LifePlan Investment Advisors, Inc.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed January 21, 2025), LifePlan Investment Advisors, Inc. reported 81 stock positions worth $125.5 million. Its top holding was iShares Core U.S. Aggregate (AGG) at 8.1% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 7.4%) and iShares Core S&P 500 ETF (IVV, 4.7%). Compared with Q4 2023, it opened 20 new positions, sold out of 6, added to 41 and reduced 17. The biggest buy was a new position in Ishrs US E F R A ETF-Usd (DYNF) and the biggest sale Vngrd Mrngst SL-CP Val ETF-U (VBR, shares −27%).
- Most Recent 13F
- Q2 2026
- Location
- RALEIGH, NC
- CIK
- 0002045484
- Portfolio Value
- $125.5M (Q1 2024)
- SEC Filing
- 0001214659-25-001060 ↗ filed Jan 21, 2025
Holdings Value
Holdings 81 stocks · $125.5M
| AGG iShares Core U.S. Aggregate | 8.12% | 103,983 | $10.2M | Add +4.3% |
| VOO Vanguard S&P 500 ETF | 7.38% | 19,259 | $9.3M | Add +1.3% |
| IVV iShares Core S&P 500 ETF | 4.75% | 11,338 | $6.0M | Reduce -16.7% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 3.72% | 24,361 | $4.7M | Reduce -26.9% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 3.53% | 175,373 | $4.4M | Add +1.9% |
| SCHP Schwab U.S. Tips ETF | 3.45% | 83,035 | $4.3M | Add +5.3% |
| IAGG iShares Intl Aggregate Bond | 3.45% | 86,651 | $4.3M | Add +5.5% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 2.97% | 23,890 | $3.7M | Reduce -30.8% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 2.91% | 14,002 | $3.7M | Add +56.6% |
| SCHF Schwab Intl Equity ETF | 2.91% | 93,439 | $3.6M | Reduce -3.1% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 2.73% | 75,199 | $3.4M | Add +36.4% |
| SCHV Schwab US Large-Cap Value | 2.58% | 42,652 | $3.2M | Reduce -3.4% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 2.55% | 13,572 | $3.2M | Add +72.8% |
| IAU iShares Gold Trust | 2.43% | 72,552 | $3.0M | Reduce -2.0% |
| EMB iShares JP Morgan Usd Emergi | 2.24% | 31,380 | $2.8M | Add +4.6% |
| FUTY Fidelity MSCI US Utilities | 2.23% | 65,892 | $2.8M | Reduce -31.1% |
| VTEB Vanguard Tax-Exempt Bond ETF | 2.23% | 55,213 | $2.8M | Add +8.1% |
| SCHG Schwab US Large-Cap Growth | 2.21% | 29,933 | $2.8M | Reduce -11.5% |
| VNQI Vanguard GLBL Ex-US Real Est | 2.12% | 63,071 | $2.7M | Add +132.3% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 2.09% | 33,776 | $2.6M | Add +1.5% |
| SCHH Schwab US REIT ETF | 2.07% | 128,261 | $2.6M | Reduce -0.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.95% | 7,102 | $2.4M | Add +96.7% |
| VEA Vanguard Ftse Developed ETF | 1.63% | 40,703 | $2.0M | Add +156.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.52% | 11,729 | $1.9M | Add +118.3% |
| QUAL iShares MSCI USA Quality Fac | 1.34% | 10,259 | $1.7M | Add +2.2% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 1.25% | 35,205 | $1.6M | New |
| AAPL Apple Inc. | 1.18% | 8,605 | $1.5M | Add +7.5% |
| IDEV iShares Core MSCI Dev MKTS | 1.16% | 21,702 | $1.5M | Add +1.1% |
