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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464288356

Shares:8.3K

Value:$469.2K

% of Portfolio:0.4% ($469.2K/$110.4M)

78463X509

Shares:11.3K

Value:$443.0K

% of Portfolio:0.4% ($443.0K/$110.4M)

922042874

VGK|922042874

Shares:5.6K

Value:$395.8K

% of Portfolio:0.4% ($395.8K/$110.4M)

808524888

Shares:10.9K

Value:$392.5K

% of Portfolio:0.4% ($392.5K/$110.4M)

464289438

Shares:1.7K

Value:$354.2K

% of Portfolio:0.3% ($354.2K/$110.4M)

78463X756

Shares:6.0K

Value:$339.8K

% of Portfolio:0.3% ($339.8K/$110.4M)

AbbVie Inc.

ABBV|00287Y109

Shares:1.6K

Value:$335.9K

% of Portfolio:0.3% ($335.9K/$110.4M)

922908553

VNQ|922908553

Shares:3.3K

Value:$300.5K

% of Portfolio:0.3% ($300.5K/$110.4M)

25434V799

Shares:10.7K

Value:$297.9K

% of Portfolio:0.3% ($297.9K/$110.4M)

92206C409

Shares:3.6K

Value:$287.2K

% of Portfolio:0.3% ($287.2K/$110.4M)

025072802

Shares:3.9K

Value:$270.9K

% of Portfolio:0.2% ($270.9K/$110.4M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:1.1K

Value:$260.5K

% of Portfolio:0.2% ($260.5K/$110.4M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:479

Value:$255.1K

% of Portfolio:0.2% ($255.1K/$110.4M)

464287879

Shares:2.6K

Value:$253.1K

% of Portfolio:0.2% ($253.1K/$110.4M)

CHEVRON CORP

CVX|166764100

Shares:1.5K

Value:$250.0K

% of Portfolio:0.2% ($250.0K/$110.4M)

25434V849

Shares:5.2K

Value:$247.4K

% of Portfolio:0.2% ($247.4K/$110.4M)

GXO Logistics, Inc.

GXO|36262G101

Shares:6.1K

Value:$236.6K

% of Portfolio:0.2% ($236.6K/$110.4M)

025072364

Shares:3.9K

Value:$222.2K

% of Portfolio:0.2% ($222.2K/$110.4M)

MICROSOFT CORP

MSFT|594918104

Shares:591

Value:$221.8K

% of Portfolio:0.2% ($221.8K/$110.4M)

Fidelity National Financial, Inc.

FNF|31620R303

Shares:3.3K

Value:$217.0K

% of Portfolio:0.2% ($217.0K/$110.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464288356)✕	8.3K	QoQ 0.00% (-0) YoY +27.06% (+1.8K)	All Managers (Combined)	$469.2K	0.4% ($469.2K/$110.4M)	QoQ -1.74% (-$8.3K) YoY +24.28% (+$91.7K)
(cusip78463X509)✕	11.3K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$443.0K	0.4% ($443.0K/$110.4M)	QoQ +2.60% (+$11.3K) YoY +8.78% (+$35.8K)
(VGKcusip922042874)	5.6K	QoQ +0.26% (+15) YoY +0.26% (+15)	All Managers (Combined)	$395.8K	0.4% ($395.8K/$110.4M)	QoQ +10.91% (+$38.9K) YoY +4.54% (+$17.2K)
(cusip808524888)✕	10.9K	QoQ 0.00% (+0) YoY -7.26% (-857)	All Managers (Combined)	$392.5K	0.4% ($392.5K/$110.4M)	QoQ +4.51% (+$17.0K) YoY -7.05% (-$29.8K)
(cusip464289438)✕	1.7K	QoQ 0.00% (-0) YoY -0.05% (-1)	All Managers (Combined)	$354.2K	0.3% ($354.2K/$110.4M)	QoQ -10.34% (-$40.9K) YoY +8.05% (-$26.4K)
(cusip78463X756)✕	6.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$339.8K	0.3% ($339.8K/$110.4M)	QoQ -3.37% (-$11.9K) YoY +1.48% (+$5.0K)
AbbVie Inc.(ABBVcusip00287Y109)	1.6K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$335.9K	0.3% ($335.9K/$110.4M)	QoQ +17.90% (+$51.0K) YoY +15.05% (+$44.0K)
(VNQcusip922908553)	3.3K	QoQ +1.37% (+45) YoY +3.49% (+112)	All Managers (Combined)	$300.5K	0.3% ($300.5K/$110.4M)	QoQ +3.05% (+$8.9K) YoY +8.34% (+$23.2K)
(cusip25434V799)✕	10.7K	QoQ +4.01% (+414) YoY +4.01% (+414)	All Managers (Combined)	$297.9K	0.3% ($297.9K/$110.4M)	QoQ +11.76% (+$31.4K) YoY +7.98% (+$22.0K)
(cusip92206C409)✕	3.6K	QoQ -2.54% (-95) YoY -36.71% (-2.1K)	All Managers (Combined)	$287.2K	0.3% ($287.2K/$110.4M)	QoQ -1.38% (-$4.0K) YoY -35.38% (-$157.3K)
(cusip025072802)✕	3.9K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$270.9K	0.2% ($270.9K/$110.4M)	QoQ +7.16% (+$18.1K) YoY +5.89% (+$15.1K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	1.1K	QoQ 0.00% (+0) YoY -1.39% (-15)	All Managers (Combined)	$260.5K	0.2% ($260.5K/$110.4M)	QoQ +2.33% (+$5.9K) YoY +20.76% (-$44.8K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	479	QoQ 0.00% (+0) YoY NEW(+479)	All Managers (Combined)	$255.1K	0.2% ($255.1K/$110.4M)	QoQ +17.49% (+$38.0K) YoY NEW(+$255.1K)
(cusip464287879)✕	2.6K	QoQ 0.00% (-0) YoY -17.61% (-555)	All Managers (Combined)	$253.1K	0.2% ($253.1K/$110.4M)	QoQ -10.24% (-$28.9K) YoY -21.84% (-$70.7K)
CHEVRON CORP(CVXcusip166764100)	1.5K	QoQ NEW(+1.5K) YoY +16.35% (+210)	All Managers (Combined)	$250.0K	0.2% ($250.0K/$110.4M)	QoQ NEW(+$250.0K) YoY +23.44% (+$47.5K)
(cusip25434V849)✕	5.2K	QoQ 0.00% (-0) YoY NEW(+5.2K)	All Managers (Combined)	$247.4K	0.2% ($247.4K/$110.4M)	QoQ -0.41% (-$1.0K) YoY NEW(+$247.4K)
GXO Logistics, Inc.(GXOcusip36262G101)	6.1K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$236.6K	0.2% ($236.6K/$110.4M)	QoQ -10.16% (-$26.8K) YoY -27.30% (-$88.9K)
(cusip025072364)✕	3.9K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$222.2K	0.2% ($222.2K/$110.4M)	QoQ +9.21% (+$18.7K) YoY +4.80% (+$10.2K)
MICROSOFT CORP(MSFTcusip594918104)	591	QoQ +9.44% (-51) YoY NEW(+591)	All Managers (Combined)	$221.8K	0.2% ($221.8K/$110.4M)	QoQ -2.53% (-$5.8K) YoY NEW(+$221.8K)
Fidelity National Financial, Inc.(FNFcusip31620R303)	3.3K	QoQ NEW(+3.3K) YoY NEW(+3.3K)	All Managers (Combined)	$217.0K	0.2% ($217.0K/$110.4M)	QoQ NEW(+$217.0K) YoY NEW(+$217.0K)