13F COMBINATION REPORT

LifePlan Investment Advisors, Inc.

Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001214659-25-002747

Total Value

$161.7M

Positions

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (99)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	ISHARES TR	464287226	108,452	$10.5M	6.50%
2	VANGUARD INDEX FDS	922908363	17,576	$9.5M	5.86%
3	ISHARES TR	464287200	10,669	$6.3M	3.89%
4	VANGUARD INDEX FDS	922908611	24,878	$4.9M	3.05%
5	SCHWAB STRATEGIC TR	808524706	178,044	$4.7M	2.93%
6	SCHWAB STRATEGIC TR	808524870	180,740	$4.7M	2.89%
7	ISHARES TR	46435G672	92,794	$4.6M	2.87%
8	VANGUARD INDEX FDS	922908736	11,091	$4.6M	2.82%
9	ISHARES TR	46434V613	92,891	$4.2M	2.60%
10	VANGUARD MUN BD FDS	922907746	83,230	$4.2M	2.58%
11	VANGUARD INDEX FDS	922908595	14,693	$4.1M	2.55%
12	VANGUARD INDEX FDS	922908512	23,968	$3.9M	2.40%
13	VANGUARD TAX-MANAGED FDS	921943858	76,122	$3.6M	2.25%
14	SCHWAB STRATEGIC TR	808524805	194,664	$3.6M	2.23%
15	VANGUARD INDEX FDS	922908538	14,129	$3.6M	2.22%
16	ISHARES GOLD TR	IAU	72,056	$3.6M	2.21%
17	SCHWAB STRATEGIC TR	808524409	128,873	$3.4M	2.08%
18	VANGUARD INDEX FDS	922908744	19,742	$3.3M	2.07%
19	SCHWAB STRATEGIC TR	808524300	116,678	$3.3M	2.01%
20	ISHARES TR	464288281	33,038	$2.9M	1.82%
21	FIDELITY COVINGTON TRUST	316092865	59,936	$2.9M	1.81%
22	ISHARES TR	464288513	36,286	$2.9M	1.77%
23	SCHWAB STRATEGIC TR	808524847	128,628	$2.7M	1.68%
24	VANGUARD INTL EQUITY INDEX F	922042676	64,896	$2.6M	1.59%
25	ISHARES TR	464287309	24,943	$2.5M	1.57%
26	GOLDMAN SACHS ETF TR	NVGLF	29,756	$2.4M	1.49%
27	ISHARES TR	46432F339	12,812	$2.3M	1.41%
28	APPLE INC	AAPL	9,038	$2.3M	1.40%
29	BLACKROCK ETF TRUST	BLK	42,950	$2.2M	1.36%
30	ISHARES TR	464288877	36,079	$1.9M	1.17%
31	ISHARES TR	464288885	19,367	$1.9M	1.16%
32	ISHARES TR	464288414	15,315	$1.6M	1.01%
33	NVIDIA CORPORATION	NVDA	11,851	$1.6M	0.98%
34	ISHARES INC	46434G103	30,463	$1.6M	0.98%
35	ISHARES TR	46435G326	22,895	$1.5M	0.91%
36	MICROSOFT CORP	MSFT	3,199	$1.3M	0.83%
37	VANGUARD INTL EQUITY INDEX F	922042858	30,026	$1.3M	0.82%
38	ISHARES TR	464287408	6,508	$1.2M	0.77%
39	VANGUARD CHARLOTTE FDS	92203J407	25,240	$1.2M	0.77%
40	GOLDMAN SACHS ETF TR	NVGLF	36,369	$1.2M	0.75%
41	VANGUARD BD INDEX FDS	921937827	15,199	$1.2M	0.73%
42	GOLDMAN SACHS ETF TR	NVGLF	28,574	$1.2M	0.71%
43	ISHARES TR	464288588	12,100	$1.1M	0.69%
44	ISHARES INC	46434G764	17,536	$972,371	0.60%
45	AMAZON COM INC	AMZN	4,178	$916,611	0.57%
46	INTERNATIONAL BUSINESS MACHS	INTR	4,135	$908,997	0.56%
