LifePlan Investment Advisors, Inc.

Name: LifePlan Investment Advisors, Inc. 13F holdings, Q1 2025
Creator: LifePlan Investment Advisors, Inc.
Published: 2025-05-13

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q4 2024Q3 2024Q2 2024Q1 2024

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 13, 2025), LifePlan Investment Advisors, Inc. reported 100 stock positions worth $173.9 million. Its top holding was iShares Core U.S. Aggregate (AGG) at 6.3% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 5.0%) and iShares Core S&P 500 ETF (IVV, 3.6%). Compared with Q4 2024, it opened 9 new positions, sold out of 6, added to 54 and reduced 28. The biggest buy was Goldman Sachs Marketbeta US (GSUS, shares +83%) and the biggest sale Vanguard S&P 500 ETF (VOO, shares −12%).

Most Recent 13F: Q2 2026
Location: RALEIGH, NC
CIK: 0002045484
Portfolio Value: $173.9M (Q1 2025)
SEC Filing: 0001214659-25-007440 ↗ filed May 13, 2025

Holdings Value

Holdings 100 stocks · $173.9M


AGG iShares Core U.S. Aggregate	6.28%	110,396	$10.9M	Add +1.8%
VOO Vanguard S&P 500 ETF	4.98%	16,841	$8.7M	Reduce -11.6%
IVV iShares Core S&P 500 ETF	3.61%	11,177	$6.3M	Add +4.8%
SCHE Schwab Emrg Mrkts Eqty ETF	2.89%	182,472	$5.0M	Add +2.5%
IUSB Ishr CR Unvrse Usd BD ETF-Ui	2.84%	107,056	$4.9M	Add +15.3%
SCHP Schwab U.S. Tips ETF	2.82%	182,040	$4.9M	Add +0.7%
IAGG iShares Intl Aggregate Bond	2.78%	96,673	$4.8M	Add +4.2%
VBR Vngrd Mrngst SL-CP Val ETF-U	2.76%	25,719	$4.8M	Add +3.4%
VUG Vanguard Mrngstar GR ETF-Sui	2.60%	12,190	$4.5M	Add +9.9%
VEA Vanguard Ftse Developed ETF	2.53%	86,420	$4.4M	Add +13.5%
IAU iShares Gold Trust	2.46%	72,672	$4.3M	Add +0.8%
VTEB Vanguard Tax-Exempt Bond ETF	2.44%	85,551	$4.2M	Add +2.8%
GSUS Goldman Sachs Marketbeta US	2.40%	54,372	$4.2M	Add +82.7%
SCHF Schwab Intl Equity ETF	2.26%	198,356	$3.9M	Add +1.9%
VOE Vngrd Mrngstr MD-Cap Val ETF	2.25%	24,367	$3.9M	Add +1.7%
VTV Vanguard Mrngstr Val ETF-Aui	2.16%	21,765	$3.8M	Add +10.3%
VBK Van Morst SML-Cap Gro-Usd Inc.	2.13%	14,732	$3.7M	Add +0.3%
SCHV Schwab US Large-Cap Value	1.95%	127,511	$3.4M	Reduce -1.1%
VOT Vngrd Mrngstr MC GRW ETF-Usd	1.92%	13,623	$3.3M	Reduce -3.6%
EMB iShares JP Morgan Usd Emergi	1.83%	35,205	$3.2M	Add +6.6%
QUAL iShares MSCI USA Quality Fac	1.75%	17,804	$3.0M	Add +39.0%
FUTY Fidelity MSCI US Utilities	1.74%	59,236	$3.0M	Reduce -1.2%
HYG Ishr Ibx Usd Hiyld CB ETF-Ui	1.68%	37,037	$2.9M	Add +2.1%
VNQI Vanguard GLBL Ex-US Real Est	1.66%	71,457	$2.9M	Add +10.1%
SCHG Schwab US Large-Cap Growth	1.65%	114,762	$2.9M	Reduce -1.6%
SCHH Schwab US REIT ETF	1.64%	132,254	$2.8M	Add +2.8%
IVW iShares S&P 500 Growth ETF	1.61%	30,090	$2.8M	Add +20.6%
DYNF Ishrs US E F R A ETF-Usd Inc.	1.45%	51,771	$2.5M	Add +20.5%
IEMG iShares Core MSCI Emerging	1.39%	44,825	$2.4M	Add +15.3%
IVE iShares S&P 500 Value ETF	1.25%	11,379	$2.2M	Add +74.8%
EFV iShares MSCI Eafe Value ETF	1.10%	32,568	$1.9M	Reduce -9.7%
AAPL Apple Inc.	1.10%	8,615	$1.9M	Reduce -4.7%
GSIE Goldman Sachs Activebeta Int	1.07%	52,183	$1.9M	Add +43.5%
MUB iShares National Muni Bond E	1.01%	16,644	$1.8M	Add +8.7%
VWO Vanguard Ftse Emerging Marke	0.94%	35,939	$1.6M	Add +19.7%
BNDX Vanguard Total Intl Bond ETF	0.80%	28,360	$1.4M	Add +12.4%
IDEV iShares Core MSCI Dev MKTS	0.79%	19,854	$1.4M	Reduce -13.3%
BSV Vanguard Short-Term Bond ETF	0.77%	17,146	$1.3M	Add +12.8%
MBB iShares MBS ETF	0.74%	13,707	$1.3M	Add +13.3%
GSLC Goldman Activebeta US LC ETF	0.73%	11,476	$1.3M	Add +82.7%
