LPP

Life Planning Partners Portfolio holdings

AUM $137M
1-Year Est. Return 12.13%
This Quarter Est. Return
1 Year Est. Return
+12.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$137M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$1.28M
3
+$265K
4
SLV icon
iShares Silver Trust
SLV
+$256K
5
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$241K

Top Sells

1
+$426K
2
+$194K
3
+$172K
4
PH icon
Parker-Hannifin
PH
+$135K
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$77.1K

Sector Composition

1 Industrials 1.72%
2 Consumer Discretionary 1.02%
3 Financials 0.92%
4 Technology 0.83%
5 Healthcare 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PLTR icon
51
Palantir
PLTR
$476B
$401K 0.29%
2,199
DFIC icon
52
Dimensional International Core Equity 2 ETF
DFIC
$10.6B
$373K 0.27%
11,374
ABBV icon
53
AbbVie
ABBV
$385B
$371K 0.27%
1,603
AVDV icon
54
Avantis International Small Cap Value ETF
AVDV
$12.4B
$346K 0.25%
3,885
GXO icon
55
GXO Logistics
GXO
$6.43B
$320K 0.23%
6,055
MSFT icon
56
Microsoft
MSFT
$3.85T
$306K 0.22%
591
VNQ icon
57
Vanguard Real Estate ETF
VNQ
$33.4B
$295K 0.22%
3,222
-436
VXUS icon
58
Vanguard Total International Stock ETF
VXUS
$108B
$292K 0.21%
3,974
+217
IJS icon
59
iShares S&P Small-Cap 600 Value ETF
IJS
$6.63B
$287K 0.21%
2,596
CVX icon
60
Chevron
CVX
$318B
$285K 0.21%
1,834
+3
VCSH icon
61
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.4B
$277K 0.2%
3,466
VTES icon
62
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$1.33B
$265K 0.19%
+2,603
AVIV icon
63
Avantis International Large Cap Value ETF
AVIV
$883M
$264K 0.19%
3,920
SLV icon
64
iShares Silver Trust
SLV
$23.7B
$256K 0.19%
+6,041
AVES icon
65
Avantis Emerging Markets Value ETF
AVES
$813M
$237K 0.17%
4,130
AAPL icon
66
Apple
AAPL
$4T
$218K 0.16%
+858
AGG icon
67
iShares Core US Aggregate Bond ETF
AGG
$132B
$214K 0.16%
2,135
+11
IBM icon
68
IBM
IBM
$287B
$210K 0.15%
745
-70
IWB icon
69
iShares Russell 1000 ETF
IWB
$45.9B
$210K 0.15%
+574
BRK.B icon
70
Berkshire Hathaway Class B
BRK.B
$1.03T
$206K 0.15%
+410
EMB icon
71
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15.1B
– –
-4,596
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