Life Planning Partners, Inc
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 17, 2025), Life Planning Partners, Inc reported 61 stock positions worth $110.4 million. Its top holding was iShares Core S&P Total U.S. (ITOT) at 20.6% of the portfolio, followed by iShares Core MSCI Eafe ETF (IEFA, 8.3%) and VG Morningstar TS MKT ETF-US (VTI, 7.0%). Compared with Q4 2024, it opened 3 new positions, sold out of 1, added to 26 and reduced 14. The biggest buy was a new position in Global X 1-3 Month T-Bill (CLIP) and the biggest sale iShares Core S&P Total U.S. (ITOT, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- JACKSONVILLE, FL
- CIK
- 0001910934
- Portfolio Value
- $110.4M (Q1 2025)
- SEC Filing
- 0001085146-25-002167 ↗ filed Apr 17, 2025
Holdings Value
Holdings 61 stocks · $110.4M
| ITOT iShares Core S&P Total U.S. | 20.57% | 186,237 | $22.7M | Reduce -0.1% |
| IEFA iShares Core MSCI Eafe ETF | 8.34% | 121,729 | $9.2M | Add +1.4% |
| VTI VG Morningstar TS MKT ETF-US | 6.96% | 27,959 | $7.7M | Add +3.6% |
| SUB iShares Short-Term National | 5.34% | 55,833 | $5.9M | Reduce -1.4% |
| VEA Vanguard Ftse Developed ETF | 4.25% | 92,413 | $4.7M | Add +1.1% |
| IEMG iShares Core MSCI Emerging | 4.07% | 83,229 | $4.5M | Add +3.0% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 3.87% | 92,832 | $4.3M | Reduce -4.2% |
| MUB iShares National Muni Bond E | 3.69% | 38,673 | $4.1M | Add +12.1% |
| SPDW Ste STR SPDR PT DW Eu ETF | 2.87% | 87,061 | $3.2M | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 2.20% | 10,950 | $2.4M | Add +0.6% |
| VCIT Vanguard Int-Term Corporate | 2.20% | 29,664 | $2.4M | Add +3.2% |
| IUSV iShares Core S&P U.S. Value | 2.05% | 24,491 | $2.3M | No change |
| VWO Vanguard Ftse Emerging Marke | 2.01% | 49,099 | $2.2M | Add +1.2% |
| DFUS Dimensional US Eq MKT ETF | 1.67% | 30,523 | $1.8M | Add +10.2% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 1.57% | 6,736 | $1.7M | Add +3.9% |
| BIV Vanguard Intermediate-Term B | 1.55% | 22,298 | $1.7M | Reduce -0.7% |
| DFAI Dimensional International Co. | 1.39% | 49,293 | $1.5M | Add +15.2% |
| SLQD iShares 0-5 YR Inv GRD Corp. | 1.29% | 28,384 | $1.4M | Reduce -2.6% |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.29% | 28,687 | $1.4M | Add +3.6% |
| CLIP Global X 1-3 Month T-Bill | 1.18% | 12,955 | $1.3M | New |
| VSS Vanguard Ftse All Wo X-US SC | 1.17% | 11,137 | $1.3M | Reduce -1.6% |
| DFAX Dimensional World Ex US Core | 1.11% | 46,755 | $1.2M | Add +1.0% |
| AVRE Avantis Real Estate ETF | 1.09% | 28,036 | $1.2M | Add +4.2% |
| FREL Fidelity MSCI RL Est Indx | 1.07% | 42,875 | $1.2M | Add +0.0% |
| BND Vanguard Total Bond Market | 1.06% | 15,875 | $1.2M | Reduce -10.6% |
| AVUS Avantis U.S. Equity ETF | 1.03% | 12,294 | $1.1M | Add +24.9% |
| AVDE Avantis International Equity | 0.99% | 16,430 | $1.1M | Add +8.2% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.88% | 8,950 | $973K | Add +8.8% |
| VEU Vanguard Ftse All-World Ex-U | 0.84% | 15,240 | $924K | Add +0.0% |
| IVV iShares Core S&P 500 ETF | 0.83% | 1,629 | $915K | Add +0.1% |
| IXUS iShares Core Intl Stock ETF | 0.79% | 12,547 | $876K | Add +13.8% |
| TSLA Tesla Inc. | 0.72% | 3,089 | $801K | No change |
| VUSB Vanguard Ultra Short Bond Et | 0.65% | 14,361 | $716K | Reduce -2.2% |
| XPO Xpo Inc. | 0.62% | 6,385 | $687K | No change |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.61% | 3,595 | $670K | Reduce -0.1% |
| VNQI Vanguard GLBL Ex-US Real Est | 0.54% | 14,833 | $600K | Reduce -6.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.53% | 3,393 | $586K | Reduce -1.4% |
| BSV Vanguard Short-Term Bond ETF | 0.51% | 7,188 | $563K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.48% | 12,744 | $532K | Add +0.0% |
| EMB iShares JP Morgan Usd Emergi | 0.47% | 5,728 | $519K | Reduce -16.3% |
| CMF iShares California Muni Bond | 0.42% | 8,337 | $469K | No change |
| SPEM State Street SP PTF Em ETF | 0.40% | 11,253 | $443K | No change |
| VGK Vanguard Ftse Europe ETF | 0.36% | 5,637 | $396K | Add +0.3% |
| SCHC Schwab Intl Small-Cap Equity | 0.36% | 10,938 | $392K | No change |
| IWY iShares Russell Top 200 Grow | 0.32% | 1,679 | $354K | No change |
