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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Life-Planning-Partners
Data Enrichment
62% identified38 identified23 unidentified
Holdings
61 positions • $110.4M total value
Manager:
Search and click to pin securities to the top
Page 4 of 4
464287226
Shares:2.1K
Value:$209.7K
% of Portfolio:0.2% ($209.7K/$110.4M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip464287226)✕ | 2.1K | QoQ -9.16% (-214)YoY -7.86% (-181) | All Managers (Combined) | $209.7K | 0.2% ($209.7K/$110.4M) |