LifePlan Investment Advisors, Inc. - Portfolio overview

LifePlan Investment Advisors, Inc. has 132 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. AGG - ISHARES TR, 4.54%
2. VOO - VANGUARD INDEX FDS, 3.44%
3. GSUS - GOLDMAN SACHS ETF TR, 3.38%

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

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