LPP

Life Planning Partners Portfolio holdings

AUM $131M
1-Year Est. Return 16.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$131M
AUM Growth
+$458K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$243K
2
+$226K
3
+$202K
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$201K
5
AVRE icon
Avantis Real Estate ETF
AVRE
+$181K

Top Sells

1
+$240K
2
+$200K
3
+$148K
4
JPM icon
JPMorgan Chase
JPM
+$61.9K
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$57K

Sector Composition

1 Industrials 1.92%
2 Consumer Discretionary 0.8%
3 Technology 0.6%
4 Financials 0.55%
5 Energy 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VCSH icon
51
Vanguard Short-Term Corporate Bond ETF
VCSH
$41.5B
$365K 0.28%
4,607
-121
AVDV icon
52
Avantis International Small Cap Value ETF
AVDV
$19.3B
$360K 0.27%
3,605
AGG icon
53
iShares Core US Aggregate Bond ETF
AGG
$136B
$353K 0.27%
3,556
+157
ABBV icon
54
AbbVie
ABBV
$363B
$349K 0.27%
1,603
JPM icon
55
JPMorgan Chase
JPM
$844B
$342K 0.26%
1,162
-204
GXO icon
56
GXO Logistics
GXO
$5.74B
$314K 0.24%
6,055
PLTR icon
57
Palantir
PLTR
$321B
$300K 0.23%
2,048
-4
AVIV icon
58
Avantis International Large Cap Value ETF
AVIV
$1.29B
$293K 0.22%
3,920
VNQ icon
59
Vanguard Real Estate ETF
VNQ
$37.4B
$286K 0.22%
3,225
+2
IWY icon
60
iShares Russell Top 200 Growth ETF
IWY
$16.9B
$284K 0.22%
1,142
MSFT icon
61
Microsoft
MSFT
$3.08T
$273K 0.21%
739
+213
IJS icon
62
iShares S&P Small-Cap 600 Value ETF
IJS
$7.97B
$250K 0.19%
2,114
AVES icon
63
Avantis Emerging Markets Value ETF
AVES
$1.45B
$248K 0.19%
4,130
ISTB icon
64
iShares Core 1-5 Year USD Bond ETF
ISTB
$4.74B
$241K 0.18%
+4,979
AAPL icon
65
Apple
AAPL
$4.22T
$218K 0.17%
858
XOM icon
66
Exxon Mobil
XOM
$616B
$209K 0.16%
+1,234
VTES icon
67
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$1.83B
$202K 0.15%
2,000
DFIV icon
68
Dimensional International Value ETF
DFIV
$19.5B
$201K 0.15%
+3,811
VUG icon
69
Vanguard Growth ETF
VUG
$36.5B
– –
-2,460
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