Life Planning Partners, Inc

Est. AUM

$131.0M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P TTL STK	$25.1M	176509	19.19%	SOLE
2	ISHARES TR	CORE MSCI EAFE	$10.8M	118985	8.22%	SOLE
3	VANGUARD INDEX FDS	TOTAL STK MKT	$7.6M	23605	5.78%	SOLE
4	ISHARES TR	SHRT NAT MUN ETF	$5.8M	54582	4.44%	SOLE
5	ISHARES INC	CORE MSCI EMKT	$5.7M	81403	4.33%	SOLE
6	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$5.7M	88216	4.31%	SOLE
7	ISHARES TR	NATIONAL MUN ETF	$4.5M	42179	3.42%	SOLE
8	ISHARES TR	CORE UNIVRSL USD	$3.8M	81398	2.87%	SOLE
9	GLOBAL X FDS	1-3 MONTH T-BILL	$3.6M	35548	2.72%	SOLE
10	SPDR INDEX SHS FDS	STATE STREET SPD	$3.1M	67750	2.36%	SOLE
11	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$2.7M	50185	2.07%	SOLE
12	ISHARES TR	0-5YR INVT GR CP	$2.5M	49850	1.92%	SOLE
13	ISHARES TR	CORE S&P US VLU	$2.5M	24491	1.91%	SOLE
14	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$2.4M	33693	1.82%	SOLE
15	AMERICAN CENTY ETF TR	US EQT ETF	$2.3M	20999	1.78%	SOLE
16	VANGUARD INDEX FDS	SMALL CP ETF	$2.3M	8735	1.75%	SOLE
17	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$2.3M	27248	1.72%	SOLE
18	FIDELITY MERRIMACK STR TR	SYSTEMATIC MUN	$2.2M	44768	1.70%	SOLE
19	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$2.0M	51748	1.54%	SOLE
20	AMERICAN CENTY ETF TR	INTL EQT ETF	$1.9M	22265	1.44%	SOLE
21	AMERICAN CENTY ETF TR	REAL ESTATE ETF	$1.7M	39425	1.33%	SOLE
22	VANGUARD BD INDEX FDS	INTERMED TERM	$1.6M	20863	1.23%	SOLE
23	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$1.6M	46307	1.20%	SOLE
24	VANGUARD INDEX FDS	LARGE CAP ETF	$1.5M	5144	1.17%	SOLE
25	AMERICAN CENTY ETF TR	AVANTIS CORE FI	$1.3M	32091	1.02%	SOLE
26	XPO INC	COM	$1.2M	6385	0.95%	SOLE
27	VANGUARD MUN BD FDS	TAX EXEMPT BD	$1.2M	23968	0.91%	SOLE
28	ISHARES TR	CORE S&P500 ETF	$1.2M	1826	0.91%	SOLE
29	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$1.2M	15677	0.88%	SOLE
30	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$1.1M	14783	0.85%	SOLE
31	FIDELITY COVINGTON TRUST	MSCI RL EST ETF	$1.1M	40892	0.84%	SOLE
32	TESLA INC	COM	$1.0M	2802	0.80%	SOLE
33	ISHARES TR	CORE MSCI TOTAL	$1.0M	11669	0.77%	SOLE
34	VANGUARD BD INDEX FDS	VANGUARD ULTRA	$976K	19595	0.74%	SOLE
35	PARKER-HANNIFIN CORP	COM	$960K	1072	0.73%	SOLE
36	VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$956K	6558	0.73%	SOLE
37	ISHARES TR	IBOXX INV CP ETF	$947K	8686	0.72%	SOLE
38	VANGUARD INDEX FDS	SM CP VAL ETF	$796K	3666	0.61%	SOLE
39	VANGUARD INDEX FDS	VALUE ETF	$731K	3726	0.56%	SOLE
40	VANGUARD BD INDEX FDS	SHORT TRM BOND	$538K	6861	0.41%	SOLE
41	SPDR INDEX SHS FDS	STATE STREET SPD	$538K	11466	0.41%	SOLE
42	VANGUARD INTL EQUITY INDEX F	GLB EX US ETF	$536K	12066	0.41%	SOLE
43	DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$483K	10070	0.37%	SOLE
44	SCHWAB STRATEGIC TR	INTL SCEQT ETF	$483K	10338	0.37%	SOLE
45	ISHARES TR	CALIF MUN BD ETF	$474K	8337	0.36%	SOLE
46	VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$465K	5637	0.35%	SOLE
47	SPDR INDEX SHS FDS	STATE STREET SPD	$397K	6000	0.30%	SOLE
48	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$389K	10960	0.30%	SOLE
49	BANK AMERICA CORP	COM	$382K	7837	0.29%	SOLE
50	CHEVRON CORPORATION	COM	$380K	1839	0.29%	SOLE

1–50 of 68

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.