Life Planning Partners, Inc: 13F holdings
CIK 19109342026Q2
| Positions | 71 |
|---|
| Reported value | $134.5m |
|---|
| Filed | 2026-07-22 |
|---|
Change since last quarter
| Positions | 71 (+3 vs prior quarter) |
|---|
| Reported value | $134.5m (+2.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| ITOT ISHARES TR | 161,686 | $26.6m | 19.7% |
| IEFA ISHARES TR | 109,808 | $10.6m | 7.9% |
| VTI VANGUARD INDEX FDS | 23,054 | $8.5m | 6.3% |
| IEMG ISHARES INC | 74,126 | $6.1m | 4.6% |
| VEA VANGUARD TAX-MANAGED FDS | 80,913 | $5.8m | 4.3% |
| SUB ISHARES TR | 50,465 | $5.4m | 4.0% |
| MUB ISHARES TR | 41,843 | $4.5m | 3.3% |
| CLIP GLOBAL X FDS | 36,541 | $3.7m | 2.7% |
| EWU SPDR INDEX SHS FDS | 67,750 | $3.4m | 2.5% |
| IUSB ISHARES TR | 71,639 | $3.3m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1910934")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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