13F HOLDINGS REPORT

Life Planning Partners, Inc

Quarter ended Q3 2025 · Filed October 24, 2025 · Accession 0001910934-25-000002

Total Value

$136.9M

Positions

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (70)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	ISHARES TR	464287150	185,236	$27.0M	19.70%
2	ISHARES TR	46432F842	125,667	$11.0M	8.01%
3	VANGUARD INDEX FDS	922908769	28,197	$9.3M	6.76%
4	ISHARES TR	464288158	53,148	$5.7M	4.14%
5	ISHARES INC	46434G103	85,919	$5.7M	4.14%
6	VANGUARD TAX-MANAGED FDS	921943858	91,459	$5.5M	4.00%
7	ISHARES TR	464288414	39,970	$4.3M	3.11%
8	ISHARES TR	46434V613	82,781	$3.9M	2.82%
9	SPDR INDEX SHS FDS	78463X889	86,436	$3.7M	2.70%
10	GLOBAL X FDS	37960A438	30,240	$3.0M	2.22%
11	AMERICAN CENTY ETF TR	025072885	27,386	$3.0M	2.17%
12	VANGUARD INTL EQUITY INDEX F	922042858	51,014	$2.8M	2.02%
13	FIDELITY MERRIMACK STR TR	316188846	53,610	$2.7M	1.95%
14	VANGUARD INDEX FDS	922908751	10,378	$2.6M	1.93%
15	DIMENSIONAL ETF TRUST	25434V401	34,917	$2.5M	1.85%
16	ISHARES TR	464287663	24,491	$2.4M	1.79%
17	VANGUARD SCOTTSDALE FDS	92206C870	27,875	$2.3M	1.71%
18	DIMENSIONAL ETF TRUST	25434V203	55,229	$2.0M	1.47%
19	VANGUARD INDEX FDS	922908637	6,178	$1.9M	1.39%
20	ISHARES TR	46434V100	35,987	$1.8M	1.34%
21	VANGUARD BD INDEX FDS	921937819	21,576	$1.7M	1.23%
22	AMERICAN CENTY ETF TR	025072703	20,625	$1.6M	1.19%
23	VANGUARD MUN BD FDS	922907746	31,579	$1.6M	1.15%
24	DIMENSIONAL ETF TRUST	25434V880	46,763	$1.5M	1.07%
25	AMERICAN CENTY ETF TR	025072356	31,640	$1.4M	1.03%
26	TESLA INC	TSLA	3,145	$1.4M	1.02%
27	ISHARES TR	46432F834	15,751	$1.3M	0.95%
28	AMERICAN CENTY ETF TR	025072562	30,422	$1.3M	0.93%
29	VANGUARD BD INDEX FDS	921937835	16,312	$1.2M	0.89%
30	VANGUARD INTL EQUITY INDEX F	922042718	8,491	$1.2M	0.88%
31	PARKER-HANNIFIN CORP	PH	1,587	$1.2M	0.88%
32	FIDELITY COVINGTON TRUST	316092857	42,396	$1.2M	0.86%
33	VANGUARD INTL EQUITY INDEX F	922042775	15,248	$1.1M	0.79%
34	ISHARES TR	464287200	1,598	$1.1M	0.78%
35	ISHARES TR	464287242	8,552	$953,274	0.70%
36	VANGUARD BD INDEX FDS	92203C303	16,983	$849,080	0.62%
37	XPO INC	XPO	6,385	$825,389	0.60%
38	VANGUARD INDEX FDS	922908611	3,525	$735,703	0.54%
39	VANGUARD INDEX FDS	922908744	3,724	$694,503	0.51%
40	VANGUARD INTL EQUITY INDEX F	922042676	13,647	$651,521	0.48%
41	BANK AMERICA CORP	060505104	12,117	$625,097	0.46%
42	VANGUARD BD INDEX FDS	921937827	6,861	$541,402	0.40%
43	SPDR INDEX SHS FDS	78463X509	11,466	$536,723	0.39%
44	DIMENSIONAL ETF TRUST	25434V849	10,124	$485,750	0.35%
45	ISHARES TR	464288356	8,337	$475,542	0.35%
46	SCHWAB STRATEGIC TR	808524888	10,338	$470,482	0.34%
47	ISHARES TR	464289438	1,679	$459,458	0.34%
48	VANGUARD INTL EQUITY INDEX F	922042874	5,637	$449,833	0.33%
49	JPMORGAN CHASE & CO.	VYLD	1,366	$430,877	0.31%
50	SPDR INDEX SHS FDS	78463X756	6,000	$403,740	0.29%
51	PALANTIR TECHNOLOGIES INC	PLTR	2,199	$401,051	0.29%
52	DIMENSIONAL ETF TRUST	25434V799	11,374	$372,953	0.27%
53	ABBVIE INC	ABBV	1,603	$371,159	0.27%
54	AMERICAN CENTY ETF TR	025072802	3,885	$345,882	0.25%
55	GXO LOGISTICS INCORPORATED	GXO	6,055	$320,249	0.23%
56	MICROSOFT CORP	MSFT	591	$306,127	0.22%
57	VANGUARD INDEX FDS	922908553	3,222	$294,563	0.22%
58	VANGUARD STAR FDS	921909768	3,974	$291,930	0.21%
59	ISHARES TR	464287879	2,596	$287,092	0.21%
60	CHEVRON CORP NEW	CVX	1,834	$284,777	0.21%
61	VANGUARD SCOTTSDALE FDS	92206C409	3,466	$277,037	0.20%
62	VANGUARD WELLINGTON FD	921935870	2,603	$265,311	0.19%
63	AMERICAN CENTY ETF TR	025072364	3,920	$264,365	0.19%
64	ISHARES SILVER TR	SLV	6,041	$255,957	0.19%
65	AMERICAN CENTY ETF TR	025072372	4,130	$236,938	0.17%
66	APPLE INC	AAPL	858	$218,411	0.16%
67	ISHARES TR	464287226	2,135	$214,042	0.16%
68	INTERNATIONAL BUSINESS MACHS	INTR	745	$210,209	0.15%
69	ISHARES TR	464287622	574	$209,786	0.15%
70	BERKSHIRE HATHAWAY INC DEL	BRK-A	410	$205,872	0.15%