Life Planning Partners, Inc 13F Holdings
CIK 0001910934 · JACKSONVILLE, FL
As of Sep 30, 2025, Life Planning Partners, Inc reported 70 positions worth
CIK 0001910934 · JACKSONVILLE, FL
As of Sep 30, 2025, Life Planning Partners, Inc reported 70 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF | ITOT | — | 185,236 | $27.0M | 19.70% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 125,667 | 1.0M | 8.01% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 28,197 | $9.3M | 6.76% |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | SUB | — | 53,148 | $5.7M | 4.14% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 85,919 | $5.7M | 4.14% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 91,459 | $5.5M | 4.00% |
| ISHARES NATIONAL MUNI BOND ETF | MUB | — | 39,970 | $4.3M | 3.11% |
| ISHARES CORE TOTAL USD BOND MARKET ETF | IUSB | — | 82,781 | $3.9M | 2.82% |
| SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF | SPDW | — | 86,436 | $3.7M | 2.70% |
| GLOBAL X 1-3 MONTH T-BILL ETF | CLIP | — | 30,240 | $3.0M | 2.22% |
| AVANTIS US EQUITY ETF | AVUS | — | 27,386 | $3.0M | 2.17% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 51,014 | $2.8M | 2.02% |
| FIDELITY MERRIMACK STR TR | FMUN | — | 53,610 | $2.7M | 1.95% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 10,378 | $2.6M | 1.93% |
| DIMENSIONAL US EQUITY MARKET ETF | DFUS | — | 34,917 | $2.5M | 1.85% |
| ISHARES CORE S&P US VALUE ETF | IUSV | — | 24,491 | $2.4M | 1.79% |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | VCIT | — | 27,875 | $2.3M | 1.71% |
| DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | DFAI | — | 55,229 | $2.0M | 1.47% |
| VANGUARD LARGE-CAP INDEX FUND | VV | — | 6,178 | .9M | 1.39% |
| Ishares Tr | — | — | 35,987 | .8M | 1.34% |
| VANGUARD INTERMEDIATE-TERM B | BIV | — | 21,576 | .7M | 1.23% |
| AVANTIS INTERNATIONAL EQUITY ETF | AVDE | Equity | 20,625 | .6M | 1.19% |
| VANGUARD TAX-EXEMPT BOND INDEX FUND | VTEB | — | 31,579 | .6M | 1.15% |
| DIMENSIONAL WORLD EX US CORE EQUITY 2 ETF | DFAX | — | 46,763 | .5M | 1.07% |
| AVANTIS REAL ESTATE ETF | AVRE | — | 31,640 | .4M | 1.03% |