Life-Planning-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ABBV",
  null,
  "AVDE",
  null,
  null,
  null,
  null,
  null,
  "MUB",
  null,
  null,
  "MSFT",
  "GXO",
  "IEMG",
  "IVV",
  null,
  null,
  "IEFA",
  "SPDW",
  null,
  "BIV",
  "VNQ",
  "VV",
  "VWO",
  "VSS",
  null,
  "VCIT",
  null,
  null,
  null,
  null,
  "VEU",
  "VEA",
  "VGK",
  "VNQI",
  null,
  "VTEB",
  "BND",
  "VBR",
  "BSV",
  "VB",
  "VUSB",
  "VTV",
  "XPO",
  null,
  "FNF",
  null,
  "IXUS",
  null,
  "IUSV",
  null,
  "BAC",
  "BRK-B",
  "CVX",
  null,
  null,
  "DFAX",
  "TSLA",
  "ITOT",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-17
Total Holdings: 61
Total Value: 110446553
Accession Number: 0001085146-25-002167
Form Type: 13F-HR
CIK: life-planning-partners
Manager Name: Life-Planning-Partners

Data Enrichment

62% identified

38 identified23 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

61 positions • $110.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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922042718

VSS|922042718

Shares:11.1K

Value:$1.3M

% of Portfolio:1.2% ($1.3M/$110.4M)

25434V880

DFAX|25434V880

Shares:46.8K

Value:$1.2M

% of Portfolio:1.1% ($1.2M/$110.4M)

025072356

Shares:28.0K

Value:$1.2M

% of Portfolio:1.1% ($1.2M/$110.4M)

316092857

Shares:42.9K

Value:$1.2M

% of Portfolio:1.1% ($1.2M/$110.4M)

921937835

BND|921937835

Shares:15.9K

Value:$1.2M

% of Portfolio:1.1% ($1.2M/$110.4M)

025072885

Shares:12.3K

Value:$1.1M

% of Portfolio:1.0% ($1.1M/$110.4M)

025072703

AVDE|025072703

Shares:16.4K

Value:$1.1M

% of Portfolio:1.0% ($1.1M/$110.4M)

464287242

Shares:8.9K

Value:$972.8K

% of Portfolio:0.9% ($972.8K/$110.4M)

922042775

VEU|922042775

Shares:15.2K

Value:$924.5K

% of Portfolio:0.8% ($924.5K/$110.4M)

464287200

IVV|464287200

Shares:1.6K

Value:$915.5K

% of Portfolio:0.8% ($915.5K/$110.4M)

46432F834

IXUS|46432F834

Shares:12.5K

Value:$875.9K

% of Portfolio:0.8% ($875.9K/$110.4M)

Tesla, Inc.

TSLA|88160R101

Shares:3.1K

Value:$800.6K

% of Portfolio:0.7% ($800.6K/$110.4M)

92203C303

VUSB|92203C303

Shares:14.4K

Value:$716.0K

% of Portfolio:0.6% ($716.0K/$110.4M)

XPO, Inc.

XPO|983793100

Shares:6.4K

Value:$686.9K

% of Portfolio:0.6% ($686.9K/$110.4M)

922908611

VBR|922908611

Shares:3.6K

Value:$669.7K

% of Portfolio:0.6% ($669.7K/$110.4M)

922042676

VNQI|922042676

Shares:14.8K

Value:$600.2K

% of Portfolio:0.5% ($600.2K/$110.4M)

922908744

VTV|922908744

Shares:3.4K

Value:$586.0K

% of Portfolio:0.5% ($586.0K/$110.4M)

921937827

BSV|921937827

Shares:7.2K

Value:$562.7K

% of Portfolio:0.5% ($562.7K/$110.4M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:12.7K

Value:$531.8K

% of Portfolio:0.5% ($531.8K/$110.4M)

