13F COMBINATION REPORT

LifePlan Investment Advisors, Inc.

Quarter ended Q1 2025 · Filed May 13, 2025 · Accession 0001214659-25-007440

Total Value

$173.9M

Positions

102

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (102)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	ISHARES TR	464287226	110,396	$10.9M	6.28%
2	VANGUARD INDEX FDS	922908363	15,122	$7.8M	4.47%
3	ISHARES TR	464287200	11,177	$6.3M	3.61%
4	SCHWAB STRATEGIC TR	808524706	182,472	$5.0M	2.89%
5	ISHARES TR	46434V613	107,056	$4.9M	2.84%
6	SCHWAB STRATEGIC TR	808524870	182,040	$4.9M	2.82%
7	ISHARES TR	46435G672	96,673	$4.8M	2.78%
8	VANGUARD INDEX FDS	922908611	25,719	$4.8M	2.76%
9	VANGUARD INDEX FDS	922908736	12,190	$4.5M	2.60%
10	VANGUARD TAX-MANAGED FDS	921943858	86,420	$4.4M	2.53%
11	ISHARES GOLD TR	IAU	72,672	$4.3M	2.46%
12	VANGUARD MUN BD FDS	922907746	85,551	$4.2M	2.44%
13	GOLDMAN SACHS ETF TR	NVGLF	54,372	$4.2M	2.41%
14	SCHWAB STRATEGIC TR	808524805	198,356	$3.9M	2.26%
15	VANGUARD INDEX FDS	922908512	24,367	$3.9M	2.25%
16	VANGUARD INDEX FDS	922908744	21,765	$3.8M	2.16%
17	VANGUARD INDEX FDS	922908595	14,732	$3.7M	2.13%
18	SCHWAB STRATEGIC TR	808524409	127,511	$3.4M	1.95%
19	VANGUARD INDEX FDS	922908538	13,623	$3.3M	1.92%
20	ISHARES TR	464288281	35,205	$3.2M	1.83%
21	ISHARES TR	46432F339	17,804	$3.0M	1.75%
22	FIDELITY COVINGTON TRUST	316092865	59,236	$3.0M	1.74%
23	ISHARES TR	464288513	37,037	$2.9M	1.68%
24	VANGUARD INTL EQUITY INDEX F	922042676	71,457	$2.9M	1.66%
25	SCHWAB STRATEGIC TR	808524300	114,762	$2.9M	1.65%
26	SCHWAB STRATEGIC TR	808524847	132,254	$2.8M	1.64%
27	ISHARES TR	464287309	30,090	$2.8M	1.61%
28	BLACKROCK ETF TRUST	BLK	51,771	$2.5M	1.45%
29	ISHARES TR	464287408	11,379	$2.2M	1.25%
30	ISHARES TR	464288877	32,568	$1.9M	1.10%
31	APPLE INC	AAPL	8,615	$1.9M	1.10%
32	GOLDMAN SACHS ETF TR	NVGLF	52,183	$1.9M	1.07%
33	ISHARES TR	464288414	16,644	$1.8M	1.01%
34	VANGUARD INTL EQUITY INDEX F	922042858	35,939	$1.6M	0.94%
35	ISHARES INC	46434G103	26,441	$1.4M	0.82%
36	VANGUARD CHARLOTTE FDS	92203J407	28,360	$1.4M	0.80%
37	ISHARES TR	46435G326	19,854	$1.4M	0.79%
38	VANGUARD BD INDEX FDS	921937827	17,146	$1.3M	0.77%
39	ISHARES TR	464288588	13,707	$1.3M	0.74%
40	GOLDMAN SACHS ETF TR	NVGLF	11,476	$1.3M	0.73%
41	ISHARES TR	464288885	12,182	$1.2M	0.70%
42	TEXAS INSTRS INC	882508104	6,771	$1.2M	0.70%
43	NVIDIA CORPORATION	NVDA	10,930	$1.2M	0.68%
44	GOLDMAN SACHS ETF TR	NVGLF	28,446	$1.2M	0.67%
45	MICROSOFT CORP	MSFT	3,091	$1.2M	0.67%
46	ISHARES TR	464288653	10,894	$1.1M	0.65%
47	INTERNATIONAL BUSINESS MACHS	INTR	4,275	$1.1M	0.61%
