Life Planning Partners, Inc
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 12, 2025), Life Planning Partners, Inc reported 59 stock positions worth $108.1 million. Its top holding was iShares Core S&P Total U.S. (ITOT) at 22.2% of the portfolio, followed by iShares Core MSCI Eafe ETF (IEFA, 7.8%) and VG Morningstar TS MKT ETF-US (VTI, 7.2%). Compared with Q3 2024, it opened 1 new position, sold out of 2, added to 17 and reduced 22. The biggest buy was iShares Short-Term National (SUB, shares +6%) and the biggest sale iShares Core MSCI Eafe ETF (IEFA, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- JACKSONVILLE, FL
- CIK
- 0001910934
- Portfolio Value
- $108.1M (Q4 2024)
- SEC Filing
- 0001085146-25-001057 ↗ filed Feb 12, 2025
Holdings Value
Holdings 59 stocks · $108.1M
| ITOT iShares Core S&P Total U.S. | 22.17% | 186,415 | $24.0M | Reduce -0.6% |
| IEFA iShares Core MSCI Eafe ETF | 7.80% | 120,033 | $8.4M | Reduce -0.1% |
| VTI VG Morningstar TS MKT ETF-US | 7.23% | 26,980 | $7.8M | Reduce -3.2% |
| SUB iShares Short-Term National | 5.53% | 56,644 | $6.0M | Add +5.6% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 4.05% | 96,923 | $4.4M | Reduce -1.5% |
| VEA Vanguard Ftse Developed ETF | 4.04% | 91,398 | $4.4M | Add +0.8% |
| IEMG iShares Core MSCI Emerging | 3.90% | 80,836 | $4.2M | Add +0.1% |
| MUB iShares National Muni Bond E | 3.40% | 34,509 | $3.7M | Reduce -2.6% |
| SPDW Ste STR SPDR PT DW Eu ETF | 2.75% | 87,061 | $3.0M | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 2.42% | 10,880 | $2.6M | Reduce -0.7% |
| VCIT Vanguard Int-Term Corporate | 2.13% | 28,754 | $2.3M | Reduce -2.4% |
| IUSV iShares Core S&P U.S. Value | 2.10% | 24,491 | $2.3M | No change |
| VWO Vanguard Ftse Emerging Marke | 1.98% | 48,534 | $2.1M | Add +0.2% |
| DFUS Dimensional US Eq MKT ETF | 1.63% | 27,696 | $1.8M | Add +5.0% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 1.62% | 6,482 | $1.7M | No change |
| BIV Vanguard Intermediate-Term B | 1.55% | 22,444 | $1.7M | Reduce -4.4% |
| SLQD iShares 0-5 YR Inv GRD Corp. | 1.34% | 29,142 | $1.4M | Reduce -0.9% |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.28% | 27,687 | $1.4M | Reduce -26.7% |
| VSS Vanguard Ftse All Wo X-US SC | 1.20% | 11,322 | $1.3M | Reduce -0.8% |
| BND Vanguard Total Bond Market | 1.18% | 17,765 | $1.3M | Reduce -7.5% |
| DFAI Dimensional International Co. | 1.16% | 42,788 | $1.2M | Add +8.8% |
| TSLA Tesla Inc. | 1.15% | 3,089 | $1.2M | Reduce -8.8% |
| FREL Fidelity MSCI RL Est Indx | 1.07% | 42,857 | $1.2M | Add +0.1% |
| DFAX Dimensional World Ex US Core | 1.06% | 46,301 | $1.2M | No change |
| AVRE Avantis Real Estate ETF | 1.04% | 26,905 | $1.1M | Add +6.9% |
| IVV iShares Core S&P 500 ETF | 0.89% | 1,628 | $959K | No change |
| AVUS Avantis U.S. Equity ETF | 0.88% | 9,841 | $954K | Add +0.0% |
