Lifeplan Investment Advisors, Inc.

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0002045484

Type: FundHoldings: 102Value: $173.9MLatest: 2025Q1

LifePlan Investment Advisors, Inc. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 102 holdings worth $0.2 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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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464287226

Shares:110.4K

Value:$10.9M

% of Portfolio:6.3% ($10.9M/$173.9M)

922908363

VOO|922908363

Shares:16.8K

Value:$8.7M

% of Portfolio:5.0% ($8.7M/$173.9M)

464287200

IVV|464287200

Shares:11.2K

Value:$6.3M

% of Portfolio:3.6% ($6.3M/$173.9M)

808524706

Shares:182.5K

Value:$5.0M

% of Portfolio:2.9% ($5.0M/$173.9M)

46434V613

Shares:107.1K

Value:$4.9M

% of Portfolio:2.8% ($4.9M/$173.9M)

808524870

Shares:182.0K

Value:$4.9M

% of Portfolio:2.8% ($4.9M/$173.9M)

46435G672

Shares:96.7K

Value:$4.8M

% of Portfolio:2.8% ($4.8M/$173.9M)

922908611

VBR|922908611

Shares:25.7K

Value:$4.8M

% of Portfolio:2.8% ($4.8M/$173.9M)

922908736

VUG|922908736

Shares:12.2K

Value:$4.5M

% of Portfolio:2.6% ($4.5M/$173.9M)

921943858

VEA|921943858

Shares:86.4K

Value:$4.4M

% of Portfolio:2.5% ($4.4M/$173.9M)

464285204

Shares:72.7K

Value:$4.3M

% of Portfolio:2.5% ($4.3M/$173.9M)

922907746

VTEB|922907746

Shares:85.6K

Value:$4.2M

% of Portfolio:2.4% ($4.2M/$173.9M)

381430123

Shares:54.4K

Value:$4.2M

% of Portfolio:2.4% ($4.2M/$173.9M)

808524805

SCHF|808524805

Shares:198.4K

Value:$3.9M

% of Portfolio:2.3% ($3.9M/$173.9M)

922908512

VOE|922908512

Shares:24.4K

Value:$3.9M

% of Portfolio:2.3% ($3.9M/$173.9M)

922908744

VTV|922908744

Shares:21.8K

Value:$3.8M

% of Portfolio:2.2% ($3.8M/$173.9M)

922908595

VBK|922908595

Shares:14.7K

Value:$3.7M

% of Portfolio:2.1% ($3.7M/$173.9M)

808524409

Shares:127.5K

Value:$3.4M

% of Portfolio:1.9% ($3.4M/$173.9M)

922908538

VOT|922908538

Shares:13.6K

Value:$3.3M

% of Portfolio:1.9% ($3.3M/$173.9M)