EFG iShares MSCI Eafe Growth ETF	0.70%	12,182	$1.2M	Reduce -37.1%
TXN Texas Instruments Inc.	0.70%	6,771	$1.2M	New
NVDA Nvidia Corp.	0.68%	10,930	$1.2M	Reduce -7.8%
GCOR Goldman Sachs Access US Agg	0.67%	28,446	$1.2M	Reduce -0.5%
MSFT Microsoft Corp.	0.67%	3,091	$1.2M	Reduce -3.4%
TLH iShares 10-20 Year Treasury	0.65%	10,894	$1.1M	Add +379.9%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS	0.61%	4,275	$1.1M	Add +3.4%
LCTU iShares U.S. Carbon Transiti	0.54%	15,608	$946K	Add +15.3%
IYW iShares Ustechnology ETF	0.53%	6,507	$914K	Add +21.1%
VB Vanguard Most SM-Cap ETF-Usd	0.52%	4,115	$913K	Add +13.7%
EMXC iShares MSCI Emr MRK Ex Chna	0.52%	16,361	$901K	Reduce -6.7%
SUSC iShares ESG Aware Usd Corpor	0.52%	38,894	$897K	Add +12.2%
EAGG iShares ESG Aware US Aggrega	0.52%	18,870	$896K	Add +61.1%
BINC iShares Flex I A ETF-Usd Inc.	0.48%	15,974	$837K	Add +24.9%
USXF iShares ESG Advance MSCI USA	0.47%	17,451	$814K	Add +22.0%
GE General Electric filed as GE AEROSPACE	0.47%	4,045	$810K	Reduce -0.1%
MTUM iShares MSCI USA Momentum Fa	0.45%	3,904	$789K	Add +15.9%
AMZN Amazon.com Inc.	0.45%	4,096	$779K	Reduce -2.0%
OEF iShares S&P 100 ETF	0.43%	2,738	$742K	New
SPTL SS SPDR PF LNG TRM TSY E-Usd	0.39%	24,574	$670K	Add +60.6%
VMBS Vanguard Mortgage-Backed Sec	0.38%	14,263	$661K	Add +11.6%
DSI iShares ESG MSCI KLD 400 ETF	0.38%	6,419	$657K	Add +19.3%
BIV Vanguard Intermediate-Term B	0.36%	8,277	$634K	Add +11.5%
BLV Vanguard Long-Term Bond ETF	0.36%	8,945	$630K	Add +10.9%
GIGB Goldman Sachs Inv GRD Corp.	0.36%	13,572	$621K	Add +63.4%
XOM Exxon Mobil Corp.	0.33%	4,754	$565K	Reduce -0.1%
ABBV Abbvie Inc.	0.32%	2,633	$552K	New
GEM Goldman Sachs Activebeta Em	0.30%	15,573	$517K	Add +104.9%
EUSB Ishr ESG Advn Universal BD-$	0.28%	11,137	$482K	Add +1.1%
JNJ Johnson & Johnson	0.27%	2,868	$476K	No change
ESGU iShares ESG Aware MSCI USA	0.27%	3,822	$466K	Add +7.2%
META Meta Platforms Inc. Class A	0.25%	765	$441K	No change
HEFA Isha Curr Hedged MSCI Eafe	0.22%	10,619	$385K	New
DMXF iShares ESG Advanc MSCI Eafe	0.20%	5,183	$349K	Reduce -16.5%
IWY iShares Russell Top 200 Grow	0.20%	1,639	$346K	Reduce -4.7%
COST Costco Wholesale Corp.	0.20%	365	$345K	Reduce -8.3%
GOOGL Alphabet Inc. Class A	0.20%	2,217	$343K	Reduce -10.6%
WMT Walmart Inc.	0.20%	3,902	$343K	No change
HD Home Depot Inc.	0.19%	900	$330K	Reduce -0.6%
IWP iShares Russell Mid-Cap Grow	0.18%	2,718	$319K	No change
GSSC Goldman Sachs Activebeta US	0.17%	4,563	$289K	New
BRK.B Berkshire Hathaway Inc. Class B	0.16%	516	$275K	Reduce -0.4%
PG The Procter & Gamble Co.	0.15%	1,576	$269K	No change
ESGE iShares Inc. iShares ESG Awar	0.15%	7,677	$268K	Add +13.0%
LLY Eli Lilly & Co.	0.15%	312	$258K	Reduce -1.9%
MA Mastercard Inc. Class A	0.15%	467	$256K	No change
GEV GE Vernova Inc.	0.15%	830	$253K	Reduce -0.1%
GEMD Goldman Access Em Usd Bond	0.14%	6,222	$252K	New
GSWO Goldman Sachs Activebeta Wor	0.14%	4,827	$249K	New
CVX Chevron Corp.	0.14%	1,460	$244K	Reduce -3.5%
GOVT iShares US Treasury Bond ETF	0.14%	10,584	$243K	Add +21.3%
INTU Intuit Inc.	0.14%	396	$243K	Add +0.5%
AVGO Broadcom Inc.	0.14%	1,452	$243K	Reduce -0.5%
CSCO Cisco Systems Inc.	0.14%	3,915	$242K	No change
JPM JPMorgan Chase & Co.	0.14%	960	$235K	No change
IWX iShares Russell Top 200 Valu	0.13%	2,852	$234K	Reduce -3.1%
DUK Duke Energy Corp.	0.13%	1,881	$229K	No change
GTIP Goldman Sachs Access Inflati	0.13%	4,451	$223K	New
GGUS Goldman SS MB RL 1000 GE ETF	0.13%	4,504	$222K	New
TSLA Tesla Inc.	0.12%	836	$217K	Reduce -4.3%

