account_balance
Investment manager · 13F filer · SEC CIK 2045484
LifePlan Investment Advisors, Inc.
Reported value$307Mas of Sep 30, 2026
Positions135 8 new, 4 sold out
Top 10 weight33.9%IVV alone is 5%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
4.5%Added +4%
VUGVanguard Index FDS
4.3%Added +19%
AGGiShares Tr
3.9%Added +7%
VEAVanguard Tax-Managed FDS
3.7%Added +18%
GSUSGoldman Sachs ETF Tr
3.6%Added +11%
VOOVanguard Index FDS
3.6%
IUSBiShares Tr
3.2%Added +28%
VTVVanguard Index FDS
3.0%Added +17%
SCHESchwab Strategic Tr
2.0%Trimmed −2%
VBRVanguard Index FDS
2.0%
IAGGiShares Tr
1.8%Added +6%
AAPLApple Inc.
1.8%Added +6%
IVViShares Tr
4.5%+4%
VUGVanguard Index FDS
4.3%
AGGiShares Tr
3.9%
VEAVanguard Tax-Managed FDS
3.7%
GSUSGoldman Sachs ETF Tr
3.6%
VOOVanguard Index FDS
3.6%
IUSBiShares Tr
3.2%
VTVVanguard Index FDS
3.0%
SCHE2.0%
VBR2.0%
IAGG
AAPLBoxes 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
IVV iShares Tr 4.5% Added +4%
VUG Vanguard Index FDS 4.3% Added +19%
AGG iShares Tr 3.9% Added +7%
VEA Vanguard Tax-Managed FDS 3.7% Added +18%
GSUS Goldman Sachs ETF Tr 3.6% Added +11%
VOO Vanguard Index FDS 3.6% Held
IUSB iShares Tr 3.2% Added +28%
VTV Vanguard Index FDS 3.0% Added +17%
SCHE Schwab Strategic Tr 2.0% Trimmed −2%
VBR Vanguard Index FDS 2.0% Held
IAGG iShares Tr 1.8% Added +6%
AAPL Apple Inc. 1.8% Added +6%What changed
Biggest moves since Jun 30, 2026
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