464288281

Shares:35.2K

Value:$3.2M

% of Portfolio:1.8% ($3.2M/$173.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464287226)✕	110.4K	QoQ +1.79% (+1.9K) YoY +6.16% (+6.4K)	All Managers (Combined)	$10.9M	6.3% ($10.9M/$173.9M)	QoQ +3.91% (+$411.4K) YoY +7.22% (+$736.3K)
(VOOcusip922908363)	16.8K	QoQ -11.60% (-2.2K) YoY -12.55% (-2.4K)	All Managers (Combined)	$8.7M	5.0% ($8.7M/$173.9M)	QoQ -15.68% (-$1.6M) YoY -6.51% (-$603.0K)
(IVVcusip464287200)	11.2K	QoQ +4.76% (-508) YoY -1.42% (-161)	All Managers (Combined)	$6.3M	3.6% ($6.3M/$173.9M)	QoQ 0.00% (-$271) YoY +5.36% (-$319.6K)
(cusip808524706)✕	182.5K	QoQ +2.48% (+4.4K) YoY +4.04% (+7.1K)	All Managers (Combined)	$5.0M	2.9% ($5.0M/$173.9M)	QoQ +6.10% (+$289.4K) YoY +13.60% (+$602.6K)
(cusip46434V613)✕	107.1K	QoQ +15.24% (+14.2K) YoY +42.36% (+31.9K)	All Managers (Combined)	$4.9M	2.8% ($4.9M/$173.9M)	QoQ +17.49% (+$734.5K) YoY +43.89% (+$1.5M)
(cusip808524870)✕	182.0K	QoQ +0.71% (+1.3K) YoY +119.23% (+99.0K)	All Managers (Combined)	$4.9M	2.8% ($4.9M/$173.9M)	QoQ +4.85% (+$226.5K) YoY +13.02% (+$564.0K)
(cusip46435G672)✕	96.7K	QoQ +4.18% (+3.9K) YoY +11.56% (+10.0K)	All Managers (Combined)	$4.8M	2.8% ($4.8M/$173.9M)	QoQ +4.32% (+$200.4K) YoY +11.65% (+$504.5K)
(VBRcusip922908611)	25.7K	QoQ +3.38% (-841) YoY +5.57% (+1.4K)	All Managers (Combined)	$4.8M	2.8% ($4.8M/$173.9M)	QoQ -2.82% (-$139.1K) YoY +2.50% (+$116.9K)
(VUGcusip922908736)	12.2K	QoQ +9.90% (-1.1K) YoY +71.64% (+5.1K)	All Managers (Combined)	$4.5M	2.6% ($4.5M/$173.9M)	QoQ -0.70% (-$31.9K) YoY +84.91% (+$2.1M)
(VEAcusip921943858)	86.4K	QoQ +13.52% (+10.3K) YoY +112.31% (+45.7K)	All Managers (Combined)	$4.4M	2.5% ($4.4M/$173.9M)	QoQ +20.67% (+$752.6K) YoY +115.11% (+$2.4M)
(cusip464285204)✕	72.7K	QoQ +0.85% (+616) YoY +0.16% (+120)	All Managers (Combined)	$4.3M	2.5% ($4.3M/$173.9M)	QoQ +20.10% (+$717.2K) YoY +40.57% (+$1.2M)
(VTEBcusip922907746)	85.6K	QoQ +2.78% (+2.3K) YoY +54.94% (+30.3K)	All Managers (Combined)	$4.2M	2.4% ($4.2M/$173.9M)	QoQ +1.74% (+$72.7K) YoY +51.94% (+$1.5M)
(cusip381430123)✕	54.4K	QoQ +82.72% (+24.6K) YoY +777.81% (+48.2K)	All Managers (Combined)	$4.2M	2.4% ($4.2M/$173.9M)	QoQ +73.84% (+$1.8M) YoY +840.43% (+$3.7M)
(SCHFcusip808524805)	198.4K	QoQ +1.89% (+3.7K) YoY +112.28% (+104.9K)	All Managers (Combined)	$3.9M	2.3% ($3.9M/$173.9M)	QoQ +8.94% (+$322.2K) YoY +7.61% (+$277.5K)
(VOEcusip922908512)	24.4K	QoQ +1.66% (+399) YoY +1.99% (+477)	All Managers (Combined)	$3.9M	2.3% ($3.9M/$173.9M)	QoQ +0.89% (+$34.6K) YoY +5.02% (+$187.3K)
(VTVcusip922908744)	21.8K	QoQ +10.24% (+2.0K) YoY +85.56% (+10.0K)	All Managers (Combined)	$3.8M	2.2% ($3.8M/$173.9M)	QoQ +12.48% (+$417.4K) YoY +96.82% (+$1.8M)
(VBKcusip922908595)	14.7K	QoQ +0.26% (-39) YoY +5.21% (+730)	All Managers (Combined)	$3.7M	2.1% ($3.7M/$173.9M)	QoQ -9.86% (-$405.8K) YoY +1.60% (+$58.5K)
(cusip808524409)✕	127.5K	QoQ -1.05% (-1.4K) YoY +198.95% (+84.9K)	All Managers (Combined)	$3.4M	1.9% ($3.4M/$173.9M)	QoQ +0.87% (-$29.5K) YoY +4.58% (+$148.5K)
(VOTcusip922908538)	13.6K	QoQ -3.58% (-506) YoY +0.37% (+51)	All Managers (Combined)	$3.3M	1.9% ($3.3M/$173.9M)	QoQ -7.04% (-$252.5K) YoY +4.14% (+$132.6K)
(cusip464288281)✕	35.2K	QoQ +6.55% (+2.2K) YoY +12.18% (+3.8K)	All Managers (Combined)	$3.2M	1.8% ($3.2M/$173.9M)	QoQ +8.41% (+$247.5K) YoY +13.34% (+$375.4K)