Life Planning Partners, Inc - Portfolio overview

Life Planning Partners, Inc has 73 reported holdings in this dataset, with the latest filing dated 2026-04-29.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Industrials and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. ITOT - ISHARES TR, 19.02%
2. IEFA - ISHARES TR, 8.15%
3. VTI - VANGUARD INDEX FDS, 5.73%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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