| MSFT Microsoft Corp. | 0.99% | 2,942 | $1.2M | Add +9.6% |
| IVW iShares S&P 500 Growth ETF | 0.97% | 14,346 | $1.2M | Add +186.2% |
| IEMG iShares Core MSCI Emerging | 0.93% | 22,690 | $1.2M | Reduce -22.2% |
| EFV iShares MSCI Eafe Value ETF | 0.76% | 17,625 | $959K | Reduce -32.9% |
| EFG iShares MSCI Eafe Growth ETF | 0.75% | 9,075 | $942K | Reduce -13.1% |
| IVE iShares S&P 500 Value ETF | 0.72% | 4,863 | $908K | New |
| MBB iShares MBS ETF | 0.69% | 9,385 | $867K | Add +5.9% |
| NVDA Nvidia Corp. | 0.66% | 911 | $823K | Add +2.4% |
| MUB iShares National Muni Bond E | 0.66% | 7,645 | $823K | Reduce -18.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.58% | 3,821 | $730K | Add +0.8% |
| IYW iShares Ustechnology ETF | 0.56% | 5,212 | $704K | Add +17.7% |
| GE General Electric | 0.55% | 3,960 | $695K | Add +1.3% |
| VWO Vanguard Ftse Emerging Marke | 0.55% | 16,613 | $694K | Add +146.7% |
| BNDX Vanguard Total Intl Bond ETF | 0.55% | 14,006 | $689K | Add +160.4% |
| LCTU iShares U.S. Carbon Transiti | 0.55% | 11,945 | $686K | Add +7.3% |
| AMZN Amazon.com Inc. | 0.54% | 3,740 | $675K | Add +16.3% |
| BSV Vanguard Short-Term Bond ETF | 0.52% | 8,490 | $651K | Add +160.8% |
| VGSH Vanguard Short-Term Treasury | 0.51% | 10,925 | $634K | New |
| XOM Exxon Mobil Corp. | 0.43% | 4,692 | $545K | Add +3.0% |
| SUSC iShares ESG Aware Usd Corpor | 0.43% | 23,438 | $539K | Add +14.8% |
| TLT iShares 20+ Year Treasury BD | 0.41% | 5,476 | $518K | Reduce -11.7% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.41% | 8,940 | $515K | New |
| DSI iShares ESG MSCI KLD 400 ETF | 0.38% | 4,765 | $480K | Add +0.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.38% | 2,089 | $478K | New |
| JNJ Johnson & Johnson | 0.37% | 2,968 | $470K | Add +0.5% |
| HEFA Isha Curr Hedged MSCI Eafe | 0.37% | 13,139 | $458K | Add +81.4% |
| GSUS Goldman Sachs Marketbeta US | 0.35% | 6,194 | $445K | New |
| USXF iShares ESG Advance MSCI USA | 0.34% | 9,328 | $421K | Add +1.4% |
| GOOGL Alphabet Inc. Class A | 0.30% | 2,491 | $376K | Add +8.4% |
| ESGU iShares ESG Aware MSCI USA | 0.29% | 3,119 | $359K | Reduce -64.3% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.28% | 6,638 | $348K | New |
| EAGG iShares ESG Aware US Aggrega | 0.27% | 7,288 | $343K | Reduce -14.3% |
| IWY iShares Russell Top 200 Grow | 0.27% | 1,742 | $340K | Add +18.4% |
| META Meta Platforms Inc. Class A | 0.26% | 683 | $332K | Add +7.7% |
| VMBS Vanguard Mortgage-Backed Sec | 0.26% | 7,236 | $330K | New |
| HD Home Depot Inc. | 0.26% | 837 | $321K | Add +1.4% |
| BLV Vanguard Long-Term Bond ETF | 0.25% | 4,369 | $316K | New |
| BIV Vanguard Intermediate-Term B | 0.25% | 4,153 | $313K | New |
| IWP iShares Russell Mid-Cap Grow | 0.25% | 2,718 | $310K | No change |
| COST Costco Wholesale Corp. | 0.24% | 404 | $296K | New |
| GGG Graco Inc. | 0.23% | 3,096 | $289K | No change |
| EUSB Ishr ESG Advn Universal BD-$ | 0.21% | 6,184 | $265K | Reduce -0.1% |
