| 20 | VANGUARD TAX-MANAGED FDS | 921943858 | 55,144 | $2.7M | 1.96% |
| 21 | ISHARES TR | 464288513 | 35,172 | $2.7M | 1.96% |
| 22 | SCHWAB STRATEGIC TR | 808524847 | 133,953 | $2.7M | 1.93% |
| 23 | VANGUARD INTL EQUITY INDEX F | 922042676 | 65,369 | $2.7M | 1.91% |
| 24 | VANGUARD INDEX FDS | 922908744 | 15,166 | $2.4M | 1.75% |
| 25 | ISHARES TR | 464287309 | 20,600 | $1.9M | 1.37% |
| 26 | ISHARES TR | 46432F339 | 10,975 | $1.9M | 1.35% |
| 27 | APPLE INC | AAPL | 8,656 | $1.8M | 1.31% |
| 28 | BLACKROCK ETF TRUST | BLK | 38,530 | $1.8M | 1.30% |
| 29 | ISHARES TR | 46435G326 | 23,069 | $1.5M | 1.09% |
| 30 | MICROSOFT CORP | MSFT | 3,036 | $1.4M | 0.98% |
| 31 | ISHARES TR | 464288885 | 12,730 | $1.3M | 0.94% |
| 32 | ISHARES TR | 464288414 | 12,151 | $1.3M | 0.93% |
| 33 | GOLDMAN SACHS ETF TR | NVGLF | 16,319 | $1.2M | 0.88% |
| 34 | NVIDIA CORPORATION | NVDA | 9,241 | $1.1M | 0.82% |
| 35 | GOLDMAN SACHS ETF TR | NVGLF | 26,179 | $1.1M | 0.77% |
| 36 | ISHARES TR | 464287408 | 5,554 | $1.0M | 0.73% |
| 37 | VANGUARD INTL EQUITY INDEX F | 922042858 | 21,513 | $941,409 | 0.68% |
| 38 | ISHARES TR | 464288588 | 10,227 | $938,941 | 0.68% |
| 39 | ISHARES TR | 464287721 | 5,495 | $826,998 | 0.60% |
| 40 | VANGUARD CHARLOTTE FDS | 92203J407 | 16,886 | $821,842 | 0.59% |
| 41 | ISHARES TR | 464288877 | 15,227 | $807,640 | 0.58% |
| 42 | VANGUARD BD INDEX FDS | 921937827 | 10,250 | $786,175 | 0.57% |
| 43 | AMAZON COM INC | AMZN | 3,870 | $747,878 | 0.54% |
| 44 | ISHARES INC | 46434G103 | 13,327 | $713,394 | 0.51% |
| 45 | INTERNATIONAL BUSINESS MACHS | INTR | 4,116 | $711,862 | 0.51% |
| 46 | BLACKROCK ETF TRUST | BLK | 11,069 | $657,579 | 0.47% |
| 47 | GOLDMAN SACHS ETF TR | NVGLF | 19,448 | $654,425 | 0.47% |
| 48 | GE AEROSPACE | 369604301 | 4,029 | $640,490 | 0.46% |
| 49 | VANGUARD SCOTTSDALE FDS | 92206C102 | 10,904 | $632,323 | 0.46% |
| 50 | VANGUARD INDEX FDS | 922908363 | 1,207 | $603,657 | 0.44% |
| 51 | VANGUARD INDEX FDS | 922908751 | 2,730 | $595,249 | 0.43% |
| 52 | ISHARES INC | 46434G764 | 9,653 | $571,458 | 0.41% |
| 53 | EXXON MOBIL CORP | XOM | 4,783 | $550,619 | 0.40% |
| 54 | ISHARES TR | 464287432 | 5,954 | $546,458 | 0.39% |
| 55 | ISHARES TR | 46435G193 | 23,679 | $537,987 | 0.39% |
| 56 | ISHARES TR | 464288570 | 4,588 | $476,464 | 0.34% |
| 57 | ALPHABET INC | GOOG | 2,592 | $472,054 | 0.34% |
| 58 | ISHARES INC | 46434G103 | 8,401 | $449,706 | 0.32% |
| 59 | JOHNSON & JOHNSON | JNJ | 2,862 | $418,310 | 0.30% |
| 60 | ISHARES TR | 46436E767 | 8,727 | $406,504 | 0.29% |
| 61 | ISHARES TR | 46434V803 | 11,367 | $404,154 | 0.29% |
| 62 | VANGUARD SCOTTSDALE FDS | 92206C771 | 8,692 | $394,617 | 0.28% |
| 63 | GOLDMAN SACHS ETF TR | NVGLF | 3,648 | $390,154 | 0.28% |
| 64 | BLACKROCK ETF TRUST II | BLK | 7,202 | $375,944 | 0.27% |
| 65 | ISHARES TR | 464289438 | 1,746 | $374,552 | 0.27% |
| 66 | VANGUARD BD INDEX FDS | 921937819 | 4,996 | $374,150 | 0.27% |
| 67 | VANGUARD BD INDEX FDS | 921937793 | 5,287 | $371,623 | 0.27% |
| 68 | META PLATFORMS INC | META | 707 | $356,484 | 0.26% |
| 69 | ISHARES TR | 46435U549 | 7,550 | $351,906 | 0.25% |
| 70 | ISHARES TR | 46436E619 | 8,252 | $351,123 | 0.25% |
| 71 | COSTCO WHSL CORP NEW | 22160K105 | 404 | $343,741 | 0.25% |
| 72 | ISHARES TR | 46435G425 | 2,643 | $315,363 | 0.23% |
| 73 | HOME DEPOT INC | HD | 876 | $301,554 | 0.22% |
| 74 | ISHARES TR | 464287481 | 2,718 | $299,931 | 0.22% |
| 75 | GOLDMAN SACHS ETF TR | NVGLF | 6,181 | $279,690 | 0.20% |
| 76 | ELI LILLY & CO | LLY | 304 | $275,346 | 0.20% |
| 77 | INTUIT | INTU | 393 | $258,284 | 0.19% |
| 78 | GRACO INC | GGG | 3,096 | $245,490 | 0.18% |
| 79 | CHEVRON CORP NEW | CVX | 1,488 | $232,753 | 0.17% |
| 80 | BROADCOM INC | AVGO | 144 | $231,196 | 0.17% |
| 81 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 558 | $226,994 | 0.16% |
| 82 | PROCTER AND GAMBLE CO | 742718109 | 1,359 | $224,126 | 0.16% |
| 83 | SPDR SER TR | 78464A664 | 8,072 | $219,720 | 0.16% |
| 84 | ISHARES TR | 46436E759 | 3,212 | $216,578 | 0.16% |
| 85 | ISHARES TR | 464289420 | 2,846 | $212,938 | 0.15% |
| 86 | MASTERCARD INCORPORATED | MA | 466 | $205,581 | 0.15% |