13F COMBINATION REPORT
LifePlan Investment Advisors, Inc.
Quarter ended Q4 2024 · Filed January 21, 2025 · Accession 0001214659-25-001062
Total Value
$156.4M
Positions
95
Other Managers
1
Confidential Omitted
No
Holdings (95)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287226 | 116,584 | $11.8M | 7.55% |
| 2 | VANGUARD INDEX FDS | 922908363 | 17,942 | $9.5M | 6.05% |
| 3 | ISHARES TR | 464287200 | 11,479 | $6.6M | 4.23% |
| 4 | SCHWAB STRATEGIC TR | 808524706 | 182,804 | $5.3M | 3.41% |
| 5 | VANGUARD INDEX FDS | 922908611 | 25,742 | $5.2M | 3.30% |
| 6 | SCHWAB STRATEGIC TR | 808524870 | 94,210 | $5.1M | 3.23% |
| 7 | ISHARES TR | 46435G672 | 97,448 | $5.0M | 3.23% |
| 8 | ISHARES TR | 46434V613 | 96,944 | $4.6M | 2.92% |
| 9 | VANGUARD INDEX FDS | 922908512 | 24,721 | $4.1M | 2.65% |
| 10 | VANGUARD INDEX FDS | 922908595 | 15,428 | $4.1M | 2.64% |
| 11 | VANGUARD INDEX FDS | 922908736 | 10,708 | $4.1M | 2.63% |
| 12 | SCHWAB STRATEGIC TR | 808524805 | 98,554 | $4.1M | 2.59% |
| 13 | VANGUARD TAX-MANAGED FDS | 921943858 | 68,717 | $3.6M | 2.32% |
| 14 | VANGUARD INDEX FDS | 922908538 | 14,823 | $3.6M | 2.31% |
| 15 | SCHWAB STRATEGIC TR | 808524409 | 44,610 | $3.6M | 2.29% |
| 16 | ISHARES GOLD TR | IAU | 69,309 | $3.4M | 2.20% |
| 17 | VANGUARD MUN BD FDS | 922907746 | 65,172 | $3.3M | 2.13% |
| 18 | VANGUARD INDEX FDS | 922908744 | 18,434 | $3.2M | 2.06% |
| 19 | FIDELITY COVINGTON TRUST | 316092865 | 61,792 | $3.2M | 2.05% |
| 20 | SCHWAB STRATEGIC TR | 808524300 | 30,705 | $3.2M | 2.04% |
| 21 | ISHARES TR | 464288281 | 33,780 | $3.2M | 2.02% |
| 22 | VANGUARD INTL EQUITY INDEX F | 922042676 | 65,300 | $3.1M | 1.96% |
| 23 | SCHWAB STRATEGIC TR | 808524847 | 131,286 | $3.0M | 1.94% |
| 24 | ISHARES TR | 464288513 | 36,993 | $3.0M | 1.90% |
| 25 | ISHARES TR | 46432F339 | 11,752 | $2.1M | 1.35% |
| 26 | BLACKROCK ETF TRUST | BLK | 41,830 | $2.1M | 1.32% |
| 27 | ISHARES TR | 464287309 | 21,364 | $2.0M | 1.31% |
| 28 | APPLE INC | AAPL | 8,560 | $2.0M | 1.28% |
| 29 | ISHARES TR | 46435G326 | 22,725 | $1.6M | 1.03% |
| 30 | GOLDMAN SACHS ETF TR | NVGLF | 19,223 | $1.5M | 0.97% |
| 31 | ISHARES TR | 464288414 | 13,471 | $1.5M | 0.94% |
| 32 | ISHARES TR | 464288885 | 13,407 | $1.4M | 0.92% |
| 33 | ISHARES TR | 464288877 | 23,855 | $1.4M | 0.88% |
| 34 | MICROSOFT CORP | MSFT | 3,088 | $1.3M | 0.85% |
| 35 | VANGUARD INTL EQUITY INDEX F | 922042858 | 27,115 | $1.3M | 0.83% |
| 36 | ISHARES TR | 464287408 | 5,918 | $1.2M | 0.75% |
| 37 | NVIDIA CORPORATION | NVDA | 9,105 | $1.1M | 0.71% |
| 38 | ISHARES TR | 464288588 | 11,506 | $1.1M | 0.70% |
| 39 | GOLDMAN SACHS ETF TR | NVGLF | 25,042 | $1.1M | 0.68% |
| 40 | VANGUARD CHARLOTTE FDS | 92203J407 | 20,976 | $1.1M | 0.67% |
| 41 | VANGUARD BD INDEX FDS | 921937827 | 12,726 | $1.0M | 0.64% |
| 42 | INTERNATIONAL BUSINESS MACHS | INTR | 4,135 | $914,166 | 0.58% |
| 43 | ISHARES TR | 464287721 | 5,626 | $853,014 | 0.55% |
| 44 | GOLDMAN SACHS ETF TR | NVGLF | 22,611 | $817,840 | 0.52% |
| 45 | VANGUARD INDEX FDS | 922908751 | 3,367 | $798,686 | 0.51% |
