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

102 positions • $173.9M total value

SEC FilingSEC DataHachi Filing

Manager:

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464288885

Shares:12.2K

Value:$1.2M

% of Portfolio:0.7% ($1.2M/$173.9M)

TEXAS INSTRUMENTS INC

Shares:6.8K

Value:$1.2M

% of Portfolio:0.7% ($1.2M/$173.9M)

NVIDIA CORP

Shares:10.9K

Value:$1.2M

% of Portfolio:0.7% ($1.2M/$173.9M)

38149W101

Shares:28.4K

Value:$1.2M

% of Portfolio:0.7% ($1.2M/$173.9M)

MICROSOFT CORP

Shares:3.1K

Value:$1.2M

% of Portfolio:0.7% ($1.2M/$173.9M)

464288653

Shares:10.9K

Value:$1.1M

% of Portfolio:0.7% ($1.1M/$173.9M)

INTERNATIONAL BUSINESS MACHINES CORP

Shares:4.3K

Value:$1.1M

% of Portfolio:0.6% ($1.1M/$173.9M)

09290C509

Shares:15.6K

Value:$945.9K

% of Portfolio:0.5% ($945.9K/$173.9M)

464287721

Shares:6.5K

Value:$913.8K

% of Portfolio:0.5% ($913.8K/$173.9M)

922908751

Shares:4.1K

Value:$912.6K

% of Portfolio:0.5% ($912.6K/$173.9M)

46434G764

Shares:16.4K

Value:$901.3K

% of Portfolio:0.5% ($901.3K/$173.9M)

46435G193

Shares:38.9K

Value:$896.9K

% of Portfolio:0.5% ($896.9K/$173.9M)

46435U549

Shares:18.9K

Value:$895.9K

% of Portfolio:0.5% ($895.9K/$173.9M)

092528603

Shares:16.0K

Value:$836.7K

% of Portfolio:0.5% ($836.7K/$173.9M)

46436E767

Shares:17.5K

Value:$814.4K

% of Portfolio:0.5% ($814.4K/$173.9M)

GENERAL ELECTRIC CO

Shares:4.0K

Value:$809.6K

% of Portfolio:0.5% ($809.6K/$173.9M)

46432F396

Shares:3.9K

Value:$789.1K

% of Portfolio:0.5% ($789.1K/$173.9M)

AMAZON COM INC

Shares:4.1K

Value:$779.3K

% of Portfolio:0.4% ($779.3K/$173.9M)

464287101

Shares:2.7K

Value:$741.5K

% of Portfolio:0.4% ($741.5K/$173.9M)

