13F COMBINATION REPORT

LifePlan Investment Advisors, Inc.

Quarter ended Q3 2025 · Filed November 13, 2025 · Accession 0001214659-25-016403

Total Value

$238.4M

Positions

117

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (117)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	ISHARES TR	464287226	115,887	$11.6M	4.87%
2	VANGUARD INDEX FDS	922908363	14,873	$9.1M	3.82%
3	VANGUARD INDEX FDS	922908736	16,618	$8.0M	3.34%
4	GOLDMAN SACHS ETF TR	NVGLF	82,497	$7.6M	3.20%
5	VANGUARD TAX-MANAGED FDS	921943858	110,282	$6.6M	2.77%
6	ISHARES TR	46435G672	121,080	$6.2M	2.60%
7	SCHWAB STRATEGIC TR	808524706	174,340	$5.8M	2.44%
8	VANGUARD INDEX FDS	922908363	9,436	$5.8M	2.42%
9	VANGUARD INDEX FDS	922908744	30,039	$5.6M	2.35%
10	VANGUARD INDEX FDS	922908611	26,480	$5.5M	2.32%
11	SCHWAB STRATEGIC TR	808524870	190,398	$5.1M	2.15%
12	ISHARES GOLD TR	IAU	70,456	$5.1M	2.15%
13	ISHARES TR	464287200	7,409	$5.0M	2.08%
14	ISHARES TR	46434V613	103,393	$4.8M	2.03%
15	VANGUARD MUN BD FDS	922907746	90,842	$4.5M	1.91%
16	SCHWAB STRATEGIC TR	808524805	194,212	$4.5M	1.90%
17	VANGUARD INDEX FDS	922908595	14,978	$4.5M	1.87%
18	VANGUARD INDEX FDS	922908512	25,455	$4.4M	1.86%
19	BLACKROCK ETF TRUST	BLK	72,559	$4.3M	1.80%
20	ISHARES INC	46434G103	63,396	$4.2M	1.75%
21	NVIDIA CORPORATION	NVDA	21,202	$4.0M	1.66%
22	VANGUARD INDEX FDS	922908538	13,372	$3.9M	1.65%
23	SCHWAB STRATEGIC TR	808524409	132,528	$3.9M	1.62%
24	GOLDMAN SACHS ETF TR	NVGLF	89,493	$3.7M	1.57%
25	ISHARES TR	464287309	30,559	$3.7M	1.55%
26	SCHWAB STRATEGIC TR	808524300	112,424	$3.6M	1.50%
27	ISHARES TR	464288281	37,564	$3.6M	1.50%
28	APPLE INC	AAPL	14,018	$3.6M	1.50%
29	ISHARES TR	46432F339	17,746	$3.5M	1.45%
30	FIDELITY COVINGTON TRUST	316092865	60,325	$3.4M	1.43%
31	ISHARES TR	464287408	16,082	$3.3M	1.39%
32	VANGUARD INTL EQUITY INDEX F	922042676	68,535	$3.3M	1.37%
33	ISHARES TR	464288877	47,648	$3.2M	1.36%
34	ISHARES TR	464288513	39,390	$3.2M	1.34%
35	SCHWAB STRATEGIC TR	808524847	147,901	$3.2M	1.34%
36	ISHARES TR	464287101	9,125	$3.0M	1.27%
37	GOLDMAN SACHS ETF TR	NVGLF	73,112	$3.0M	1.26%
38	VANGUARD INTL EQUITY INDEX F	922042858	46,420	$2.5M	1.06%
39	GOLDMAN SACHS ETF TR	NVGLF	18,676	$2.4M	1.02%
40	ISHARES INC	46434G103	35,586	$2.3M	0.98%
41	ISHARES TR	464288653	21,098	$2.2M	0.91%
42	ISHARES TR	464288414	17,858	$1.9M	0.80%
43	VANGUARD CHARLOTTE FDS	92203J407	34,969	$1.7M	0.73%
44	ISHARES TR	464288588	18,134	$1.7M	0.72%
45	VANGUARD BD INDEX FDS	921937827	20,945	$1.7M	0.69%
46	BLACKROCK ETF TRUST	BLK	43,064	$1.6M	0.68%
47	BLACKROCK ETF TRUST	BLK	47,025	$1.6M	0.67%
48	ISHARES TR	46435G326	19,604	$1.6M	0.66%
49	MICROSOFT CORP	MSFT	3,012	$1.6M	0.65%
50	VANGUARD INDEX FDS	922908751	6,103	$1.6M	0.65%
51	INTERNATIONAL BUSINESS MACHS	INTR	4,315	$1.2M	0.51%
52	GE AEROSPACE	369604301	4,041	$1.2M	0.51%
53	TEXAS INSTRS INC	882508104	6,579	$1.2M	0.51%
54	ISHARES TR	46432F396	4,490	$1.2M	0.48%
55	BLACKROCK ETF TRUST	BLK	15,484	$1.1M	0.47%