| 46 | ISHARES INC | 46434G764 | 12,520 | $765,097 | 0.49% |
| 47 | GE AEROSPACE | 369604301 | 4,048 | $763,372 | 0.49% |
| 48 | ISHARES INC | 46434G103 | 13,241 | $760,166 | 0.49% |
| 49 | AMAZON COM INC | AMZN | 3,905 | $727,619 | 0.47% |
| 50 | BLACKROCK ETF TRUST | BLK | 10,190 | $639,321 | 0.41% |
| 51 | VANGUARD INDEX FDS | 922908363 | 1,116 | $588,880 | 0.38% |
| 52 | ISHARES TR | 464287432 | 5,785 | $567,509 | 0.36% |
| 53 | ISHARES TR | 46435G193 | 23,489 | $558,803 | 0.36% |
| 54 | EXXON MOBIL CORP | XOM | 4,761 | $558,084 | 0.36% |
| 55 | BLACKROCK ETF TRUST II | BLK | 10,237 | $547,987 | 0.35% |
| 56 | VANGUARD SCOTTSDALE FDS | 92206C771 | 10,774 | $508,641 | 0.33% |
| 57 | VANGUARD BD INDEX FDS | 921937793 | 6,563 | $493,341 | 0.32% |
| 58 | VANGUARD BD INDEX FDS | 921937819 | 6,185 | $484,718 | 0.31% |
| 59 | GOLDMAN SACHS ETF TR | NVGLF | 4,266 | $481,802 | 0.31% |
| 60 | JOHNSON & JOHNSON | JNJ | 2,889 | $468,191 | 0.30% |
| 61 | ISHARES TR | 464288570 | 4,129 | $449,194 | 0.29% |
| 62 | ISHARES TR | 46436E767 | 8,816 | $432,689 | 0.28% |
| 63 | META PLATFORMS INC | META | 719 | $411,592 | 0.26% |
| 64 | VANGUARD SCOTTSDALE FDS | 92206C102 | 6,957 | $410,602 | 0.26% |
| 65 | ALPHABET INC | GOOG | 2,460 | $408,026 | 0.26% |
| 66 | ISHARES INC | 46434G103 | 7,098 | $407,496 | 0.26% |
| 67 | ISHARES TR | 464289438 | 1,748 | $384,647 | 0.25% |
| 68 | ISHARES TR | 46435G425 | 2,931 | $369,834 | 0.24% |
| 69 | ISHARES TR | 46436E619 | 8,287 | $367,114 | 0.23% |
| 70 | ISHARES TR | 46435U549 | 7,356 | $357,428 | 0.23% |
| 71 | GOLDMAN SACHS ETF TR | NVGLF | 7,518 | $355,752 | 0.23% |
| 72 | COSTCO WHSL CORP NEW | 22160K105 | 391 | $346,274 | 0.22% |
| 73 | HOME DEPOT INC | HD | 846 | $342,799 | 0.22% |
| 74 | SPDR SER TR | 78464A664 | 11,153 | $324,218 | 0.21% |
| 75 | ISHARES TR | 464287481 | 2,718 | $318,794 | 0.20% |
| 76 | WALMART INC | WMT | 3,864 | $312,018 | 0.20% |
| 77 | ISHARES TR | 46434V803 | 8,335 | $295,226 | 0.19% |
| 78 | GRACO INC | GGG | 3,096 | $270,974 | 0.17% |
| 79 | ISHARES TR | 46436E759 | 3,758 | $270,726 | 0.17% |
| 80 | ELI LILLY & CO | LLY | 304 | $269,482 | 0.17% |
| 81 | BROADCOM INC | AVGO | 1,437 | $247,883 | 0.16% |
| 82 | INTUIT | INTU | 395 | $245,295 | 0.16% |
| 83 | PROCTER AND GAMBLE CO | 742718109 | 1,372 | $237,630 | 0.15% |
| 84 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 515 | $237,034 | 0.15% |
| 85 | ISHARES TR | 464289420 | 2,873 | $233,489 | 0.15% |
| 86 | CHEVRON CORP NEW | CVX | 1,530 | $225,323 | 0.14% |
| 87 | MASTERCARD INCORPORATED | MA | 452 | $223,198 | 0.14% |
| 88 | UNITEDHEALTH GROUP INC | UNH | 379 | $221,594 | 0.14% |
| 89 | DUKE ENERGY CORP NEW | DUKB | 1,881 | $216,879 | 0.14% |
| 90 | GE VERNOVA INC | GEV | 831 | $211,888 | 0.14% |
| 91 | CISCO SYS INC | CSCO | 3,915 | $208,356 | 0.13% |
| 92 | ISHARES TR | 46429B267 | 8,835 | $207,181 | 0.13% |
| 93 | JPMORGAN CHASE & CO. | VYLD | 967 | $203,902 | 0.13% |
| 94 | LOCKHEED MARTIN CORP | LMT | 348 | $203,427 | 0.13% |
| 95 | TESLA INC | TSLA | 769 | $201,193 | 0.13% |