13F HOLDINGS REPORT

Life Planning Partners, Inc

Quarter ended Q4 2025 · Filed January 16, 2026 · Accession 0001910934-26-000001

Total Value

$130.6M

Positions

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (66)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	ISHARES TR	464287150	176,621	$26.3M	20.12%
2	ISHARES TR	46432F842	119,055	$10.7M	8.16%
3	VANGUARD INDEX FDS	922908769	23,760	$8.0M	6.10%
4	ISHARES TR	464288158	54,624	$5.8M	4.46%
5	ISHARES INC	46434G103	80,173	$5.4M	4.13%
6	VANGUARD TAX-MANAGED FDS	921943858	85,612	$5.3M	4.10%
7	ISHARES TR	464288414	40,079	$4.3M	3.29%
8	ISHARES TR	46434V613	81,589	$3.8M	2.91%
9	GLOBAL X FDS	37960A438	35,474	$3.6M	2.72%
10	SPDR INDEX SHS FDS	78463X889	68,210	$3.0M	2.32%
11	VANGUARD INTL EQUITY INDEX F	922042858	49,513	$2.7M	2.04%
12	ISHARES TR	464287663	24,491	$2.5M	1.92%
13	DIMENSIONAL ETF TRUST	25434V401	32,731	$2.4M	1.86%
14	ISHARES TR	46434V100	47,297	$2.4M	1.84%
15	FIDELITY MERRIMACK STR TR	316188846	47,706	$2.4M	1.84%
16	VANGUARD SCOTTSDALE FDS	92206C870	27,815	$2.3M	1.78%
17	AMERICAN CENTY ETF TR	025072885	20,169	$2.3M	1.73%
18	VANGUARD INDEX FDS	922908751	8,381	$2.2M	1.66%
19	DIMENSIONAL ETF TRUST	25434V203	46,732	$1.8M	1.36%
20	AMERICAN CENTY ETF TR	025072703	20,291	$1.7M	1.28%
21	VANGUARD BD INDEX FDS	921937819	20,904	$1.6M	1.25%
22	AMERICAN CENTY ETF TR	025072356	35,433	$1.5M	1.18%
23	DIMENSIONAL ETF TRUST	25434V880	46,307	$1.5M	1.16%
24	VANGUARD INDEX FDS	922908637	4,594	$1.4M	1.11%
25	AMERICAN CENTY ETF TR	025072562	31,349	$1.3M	1.01%
26	TESLA INC	TSLA	2,802	$1.3M	0.97%
27	ISHARES TR	464287200	1,808	$1.2M	0.95%
28	VANGUARD MUN BD FDS	922907746	24,068	$1.2M	0.93%
29	PARKER-HANNIFIN CORP	PH	1,326	$1.2M	0.89%
30	VANGUARD BD INDEX FDS	921937835	15,676	$1.2M	0.89%
31	FIDELITY COVINGTON TRUST	316092857	41,638	$1.1M	0.86%
32	VANGUARD INTL EQUITY INDEX F	922042775	14,974	$1.1M	0.84%
33	VANGUARD INTL EQUITY INDEX F	922042718	6,935	$993,995	0.76%
34	ISHARES TR	46432F834	11,699	$990,176	0.76%
35	VANGUARD BD INDEX FDS	92203C303	19,590	$976,356	0.75%
36	ISHARES TR	464287242	8,750	$964,109	0.74%
37	XPO INC	XPO	6,385	$867,785	0.66%
38	VANGUARD INDEX FDS	922908611	3,666	$776,422	0.59%
39	VANGUARD INDEX FDS	922908744	3,725	$711,451	0.54%
40	VANGUARD INTL EQUITY INDEX F	922042676	13,050	$598,169	0.46%
41	VANGUARD BD INDEX FDS	921937827	6,861	$540,716	0.41%
42	SPDR INDEX SHS FDS	78463X509	11,466	$536,724	0.41%
43	DIMENSIONAL ETF TRUST	25434V849	10,070	$485,072	0.37%
44	ISHARES TR	464288356	8,337	$479,044	0.37%
45	VANGUARD INTL EQUITY INDEX F	922042874	5,637	$471,310	0.36%
46	SCHWAB STRATEGIC TR	808524888	10,338	$470,689	0.36%
47	JPMORGAN CHASE & CO.	VYLD	1,366	$440,152	0.34%
48	BANK AMERICA CORP	060505104	7,834	$430,880	0.33%
49	SPDR INDEX SHS FDS	78463X756	6,000	$393,937	0.30%
50	DIMENSIONAL ETF TRUST	25434V799	10,960	$377,681	0.29%
51	VANGUARD SCOTTSDALE FDS	92206C409	4,728	$376,962	0.29%
52	ABBVIE INC	ABBV	1,603	$366,269	0.28%
53	PALANTIR TECHNOLOGIES INC	PLTR	2,052	$364,657	0.28%
54	ISHARES TR	464287226	3,399	$339,491	0.26%
55	AMERICAN CENTY ETF TR	025072802	3,605	$338,762	0.26%
56	GXO LOGISTICS INCORPORATED	GXO	6,055	$318,735	0.24%
57	ISHARES TR	464289438	1,142	$316,265	0.24%
58	VANGUARD INDEX FDS	922908553	3,223	$285,243	0.22%
59	CHEVRON CORP NEW	CVX	1,837	$279,907	0.21%
60	AMERICAN CENTY ETF TR	025072364	3,920	$279,222	0.21%
61	MICROSOFT CORP	MSFT	526	$254,470	0.19%
62	AMERICAN CENTY ETF TR	025072372	4,130	$240,820	0.18%
63	ISHARES TR	464287879	2,114	$240,404	0.18%
64	APPLE INC	AAPL	858	$233,216	0.18%
65	VANGUARD WELLINGTON FD	921935870	2,000	$203,150	0.16%
66	VANGUARD INDEX FDS	922908736	410	$200,023	0.15%