48	ISHARES INC	46434G103	18,384	$992,184	0.57%
49	BLACKROCK ETF TRUST	BLK	15,608	$945,923	0.54%
50	ISHARES TR	464287721	6,507	$913,843	0.53%
51	VANGUARD INDEX FDS	922908751	4,115	$912,558	0.52%
52	ISHARES INC	46434G764	16,361	$901,327	0.52%
53	ISHARES TR	46435G193	38,894	$896,896	0.52%
54	ISHARES TR	46435U549	18,870	$895,948	0.52%
55	VANGUARD INDEX FDS	922908363	1,719	$883,411	0.51%
56	BLACKROCK ETF TRUST II	BLK	15,974	$836,718	0.48%
57	ISHARES TR	46436E767	17,451	$814,438	0.47%
58	GE AEROSPACE	369604301	4,045	$809,607	0.47%
59	ISHARES TR	46432F396	3,904	$789,116	0.45%
60	AMAZON COM INC	AMZN	4,096	$779,305	0.45%
61	ISHARES TR	464287101	2,738	$741,533	0.43%
62	SPDR SER TR	78464A664	24,574	$669,887	0.39%
63	VANGUARD SCOTTSDALE FDS	92206C771	14,263	$660,520	0.38%
64	ISHARES TR	464288570	6,419	$657,370	0.38%
65	VANGUARD BD INDEX FDS	921937819	8,277	$633,770	0.36%
66	VANGUARD BD INDEX FDS	921937793	8,945	$629,907	0.36%
67	GOLDMAN SACHS ETF TR	NVGLF	13,572	$621,063	0.36%
68	EXXON MOBIL CORP	XOM	4,754	$565,393	0.33%
69	ABBVIE INC	ABBV	2,633	$551,666	0.32%
70	GOLDMAN SACHS ETF TR	NVGLF	15,573	$516,712	0.30%
71	ISHARES TR	46436E619	11,137	$482,455	0.28%
72	JOHNSON & JOHNSON	JNJ	2,868	$475,629	0.27%
73	ISHARES TR	46435G425	3,822	$465,940	0.27%
74	META PLATFORMS INC	META	765	$440,938	0.25%
75	ISHARES TR	46434V803	10,619	$385,364	0.22%
76	ISHARES TR	46436E759	5,183	$349,023	0.20%
77	ISHARES TR	464289438	1,639	$345,731	0.20%
78	COSTCO WHSL CORP NEW	22160K105	365	$345,119	0.20%
79	ALPHABET INC	GOOG	2,217	$342,859	0.20%
80	WALMART INC	WMT	3,902	$342,557	0.20%
81	HOME DEPOT INC	HD	900	$329,841	0.19%
82	ISHARES TR	464287481	2,718	$319,338	0.18%
83	GOLDMAN SACHS ETF TR	NVGLF	4,563	$289,431	0.17%
84	BERKSHIRE HATHAWAY INC DEL	BRK-A	516	$274,811	0.16%
85	PROCTER AND GAMBLE CO	742718109	1,576	$268,582	0.15%
86	ISHARES INC	46434G863	7,677	$268,311	0.15%
87	ELI LILLY & CO	LLY	312	$257,937	0.15%
88	MASTERCARD INCORPORATED	MA	467	$255,972	0.15%
89	GE VERNOVA INC	GEV	830	$253,382	0.15%
90	GOLDMAN SACHS ETF TR	NVGLF	6,222	$252,122	0.15%
91	GOLDMAN SACHS ETF TR	NVGLF	4,827	$248,687	0.14%
92	CHEVRON CORP NEW	CVX	1,460	$244,243	0.14%
93	ISHARES TR	46429B267	10,584	$243,273	0.14%
94	INTUIT	INTU	396	$243,140	0.14%
95	BROADCOM INC	AVGO	1,452	$243,108	0.14%
96	CISCO SYS INC	CSCO	3,915	$241,595	0.14%
97	JPMORGAN CHASE & CO.	VYLD	960	$235,488	0.14%
98	ISHARES TR	464289420	2,852	$234,377	0.13%
99	DUKE ENERGY CORP NEW	DUKB	1,881	$229,426	0.13%
100	GOLDMAN SACHS ETF TR	NVGLF	4,451	$223,107	0.13%
101	GOLDMAN SACHS ETF TR	NVGLF	4,504	$222,362	0.13%
102	TESLA INC	TSLA	836	$216,658	0.12%