| AVDE Avantis International Equity | 0.86% | 15,181 | $932K | Add +4.0% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.81% | 8,228 | $879K | Add +7.2% |
| VEU Vanguard Ftse All-World Ex-U | 0.81% | 15,238 | $875K | Add +0.1% |
| XPO Xpo Inc. | 0.77% | 6,385 | $837K | Reduce -0.7% |
| IXUS iShares Core Intl Stock ETF | 0.67% | 11,029 | $729K | Add +1.3% |
| VUSB Vanguard Ultra Short Bond Et | 0.67% | 14,683 | $729K | Reduce -2.7% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.66% | 3,599 | $713K | No change |
| VNQI Vanguard GLBL Ex-US Real Est | 0.58% | 15,832 | $626K | Reduce -11.1% |
| EMB iShares JP Morgan Usd Emergi | 0.56% | 6,841 | $609K | Reduce -10.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.54% | 3,442 | $583K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.52% | 12,742 | $560K | Reduce -9.4% |
| BSV Vanguard Short-Term Bond ETF | 0.51% | 7,188 | $555K | Reduce -0.3% |
| CMF iShares California Muni Bond | 0.44% | 8,337 | $478K | Add +12.1% |
| SPEM State Street SP PTF Em ETF | 0.40% | 11,253 | $432K | No change |
| IWY iShares Russell Top 200 Grow | 0.37% | 1,679 | $395K | Reduce -0.1% |
| SCHC Schwab Intl Small-Cap Equity | 0.35% | 10,938 | $376K | No change |
| VGK Vanguard Ftse Europe ETF | 0.33% | 5,622 | $357K | No change |
| EWX State Street SPDR S&P Emergi | 0.33% | 6,000 | $352K | No change |
| VNQ Vanguard Real Estate ETF | 0.27% | 3,274 | $292K | Add +0.1% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.27% | 3,733 | $291K | Reduce -3.5% |
| ABBV Abbvie Inc. | 0.26% | 1,603 | $285K | No change |
| IJS iShares S&P Small-Cap 600 Va | 0.26% | 2,596 | $282K | No change |
| DFIC Dimensional International Co. | 0.25% | 10,314 | $267K | No change |
| GXO Gxo Logistics Inc. | 0.24% | 6,055 | $263K | No change |
| JPM JPMorgan Chase & Co. | 0.24% | 1,062 | $255K | Reduce -1.4% |
| AVDV Avantis Intl S/C Value ETF | 0.23% | 3,885 | $253K | No change |
| DFNM Dimensional National Muni BD | 0.23% | 5,200 | $248K | New |
| MSFT Microsoft Corp. | 0.21% | 540 | $228K | Add +5.1% |
| AGG iShares Core U.S. Aggregate | 0.21% | 2,334 | $226K | Add +0.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.20% | 479 | $217K | No change |
| AVIV Avantis Intl LRG Cap Val ETF | 0.19% | 3,920 | $203K | No change |
| LEMB iShares JP Morgan Em Local C | 0.19% | 5,578 | $201K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| IEFA iShares Core MSCI Eafe ETF | Reduce -0.1% | 7.80% | −0.57 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -26.7% | 1.28% | −0.44 |
| FNF Fidelity National Financial | Sold out | 0.00% | −0.20 |
| AVES Avantis Emerging Markets Val | Sold out | 0.00% | −0.19 |
| VNQI Vanguard GLBL Ex-US Real Est | Reduce -11.1% | 0.58% | −0.17 |
| BND Vanguard Total Bond Market | Reduce -7.5% | 1.18% | −0.11 |
| BIV Vanguard Intermediate-Term B | Reduce -4.4% | 1.55% | −0.09 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -1.5% | 4.05% | −0.09 |
