Lifeplan-Investment-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "ABBV",
  "GOOGL",
  "SCHH",
  "AVGO",
  null,
  null,
  null,
  null,
  null,
  null,
  "DUK",
  null,
  "HD",
  "INTU",
  null,
  null,
  null,
  "EMXC",
  "GSIE",
  "MUB",
  "META",
  null,
  "HEFA",
  "IVW",
  null,
  null,
  null,
  null,
  "MA",
  "MSFT",
  "GE",
  null,
  null,
  null,
  "EFG",
  null,
  "IEMG",
  "IVV",
  "AAPL",
  null,
  "NVDA",
  "PG",
  null,
  null,
  null,
  "IBM",
  "TXN",
  "BIV",
  "VOE",
  "VWO",
  null,
  null,
  "IWP",
  "GSLC",
  "AMZN",
  null,
  null,
  "IVE",
  null,
  null,
  null,
  "VUG",
  "VEA",
  "VNQI",
  "BLV",
  "VBK",
  "BNDX",
  "VTEB",
  "VBR",
  "VOT",
  "BSV",
  "VB",
  "VOO",
  "VTV",
  "WMT",
  "SCHG",
  "SCHF",
  null,
  "MTUM",
  null,
  null,
  null,
  "GEV",
  null,
  "ESGU",
  "BRK-B",
  null,
  null,
  "CVX",
  "CSCO",
  "COST",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  null,
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-13
Total Holdings: 102
Total Value: 173853620
Accession Number: 0001214659-25-007440
Form Type: 13F-HR
CIK: lifeplan-investment-advisors
Manager Name: Lifeplan-Investment-Advisors

Data Enrichment

61% identified

62 identified40 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

102 positions • $173.9M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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46432F339

QUAL|46432F339

Shares:17.8K

Value:$3.0M

% of Portfolio:1.8% ($3.0M/$173.9M)

316092865

Shares:59.2K

Value:$3.0M

% of Portfolio:1.7% ($3.0M/$173.9M)

464288513

Shares:37.0K

Value:$2.9M

% of Portfolio:1.7% ($2.9M/$173.9M)

922042676

VNQI|922042676

Shares:71.5K

Value:$2.9M

% of Portfolio:1.7% ($2.9M/$173.9M)

808524300

SCHG|808524300

Shares:114.8K

Value:$2.9M

% of Portfolio:1.7% ($2.9M/$173.9M)

808524847

SCHH|808524847

Shares:132.3K

Value:$2.8M

% of Portfolio:1.6% ($2.8M/$173.9M)

464287309

IVW|464287309

Shares:30.1K

Value:$2.8M

% of Portfolio:1.6% ($2.8M/$173.9M)

09290C103

Shares:51.8K

Value:$2.5M

% of Portfolio:1.5% ($2.5M/$173.9M)

46434G103

IEMG|46434G103

Shares:44.8K

Value:$2.4M

% of Portfolio:1.4% ($2.4M/$173.9M)

464287408

IVE|464287408

Shares:11.4K

Value:$2.2M

% of Portfolio:1.2% ($2.2M/$173.9M)

464288877

Shares:32.6K

Value:$1.9M

% of Portfolio:1.1% ($1.9M/$173.9M)

Apple Inc.

AAPL|037833100

Shares:8.6K

Value:$1.9M

% of Portfolio:1.1% ($1.9M/$173.9M)

381430107

GSIE|381430107

Shares:52.2K

Value:$1.9M

% of Portfolio:1.1% ($1.9M/$173.9M)

464288414

MUB|464288414

Shares:16.6K

Value:$1.8M

% of Portfolio:1.0% ($1.8M/$173.9M)

922042858

VWO|922042858

Shares:35.9K

Value:$1.6M

% of Portfolio:0.9% ($1.6M/$173.9M)

92203J407

BNDX|92203J407

Shares:28.4K

Value:$1.4M

% of Portfolio:0.8% ($1.4M/$173.9M)

46435G326

Shares:19.9K

Value:$1.4M

% of Portfolio:0.8% ($1.4M/$173.9M)

921937827

BSV|921937827

Shares:17.1K

Value:$1.3M

% of Portfolio:0.8% ($1.3M/$173.9M)

464288588

Shares:13.7K

Value:$1.3M

% of Portfolio:0.7% ($1.3M/$173.9M)

