# Life Planning Partners, Inc

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1910934. Source: https://holderbook.com/funds/1910934-life-planning-partners-inc/

- Reported value: $134.5M
- Positions: 71
- Weight of the ten largest: 57.9%
- Filed: 2026-07-22

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| ISHARES TR | [ITOT](https://holderbook.com/stocks/ITOT/) | $26.6M | 161,686 | 19.7% | 15 |
| ISHARES TR | [IEFA](https://holderbook.com/stocks/IEFA/) | $10.6M | 109,808 | 7.9% | 15 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $8.5M | 23,054 | 6.3% | 15 |
| ISHARES INC | [IEMG](https://holderbook.com/stocks/IEMG/) | $6.1M | 74,126 | 4.6% | 15 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $5.8M | 80,913 | 4.3% | 15 |
| ISHARES TR | [SUB](https://holderbook.com/stocks/SUB/) | $5.4M | 50,465 | 4.0% | 15 |
| ISHARES TR | [MUB](https://holderbook.com/stocks/MUB/) | $4.5M | 41,843 | 3.3% | 15 |
| GLOBAL X FDS | [CLIP](https://holderbook.com/stocks/CLIP/) | $3.7M | 36,541 | 2.7% | 6 |
| SPDR INDEX SHS FDS | [SPDW](https://holderbook.com/stocks/SPDW/) | $3.4M | 67,750 | 2.5% | 15 |
| ISHARES TR | [IUSB](https://holderbook.com/stocks/IUSB/) | $3.3M | 71,639 | 2.5% | 15 |
| VANGUARD INTL EQUITY INDEX F | [VWO](https://holderbook.com/stocks/VWO/) | $2.8M | 46,606 | 2.1% | 15 |
| ISHARES TR | [IUSV](https://holderbook.com/stocks/IUSV/) | $2.7M | 24,491 | 2.0% | 15 |
| DIMENSIONAL ETF TRUST | [DFUS](https://holderbook.com/stocks/DFUS/) | $2.6M | 31,872 | 1.9% | 15 |
| ISHARES TR | [SLQD](https://holderbook.com/stocks/SLQD/) | $2.6M | 50,869 | 1.9% | 15 |
| AMERICAN CENTY ETF TR | [AVUS](https://holderbook.com/stocks/AVUS/) | $2.5M | 19,373 | 1.8% | 11 |
| VANGUARD SCOTTSDALE FDS | [VCIT](https://holderbook.com/stocks/VCIT/) | $2.2M | 26,140 | 1.6% | 15 |
| VANGUARD INDEX FDS | [VB](https://holderbook.com/stocks/VB/) | $2.1M | 6,829 | 1.5% | 15 |
| DIMENSIONAL ETF TRUST | [DFAI](https://holderbook.com/stocks/DFAI/) | $2.0M | 48,146 | 1.5% | 14 |
| FIDELITY MERRIMACK STR TR | [FMUN](https://holderbook.com/stocks/FMUN/) | $1.9M | 38,530 | 1.4% | 5 |
| AMERICAN CENTY ETF TR | [AVRE](https://holderbook.com/stocks/AVRE/) | $1.8M | 38,336 | 1.4% | 8 |
| DIMENSIONAL ETF TRUST | [DFAX](https://holderbook.com/stocks/DFAX/) | $1.6M | 42,736 | 1.2% | 15 |
| VANGUARD BD INDEX FDS | [BIV](https://holderbook.com/stocks/BIV/) | $1.5M | 19,219 | 1.1% | 15 |
| AMERICAN CENTY ETF TR | [AVDE](https://holderbook.com/stocks/AVDE/) | $1.4M | 15,250 | 1.0% | 15 |
| VANGUARD INDEX FDS | [VV](https://holderbook.com/stocks/VV/) | $1.4M | 3,929 | 1.0% | 15 |
| AMERICAN CENTY ETF TR | [AVIG](https://holderbook.com/stocks/AVIG/) | $1.3M | 31,799 | 1.0% | 4 |
| XPO INC | [XPO](https://holderbook.com/stocks/XPO/) | $1.3M | 6,385 | 1.0% | 15 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $1.3M | 1,681 | 0.9% | 15 |
| VANGUARD INTL EQUITY INDEX F | [VEU](https://holderbook.com/stocks/VEU/) | $1.2M | 13,886 | 0.9% | 15 |
| VANGUARD MUN BD FDS | [VTEB](https://holderbook.com/stocks/VTEB/) | $1.1M | 22,291 | 0.8% | 15 |
| ISHARES TR | [LQD](https://holderbook.com/stocks/LQD/) | $1.1M | 10,185 | 0.8% | 15 |
| VANGUARD BD INDEX FDS | [BND](https://holderbook.com/stocks/BND/) | $1.1M | 15,039 | 0.8% | 15 |
| FIDELITY COVINGTON TRUST | [FREL](https://holderbook.com/stocks/FREL/) | $1.1M | 37,232 | 0.8% | 15 |
| ISHARES TR | [IXUS](https://holderbook.com/stocks/IXUS/) | $1.1M | 11,061 | 0.8% | 15 |
| PARKER-HANNIFIN CORP | [PH](https://holderbook.com/stocks/PH/) | $1.0M | 1,072 | 0.8% | 5 |
| VANGUARD BD INDEX FDS | [VUSB](https://holderbook.com/stocks/VUSB/) | $940.9K | 18,901 | 0.7% | 15 |
| VANGUARD INDEX FDS | [VBR](https://holderbook.com/stocks/VBR/) | $864.3K | 3,557 | 0.6% | 15 |
| VANGUARD STAR FDS | [VXUS](https://holderbook.com/stocks/VXUS/) | $854.6K | 9,997 | 0.6% | 1 |
