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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
+8.08%
1 Year Est. Return
+17.83%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$126M
AUM Growth
+$15.2M
Cap. Flow
+$6.3M
Cap. Flow %
5.01%
Top 10 Hldgs %
59.24%
Holding
67
New
6
Increased
27
Reduced
19
Closed
2

Top Buys

Rank Stock Value
1
FMUN
Fidelity Systematic Municipal Bond Index ETF
FMUN
+$2.79M
2
AVUS icon
Avantis US Equity ETF
AVUS
+$1.29M
3
PH icon
Parker-Hannifin
PH
+$1.12M
4
CLIP icon
Global X 1-3 Month T-Bill ETF
CLIP
+$377K
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$302K

Top Sells

Rank Stock Value
1
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$459K
2
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$309K
3
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$291K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$255K
5
FNF icon
Fidelity National Financial
FNF
+$217K

Sector Composition

Rank Sector Weight
1 Industrials 1.86%
2 Consumer Discretionary 0.8%
3 Financials 0.72%
4 Technology 0.66%
5 Healthcare 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ITOT icon
1
iShares Core S&P Total US Stock Market ETF
ITOT
$97.3B
$25M 19.93%
185,429
-808
-0.4% -$101K
IEFA icon
2
iShares Core MSCI EAFE ETF
IEFA
$194B
$10.4M 8.32%
125,172
+3,443
+3% +$273K
VTI icon
3
Vanguard Morningstar Total Stock Market ETF
VTI
$681B
$8.62M 6.86%
28,366
+407
+1% +$114K
SUB icon
4
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
$5.47M 4.36%
51,484
-4,349
-8% -$459K
VEA icon
5
Vanguard FTSE Developed Markets ETF
VEA
$234B
$5.27M 4.2%
92,457
+44
+0% +$2.36K
IEMG icon
6
iShares Core MSCI Emerging Markets ETF
IEMG
$156B
$5.08M 4.04%
84,554
+1,325
+2% +$73.9K
MUB icon
7
iShares National Muni Bond ETF
MUB
$45.4B
$4.18M 3.32%
39,969
+1,296
+3% +$135K
IUSB icon
8
iShares Core Universal USD Bond ETF
IUSB
$43.2B
$4M 3.18%
86,460
-6,372
-7% -$291K
SPDW icon
9
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$41.3B
$3.53M 2.81%
87,061
– –
FMUN
10
Fidelity Systematic Municipal Bond Index ETF
FMUN
$179M
$2.8M 2.23%
+57,504
New +$2.79M
AVUS icon
11
Avantis US Equity ETF
AVUS
$14.4B
$2.63M 2.09%
26,099
+13,805
+112% +$1.29M
VWO icon
12
Vanguard FTSE Emerging Markets ETF
VWO
$123B
$2.54M 2.02%
51,315
+2,216
+5% +$103K
VB icon
13
Vanguard Morningstar Small-Cap ETF
VB
$81.6B
$2.5M 1.99%
10,547
-403
-4% -$89.9K
DFUS
14
Dimensional US Equity ETF
DFUS
$21.5B
$2.34M 1.86%
34,934
+4,411
+14% +$273K
IUSV icon
15
iShares Core S&P US Value ETF
IUSV
$27.6B
$2.32M 1.84%
24,491
– –
VCIT icon
16
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.3B
$2.31M 1.84%
27,880
-1,784
-6% -$145K
DFAI
17
Dimensional International Core Equity Market ETF
DFAI
$17.8B
$1.85M 1.47%
53,407
+4,114
+8% +$135K
VV icon
18
Vanguard Morningstar Large-Cap ETF
VV
$54.1B
$1.82M 1.45%
6,373
-363
-5% -$95.6K
CLIP icon
19
Global X 1-3 Month T-Bill ETF
CLIP
$2.58B
$1.68M 1.34%
16,715
+3,760
+29% +$377K
BIV icon
20
Vanguard Intermediate-Term Bond ETF
BIV
$28.9B
$1.67M 1.33%
21,592
-706
-3% -$53.8K
SLQD icon
21
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.38B
$1.58M 1.26%
31,237
+2,853
+10% +$143K
VTEB icon
22
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.2B
$1.5M 1.19%
30,557
+1,870
+7% +$91.4K
AVDE icon
23
Avantis International Equity ETF
AVDE
$18.5B
$1.4M 1.11%
18,896
+2,466
+15% +$172K
DFAX icon
24
Dimensional World ex US Core Equity 2 ETF
DFAX
$12.3B
$1.37M 1.09%
46,761
+6
+0% +$165
IXUS icon
25
iShares Core MSCI Total International Stock ETF
IXUS
$59.7B
$1.29M 1.03%
16,685
+4,138
+33% +$302K
1
2 3

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Life Planning Partners's Q2 2025 Portfolio in Review

As of Q2 2025, Life Planning Partners held 67 positions worth $126M, up 14% from $110M the previous quarter. Its ten largest holdings account for 59% of the portfolio.

Life Planning Partners deployed $6.3M of net new capital in Q2 2025, opening 6 new positions and adding to 27 existing holdings. Its largest new stake was Fidelity Systematic Municipal Bond Index ETF: 57,504 shares worth $2.8M.

By sector, the portfolio is most concentrated in Industrials at 1.9% of assets, up from 0.84% a quarter earlier, followed by Consumer Discretionary and Financials.

On the sell side, the largest reduction was iShares Short-Term National Muni Bond ETF, an estimated $459K trimmed.

  • Life Planning Partners's largest Q2 2025 buy was Fidelity Systematic Municipal Bond Index ETF: 57,504 shares worth $2.8M.
  • Life Planning Partners added most to Avantis US Equity ETF in Q2 2025, an estimated $1.29M increase.
  • Life Planning Partners's biggest Q2 2025 reduction was iShares Short-Term National Muni Bond ETF, cutting an estimated $459K.
  • Life Planning Partners fully exited Berkshire Hathaway Class B in Q2 2025, selling an estimated $255K.
  • Life Planning Partners's ten largest holdings make up 59% of its $126M portfolio in Q2 2025.
  • Life Planning Partners opened 6 new positions and closed 2 in Q2 2025.
  • Life Planning Partners's portfolio value rose 14% quarter-over-quarter to $126M.

Based on Life Planning Partners's 13F filing for Q2 2025, filed 21 Jul 2025.