account_balance
Investment manager · 13F filer · SEC CIK 1910934
Life Planning Partners, Inc
Reported value$125Mas of Sep 30, 2026
Positions69 1 new, 3 sold out
Top 10 weight58.3%ITOT alone is 21%
FiledOct 2828 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
ITOTiShares Tr
20.6%Trimmed −4%
IEFAiShares Tr
8.1%Trimmed −4%
VTIVanguard Index FDS
6.5%Trimmed −6%
SUBiShares Tr
4.3%Added +2%
IEMGiShares Inc
4.3%Trimmed −10%
VEAVanguard Tax-Managed FDS
4.3%Trimmed −7%
MUBiShares Tr
3.1%Trimmed −10%
CLIPGlobal X FDS
2.7%Trimmed −6%
SPDWSPDR Index SHS FDS
2.3%−15%
IUSViShares Tr
2.2%
VWOVanguard Intl Equity Index F
2.1%Trimmed −6%
IUSBiShares Tr
2.0%
ITOTiShares Tr
20.6%Trimmed −4%
IEFAiShares Tr
8.1%
VTIVanguard Index FDS
6.5%
SUBiShares Tr
4.3%
IEMGiShares Inc
4.3%−10%
VEAVanguard Tax-Managed FDS
4.3%−7%
MUB3.1%
CLIP2.7%
SPDW2.3%
IUSV
VWO2.1%
IUSB
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
ITOT iShares Tr 20.6% Trimmed −4%
IEFA iShares Tr 8.1% Trimmed −4%
VTI Vanguard Index FDS 6.5% Trimmed −6%
SUB iShares Tr 4.3% Added +2%
IEMG iShares Inc 4.3% Trimmed −10%
VEA Vanguard Tax-Managed FDS 4.3% Trimmed −7%
MUB iShares Tr 3.1% Trimmed −10%
CLIP Global X FDS 2.7% Trimmed −6%
SPDW SPDR Index SHS FDS 2.3% Trimmed −15%
IUSV iShares Tr 2.2% Held
VWO Vanguard Intl Equity Index F 2.1% Trimmed −6%
IUSB iShares Tr 2.0% Trimmed −19%
What changed
Biggest moves since Jun 30, 2026
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