| EWX State Street SPDR S&P Emergi | 0.31% | 6,000 | $340K | No change |
| ABBV Abbvie Inc. | 0.30% | 1,603 | $336K | No change |
| VNQ Vanguard Real Estate ETF | 0.27% | 3,319 | $301K | Add +1.4% |
| DFIC Dimensional International Co. | 0.27% | 10,728 | $298K | Add +4.0% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.26% | 3,638 | $287K | Reduce -2.5% |
| AVDV Avantis Intl S/C Value ETF | 0.25% | 3,885 | $271K | No change |
| JPM JPMorgan Chase & Co. | 0.24% | 1,062 | $261K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.23% | 479 | $255K | No change |
| IJS iShares S&P Small-Cap 600 Va | 0.23% | 2,596 | $253K | No change |
| CVX Chevron Corp. | 0.23% | 1,494 | $250K | New |
| DFNM Dimensional National Muni BD | 0.22% | 5,200 | $247K | No change |
| GXO Gxo Logistics Inc. | 0.21% | 6,055 | $237K | No change |
| AVIV Avantis Intl LRG Cap Val ETF | 0.20% | 3,920 | $222K | No change |
| MSFT Microsoft Corp. | 0.20% | 591 | $222K | Add +9.4% |
| FNF Fidelity National Financial | 0.20% | 3,335 | $217K | New |
| AGG iShares Core U.S. Aggregate | 0.19% | 2,120 | $210K | Reduce -9.2% |
Portfolio Sells Q4 2024 → Q1 2025
| ITOT iShares Core S&P Total U.S. | Reduce -0.1% | 20.57% | −1.60 |
| SUB iShares Short-Term National | Reduce -1.4% | 5.34% | −0.19 |
| LEMB iShares JP Morgan Em Local C | Sold out | 0.00% | −0.19 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -4.2% | 3.87% | −0.18 |
| BND Vanguard Total Bond Market | Reduce -10.6% | 1.06% | −0.13 |
| EMB iShares JP Morgan Usd Emergi | Reduce -16.3% | 0.47% | −0.09 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -0.1% | 0.61% | −0.05 |
| SLQD iShares 0-5 YR Inv GRD Corp. | Reduce -2.6% | 1.29% | −0.05 |
| VNQI Vanguard GLBL Ex-US Real Est | Reduce -6.3% | 0.54% | −0.04 |
| VSS Vanguard Ftse All Wo X-US SC | Reduce -1.6% | 1.17% | −0.03 |
| VUSB Vanguard Ultra Short Bond Et | Reduce -2.2% | 0.65% | −0.03 |
| AGG iShares Core U.S. Aggregate | Reduce -9.2% | 0.19% | −0.02 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -2.5% | 0.26% | −0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -1.4% | 0.53% | −0.01 |
| BIV Vanguard Intermediate-Term B | Reduce -0.7% | 1.55% | −0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| CLIP Global X 1-3 Month T-Bill | New | 1.18% | +1.18 |
| IEFA iShares Core MSCI Eafe ETF | Add +1.4% | 8.34% | +0.54 |
| MUB iShares National Muni Bond E | Add +12.1% | 3.69% | +0.29 |
| DFAI Dimensional International Co. | Add +15.2% | 1.39% | +0.24 |
| CVX Chevron Corp. | New | 0.23% | +0.23 |
| VEA Vanguard Ftse Developed ETF | Add +1.1% | 4.25% | +0.21 |
| FNF Fidelity National Financial | New | 0.20% | +0.20 |
| IEMG iShares Core MSCI Emerging | Add +3.0% | 4.07% | +0.16 |
| AVUS Avantis U.S. Equity ETF | Add +24.9% | 1.03% | +0.15 |
| AVDE Avantis International Equity | Add +8.2% | 0.99% | +0.12 |
| IXUS iShares Core Intl Stock ETF | Add +13.8% | 0.79% | +0.12 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Add +8.8% | 0.88% | +0.07 |
| VCIT Vanguard Int-Term Corporate | Add +3.2% | 2.20% | +0.06 |
| AVRE Avantis Real Estate ETF | Add +4.2% | 1.09% | +0.05 |
| DFAX Dimensional World Ex US Core | Add +1.0% | 1.11% | +0.04 |
| DFUS Dimensional US Eq MKT ETF | Add +10.2% | 1.67% | +0.04 |
| VWO Vanguard Ftse Emerging Marke | Add +1.2% | 2.01% | +0.04 |
| VGK Vanguard Ftse Europe ETF | Add +0.3% | 0.36% | +0.03 |
| VEU Vanguard Ftse All-World Ex-U | Add +0.0% | 0.84% | +0.03 |
| DFIC Dimensional International Co. | Add +4.0% | 0.27% | +0.02 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +3.6% | 1.29% | +0.01 |
| VNQ Vanguard Real Estate ETF | Add +1.4% | 0.27% | +0.00 |
| FREL Fidelity MSCI RL Est Indx | Add +0.0% | 1.07% | −0.00 |
| MSFT Microsoft Corp. | Add +9.4% | 0.20% | −0.01 |
| BAC Bank of America Corp. | Add +0.0% | 0.48% | −0.04 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +3.9% | 1.57% | −0.05 |
| IVV iShares Core S&P 500 ETF | Add +0.1% | 0.83% | −0.06 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +0.6% | 2.20% | −0.22 |
| VTI VG Morningstar TS MKT ETF-US | Add +3.6% | 6.96% | −0.27 |
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 |