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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001910934

Life Planning Partners, Inc

JACKSONVILLE, FL · File #028-21823

Latest AUM
$130.6M
Positions
66
Top-10 Concentration
60.4%
Filings
9

Sector Allocation

Industrials
1.8%$2.4M
Technology
0.7%$852,343
Healthcare
0.3%$366,269
Energy
0.2%$279,907

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1ISHARES TR464287150176,621$26.3M20.86%
2ISHARES TR46432F842119,055$10.7M8.46%
3VANGUARD INDEX FDS92290876923,760$8.0M6.33%
4ISHARES TR46428815854,624$5.8M4.63%
5ISHARES INC46434G10380,173$5.4M4.28%
6VANGUARD TAX-MANAGED FDS92194385885,612$5.3M4.25%
7ISHARES TR46428841440,079$4.3M3.41%
8ISHARES TR46434V61381,589$3.8M3.02%
9GLOBAL X FDS37960A43835,474$3.6M2.82%
10SPDR INDEX SHS FDS78463X88968,210$3.0M2.41%
11VANGUARD INTL EQUITY INDEX F92204285849,513$2.7M2.11%
12ISHARES TR46428766324,491$2.5M1.99%
13DIMENSIONAL ETF TRUST25434V40132,731$2.4M1.93%
14ISHARES TR46434V10047,297$2.4M1.90%
15FIDELITY MERRIMACK STR TR31618884647,706$2.4M1.90%
16VANGUARD SCOTTSDALE FDS92206C87027,815$2.3M1.85%
17AMERICAN CENTY ETF TR02507288520,169$2.3M1.79%
18VANGUARD INDEX FDS9229087518,381$2.2M1.72%
19DIMENSIONAL ETF TRUST25434V20346,732$1.8M1.41%
20AMERICAN CENTY ETF TR02507270320,291$1.7M1.33%