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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381430602

Shares:4.6K

Value:$289.4K

% of Portfolio:0.2% ($289.4K/$173.9M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:516

Value:$274.8K

% of Portfolio:0.2% ($274.8K/$173.9M)

PROCTER & GAMBLE Co

PG|742718109

Shares:1.6K

Value:$268.6K

% of Portfolio:0.2% ($268.6K/$173.9M)

46434G863

Shares:7.7K

Value:$268.3K

% of Portfolio:0.2% ($268.3K/$173.9M)

ELI LILLY & Co

LLY|532457108

Shares:312

Value:$257.9K

% of Portfolio:0.1% ($257.9K/$173.9M)

Mastercard Inc

MA|57636Q104

Shares:467

Value:$256.0K

% of Portfolio:0.1% ($256.0K/$173.9M)

GE Vernova Inc.

GEV|36828A101

Shares:830

Value:$253.4K

% of Portfolio:0.1% ($253.4K/$173.9M)

381430388

Shares:6.2K

Value:$252.1K

% of Portfolio:0.1% ($252.1K/$173.9M)

38149W739

Shares:4.8K

Value:$248.7K

% of Portfolio:0.1% ($248.7K/$173.9M)

CHEVRON CORP

CVX|166764100

Shares:1.5K

Value:$244.2K

% of Portfolio:0.1% ($244.2K/$173.9M)

46429B267

Shares:10.6K

Value:$243.3K

% of Portfolio:0.1% ($243.3K/$173.9M)

INTUIT INC.

INTU|461202103

Shares:396

Value:$243.1K

% of Portfolio:0.1% ($243.1K/$173.9M)

Broadcom Inc.

AVGO|11135F101

Shares:1.5K

Value:$243.1K

% of Portfolio:0.1% ($243.1K/$173.9M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:3.9K

Value:$241.6K

% of Portfolio:0.1% ($241.6K/$173.9M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:960

Value:$235.5K

% of Portfolio:0.1% ($235.5K/$173.9M)

464289420

Shares:2.9K

Value:$234.4K

% of Portfolio:0.1% ($234.4K/$173.9M)

Duke Energy CORP

DUK|26441C204

Shares:1.9K

Value:$229.4K

% of Portfolio:0.1% ($229.4K/$173.9M)

381430362

Shares:4.5K

Value:$223.1K

% of Portfolio:0.1% ($223.1K/$173.9M)

38149W598

Shares:4.5K

Value:$222.4K

% of Portfolio:0.1% ($222.4K/$173.9M)

Tesla, Inc.

