LifePlan Investment Advisors, Inc. Portfolio Holdings - 13F Filings | 13F Fund Database
LifePlan Investment Advisors, Inc. 13F Holdings
CIK 0002045484 · RALEIGH, NC
As of Sep 30, 2025, LifePlan Investment Advisors, Inc. reported
112 positions worth $238.4M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| VANGUARD 500 INDEX FUND | VOO | — | 24,309 |
|
4.9M6.24% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 115,887 |
1.6M | 4.87% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 16,618 | $8.0M | 3.34% |
| GOLDMAN SACHS MARKETBETA US EQUITY ETF | GSUS | — | 82,497 | $7.6M | 3.20% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 110,282 | $6.6M | 2.77% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 98,982 | $6.5M | 2.74% |
| ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | IAGG | — | 121,080 | $6.2M | 2.60% |
| SCHWAB EMERGING MARKETS EQUITY ETF | SCHE | — | 174,340 | $5.8M | 2.44% |
| VANGUARD VALUE INDEX FUND | VTV | — | 30,039 | $5.6M | 2.35% |
| VANGUARD SMALL-CAP VALUE INDEX FUND | VBR | — | 26,480 | $5.5M | 2.32% |
| SCHWAB US TIPS ETF | SCHP | — | 190,398 | $5.1M | 2.15% |
| ISHARES GOLD TRUST | IAU | — | 70,456 | $5.1M | 2.15% |
| ISHARES CORE S&P 500 ETF | IVV | — | 7,409 | $5.0M | 2.08% |
| ISHARES CORE TOTAL USD BOND MARKET ETF | IUSB | — | 103,393 | $4.8M | 2.03% |
| VANGUARD TAX-EXEMPT BOND INDEX FUND | VTEB | — | 90,842 | $4.5M | 1.91% |
| SCHWAB INTERNATIONAL EQUITY ETF | SCHF | — | 194,212 | $4.5M | 1.90% |
| VANGUARD SMALL-CAP GROWTH INDEX FUND | VBK | — | 14,978 | $4.5M | 1.87% |
| VANGUARD MID-CAP VALUE INDEX FUND | VOE | — | 25,455 | $4.4M | 1.86% |
| ISHARES US EQUITY FACTOR ROTATION ACTIVE ETF | DYNF | — | 72,559 | $4.3M | 1.80% |
| NVIDIA CORP | NVDA | Technology | 21,202 | $4.0M | 1.66% |
| VANGUARD MID-CAP GROWTH ETF | VOT | — | 13,372 | $3.9M | 1.65% |
| SCHWAB US LARGE-CAP VALUE | SCHV | Equity | 132,528 | $3.9M | 1.62% |
| GOLDMAN SACHS ACCESS US AGGREGATE BOND ETF | GCOR | — | 89,493 | $3.7M | 1.57% |
| ISHARES S&P 500 GROWTH ETF | IVW | — | 30,559 | $3.7M | 1.55% |
| SCHWAB US LARGE-CAP GROWTH | SCHG | — | 112,424 | $3.6M | 1.50% |