| VSS Vanguard Ftse All Wo X-US SC | Reduce -0.8% | 1.20% | −0.08 |
| EMB iShares JP Morgan Usd Emergi | Reduce -10.1% | 0.56% | −0.07 |
| VCIT Vanguard Int-Term Corporate | Reduce -2.4% | 2.13% | −0.07 |
| MUB iShares National Muni Bond E | Reduce -2.6% | 3.40% | −0.04 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -3.5% | 0.27% | −0.01 |
| VUSB Vanguard Ultra Short Bond Et | Reduce -2.7% | 0.67% | +0.00 |
| BSV Vanguard Short-Term Bond ETF | Reduce -0.3% | 0.51% | +0.01 |
| SLQD iShares 0-5 YR Inv GRD Corp. | Reduce -0.9% | 1.34% | +0.02 |
| BAC Bank of America Corp. | Reduce -9.4% | 0.52% | +0.02 |
| JPM JPMorgan Chase & Co. | Reduce -1.4% | 0.24% | +0.03 |
| IWY iShares Russell Top 200 Grow | Reduce -0.1% | 0.37% | +0.04 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -0.7% | 2.42% | +0.10 |
| XPO Xpo Inc. | Reduce -0.7% | 0.77% | +0.16 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -3.2% | 7.23% | +0.19 |
| TSLA Tesla Inc. | Reduce -8.8% | 1.15% | +0.36 |
| ITOT iShares Core S&P Total U.S. | Reduce -0.6% | 22.17% | +1.14 |
Portfolio Buys Q3 2024 → Q4 2024
| SUB iShares Short-Term National | Add +5.6% | 5.53% | +0.44 |
| DFNM Dimensional National Muni BD | New | 0.23% | +0.23 |
| DFUS Dimensional US Eq MKT ETF | Add +5.0% | 1.63% | +0.17 |
| CMF iShares California Muni Bond | Add +12.1% | 0.44% | +0.06 |
| AVUS Avantis U.S. Equity ETF | Add +0.0% | 0.88% | +0.05 |
| DFAI Dimensional International Co. | Add +8.8% | 1.16% | +0.04 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Add +7.2% | 0.81% | +0.04 |
| MSFT Microsoft Corp. | Add +5.1% | 0.21% | +0.01 |
| AGG iShares Core U.S. Aggregate | Add +0.6% | 0.21% | −0.00 |
| AVDE Avantis International Equity | Add +4.0% | 0.86% | −0.01 |
| VNQ Vanguard Real Estate ETF | Add +0.1% | 0.27% | −0.01 |
| AVRE Avantis Real Estate ETF | Add +6.9% | 1.04% | −0.02 |
| IXUS iShares Core Intl Stock ETF | Add +1.3% | 0.67% | −0.03 |
| VEU Vanguard Ftse All-World Ex-U | Add +0.1% | 0.81% | −0.05 |
| FREL Fidelity MSCI RL Est Indx | Add +0.1% | 1.07% | −0.06 |
| VWO Vanguard Ftse Emerging Marke | Add +0.2% | 1.98% | −0.09 |
| VEA Vanguard Ftse Developed ETF | Add +0.8% | 4.04% | −0.23 |
| IEMG iShares Core MSCI Emerging | Add +0.1% | 3.90% | −0.23 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 71 | $134.5M | ITOT, IEFA, VTI, IEMG, VEA |
| Q1 2026 | 68 | $131.0M | ITOT, IEFA, VTI, SUB, IEMG |
| Q4 2025 | 66 | $130.6M | ITOT, IEFA, VTI, SUB, IEMG |
| Q3 2025 | 70 | $136.9M | ITOT, IEFA, VTI, SUB, IEMG |
| Q2 2025 | 65 | $125.6M | ITOT, IEFA, VTI, SUB, VEA |
| Q1 2025 | 61 | $110.4M | ITOT, IEFA, VTI, SUB, VEA |
| Q4 2024Amended | 59 | $108.1M | ITOT, IEFA, VTI, SUB, IUSB |
| Q3 2024 | 60 | $112.0M | ITOT, IEFA, VTI, SUB, VEA |
| Q2 2024 | 62 | $110.2M | ITOT, IEFA, VTI, SUB, VEA |
| Q1 2024 | 61 | $100.4M | ITOT, IEFA, VTI, SUB, IUSB |