78464A664

Shares:24.6K

Value:$669.9K

% of Portfolio:0.4% ($669.9K/$173.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(EFGcusip464288885)	12.2K	QoQ -37.09% (-7.2K) YoY +34.23% (+3.1K)	All Managers (Combined)	$1.2M	0.7% ($1.2M/$173.9M)	QoQ -35.03% (-$657.1K) YoY +29.33% (+$276.3K)
TEXAS INSTRUMENTS INC(TXNcusip882508104)	6.8K	QoQ NEW(+6.8K) YoY NEW(+6.8K)	All Managers (Combined)	$1.2M	0.7% ($1.2M/$173.9M)	QoQ NEW(+$1.2M) YoY NEW(+$1.2M)
NVIDIA CORP(NVDAcusip67066G104)	10.9K	QoQ -7.77% (-921) YoY +1099.78% (+10.0K)	All Managers (Combined)	$1.2M	0.7% ($1.2M/$173.9M)	QoQ -25.56% (-$406.9K) YoY +43.88% (+$361.3K)
(cusip38149W101)✕	28.4K	QoQ -0.44% (-128) YoY +357.03% (+22.2K)	All Managers (Combined)	$1.2M	0.7% ($1.2M/$173.9M)	QoQ +1.74% (-$20.2K) YoY +357.75% (+$916.3K)
MICROSOFT CORP(MSFTcusip594918104)	3.1K	QoQ -3.37% (-108) YoY +5.06% (-149)	All Managers (Combined)	$1.2M	0.7% ($1.2M/$173.9M)	QoQ -13.94% (-$188.0K) YoY -6.23% (-$77.1K)
(cusip464288653)✕	10.9K	QoQ +379.91% (+8.6K) YoY NEW(+10.9K)	All Managers (Combined)	$1.1M	0.7% ($1.1M/$173.9M)	QoQ +400.20% (+$904.3K) YoY NEW(+$1.1M)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	4.3K	QoQ +3.38% (+140) YoY +11.88% (+454)	All Managers (Combined)	$1.1M	0.6% ($1.1M/$173.9M)	QoQ +16.94% (+$154.0K) YoY +45.68% (+$333.4K)
(cusip09290C509)✕	15.6K	QoQ +15.34% (+2.1K) YoY +30.66% (+3.7K)	All Managers (Combined)	$945.9K	0.5% ($945.9K/$173.9M)	QoQ +9.14% (+$79.3K) YoY +37.93% (+$260.2K)
(cusip464287721)✕	6.5K	QoQ +21.08% (+1.1K) YoY +24.84% (+1.3K)	All Managers (Combined)	$913.8K	0.5% ($913.8K/$173.9M)	QoQ +6.60% (+$56.6K) YoY +29.81% (+$209.9K)
(VBcusip922908751)	4.1K	QoQ +13.70% (+496) YoY +96.98% (+2.0K)	All Managers (Combined)	$912.6K	0.5% ($912.6K/$173.9M)	QoQ +4.93% (+$42.9K) YoY +91.10% (+$435.0K)
(EMXCcusip46434G764)	16.4K	QoQ -6.70% (-1.2K) YoY +83.00% (+7.4K)	All Managers (Combined)	$901.3K	0.5% ($901.3K/$173.9M)	QoQ -7.30% (-$71.0K) YoY +75.12% (+$386.7K)
(cusip46435G193)✕	38.9K	QoQ +12.22% (+4.2K) YoY +65.94% (+15.5K)	All Managers (Combined)	$896.9K	0.5% ($896.9K/$173.9M)	QoQ +13.90% (+$109.5K) YoY +66.44% (+$358.1K)
(cusip46435U549)✕	18.9K	QoQ +61.14% (+7.2K) YoY +158.91% (+11.6K)	All Managers (Combined)	$895.9K	0.5% ($895.9K/$173.9M)	QoQ +64.75% (+$352.1K) YoY +161.22% (+$553.0K)
(cusip092528603)✕	16.0K	QoQ +24.92% (+3.2K) YoY +140.64% (+9.3K)	All Managers (Combined)	$836.7K	0.5% ($836.7K/$173.9M)	QoQ +25.78% (+$171.5K) YoY +140.27% (+$488.5K)
(cusip46436E767)✕	17.5K	QoQ +22.00% (+3.1K) YoY +87.08% (+8.1K)	All Managers (Combined)	$814.4K	0.5% ($814.4K/$173.9M)	QoQ +14.52% (+$103.3K) YoY +93.38% (+$393.3K)
GENERAL ELECTRIC CO(GEcusip369604301)	4.0K	QoQ -0.14% (-6) YoY +2.14% (+85)	All Managers (Combined)	$809.6K	0.5% ($809.6K/$173.9M)	QoQ +19.82% (-$133.9K) YoY +16.47% (+$114.5K)
(MTUMcusip46432F396)	3.9K	QoQ +15.94% (+537) YoY NEW(+3.9K)	All Managers (Combined)	$789.1K	0.5% ($789.1K/$173.9M)	QoQ +13.26% (+$92.4K) YoY NEW(+$789.1K)
AMAZON COM INC(AMZNcusip023135106)	4.1K	QoQ -1.96% (-82) YoY +9.51% (+356)	All Managers (Combined)	$779.3K	0.4% ($779.3K/$173.9M)	QoQ -14.97% (-$137.3K) YoY +15.51% (+$104.7K)
(cusip464287101)✕	2.7K	QoQ NEW(+2.7K) YoY NEW(+2.7K)	All Managers (Combined)	$741.5K	0.4% ($741.5K/$173.9M)	QoQ NEW(+$741.5K) YoY NEW(+$741.5K)
(cusip78464A664)✕	24.6K	QoQ +60.58% (+9.3K) YoY NEW(+24.6K)	All Managers (Combined)	$669.9K	0.4% ($669.9K/$173.9M)	QoQ +67.14% (+$269.1K) YoY NEW(+$669.9K)