381430503

GSLC|381430503

Shares:11.5K

Value:$1.3M

% of Portfolio:0.7% ($1.3M/$173.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(QUALcusip46432F339)	17.8K	QoQ +38.96% (+5.0K) YoY +73.54% (+7.5K)	All Managers (Combined)	$3.0M	1.8% ($3.0M/$173.9M)	QoQ +33.35% (+$761.0K) YoY +80.45% (+$1.4M)
(cusip316092865)✕	59.2K	QoQ -1.16% (-700) YoY -10.10% (-6.7K)	All Managers (Combined)	$3.0M	1.7% ($3.0M/$173.9M)	QoQ +3.25% (-$95.0K) YoY +7.97% (-$223.0K)
(cusip464288513)✕	37.0K	QoQ +2.06% (+751) YoY +9.65% (+3.3K)	All Managers (Combined)	$2.9M	1.7% ($2.9M/$173.9M)	QoQ +2.38% (+$68.0K) YoY +11.29% (+$296.5K)
(VNQIcusip922042676)	71.5K	QoQ +10.11% (+6.6K) YoY +13.29% (+8.4K)	All Managers (Combined)	$2.9M	1.7% ($2.9M/$173.9M)	QoQ +12.61% (+$323.9K) YoY +8.78% (+$233.4K)
(SCHGcusip808524300)	114.8K	QoQ -1.64% (-1.9K) YoY +283.39% (+84.8K)	All Managers (Combined)	$2.9M	1.7% ($2.9M/$173.9M)	QoQ -11.62% (-$378.2K) YoY +3.53% (+$98.2K)
(SCHHcusip808524847)	132.3K	QoQ +2.81% (+3.6K) YoY +3.11% (+4.0K)	All Managers (Combined)	$2.8M	1.6% ($2.8M/$173.9M)	QoQ +5.01% (+$135.9K) YoY +9.25% (+$241.1K)
(IVWcusip464287309)	30.1K	QoQ +20.63% (+5.1K) YoY +109.74% (+15.7K)	All Managers (Combined)	$2.8M	1.6% ($2.8M/$173.9M)	QoQ +10.29% (+$260.8K) YoY +130.58% (+$1.6M)
(cusip09290C103)✕	51.8K	QoQ +20.53% (+8.8K) YoY +47.05% (+16.6K)	All Managers (Combined)	$2.5M	1.5% ($2.5M/$173.9M)	QoQ +14.68% (+$323.2K) YoY +61.49% (+$961.3K)
(IEMGcusip46434G103)	44.8K	QoQ +15.29% (+5.9K) YoY +97.55% (+22.1K)	All Managers (Combined)	$2.4M	1.4% ($2.4M/$173.9M)	QoQ +19.16% (+$389.0K) YoY +106.62% (+$1.2M)
(IVEcusip464287408)	11.4K	QoQ +74.84% (+4.9K) YoY +133.99% (+6.5K)	All Managers (Combined)	$2.2M	1.2% ($2.2M/$173.9M)	QoQ +74.57% (+$926.4K) YoY +138.71% (+$1.3M)
(cusip464288877)✕	32.6K	QoQ -9.73% (-3.5K) YoY +84.78% (+14.9K)	All Managers (Combined)	$1.9M	1.1% ($1.9M/$173.9M)	QoQ +1.39% (-$26.5K) YoY +100.20% (+$960.8K)
Apple Inc.(AAPLcusip037833100)	8.6K	QoQ -4.68% (-423) YoY +0.11% (+10)	All Managers (Combined)	$1.9M	1.1% ($1.9M/$173.9M)	QoQ -15.44% (-$349.6K) YoY +29.68% (+$438.1K)
(GSIEcusip381430107)	52.2K	QoQ +43.48% (+15.8K) YoY +635.17% (+45.1K)	All Managers (Combined)	$1.9M	1.1% ($1.9M/$173.9M)	QoQ +53.42% (+$647.8K) YoY +664.33% (+$1.6M)
(MUBcusip464288414)	16.6K	QoQ +8.67% (+1.3K) YoY +117.71% (+9.0K)	All Managers (Combined)	$1.8M	1.0% ($1.8M/$173.9M)	QoQ +7.54% (+$123.1K) YoY +113.34% (+$932.3K)
(VWOcusip922042858)	35.9K	QoQ +19.69% (+5.9K) YoY +116.33% (+19.3K)	All Managers (Combined)	$1.6M	0.9% ($1.6M/$173.9M)	QoQ +23.00% (+$304.3K) YoY +134.40% (+$932.7K)
(BNDXcusip92203J407)	28.4K	QoQ +12.36% (+3.1K) YoY +102.48% (+14.4K)	All Managers (Combined)	$1.4M	0.8% ($1.4M/$173.9M)	QoQ +11.83% (+$146.5K) YoY +100.96% (+$695.6K)
(cusip46435G326)✕	19.9K	QoQ -13.28% (-3.0K) YoY -8.51% (-1.8K)	All Managers (Combined)	$1.4M	0.8% ($1.4M/$173.9M)	QoQ -7.33% (-$108.3K) YoY -6.11% (-$89.1K)
(BSVcusip921937827)	17.1K	QoQ +12.81% (+1.9K) YoY +101.95% (+8.7K)	All Managers (Combined)	$1.3M	0.8% ($1.3M/$173.9M)	QoQ +14.28% (+$167.8K) YoY +106.19% (+$691.3K)
(cusip464288588)✕	13.7K	QoQ +13.28% (+1.6K) YoY +46.05% (+4.3K)	All Managers (Combined)	$1.3M	0.7% ($1.3M/$173.9M)	QoQ +15.87% (+$176.1K) YoY +48.20% (+$418.1K)
(GSLCcusip381430503)	11.5K	QoQ +82.65% (+5.2K) YoY NEW(+11.5K)	All Managers (Combined)	$1.3M	0.7% ($1.3M/$173.9M)	QoQ +74.56% (+$539.6K) YoY NEW(+$1.3M)