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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
-0.4%
1 Year Est. Return
+17.83%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$131M
AUM Growth
+$458K
Cap. Flow
+$1.45M
Cap. Flow %
1.1%
Top 10 Hldgs %
57.65%
Holding
69
New
3
Increased
23
Reduced
20
Closed
1

Top Buys

Rank Stock Value
1
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$243K
2
MUB icon
iShares National Muni Bond ETF
MUB
+$226K
3
DFIV icon
Dimensional International Value ETF
DFIV
+$202K
4
DFAI
Dimensional International Core Equity Market ETF
DFAI
+$201K
5
AVRE icon
Avantis Real Estate ETF
AVRE
+$181K

Top Sells

Rank Stock Value
1
PH icon
Parker-Hannifin
PH
+$240K
2
VUG icon
Vanguard Growth ETF
VUG
+$200K
3
FMUN
Fidelity Systematic Municipal Bond Index ETF
FMUN
+$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

Rank Sector Weight
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
ITOT icon
1
iShares Core S&P Total US Stock Market ETF
ITOT
$93.2B
$25.1M 19.19%
176,509
-112
-0.1% -$16.7K
IEFA icon
2
iShares Core MSCI EAFE ETF
IEFA
$186B
$10.8M 8.22%
118,985
-70
-0.1% -$6.53K
VTI icon
3
Vanguard Total Stock Market ETF
VTI
$654B
$7.57M 5.78%
23,605
-155
-0.7% -$52K
SUB icon
4
iShares Short-Term National Muni Bond ETF
SUB
$11.3B
$5.81M 4.44%
54,582
-42
-0.1% -$4.5K
IEMG icon
5
iShares Core MSCI Emerging Markets ETF
IEMG
$149B
$5.68M 4.33%
81,403
+1,230
+2% +$88.8K
VEA icon
6
Vanguard FTSE Developed Markets ETF
VEA
$226B
$5.65M 4.31%
88,216
+2,604
+3% +$172K
MUB icon
7
iShares National Muni Bond ETF
MUB
$45.1B
$4.48M 3.42%
42,179
+2,100
+5% +$226K
IUSB icon
8
iShares Core Universal USD Bond ETF
IUSB
$42.6B
$3.76M 2.87%
81,398
-191
-0.2% -$8.9K
CLIP icon
9
Global X 1-3 Month T-Bill ETF
CLIP
$2.6B
$3.57M 2.72%
35,548
+74
+0.2% +$7.42K
SPDW icon
10
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$39.7B
$3.09M 2.36%
67,750
-460
-0.7% -$21.6K
VWO icon
11
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$2.71M 2.07%
50,185
+672
+1% +$37.6K
SLQD icon
12
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.36B
$2.52M 1.92%
49,850
+2,553
+5% +$129K
IUSV icon
13
iShares Core S&P US Value ETF
IUSV
$27.2B
$2.5M 1.91%
24,491
– –
DFUS
14
Dimensional US Equity ETF
DFUS
$20.7B
$2.39M 1.82%
33,693
+962
+3% +$71.3K
AVUS icon
15
Avantis US Equity ETF
AVUS
$13.8B
$2.33M 1.78%
20,999
+830
+4% +$95K
VB icon
16
Vanguard Small-Cap ETF
VB
$79.5B
$2.29M 1.75%
8,735
+354
+4% +$95.8K
VCIT icon
17
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.1B
$2.25M 1.72%
27,248
-567
-2% -$47.4K
FMUN
18
Fidelity Systematic Municipal Bond Index ETF
FMUN
$179M
$2.22M 1.7%
44,768
-2,938
-6% -$148K
DFAI
19
Dimensional International Core Equity Market ETF
DFAI
$17.1B
$2.02M 1.54%
51,748
+5,016
+11% +$201K
AVDE icon
20
Avantis International Equity ETF
AVDE
$17.7B
$1.89M 1.44%
22,265
+1,974
+10% +$172K
AVRE icon
21
Avantis Real Estate ETF
AVRE
$884M
$1.74M 1.32%
39,425
+3,992
+11% +$181K
BIV icon
22
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
$1.61M 1.23%
20,863
-41
-0.2% -$3.19K
DFAX icon
23
Dimensional World ex US Core Equity 2 ETF
DFAX
$11.8B
$1.57M 1.2%
46,307
– –
VV icon
24
Vanguard Large-Cap ETF
VV
$51.9B
$1.54M 1.17%
5,144
+550
+12% +$172K
AVIG icon
25
Avantis Core Fixed Income ETF
AVIG
$1.92B
$1.33M 1.02%
32,091
+742
+2% +$31.1K
1
2 3

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TC
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Life Planning Partners's Q1 2026 Portfolio in Review

As of Q1 2026, Life Planning Partners held 69 positions worth $131M, up 0.35% from $131M the previous quarter. Its ten largest holdings account for 58% of the portfolio.

Life Planning Partners's Q1 2026 filing shows 3 new, 23 increased, 20 reduced and 1 closed positions. Its largest new stake was iShares Core 1-5 Year USD Bond ETF: 4,979 shares worth $241K. The largest sale was Parker-Hannifin, an estimated $240K.

By sector, the portfolio is most concentrated in Industrials at 1.9% of assets, up from 1.8% a quarter earlier, followed by Consumer Discretionary and Technology.

  • Life Planning Partners's largest Q1 2026 buy was iShares Core 1-5 Year USD Bond ETF: 4,979 shares worth $241K.
  • Life Planning Partners added most to iShares National Muni Bond ETF in Q1 2026, an estimated $226K increase.
  • Life Planning Partners's biggest Q1 2026 reduction was Parker-Hannifin, cutting an estimated $240K.
  • Life Planning Partners fully exited Vanguard Growth ETF in Q1 2026, selling an estimated $200K.
  • Life Planning Partners's ten largest holdings make up 58% of its $131M portfolio in Q1 2026.
  • Life Planning Partners opened 3 new positions and closed 1 in Q1 2026.
  • Life Planning Partners's portfolio value rose 0.35% quarter-over-quarter to $131M.

Based on Life Planning Partners's 13F filing for Q1 2026, filed 29 Apr 2026.