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Life Planning Partners, Inc
Period ended Sep 30, 2026 · Latest filing Oct 28, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $125,250,383
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- ISHARES TR · CORE S&P TTL STK · 464287150 · shares: $25,761,024
- ISHARES TR · CORE MSCI EAFE · 46432F842 · shares: $10,193,590
- VANGUARD INDEX FDS · MRNGSTR TTL STK · 922908769 · shares: $8,106,416
- ISHARES TR · SHRT NAT MUN ETF · 464288158 · shares: $5,406,635
- ISHARES INC · CORE MSCI EMKT · 46434G103 · shares: $5,396,994
- VANGUARD TAX-MANAGED FDS · VAN FTSE DEV MKT · 921943858 · shares: $5,337,781
- ISHARES TR · NATIONAL MUN ETF · 464288414 · shares: $3,826,285
- GLOBAL X FDS · 1 3 MO T BI ET · 37960A438 · shares: $3,442,381
- SPDR INDEX SHS FDS · ST STR PO EX ETF · 78463X889 · shares: $2,899,879
- ISHARES TR · CORE S&P US VLU · 464287663 · shares: $2,700,867
Reported holdings
69 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| ISHARES TR | CORE S&P TTL STK | 464287150 | — | 154,926 shares | $25,761,024 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 | — | 105,219 shares | $10,193,590 |
| VANGUARD INDEX FDS | MRNGSTR TTL STK | 922908769 | — | 21,661 shares | $8,106,416 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 | — | 51,718 shares | $5,406,635 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 | — | 66,498 shares | $5,396,994 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | — | 75,595 shares | $5,337,781 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 | — | 37,847 shares | $3,826,285 |
| GLOBAL X FDS | 1 3 MO T BI ET | 37960A438 | — | 34,307 shares | $3,442,381 |
| SPDR INDEX SHS FDS | ST STR PO EX ETF | 78463X889 | — | 57,755 shares | $2,899,879 |
| ISHARES TR | CORE S&P US VLU | 464287663 | — | 24,491 shares | $2,700,867 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | — | 43,710 shares | $2,592,435 |
| ISHARES TR | CORE UNIVRSL USD | 46434V613 | — | 58,023 shares | $2,558,220 |
| ISHARES TR | 0-5YR INVT GR CP | 46434V100 | — | 50,626 shares | $2,504,730 |
| DIMENSIONAL ETF TRUST | US EQUI MARK ETF | 25434V401 | — | 29,773 shares | $2,472,054 |
| AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | — | 18,368 shares | $2,352,738 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | — | 28,658 shares | $2,244,169 |
| VANGUARD INDEX FDS | MRNGSTR SML CAP | 922908751 | — | 6,287 shares | $1,788,511 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | — | 43,006 shares | $1,781,734 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | — | 36,688 shares | $1,737,562 |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | 25434V849 | — | 35,740 shares | $1,645,112 |
| AMERICAN CENTY ETF TR | REAL ESTATE ETF | 025072356 | — | 35,331 shares | $1,566,929 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | — | 39,250 shares | $1,453,040 |
| ISHARES TR | IBOXX INV CP ETF | 464287242 | — | 13,627 shares | $1,392,404 |
| AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | — | 14,596 shares | $1,315,226 |
| VANGUARD INDEX FDS | MRNGSTR LRG CAP | 922908637 | — | 3,565 shares | $1,254,426 |
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 1,617 shares | $1,238,016 |
| AMERICAN CENTY ETF TR | AVANTIS CORE FI | 025072562 | — | 28,916 shares | $1,138,985 |
| XPO INC | COM | 983793100 | — | 6,385 shares | $1,123,632 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | — | 15,689 shares | $1,100,578 |
| VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | — | 14,807 shares | $1,078,816 |
| ISHARES TR | CORE MSCI TOTAL | 46432F834 | — | 10,461 shares | $993,729 |
| FIDELITY COVINGTON TRUST | MSCI RL EST ETF | 316092857 | — | 35,156 shares | $955,537 |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | 92203C303 | — | 17,065 shares | $845,561 |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 922042718 | — | 5,282 shares | $820,031 |
| VANGUARD INDEX FDS | MRNGSTR VAL ETF | 922908744 | — | 3,714 shares | $802,423 |
| FIDELITY MERRIMACK STR TR | SYSTEMATIC MUN | 316188846 | — | 17,081 shares | $799,709 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | — | 9,562 shares | $793,375 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | — | 9,201 shares | $781,717 |
| ISHARES TR | CALIF MUN BD ETF | 464288356 | — | 11,537 shares | $624,382 |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | 808524888 | — | 10,338 shares | $514,212 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | — | 6,663 shares | $509,053 |
| VANGUARD INDEX FDS | MRNGSTR SML CP V | 922908611 | — | 2,172 shares | $501,797 |
| ISHARES TR | CORE US AGGBD ET | 464287226 | — | 5,280 shares | $499,147 |
| SPDR INDEX SHS FDS | ST PORT MARK ETF | 78463X509 | — | 9,573 shares | $495,498 |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 922042874 | — | 5,637 shares | $489,292 |
| ABBVIE INC | COM | 00287Y109 | — | 1,603 shares | $419,329 |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | — | 11,081 shares | $416,756 |
| BANK OF AMER CORP | COM | 060505104 | — | 7,523 shares | $409,478 |
| VANGUARD INTL EQUITY INDEX F | GLB EX US ETF | 922042676 | — | 9,548 shares | $405,985 |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 | — | 3,605 shares | $394,315 |
| VANGUARD WELLINGTON FD | SHORT TRM TAX EX | 921935870 | — | 3,987 shares | $393,118 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | — | 2,034 shares | $380,459 |
| MICROSOFT CORP | COM | 594918104 | — | 740 shares | $379,488 |
| ISHARES TR | RUS TP200 GR ETF | 464289438 | — | 1,142 shares | $336,787 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | — | 4,214 shares | $325,524 |
| AMERICAN CENTY ETF TR | INTERNATIONAL LR | 025072364 | — | 3,920 shares | $312,150 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | — | 3,366 shares | $301,682 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 485 shares | $296,700 |
| SPDR INDEX SHS FDS | ST MARKE CAP ETF | 78463X756 | — | 3,800 shares | $270,180 |
| GXO LOGISTICS INCORPORATED | COMMON STOCK | 36262G101 | — | 6,055 shares | $269,145 |
| APPLE INC | COM | 037833100 | — | 806 shares | $268,458 |
| ORACLE CORP | COM | 68389X105 | — | 1,920 shares | $263,616 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 769 shares | $254,408 |
| ISHARES TR | CORE 1 5 YR USD | 46432F859 | — | 4,979 shares | $235,258 |
| ISHARES TR | SP SMCP600VL ETF | 464287879 | — | 1,759 shares | $225,328 |
| CHEVRON CORPORATION | COM | 166764100 | — | 1,057 shares | $215,869 |
| TESLA INC | COM | 88160R101 | — | 602 shares | $213,636 |
| VANGUARD INDEX FDS | MRNGSTR GRWT ETF | 922908736 | — | 2,366 shares | $213,200 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | — | 3,811 shares | $212,882 |