LifePlan Investment Advisors, Inc.

Est. AUM

$253.7M

13F long equity, this entity only

Positions

120

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE US AGGBD ET	$11.8M	119223	4.67%	SOLE
2	VANGUARD INDEX FDS	S&P 500 ETF SHS	$9.0M	14989	3.53%	SOLE
3	GOLDMAN SACHS ETF TR	MARKETBETA US EQ	$8.8M	98277	3.47%	SOLE
4	VANGUARD INDEX FDS	GROWTH ETF	$8.6M	19649	3.38%	SOLE
5	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$8.1M	126510	3.20%	SOLE
6	ISHARES TR	CORE S&P500 ETF	$6.8M	10460	2.69%	SOLE
7	VANGUARD INDEX FDS	VALUE ETF	$6.8M	34795	2.69%	SOLE
8	ISHARES TR	CORE INTL AGGR	$6.8M	135167	2.67%	SOLE
9	SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$5.8M	176357	2.29%	SOLE
10	VANGUARD INDEX FDS	SM CP VAL ETF	$5.7M	26271	2.25%	SOLE
11	ISHARES TR	CORE UNIVRSL USD	$5.6M	120199	2.19%	SOLE
12	SCHWAB STRATEGIC TR	US TIPS ETF	$5.5M	204939	2.15%	SOLE
13	VANGUARD MUN BD FDS	TAX EXEMPT BD	$5.3M	105289	2.07%	SOLE
14	ISHARES INC	CORE MSCI EMKT	$4.8M	68541	1.88%	SOLE
15	SCHWAB STRATEGIC TR	INTL EQTY ETF	$4.6M	186203	1.82%	SOLE
16	VANGUARD INDEX FDS	MCAP VL IDXVIP	$4.6M	24899	1.81%	SOLE
17	VANGUARD INDEX FDS	SML CP GRW ETF	$4.5M	14876	1.77%	SOLE
18	GOLDMAN SACHS ETF TR	ACCESS US AGRAT	$4.5M	108557	1.77%	SOLE
19	ISHARES TR	S&P 500 VAL ETF	$4.5M	21242	1.77%	SOLE
20	ISHARES GOLD TR	ISHARES NEW	$4.4M	49567	1.72%	SOLE
21	SCHWAB STRATEGIC TR	US LCAP VA ETF	$4.0M	130164	1.56%	SOLE
22	ISHARES TR	S&P 500 GRWT ETF	$3.9M	34832	1.55%	SOLE
23	BLACKROCK ETF TRUST	ISHARES US EQUIT	$3.9M	66711	1.53%	SOLE
24	VANGUARD INDEX FDS	MCAP GR IDXVIP	$3.8M	14884	1.51%	SOLE
25	APPLE INC	COM	$3.8M	14825	1.48%	SOLE
26	GOLDMAN SACHS ETF TR	ACTIVEBETA INT	$3.6M	82632	1.40%	SOLE
27	FIDELITY COVINGTON TRUST	MSCI UTILS INDEX	$3.5M	59262	1.38%	SOLE
28	SCHWAB STRATEGIC TR	US LCAP GR ETF	$3.4M	118155	1.36%	SOLE
29	ISHARES TR	IBOXX HI YD ETF	$3.4M	42782	1.34%	SOLE
30	ISHARES TR	EAFE VALUE ETF	$3.3M	45044	1.32%	SOLE
31	ISHARES TR	JPMORGAN USD EMG	$3.3M	35251	1.31%	SOLE
32	SCHWAB STRATEGIC TR	US REIT ETF	$3.2M	150569	1.28%	SOLE
33	VANGUARD INTL EQUITY INDEX F	GLB EX US ETF	$3.2M	71256	1.25%	SOLE
34	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$3.0M	55171	1.18%	SOLE
35	GOLDMAN SACHS ETF TR	ACTIVEBETA US LG	$3.0M	23733	1.17%	SOLE
36	NVIDIA CORPORATION	COM	$2.7M	15233	1.05%	SOLE
37	ISHARES TR	MSCI USA QLT FCT	$2.5M	12948	0.98%	SOLE
38	ISHARES TR	EAFE GRWTH ETF	$2.2M	19657	0.86%	SOLE
39	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$2.2M	45200	0.86%	SOLE
40	VANGUARD BD INDEX FDS	SHORT TRM BOND	$2.1M	26468	0.82%	SOLE
41	ISHARES TR	US TREAS BD ETF	$2.1M	89772	0.81%	SOLE
42	ISHARES TR	MBS ETF	$2.0M	21330	0.80%	SOLE
43	ISHARES TR	NATIONAL MUN ETF	$1.9M	18339	0.77%	SOLE
44	VANGUARD INDEX FDS	SMALL CP ETF	$1.9M	7309	0.75%	SOLE
45	ISHARES TR	10-20 YR TRS ETF	$1.8M	18267	0.73%	SOLE
46	WESTERN DIGITAL CORP	COM	$1.8M	6738	0.72%	SOLE
47	BLACKROCK ETF TRUST	ISHARES A I INNO	$1.8M	55080	0.72%	SOLE
48	ISHARES TR	MSCI USA MMENTM	$1.8M	7534	0.71%	SOLE
49	BLACKROCK ETF TRUST	ISHARES US THEMA	$1.8M	48959	0.70%	SOLE
50	ISHARES TR	CORE MSCI INTL	$1.5M	18494	0.61%	SOLE

1–50 of 120

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