| VANGUARD INTL EQUITY INDEX F | [VSS](https://holderbook.com/stocks/VSS/) | $852.0K | 5,522 | 0.6% | 15 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $827.1K | 2,341 | 0.6% | 1 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $809.2K | 3,713 | 0.6% | 15 |
| ISHARES TR | [CMF](https://holderbook.com/stocks/CMF/) | $613.5K | 10,644 | 0.5% | 12 |
| SPDR INDEX SHS FDS | [SPEM](https://holderbook.com/stocks/SPEM/) | $593.7K | 11,466 | 0.4% | 15 |
| VANGUARD BD INDEX FDS | [BSV](https://holderbook.com/stocks/BSV/) | $524.6K | 6,733 | 0.4% | 14 |
| VANGUARD INTL EQUITY INDEX F | [VGK](https://holderbook.com/stocks/VGK/) | $499.1K | 5,637 | 0.4% | 15 |
| SCHWAB STRATEGIC TR | [SCHC](https://holderbook.com/stocks/SCHC/) | $497.5K | 10,338 | 0.4% | 15 |
| DIMENSIONAL ETF TRUST | [DFNM](https://holderbook.com/stocks/DFNM/) | $472.9K | 9,784 | 0.4% | 7 |
| SPDR INDEX SHS FDS | [EWX](https://holderbook.com/stocks/EWX/) | $445.8K | 6,000 | 0.3% | 15 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $428.5K | 7,520 | 0.3% | 15 |
| VANGUARD INTL EQUITY INDEX F | [VNQI](https://holderbook.com/stocks/VNQI/) | $428.2K | 9,548 | 0.3% | 15 |
| ISHARES TR | [AGG](https://holderbook.com/stocks/AGG/) | $415.6K | 4,199 | 0.3% | 15 |
| DIMENSIONAL ETF TRUST | [DFIC](https://holderbook.com/stocks/DFIC/) | $409.6K | 10,992 | 0.3% | 10 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $403.4K | 1,603 | 0.3% | 10 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $398.6K | 2,720 | 0.3% | 1 |
| AMERICAN CENTY ETF TR | [AVDV](https://holderbook.com/stocks/AVDV/) | $371.5K | 3,605 | 0.3% | 11 |
| VANGUARD SCOTTSDALE FDS | [VCSH](https://holderbook.com/stocks/VCSH/) | $365.2K | 4,621 | 0.3% | 15 |
| ISHARES TR | [IWY](https://holderbook.com/stocks/IWY/) | $331.9K | 1,142 | 0.2% | 11 |
| VANGUARD INDEX FDS | [VNQ](https://holderbook.com/stocks/VNQ/) | $311.1K | 3,226 | 0.2% | 15 |
| GXO LOGISTICS INCORPORATED | [GXO](https://holderbook.com/stocks/GXO/) | $307.0K | 6,055 | 0.2% | 15 |
| AMERICAN CENTY ETF TR | [AVIV](https://holderbook.com/stocks/AVIV/) | $303.5K | 3,920 | 0.2% | 14 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $283.3K | 759 | 0.2% | 9 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $281.7K | 485 | 0.2% | 1 |
| ISHARES TR | [IJS](https://holderbook.com/stocks/IJS/) | $279.1K | 2,042 | 0.2% | 15 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $276.8K | 658 | 0.2% | 15 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $251.7K | 769 | 0.2% | 15 |
| PALANTIR TECHNOLOGIES INC | [PLTR](https://holderbook.com/stocks/PLTR/) | $250.0K | 2,143 | 0.2% | 5 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $248.3K | 858 | 0.2% | 4 |
| ISHARES TR | [ISTB](https://holderbook.com/stocks/ISTB/) | $240.2K | 4,979 | 0.2% | 2 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $229.0K | 215 | 0.2% | 1 |
| DIMENSIONAL ETF TRUST | [DFIV](https://holderbook.com/stocks/DFIV/) | $205.9K | 3,811 | 0.2% | 2 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $203.8K | 2,366 | 0.2% | 1 |
| VANGUARD WELLINGTON FD | [VTES](https://holderbook.com/stocks/VTES/) | $202.6K | 2,000 | 0.2% | 4 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +8.8% | +14.8% | -6.1% | 100% |
| Q1 2026 | -0.8% | -4.6% | +3.9% | 100% |
| Q4 2025 | +1.9% | +2.4% | -0.5% | 100% |
| Q3 2025 | +5.9% | +7.8% | -1.9% | 100% |
| Q2 2025 | +7.7% | +10.5% | -2.8% | 100% |
| Q1 2025 | -0.7% | -4.6% | +3.9% | 100% |
| Q4 2024 | -2.5% | +2.1% | -4.6% | 100% |
| Q3 2024 | +6.2% | +5.4% | +0.8% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $134.5M | 71 |
| Q1 2026 | $131.0M | 68 |
| Q4 2025 | $130.6M | 66 |
| Q3 2025 | $136.9M | 70 |
| Q2 2025 | $125.6M | 65 |
| Q1 2025 | $110.4M | 61 |
| Q4 2024 | $108.1M | 59 |
| Q3 2024 | $112.0M | 60 |
| Q2 2024 | $110.2M | 62 |
| Q1 2024 | $100.4M | 61 |
| Q4 2023 | $101.6M | 263 |
| Q3 2022 | $87.3M | 186 |