Portfolio Sells Q4 2024 → Q1 2025


VOO Vanguard S&P 500 ETF	Reduce -11.6%	4.98%	−1.37
EFG iShares MSCI Eafe Growth ETF	Reduce -37.1%	0.70%	−0.46
SCHG Schwab US Large-Cap Growth	Reduce -1.6%	1.65%	−0.36
NVDA Nvidia Corp.	Reduce -7.8%	0.68%	−0.30
VOT Vngrd Mrngstr MC GRW ETF-Usd	Reduce -3.6%	1.92%	−0.30
VGSH Vanguard Short-Term Treasury	Sold out	0.00%	−0.30
AAPL Apple Inc.	Reduce -4.7%	1.10%	−0.30
TLT iShares 20+ Year Treasury BD	Sold out	0.00%	−0.29
MSFT Microsoft Corp.	Reduce -3.4%	0.67%	−0.17
GGG Graco Inc.	Sold out	0.00%	−0.16
SUB iShares Short-Term National	Sold out	0.00%	−0.15
SUSB iShares ESG Aware 1-5 Year U	Sold out	0.00%	−0.15
UNH Unitedhealth Group Inc.	Sold out	0.00%	−0.13
SCHV Schwab US Large-Cap Value	Reduce -1.1%	1.95%	−0.13
IDEV iShares Core MSCI Dev MKTS	Reduce -13.3%	0.79%	−0.13
AMZN Amazon.com Inc.	Reduce -2.0%	0.45%	−0.12
TSLA Tesla Inc.	Reduce -4.3%	0.12%	−0.09
GOOGL Alphabet Inc. Class A	Reduce -10.6%	0.20%	−0.09
EMXC iShares MSCI Emr MRK Ex Chna	Reduce -6.7%	0.52%	−0.08
FUTY Fidelity MSCI US Utilities	Reduce -1.2%	1.74%	−0.07
AVGO Broadcom Inc.	Reduce -0.5%	0.14%	−0.07
EFV iShares MSCI Eafe Value ETF	Reduce -9.7%	1.10%	−0.07
IWY iShares Russell Top 200 Grow	Reduce -4.7%	0.20%	−0.05
DMXF iShares ESG Advanc MSCI Eafe	Reduce -16.5%	0.20%	−0.05
GCOR Goldman Sachs Access US Agg	Reduce -0.5%	0.67%	−0.04
HD Home Depot Inc.	Reduce -0.6%	0.19%	−0.03
COST Costco Wholesale Corp.	Reduce -8.3%	0.20%	−0.03
GEV GE Vernova Inc.	Reduce -0.1%	0.15%	−0.02
IWX iShares Russell Top 200 Valu	Reduce -3.1%	0.13%	−0.01
LLY Eli Lilly & Co.	Reduce -1.9%	0.15%	−0.00
CVX Chevron Corp.	Reduce -3.5%	0.14%	+0.00
XOM Exxon Mobil Corp.	Reduce -0.1%	0.33%	+0.01
BRK.B Berkshire Hathaway Inc. Class B	Reduce -0.4%	0.16%	+0.01
GE General Electric	Reduce -0.1%	0.47%	+0.05

