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LPP
Life Planning Partners Portfolio holdings
AUM
$135M
1-Year Est. Return
17.83%
This Fund
S&P 500
This Quarter
Est. Return
+3.16%
1 Year Est. Return
+17.83%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$99.3M
AUM Growth
–
Cap. Flow
+$98.9M
Cap. Flow
% of AUM
99.6%
Top 10 Holdings %
Top 10 Hldgs %
59.67%
Holding
172
New
172
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$14.5M |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
+$9.46M |
| 3 |
iShares Core Universal USD Bond ETF
IUSB
|
+$5.97M |
| 4 |
iShares Short-Term National Muni Bond ETF
SUB
|
+$5.82M |
| 5 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$5.11M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 1.75% |
| 2 | Consumer Discretionary | 1.5% |
| 3 | Technology | 1.41% |
| 4 | Industrials | 1.13% |
| 5 | Consumer Staples | 0.49% |
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Life Planning Partners's Q4 2021 Portfolio in Review
Q4 2021 is the first quarter with a 13F filing on record for Life Planning Partners, which disclosed 172 positions worth $99.3M. Its ten largest holdings account for 60% of the portfolio.
Its largest position is iShares Core S&P Total US Stock Market ETF: 138,880 shares worth $14.9M.
By sector, the portfolio is most concentrated in Financials at 1.7% of assets, followed by Consumer Discretionary and Technology.
- Life Planning Partners's largest Q4 2021 buy was iShares Core S&P Total US Stock Market ETF: 138,880 shares worth $14.9M.
- Life Planning Partners's ten largest holdings make up 60% of its $99.3M portfolio in Q4 2021.
- Life Planning Partners disclosed 172 positions in Q4 2021, its first 13F filing on record.
Based on Life Planning Partners's 13F filing for Q4 2021, filed 11 Feb 2022.