56	BLACKROCK ETF TRUST II	BLK	21,028	$1.1M	0.47%
57	ISHARES TR	46435G193	47,079	$1.1M	0.47%
58	JPMORGAN CHASE & CO.	VYLD	3,279	$1.0M	0.43%
59	GOLDMAN SACHS ETF TR	NVGLF	24,659	$1.0M	0.42%
60	GOLDMAN SACHS ETF TR	NVGLF	15,548	$984,081	0.41%
61	ISHARES TR	46435U549	20,122	$966,445	0.41%
62	AMAZON COM INC	AMZN	4,299	$943,931	0.40%
63	GOLDMAN SACHS ETF TR	NVGLF	19,730	$921,192	0.39%
64	ISHARES TR	46435G326	11,478	$920,191	0.39%
65	ISHARES TR	46435G425	5,770	$840,053	0.35%
66	VANGUARD SCOTTSDALE FDS	92206C771	17,660	$829,314	0.35%
67	VANGUARD BD INDEX FDS	921937819	10,220	$798,080	0.33%
68	VANGUARD BD INDEX FDS	921937793	11,113	$787,356	0.33%
69	ISHARES TR	464288570	6,084	$766,314	0.32%
70	ISHARES TR	464288760	3,577	$748,523	0.31%
71	ABBVIE INC	ABBV	2,973	$688,368	0.29%
72	META PLATFORMS INC	META	855	$627,939	0.26%
73	EXXON MOBIL CORP	XOM	5,336	$601,634	0.25%
74	ALPHABET INC	GOOG	2,413	$586,494	0.25%
75	JOHNSON & JOHNSON	JNJ	3,095	$573,875	0.24%
76	GOLDMAN SACHS ETF TR	NVGLF	7,520	$563,173	0.24%
77	GE VERNOVA INC	GEV	867	$533,118	0.22%
78	ISHARES TR	464289438	1,888	$516,651	0.22%
79	BROADCOM INC	AVGO	1,556	$513,340	0.22%
80	ISHARES TR	46436E767	8,793	$503,912	0.21%
81	TESLA INC	TSLA	1,097	$487,858	0.20%
82	ISHARES TR	46429B747	4,477	$462,743	0.19%
83	GOLDMAN SACHS ETF TR	NVGLF	7,806	$444,699	0.19%
84	SPDR SERIES TRUST	78464A664	15,575	$419,746	0.18%
85	BERKSHIRE HATHAWAY INC DEL	BRK-A	831	$417,777	0.18%
86	ISHARES TR	464287481	2,828	$402,735	0.17%
87	WALMART INC	WMT	3,902	$402,140	0.17%
88	GOLDMAN SACHS ETF TR	NVGLF	7,935	$396,115	0.17%
89	ISHARES TR	464288885	3,433	$390,950	0.16%
90	HOME DEPOT INC	HD	939	$380,473	0.16%
91	VANGUARD SCOTTSDALE FDS	92206C102	6,323	$372,109	0.16%
92	ISHARES TR	46436E619	8,446	$370,955	0.16%
93	ISHARES INC	46434G863	8,291	$359,995	0.15%
94	COSTCO WHSL CORP NEW	22160K105	388	$359,285	0.15%
95	VANGUARD MALVERN FDS	922020805	6,155	$311,628	0.13%
96	ISHARES TR	46429B267	13,477	$311,588	0.13%
97	ELI LILLY & CO	LLY	355	$271,212	0.11%
98	ISHARES TR	464289420	3,067	$269,528	0.11%
99	INTUIT	INTU	393	$268,384	0.11%
100	CISCO SYS INC	CSCO	3,903	$267,043	0.11%
101	GRACO INC	GGG	3,120	$265,117	0.11%
102	ISHARES TR	464289438	940	$257,231	0.11%
103	MASTERCARD INCORPORATED	MA	450	$255,965	0.11%
104	CHEVRON CORP NEW	CVX	1,587	$246,445	0.10%
105	ALPHABET INC	GOOG	973	$236,974	0.10%
106	DUKE ENERGY CORP NEW	DUKB	1,904	$235,620	0.10%
107	NETFLIX INC	NFLX	195	$233,789	0.10%
108	BLACKROCK ETF TRUST II	BLK	4,738	$233,062	0.10%
109	CAPITOL SER TR	14064D444	8,942	$227,842	0.10%
110	VANGUARD SCOTTSDALE FDS	92206C102	3,866	$227,514	0.10%
111	ISHARES TR	464287473	1,597	$223,053	0.09%
112	ISHARES TR	46435G516	2,343	$217,852	0.09%
113	PROCTER AND GAMBLE CO	742718109	1,360	$208,964	0.09%
114	PALANTIR TECHNOLOGIES INC	PLTR	1,145	$208,871	0.09%
115	BLACKROCK INC	BLK	177	$206,359	0.09%
116	BLACKROCK ETF TRUST	BLK	3,871	$206,290	0.09%
117	PIMCO ACCESS INCOME FUND	PAXS	10,000	$162,700	0.07%