Portfolio Buys Q4 2024 → Q1 2025


GSUS Goldman Sachs Marketbeta US	Add +82.7%	2.40%	+0.92
TXN Texas Instruments Inc.	New	0.70%	+0.70
TLH iShares 10-20 Year Treasury	Add +379.9%	0.65%	+0.51
IVE iShares S&P 500 Value ETF	Add +74.8%	1.25%	+0.48
OEF iShares S&P 100 ETF	New	0.43%	+0.43
QUAL iShares MSCI USA Quality Fac	Add +39.0%	1.75%	+0.34
GSIE Goldman Sachs Activebeta Int	Add +43.5%	1.07%	+0.32
ABBV Abbvie Inc.	New	0.32%	+0.32
GSLC Goldman Activebeta US LC ETF	Add +82.7%	0.73%	+0.28
VEA Vanguard Ftse Developed ETF	Add +13.5%	2.53%	+0.27
IAU iShares Gold Trust	Add +0.8%	2.46%	+0.26
IUSB Ishr CR Unvrse Usd BD ETF-Ui	Add +15.3%	2.84%	+0.24
HEFA Isha Curr Hedged MSCI Eafe	New	0.22%	+0.22
EAGG iShares ESG Aware US Aggrega	Add +61.1%	0.52%	+0.18
GSSC Goldman Sachs Activebeta US	New	0.17%	+0.17
GEM Goldman Sachs Activebeta Em	Add +104.9%	0.30%	+0.15
GEMD Goldman Access Em Usd Bond	New	0.14%	+0.14
GSWO Goldman Sachs Activebeta Wor	New	0.14%	+0.14
SPTL SS SPDR PF LNG TRM TSY E-Usd	Add +60.6%	0.39%	+0.14
IEMG iShares Core MSCI Emerging	Add +15.3%	1.39%	+0.14
GTIP Goldman Sachs Access Inflati	New	0.13%	+0.13
GGUS Goldman SS MB RL 1000 GE ETF	New	0.13%	+0.13
GIGB Goldman Sachs Inv GRD Corp.	Add +63.4%	0.36%	+0.13
VWO Vanguard Ftse Emerging Marke	Add +19.7%	0.94%	+0.12
VTV Vanguard Mrngstr Val ETF-Aui	Add +10.3%	2.16%	+0.10
DYNF Ishrs US E F R A ETF-Usd Inc.	Add +20.5%	1.45%	+0.09
VNQI Vanguard GLBL Ex-US Real Est	Add +10.1%	1.66%	+0.07
BINC iShares Flex I A ETF-Usd Inc.	Add +24.9%	0.48%	+0.07
MBB iShares MBS ETF	Add +13.3%	0.74%	+0.05
IBM Intl Business Machines Corp.	Add +3.4%	0.61%	+0.05
BSV Vanguard Short-Term Bond ETF	Add +12.8%	0.77%	+0.05
IVW iShares S&P 500 Growth ETF	Add +20.6%	1.61%	+0.04
BNDX Vanguard Total Intl Bond ETF	Add +12.4%	0.80%	+0.03
SCHF Schwab Intl Equity ETF	Add +1.9%	2.26%	+0.03
SUSC iShares ESG Aware Usd Corpor	Add +12.2%	0.52%	+0.03
USXF iShares ESG Advance MSCI USA	Add +22.0%	0.47%	+0.03
MTUM iShares MSCI USA Momentum Fa	Add +15.9%	0.45%	+0.02
VMBS Vanguard Mortgage-Backed Sec	Add +11.6%	0.38%	+0.02
BIV Vanguard Intermediate-Term B	Add +11.5%	0.36%	+0.02
BLV Vanguard Long-Term Bond ETF	Add +10.9%	0.36%	+0.02
GOVT iShares US Treasury Bond ETF	Add +21.3%	0.14%	+0.02
EMB iShares JP Morgan Usd Emergi	Add +6.6%	1.83%	+0.01
ESGE iShares Inc. iShares ESG Awar	Add +13.0%	0.15%	+0.01
DSI iShares ESG MSCI KLD 400 ETF	Add +19.3%	0.38%	+0.01
LCTU iShares U.S. Carbon Transiti	Add +15.3%	0.54%	+0.01
MUB iShares National Muni Bond E	Add +8.7%	1.01%	0.00
IYW iShares Ustechnology ETF	Add +21.1%	0.53%	−0.00
EUSB Ishr ESG Advn Universal BD-$	Add +1.1%	0.28%	−0.01
VB Vanguard Most SM-Cap ETF-Usd	Add +13.7%	0.52%	−0.01
INTU Intuit Inc.	Add +0.5%	0.14%	−0.01

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