| GCOR Goldman Sachs Access US Agg | 0.20% | 6,224 | $256K | New |
| GSIE Goldman Sachs Activebeta Int | 0.19% | 7,098 | $243K | New |
| LLY Eli Lilly & Co. | 0.18% | 298 | $232K | New |
| CVX Chevron Corp. | 0.18% | 1,450 | $229K | Add +4.7% |
| PG The Procter & Gamble Co. | 0.18% | 1,375 | $223K | New |
| DMXF iShares ESG Advanc MSCI Eafe | 0.18% | 3,267 | $223K | New |
| IWX iShares Russell Top 200 Valu | 0.17% | 2,822 | $215K | New |
| MA Mastercard Inc. Class A | 0.17% | 432 | $208K | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.17% | 493 | $207K | New |
| IXC iShares Global Energy ETF | 0.16% | 4,789 | $206K | New |
| MIMOQ Airspan Networks Holdings Inc. | 0.00% | 25,698 | $3K | No change |
Portfolio Sells Q4 2023 → Q1 2024
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -26.9% | 3.72% | −1.77 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -30.8% | 2.97% | −1.61 |
| FUTY Fidelity MSCI US Utilities | Reduce -31.1% | 2.23% | −1.35 |
| IVV iShares Core S&P 500 ETF | Reduce -16.7% | 4.75% | −1.20 |
| TFLO iShares Treasury Floating Ra | Sold out | 0.00% | −0.61 |
| ESGU iShares ESG Aware MSCI USA | Reduce -64.3% | 0.29% | −0.55 |
| EFV iShares MSCI Eafe Value ETF | Reduce -32.9% | 0.76% | −0.49 |
| IEMG iShares Core MSCI Emerging | Reduce -22.2% | 0.93% | −0.42 |
| SCHG Schwab US Large-Cap Growth | Reduce -11.5% | 2.21% | −0.36 |
| SCHF Schwab Intl Equity ETF | Reduce -3.1% | 2.91% | −0.36 |
| SCHH Schwab US REIT ETF | Reduce -0.0% | 2.07% | −0.36 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Sold out | 0.00% | −0.32 |
| GOVT iShares US Treasury Bond ETF | Sold out | 0.00% | −0.31 |
| MUB iShares National Muni Bond E | Reduce -18.2% | 0.66% | −0.27 |
| USMV iShares MSCI USA Min Vol Fac | Sold out | 0.00% | −0.25 |
| SCHV Schwab US Large-Cap Value | Reduce -3.4% | 2.58% | −0.25 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.24 |
| IAU iShares Gold Trust | Reduce -2.0% | 2.43% | −0.22 |
| SUB iShares Short-Term National | Sold out | 0.00% | −0.19 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -13.1% | 0.75% | −0.18 |
| TLT iShares 20+ Year Treasury BD | Reduce -11.7% | 0.41% | −0.15 |
| EAGG iShares ESG Aware US Aggrega | Reduce -14.3% | 0.27% | −0.10 |
| EUSB Ishr ESG Advn Universal BD-$ | Reduce -0.1% | 0.21% | −0.03 |
Portfolio Buys Q4 2023 → Q1 2024
| DYNF Ishrs US E F R A ETF-Usd Inc. | New | 1.25% | +1.25 |
| VNQI Vanguard GLBL Ex-US Real Est | Add +132.3% | 2.12% | +1.06 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Add +72.8% | 2.55% | +0.97 |
| VEA Vanguard Ftse Developed ETF | Add +156.9% | 1.63% | +0.93 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +56.6% | 2.91% | +0.93 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +96.7% | 1.95% | +0.92 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +118.3% | 1.52% | +0.79 |
| IVE iShares S&P 500 Value ETF | New | 0.72% | +0.72 |
| IVW iShares S&P 500 Growth ETF | Add +186.2% | 0.97% | +0.62 |
| VGSH Vanguard Short-Term Treasury | New | 0.51% | +0.51 |
