13F COMBINATION REPORT

LifePlan Investment Advisors, Inc.

Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001214659-25-012141

Total Value

$201.4M

Positions

108

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (108)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	ISHARES TR	464287226	111,656	$11.1M	5.50%
2	VANGUARD INDEX FDS	922908363	11,568	$6.6M	3.26%
3	VANGUARD INDEX FDS	922908736	14,928	$6.5M	3.25%
4	GOLDMAN SACHS ETF TR	NVGLF	74,348	$6.4M	3.16%
5	ISHARES TR	46435G672	115,504	$5.9M	2.93%
6	VANGUARD TAX-MANAGED FDS	921943858	96,812	$5.5M	2.74%
7	SCHWAB STRATEGIC TR	808524706	179,966	$5.4M	2.69%
8	ISHARES TR	46434V613	109,099	$5.0M	2.50%
9	VANGUARD INDEX FDS	922908611	25,782	$5.0M	2.50%
10	SCHWAB STRATEGIC TR	808524870	183,574	$4.9M	2.43%
11	ISHARES TR	464287200	7,671	$4.8M	2.37%
12	VANGUARD INDEX FDS	922908744	26,300	$4.6M	2.31%
13	SCHWAB STRATEGIC TR	808524805	195,749	$4.3M	2.15%
14	ISHARES GOLD TR	IAU	68,602	$4.3M	2.12%
15	VANGUARD MUN BD FDS	922907746	86,045	$4.2M	2.09%
16	VANGUARD INDEX FDS	922908595	14,681	$4.1M	2.02%
17	VANGUARD INDEX FDS	922908512	24,323	$4.0M	1.99%
18	VANGUARD INDEX FDS	922908538	13,479	$3.8M	1.90%
19	ISHARES TR	46432F339	19,351	$3.5M	1.76%
20	SCHWAB STRATEGIC TR	808524409	127,005	$3.5M	1.75%
21	SCHWAB STRATEGIC TR	808524300	113,664	$3.3M	1.65%
22	ISHARES TR	464288281	35,570	$3.3M	1.64%
23	VANGUARD INTL EQUITY INDEX F	922042676	70,347	$3.2M	1.61%
24	ISHARES TR	464287309	29,277	$3.2M	1.60%
25	NVIDIA CORPORATION	NVDA	20,156	$3.2M	1.58%
26	FIDELITY COVINGTON TRUST	316092865	58,687	$3.1M	1.53%
27	BLACKROCK ETF TRUST	BLK	55,682	$3.0M	1.51%
28	ISHARES TR	464288877	46,983	$3.0M	1.48%
29	ISHARES TR	464288513	36,758	$3.0M	1.47%
30	APPLE INC	AAPL	14,163	$2.9M	1.44%
31	GOLDMAN SACHS ETF TR	NVGLF	71,126	$2.8M	1.40%
32	SCHWAB STRATEGIC TR	808524847	132,596	$2.8M	1.39%
33	ISHARES TR	464287408	13,521	$2.6M	1.31%
34	GOLDMAN SACHS ETF TR	NVGLF	63,687	$2.6M	1.31%
35	ISHARES INC	46434G103	36,359	$2.2M	1.08%
36	VANGUARD INTL EQUITY INDEX F	922042858	41,089	$2.0M	1.01%
37	GOLDMAN SACHS ETF TR	NVGLF	16,319	$2.0M	0.98%
38	ISHARES TR	464288414	17,688	$1.8M	0.92%
39	VANGUARD INDEX FDS	922908363	3,160	$1.8M	0.89%
40	ISHARES INC	46434G103	29,001	$1.7M	0.86%
41	ISHARES TR	464288653	16,625	$1.7M	0.84%
42	ISHARES TR	464288588	15,833	$1.5M	0.74%
43	MICROSOFT CORP	MSFT	2,936	$1.5M	0.73%
44	VANGUARD CHARLOTTE FDS	92203J407	29,347	$1.5M	0.72%
45	ISHARES TR	464288885	12,931	$1.4M	0.72%
46	VANGUARD BD INDEX FDS	921937827	17,732	$1.4M	0.69%
47	TEXAS INSTRS INC	882508104	6,576	$1.4M	0.68%
48	VANGUARD INDEX FDS	922908751	5,357	$1.3M	0.63%
49	ISHARES TR	464287101	4,164	$1.3M	0.63%
50	INTERNATIONAL BUSINESS MACHS	INTR	4,272	$1.3M	0.63%