464288281

Shares:5.7K

Value:$518.9K

% of Portfolio:0.5% ($518.9K/$110.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VSScusip922042718)	11.1K	QoQ -1.63% (-185) YoY -6.64% (-793)	All Managers (Combined)	$1.3M	1.2% ($1.3M/$110.4M)	QoQ -0.67% (-$8.7K) YoY -7.63% (-$106.5K)
(DFAXcusip25434V880)	46.8K	QoQ +0.98% (+454) YoY +0.33% (+154)	All Managers (Combined)	$1.2M	1.1% ($1.2M/$110.4M)	QoQ +6.42% (+$73.9K) YoY +3.32% (+$39.5K)
(cusip025072356)✕	28.0K	QoQ +4.20% (+1.1K) YoY NEW(+28.0K)	All Managers (Combined)	$1.2M	1.1% ($1.2M/$110.4M)	QoQ +6.91% (+$78.0K) YoY NEW(+$1.2M)
(cusip316092857)✕	42.9K	QoQ +0.04% (+18) YoY +1.15% (+489)	All Managers (Combined)	$1.2M	1.1% ($1.2M/$110.4M)	QoQ +1.70% (+$19.8K) YoY +6.50% (+$71.9K)
(BNDcusip921937835)	15.9K	QoQ -10.63% (-1.9K) YoY -6.45% (-1.1K)	All Managers (Combined)	$1.2M	1.1% ($1.2M/$110.4M)	QoQ -8.72% (-$111.5K) YoY -5.39% (-$66.5K)
(cusip025072885)✕	12.3K	QoQ +24.92% (+2.5K) YoY +244.85% (+8.7K)	All Managers (Combined)	$1.1M	1.0% ($1.1M/$110.4M)	QoQ +19.05% (+$181.8K) YoY +255.94% (+$816.6K)
(AVDEcusip025072703)	16.4K	QoQ +8.22% (+1.2K) YoY +67.24% (+6.6K)	All Managers (Combined)	$1.1M	1.0% ($1.1M/$110.4M)	QoQ +16.86% (+$157.2K) YoY +73.88% (+$462.6K)
(cusip464287242)✕	8.9K	QoQ +8.77% (+722) YoY +121.31% (+4.9K)	All Managers (Combined)	$972.8K	0.9% ($972.8K/$110.4M)	QoQ +10.65% (+$93.7K) YoY +120.85% (+$532.3K)
(VEUcusip922042775)	15.2K	QoQ +0.01% (+2) YoY -2.03% (-317)	All Managers (Combined)	$924.5K	0.8% ($924.5K/$110.4M)	QoQ +5.67% (+$49.6K) YoY +1.32% (-$12.1K)
(IVVcusip464287200)	1.6K	QoQ +0.06% (-1) YoY +11.04% (+162)	All Managers (Combined)	$915.5K	0.8% ($915.5K/$110.4M)	QoQ -4.49% (-$43.1K) YoY +18.73% (+$144.4K)
(IXUScusip46432F834)	12.5K	QoQ +13.76% (+1.5K) YoY +66.47% (+5.0K)	All Managers (Combined)	$875.9K	0.8% ($875.9K/$110.4M)	QoQ +20.07% (+$146.5K) YoY +71.25% (+$364.5K)
Tesla, Inc.(TSLAcusip88160R101)	3.1K	QoQ 0.00% (-0) YoY +10.83% (+302)	All Managers (Combined)	$800.6K	0.7% ($800.6K/$110.4M)	QoQ -35.82% (-$446.9K) YoY +63.40% (+$310.6K)
(VUSBcusip92203C303)	14.4K	QoQ -2.19% (-322) YoY -10.05% (-1.6K)	All Managers (Combined)	$716.0K	0.6% ($716.0K/$110.4M)	QoQ -1.72% (-$12.6K) YoY -9.50% (-$75.2K)
XPO, Inc.(XPOcusip983793100)	6.4K	QoQ 0.00% (-0) YoY -0.69% (-45)	All Managers (Combined)	$686.9K	0.6% ($686.9K/$110.4M)	QoQ -17.97% (-$150.5K) YoY -12.45% (-$97.8K)
(VBRcusip922908611)	3.6K	QoQ -0.11% (-4) YoY -3.07% (-114)	All Managers (Combined)	$669.7K	0.6% ($669.7K/$110.4M)	QoQ -6.10% (-$43.5K) YoY -5.89% (-$42.0K)
(VNQIcusip922042676)	14.8K	QoQ -6.31% (-999) YoY -67.79% (-31.2K)	All Managers (Combined)	$600.2K	0.5% ($600.2K/$110.4M)	QoQ -4.17% (-$26.2K) YoY -69.08% (-$1.3M)
(VTVcusip922908744)	3.4K	QoQ -1.42% (-49) YoY -7.69% (-283)	All Managers (Combined)	$586.0K	0.5% ($586.0K/$110.4M)	QoQ +0.56% (-$3.3K) YoY -2.11% (-$12.6K)
(BSVcusip921937827)	7.2K	QoQ 0.00% (+0) YoY -5.23% (-397)	All Managers (Combined)	$562.7K	0.5% ($562.7K/$110.4M)	QoQ +1.30% (+$7.3K) YoY -3.24% (-$18.9K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	12.7K	QoQ +0.01% (-2) YoY -34.31% (-6.7K)	All Managers (Combined)	$531.8K	0.5% ($531.8K/$110.4M)	QoQ -5.02% (-$28.2K) YoY -27.71% (-$203.9K)
(cusip464288281)✕	5.7K	QoQ -16.26% (-1.1K) YoY -41.09% (-4.0K)	All Managers (Combined)	$518.9K	0.5% ($518.9K/$110.4M)	QoQ -14.81% (-$90.2K) YoY -40.48% (-$353.1K)