Life Planning Partners Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$811K |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$687K |
| 3 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$664K |
| 4 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$441K |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$296K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Ultra-Short Bond ETF
VUSB
|
+$213K |
| 2 |
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
|
+$157K |
| 3 |
iShares National Muni Bond ETF
MUB
|
+$126K |
| 4 |
CYA
Simplify Tail Risk Strategy ETF
CYA
|
+$69K |
| 5 |
Vanguard Morningstar Large-Cap ETF
VV
|
+$55.5K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 1.78% |
| 2 | Consumer Discretionary | 1.43% |
| 3 | Technology | 1.28% |
| 4 | Industrials | 0.99% |
| 5 | Consumer Staples | 0.48% |
Similar funds
Life Planning Partners's Q1 2022 Portfolio in Review
As of Q1 2022, Life Planning Partners held 189 positions worth $98.2M, down 1.1% from $99.3M the previous quarter. Its ten largest holdings account for 59% of the portfolio.
Life Planning Partners deployed $4.5M of net new capital in Q1 2022, opening 17 new positions and adding to 32 existing holdings. Its largest new stake was Dimensional International Core Equity Market ETF: 3,400 shares worth $96K.
By sector, the portfolio is most concentrated in Financials at 1.8% of assets, up from 1.7% a quarter earlier, followed by Consumer Discretionary and Technology.
On the sell side, the largest reduction was Vanguard Ultra-Short Bond ETF, an estimated $213K trimmed.
- Life Planning Partners's largest Q1 2022 buy was Dimensional International Core Equity Market ETF: 3,400 shares worth $96K.
- Life Planning Partners added most to Vanguard Intermediate-Term Bond ETF in Q1 2022, an estimated $811K increase.
- Life Planning Partners's biggest Q1 2022 reduction was Vanguard Ultra-Short Bond ETF, cutting an estimated $213K.
- Life Planning Partners fully exited Simplify Tail Risk Strategy ETF in Q1 2022, selling an estimated $69K.
- Life Planning Partners's ten largest holdings make up 59% of its $98.2M portfolio in Q1 2022.
- Life Planning Partners opened 17 new positions and closed 5 in Q1 2022.
- Life Planning Partners's portfolio value fell 1.1% quarter-over-quarter to $98.2M.
Based on Life Planning Partners's 13F filing for Q1 2022, filed 25 Apr 2022.