| EMXC iShares MSCI Emr MRK Ex Chna | New | 0.41% | +0.41 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +36.4% | 2.73% | +0.41 |
| VB Vanguard Most SM-Cap ETF-Usd | New | 0.38% | +0.38 |
| GSUS Goldman Sachs Marketbeta US | New | 0.35% | +0.35 |
| BNDX Vanguard Total Intl Bond ETF | Add +160.4% | 0.55% | +0.31 |
| VWO Vanguard Ftse Emerging Marke | Add +146.7% | 0.55% | +0.30 |
| BSV Vanguard Short-Term Bond ETF | Add +160.8% | 0.52% | +0.29 |
| BINC iShares Flex I A ETF-Usd Inc. | New | 0.28% | +0.28 |
| VMBS Vanguard Mortgage-Backed Sec | New | 0.26% | +0.26 |
| NVDA Nvidia Corp. | Add +2.4% | 0.66% | +0.25 |
| BLV Vanguard Long-Term Bond ETF | New | 0.25% | +0.25 |
| BIV Vanguard Intermediate-Term B | New | 0.25% | +0.25 |
| COST Costco Wholesale Corp. | New | 0.24% | +0.24 |
| GCOR Goldman Sachs Access US Agg | New | 0.20% | +0.20 |
| GSIE Goldman Sachs Activebeta Int | New | 0.19% | +0.19 |
| LLY Eli Lilly & Co. | New | 0.18% | +0.18 |
| PG The Procter & Gamble Co. | New | 0.18% | +0.18 |
| DMXF iShares ESG Advanc MSCI Eafe | New | 0.18% | +0.18 |
| IWX iShares Russell Top 200 Valu | New | 0.17% | +0.17 |
| MA Mastercard Inc. Class A | New | 0.17% | +0.17 |
| BRK.B Berkshire Hathaway Inc. Class B | New | 0.17% | +0.17 |
| IXC iShares Global Energy ETF | New | 0.16% | +0.16 |
| HEFA Isha Curr Hedged MSCI Eafe | Add +81.4% | 0.37% | +0.12 |
| GE General Electric | Add +1.3% | 0.55% | +0.10 |
| AMZN Amazon.com Inc. | Add +16.3% | 0.54% | +0.09 |
| IYW iShares Ustechnology ETF | Add +17.7% | 0.56% | +0.06 |
| MSFT Microsoft Corp. | Add +9.6% | 0.99% | +0.06 |
| META Meta Platforms Inc. Class A | Add +7.7% | 0.26% | +0.06 |
| IWY iShares Russell Top 200 Grow | Add +18.4% | 0.27% | +0.03 |
| XOM Exxon Mobil Corp. | Add +3.0% | 0.43% | +0.02 |
| IBM Intl Business Machines Corp. | Add +0.8% | 0.58% | +0.01 |
| LCTU iShares U.S. Carbon Transiti | Add +7.3% | 0.55% | +0.01 |
| GOOGL Alphabet Inc. Class A | Add +8.4% | 0.30% | +0.01 |
| USXF iShares ESG Advance MSCI USA | Add +1.4% | 0.34% | +0.00 |
| SUSC iShares ESG Aware Usd Corpor | Add +14.8% | 0.43% | −0.01 |
| HD Home Depot Inc. | Add +1.4% | 0.26% | −0.01 |
| CVX Chevron Corp. | Add +4.7% | 0.18% | −0.01 |
| QUAL iShares MSCI USA Quality Fac | Add +2.2% | 1.34% | −0.01 |
| DSI iShares ESG MSCI KLD 400 ETF | Add +0.1% | 0.38% | −0.01 |
| JNJ Johnson & Johnson | Add +0.5% | 0.37% | −0.05 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 131 | $290.5M | IVV, AGG, VOO, VUG, GSUS |
| Q1 2026 | 122 | $254.5M | AGG, VOO, GSUS, VUG, VEA |
| Q4 2025 | 116 | $245.5M | AGG, VOO, GSUS, VUG, VEA |
| Q3 2025 | 112 | $238.4M | VOO, AGG, VUG, GSUS, VEA |
| Q2 2025 | 105 | $201.4M | AGG, VOO, VUG, GSUS, IAGG |
| Q1 2025 | 100 | $173.9M | AGG, VOO, IVV, SCHE, IUSB |
| Q4 2024 | 97 | $161.7M | AGG, VOO, IVV, VBR, SCHE |
| Q3 2024 | 93 | $156.4M | AGG, VOO, IVV, SCHE, VBR |
| Q2 2024 | 84 | $138.8M | AGG, VOO, IVV, SCHE, IAGG |
| Q1 2024 | 81 | $125.5M | AGG, VOO, IVV, VBR, SCHE |