TSLA|88160R101

Shares:836

Value:$216.7K

% of Portfolio:0.1% ($216.7K/$173.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip381430602)✕	4.6K	QoQ NEW(+4.6K) YoY NEW(+4.6K)	All Managers (Combined)	$289.4K	0.2% ($289.4K/$173.9M)	QoQ NEW(+$289.4K) YoY NEW(+$289.4K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	516	QoQ -0.38% (-2) YoY +4.66% (+23)	All Managers (Combined)	$274.8K	0.2% ($274.8K/$173.9M)	QoQ +17.04% (-$40.0K) YoY +32.55% (+$67.5K)
PROCTER & GAMBLE Co(PGcusip742718109)	1.6K	QoQ 0.00% (+0) YoY +14.61% (+201)	All Managers (Combined)	$268.6K	0.2% ($268.6K/$173.9M)	QoQ +1.65% (+$4.4K) YoY +20.38% (+$45.5K)
(cusip46434G863)✕	7.7K	QoQ +12.96% (+881) YoY NEW(+7.7K)	All Managers (Combined)	$268.3K	0.2% ($268.3K/$173.9M)	QoQ +18.24% (+$41.4K) YoY NEW(+$268.3K)
ELI LILLY & Co(LLYcusip532457108)	312	QoQ -1.88% (-6) YoY +4.69% (+14)	All Managers (Combined)	$257.9K	0.1% ($257.9K/$173.9M)	QoQ +4.98% (-$12.3K) YoY +11.23% (+$26.1K)
Mastercard Inc(MAcusip57636Q104)	467	QoQ 0.00% (+0) YoY +8.10% (+35)	All Managers (Combined)	$256.0K	0.1% ($256.0K/$173.9M)	QoQ +4.09% (+$10.1K) YoY +23.04% (+$47.9K)
GE Vernova Inc.(GEVcusip36828A101)	830	QoQ -0.12% (-1) YoY NEW(+830)	All Managers (Combined)	$253.4K	0.1% ($253.4K/$173.9M)	QoQ -7.30% (-$20.0K) YoY NEW(+$253.4K)
(cusip381430388)✕	6.2K	QoQ NEW(+6.2K) YoY NEW(+6.2K)	All Managers (Combined)	$252.1K	0.1% ($252.1K/$173.9M)	QoQ NEW(+$252.1K) YoY NEW(+$252.1K)
(cusip38149W739)✕	4.8K	QoQ NEW(+4.8K) YoY NEW(+4.8K)	All Managers (Combined)	$248.7K	0.1% ($248.7K/$173.9M)	QoQ NEW(+$248.7K) YoY NEW(+$248.7K)
CHEVRON CORP(CVXcusip166764100)	1.5K	QoQ -3.50% (-53) YoY +0.68% (+10)	All Managers (Combined)	$244.2K	0.1% ($244.2K/$173.9M)	QoQ +11.45% (-$25.1K) YoY +6.78% (+$15.5K)
(cusip46429B267)✕	10.6K	QoQ +21.26% (+1.9K) YoY NEW(+10.6K)	All Managers (Combined)	$243.3K	0.1% ($243.3K/$173.9M)	QoQ +21.29% (+$42.7K) YoY NEW(+$243.3K)
INTUIT INC.(INTUcusip461202103)	396	QoQ +0.50% (-2) YoY NEW(+396)	All Managers (Combined)	$243.1K	0.1% ($243.1K/$173.9M)	QoQ -1.81% (-$4.5K) YoY NEW(+$243.1K)
Broadcom Inc.(AVGOcusip11135F101)	1.5K	QoQ -0.47% (-7) YoY NEW(+1.5K)	All Managers (Combined)	$243.1K	0.1% ($243.1K/$173.9M)	QoQ -28.12% (-$95.1K) YoY NEW(+$243.1K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	3.9K	QoQ 0.00% (+0) YoY NEW(+3.9K)	All Managers (Combined)	$241.6K	0.1% ($241.6K/$173.9M)	QoQ +4.24% (+$9.8K) YoY NEW(+$241.6K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	960	QoQ 0.00% (+0) YoY NEW(+960)	All Managers (Combined)	$235.5K	0.1% ($235.5K/$173.9M)	QoQ +2.33% (+$5.4K) YoY NEW(+$235.5K)
(cusip464289420)✕	2.9K	QoQ -3.12% (-92) YoY +1.06% (+30)	All Managers (Combined)	$234.4K	0.1% ($234.4K/$173.9M)	QoQ +0.73% (-$1.7K) YoY +8.82% (+$19.0K)
Duke Energy CORP(DUKcusip26441C204)	1.9K	QoQ 0.00% (+0) YoY NEW(+1.9K)	All Managers (Combined)	$229.4K	0.1% ($229.4K/$173.9M)	QoQ +13.20% (+$26.8K) YoY NEW(+$229.4K)
(cusip381430362)✕	4.5K	QoQ NEW(+4.5K) YoY NEW(+4.5K)	All Managers (Combined)	$223.1K	0.1% ($223.1K/$173.9M)	QoQ NEW(+$223.1K) YoY NEW(+$223.1K)
(cusip38149W598)✕	4.5K	QoQ NEW(+4.5K) YoY NEW(+4.5K)	All Managers (Combined)	$222.4K	0.1% ($222.4K/$173.9M)	QoQ NEW(+$222.4K) YoY NEW(+$222.4K)
Tesla, Inc.(TSLAcusip88160R101)	836	QoQ -4.34% (-38) YoY NEW(+836)	All Managers (Combined)	$216.7K	0.1% ($216.7K/$173.9M)	QoQ -38.61% (-$136.3K) YoY NEW(+$216.7K)