LifePlan Investment Advisors, Inc.: 13F holdings
CIK 20454842026Q2
| Positions | 131 |
|---|---|
| Reported value | $290.5m |
| Filed | 2026-08-11 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| IVV ISHARES TR | 17,403 | $13.0m | 4.5% |
| AGG ISHARES TR | 119,048 | $11.8m | 4.1% |
| VOO VANGUARD INDEX FDS | 15,449 | $10.6m | 3.7% |
| VUG VANGUARD INDEX FDS | 122,424 | $10.5m | 3.6% |
| GSUS GOLDMAN SACHS ETF TR | 94,978 | $9.8m | 3.4% |
| VEA VANGUARD TAX-MANAGED FDS | 135,731 | $9.7m | 3.3% |
| IUSB ISHARES TR | 175,803 | $8.1m | 2.8% |
| VTV VANGUARD INDEX FDS | 36,033 | $7.9m | 2.7% |
| VBR VANGUARD INDEX FDS | 25,925 | $6.3m | 2.2% |
| SCHE SCHWAB STRATEGIC TR | 173,074 | $6.3m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2045484")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.