47	VANGUARD INDEX FDS	922908751	3,619	$869,629	0.54%
48	BLACKROCK ETF TRUST	BLK	13,531	$866,661	0.54%
49	ISHARES TR	464287721	5,374	$857,260	0.53%
50	VANGUARD INDEX FDS	922908363	1,475	$794,745	0.49%
51	ISHARES TR	46435G193	34,656	$787,384	0.49%
52	GOLDMAN SACHS ETF TR	NVGLF	6,283	$723,676	0.45%
53	ISHARES TR	46436E767	14,303	$711,145	0.44%
54	ISHARES TR	46432F396	3,367	$696,700	0.43%
55	GE AEROSPACE	369604301	4,051	$675,666	0.42%
56	BLACKROCK ETF TRUST II	BLK	12,787	$665,180	0.41%
57	ISHARES TR	464288570	5,382	$593,366	0.37%
58	VANGUARD SCOTTSDALE FDS	92206C771	12,777	$579,309	0.36%
59	VANGUARD BD INDEX FDS	921937819	7,424	$554,796	0.34%
60	VANGUARD BD INDEX FDS	921937793	8,065	$551,888	0.34%
61	ISHARES TR	46435U549	11,710	$543,812	0.34%
62	EXXON MOBIL CORP	XOM	4,761	$512,141	0.32%
63	VANGUARD SCOTTSDALE FDS	92206C102	8,335	$484,930	0.30%
64	ISHARES TR	464287432	5,437	$474,813	0.29%
65	ALPHABET INC	GOOG	2,479	$469,214	0.29%
66	ISHARES TR	46436E619	11,011	$467,747	0.29%
67	ISHARES TR	46435G425	3,565	$459,243	0.28%
68	META PLATFORMS INC	META	765	$447,930	0.28%
69	ISHARES INC	46434G103	8,414	$439,379	0.27%
70	JOHNSON & JOHNSON	JNJ	2,868	$414,770	0.26%
71	ISHARES TR	464289438	1,719	$404,429	0.25%
72	ISHARES TR	46436E759	6,207	$401,096	0.25%
73	SPDR SER TR	78464A664	15,303	$400,786	0.25%
74	GOLDMAN SACHS ETF TR	NVGLF	8,308	$374,442	0.23%
75	COSTCO WHSL CORP NEW	22160K105	398	$364,456	0.23%
76	TESLA INC	TSLA	874	$352,956	0.22%
77	WALMART INC	WMT	3,902	$352,546	0.22%
78	HOME DEPOT INC	HD	905	$352,036	0.22%
79	ISHARES TR	464287481	2,718	$344,507	0.21%
80	BROADCOM INC	AVGO	1,459	$338,255	0.21%
81	GE VERNOVA INC	GEV	831	$273,341	0.17%
82	PROCTER AND GAMBLE CO	742718109	1,576	$264,216	0.16%
83	GRACO INC	GGG	3,096	$261,003	0.16%
84	ISHARES TR	464288158	2,374	$250,410	0.15%
85	ISHARES TR	46435G243	10,071	$248,754	0.15%
86	INTUIT	INTU	394	$247,629	0.15%
87	MASTERCARD INCORPORATED	MA	467	$245,908	0.15%
88	ELI LILLY & CO	LLY	318	$245,680	0.15%
89	GOLDMAN SACHS ETF TR	NVGLF	7,600	$242,592	0.15%
90	BERKSHIRE HATHAWAY INC DEL	BRK-A	518	$234,799	0.15%
91	ISHARES TR	464289420	2,944	$232,664	0.14%
92	CISCO SYS INC	CSCO	3,915	$231,768	0.14%
93	JPMORGAN CHASE & CO.	VYLD	960	$230,122	0.14%
94	ISHARES INC	46434G863	6,796	$226,918	0.14%
95	ISHARES TR	464288653	2,270	$225,956	0.14%
96	CHEVRON CORP NEW	CVX	1,513	$219,143	0.14%
97	UNITEDHEALTH GROUP INC	UNH	428	$216,508	0.13%
98	DUKE ENERGY CORP NEW	DUKB	1,881	$202,659	0.13%
99	ISHARES TR	46429B267	8,728	$200,569	0.12%