Institutional Manager · CIK 0002045484
LifePlan Investment Advisors, Inc.
RALEIGH, NC · File #028-24579
Latest AUM
$245.5M
Positions
116
Top-10 Concentration
37.1%
Filings
11
Sector Allocation
Filing History
View all filings →- 13F COMBINATION REPORTQ/E Dec 2025116 pos · $245.5M
- 13F COMBINATION REPORTQ/E Sep 2025117 pos · $238.4M
- 13F COMBINATION REPORTQ/E Jun 2025108 pos · $201.4M
- 13F COMBINATION REPORTQ/E Mar 2025102 pos · $173.9M
- 13F COMBINATION REPORTQ/E Dec 202499 pos · $161.7M
- 13F COMBINATION REPORTQ/E Dec 202495 pos · $156.4M
- 13F COMBINATION REPORTQ/E Dec 202483 pos · $125.5M
- 13F COMBINATION REPORTQ/E Dec 202464 pos · $94.1M
- 13F COMBINATION REPORTQ/E Dec 202469 pos · $109.3M
- 13F COMBINATION REPORTQ/E Dec 202453 pos · $89.5M
- 13F COMBINATION REPORTQ/E Dec 202486 pos · $138.8M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287226 | 120,122 | $12.0M | 5.76% |
| 2 | VANGUARD INDEX FDS | 922908363 | 16,173 | $10.1M | 4.87% |
| 3 | GOLDMAN SACHS ETF TR | NVGLF | 95,665 | $9.0M | 4.34% |
| 4 | VANGUARD INDEX FDS | 922908736 | 18,161 | $8.9M | 4.26% |
| 5 | VANGUARD TAX-MANAGED FDS | 921943858 | 121,717 | $7.6M | 3.65% |
| 6 | VANGUARD INDEX FDS | 922908744 | 33,340 | $6.4M | 3.06% |
| 7 | ISHARES TR | 46435G672 | 125,556 | $6.3M | 3.02% |
| 8 | SCHWAB STRATEGIC TR | 808524706 | 175,217 | $5.7M | 2.76% |
| 9 | VANGUARD INDEX FDS | 922908611 | 26,918 | $5.7M | 2.74% |
| 10 | ISHARES GOLD TR | IAU | 69,286 | $5.6M | 2.70% |
| 11 | ISHARES TR | 464287200 | 7,739 | $5.3M | 2.55% |
| 12 | SCHWAB STRATEGIC TR | 808524870 | 196,958 | $5.2M | 2.51% |
| 13 | ISHARES TR | 46434V613 | 108,937 | $5.1M | 2.43% |
| 14 | SCHWAB STRATEGIC TR | 808524805 | 195,153 | $4.7M | 2.25% |
| 15 | VANGUARD MUN BD FDS | 922907746 | 91,945 | $4.6M | 2.22% |
| 16 | BLACKROCK ETF TRUST | BLK | 75,416 | $4.6M | 2.20% |
| 17 | VANGUARD INDEX FDS | 922908512 | 25,826 | $4.6M | 2.20% |
| 18 | VANGUARD INDEX FDS | 922908595 | 15,147 | $4.6M | 2.20% |
| 19 | ISHARES INC | 46434G103 | 66,897 | $4.5M | 2.16% |
| 20 | ISHARES TR | 46432F339 | 20,224 | $4.0M | 1.93% |