51	ISHARES TR	46435G326	14,954	$1.1M	0.56%
52	BLACKROCK ETF TRUST	BLK	30,734	$1.1M	0.54%
53	ISHARES TR	464287721	6,280	$1.1M	0.54%
54	BLACKROCK ETF TRUST	BLK	15,758	$1.1M	0.53%
55	GE AEROSPACE	369604301	4,041	$1.0M	0.52%
56	ISHARES TR	46435G193	44,654	$1.0M	0.52%
57	BLACKROCK ETF TRUST II	BLK	18,742	$990,327	0.49%
58	ISHARES TR	46432F396	4,065	$976,901	0.49%
59	ISHARES TR	46435U549	20,253	$962,828	0.48%
60	JPMORGAN CHASE & CO.	VYLD	3,279	$950,615	0.47%
61	AMAZON COM INC	AMZN	4,209	$923,413	0.46%
62	GOLDMAN SACHS ETF TR	NVGLF	21,652	$805,671	0.40%
63	ISHARES TR	464288570	6,260	$727,162	0.36%
64	GOLDMAN SACHS ETF TR	NVGLF	15,656	$720,489	0.36%
65	VANGUARD SCOTTSDALE FDS	92206C771	14,847	$688,010	0.34%
66	VANGUARD BD INDEX FDS	921937819	8,613	$666,129	0.33%
67	ISHARES TR	46436E767	12,154	$655,465	0.33%
68	VANGUARD BD INDEX FDS	921937793	9,301	$646,792	0.32%
69	META PLATFORMS INC	META	802	$591,985	0.29%
70	ISHARES TR	46436E619	12,482	$543,591	0.27%
71	ISHARES TR	46435G425	3,944	$533,623	0.26%
72	EXXON MOBIL CORP	XOM	4,711	$507,846	0.25%
73	ABBVIE INC	ABBV	2,637	$489,480	0.24%
74	JOHNSON & JOHNSON	JNJ	2,931	$447,710	0.22%
75	ISHARES TR	46429B747	4,326	$445,189	0.22%
76	GE VERNOVA INC	GEV	829	$438,665	0.22%
77	GOLDMAN SACHS ETF TR	NVGLF	6,380	$437,732	0.22%
78	ALPHABET INC	GOOG	2,330	$410,682	0.20%
79	BROADCOM INC	AVGO	1,484	$409,065	0.20%
80	WALMART INC	WMT	3,902	$381,538	0.19%
81	GOLDMAN SACHS ETF TR	NVGLF	6,549	$379,613	0.19%
82	ISHARES TR	464287481	2,721	$377,348	0.19%
83	BLACKROCK ETF TRUST	BLK	13,047	$376,406	0.19%
84	COSTCO WHSL CORP NEW	22160K105	365	$361,352	0.18%
85	ISHARES TR	464289438	1,465	$361,137	0.18%
86	GOLDMAN SACHS ETF TR	NVGLF	6,574	$360,058	0.18%
87	VANGUARD SCOTTSDALE FDS	92206C102	5,812	$341,629	0.17%
88	ISHARES TR	46436E759	4,511	$335,799	0.17%
89	SPDR SERIES TRUST	78464A664	12,360	$328,529	0.16%
90	HOME DEPOT INC	HD	881	$323,010	0.16%
91	TESLA INC	TSLA	1,003	$318,613	0.16%
92	ISHARES INC	46434G863	7,946	$311,245	0.15%
93	INTUIT	INTU	394	$310,326	0.15%
94	GOLDMAN SACHS ETF TR	NVGLF	6,149	$304,455	0.15%
95	ISHARES TR	46429B267	12,600	$289,548	0.14%
96	CISCO SYS INC	CSCO	3,903	$270,790	0.13%
97	ISHARES INC	46434G764	4,174	$263,546	0.13%
98	MASTERCARD INCORPORATED	MA	465	$261,302	0.13%
99	BERKSHIRE HATHAWAY INC DEL	BRK-A	516	$250,657	0.12%
100	PROCTER AND GAMBLE CO	742718109	1,558	$248,221	0.12%
101	ISHARES TR	46435G326	3,184	$242,111	0.12%
102	VANGUARD MALVERN FDS	922020805	4,809	$241,748	0.12%
103	ELI LILLY & CO	LLY	307	$239,611	0.12%
104	NETFLIX INC	NFLX	173	$231,669	0.12%
105	DUKE ENERGY CORP NEW	DUKB	1,878	$221,604	0.11%
106	CAPITOL SER TR	14064D444	8,647	$218,537	0.11%
107	CHEVRON CORP NEW	CVX	1,521	$217,792	0.11%
108	BLACKROCK ETF TRUST	BLK	4,163	$211,739	0.11%