☆Life Planning Partners, Inc
Quality Q
0.464
AUM ($M)
135
Positions
71
Turnover
0.05
Top-10 wt
58%
Herfindahl
0.063
History (qtrs)
6
Excess Return
not eligible
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Holdings · 74 positions · portfolio value $135M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆ITOT funds › | ISHARES TR | TRIM | — | 19.7% | +0.6% | 26.6 | 161,686 | -14,823 | 5 | — |
| ☆IEFA funds › | ISHARES TR | TRIM | — | 7.9% | -0.3% | 10.6 | 109,808 | -9,177 | 5 | — |
| ☆VTI funds › | VANGUARD INDEX FDS | TRIM | — | 6.3% | +0.6% | 8.5 | 23,054 | -551 | 5 | — |
| ☆IEMG funds › | ISHARES INC | TRIM | — | 4.6% | +0.2% | 6.1 | 74,126 | -7,277 | 5 | — |
| ☆VEA funds › | VANGUARD TAX-MANAGED FDS | TRIM | — | 4.3% | -0.0% | 5.8 | 80,913 | -7,303 | 5 | — |
| ☆SUB funds › | ISHARES TR | TRIM | — | 4.0% | -0.4% | 5.4 | 50,465 | -4,117 | 5 | — |
| ☆MUB funds › | ISHARES TR | TRIM | — | 3.3% | -0.1% | 4.5 | 41,843 | -336 | 5 | — |
| ☆CUSIP:37960A438 funds › | GLOBAL X FDS | ADD | — | 2.7% | +0.0% | 3.7 | 36,541 | +993 | 5 | — |
| ☆SPDW funds › | SPDR INDEX SHS FDS | HOLD | — | 2.5% | +0.2% | 3.4 | 67,750 | +0 | 5 | — |
| ☆IUSB funds › | ISHARES TR | TRIM | — | 2.5% | -0.4% | 3.3 | 71,639 | -9,759 | 5 | — |
| ☆VWO funds › | VANGUARD INTL EQUITY INDEX F | TRIM | — | 2.1% | -0.0% | 2.8 | 46,606 | -3,579 | 5 | — |
| ☆IUSV funds › | ISHARES TR | HOLD | — | 2.0% | +0.1% | 2.7 | 24,491 | +0 | 5 | — |
| ☆DFUS funds › | DIMENSIONAL ETF TRUST | TRIM | — | 1.9% | +0.1% | 2.6 | 31,872 | -1,821 | 5 | — |
| ☆SLQD funds › | ISHARES TR | ADD | — | 1.9% | -0.0% | 2.6 | 50,869 | +1,019 | 5 | — |
| ☆AVUS funds › | AMERICAN CENTY ETF TR | TRIM | — | 1.8% | +0.1% | 2.5 | 19,373 | -1,626 | 5 | — |
| ☆VCIT funds › | VANGUARD SCOTTSDALE FDS | TRIM | — | 1.6% | -0.1% | 2.2 | 26,140 | -1,108 | 5 | — |
| ☆VB funds › | VANGUARD INDEX FDS | TRIM | — | 1.5% | -0.2% | 2.1 | 6,829 | -1,906 | 5 | — |
| ☆DFAI funds › | DIMENSIONAL ETF TRUST | TRIM | — | 1.5% | -0.1% | 2.0 | 48,146 | -3,602 | 5 | — |
| ☆FMUN funds › | FIDELITY MERRIMACK STR TR | TRIM | — | 1.4% | -0.3% | 1.9 | 38,530 | -6,238 | 5 | — |
| ☆AVRE funds › | AMERICAN CENTY ETF TR | TRIM | — | 1.4% | +0.0% | 1.8 | 38,336 | -1,089 | 5 | — |
| ☆DFAX funds › | DIMENSIONAL ETF TRUST | TRIM | — | 1.2% | -0.0% | 1.6 | 42,736 | -3,571 | 5 | — |
| ☆BIV funds › | VANGUARD BD INDEX FDS | TRIM | — | 1.1% | -0.1% | 1.5 | 19,219 | -1,644 | 5 | — |
| ☆AVDE funds › | AMERICAN CENTY ETF TR | TRIM | — | 1.0% | -0.4% | 1.4 | 15,250 | -7,015 | 5 | — |
| ☆VV funds › | VANGUARD INDEX FDS | TRIM | — | 1.0% | -0.2% | 1.4 | 3,929 | -1,215 | 5 | — |
| ☆AVIG funds › | AMERICAN CENTY ETF TR | TRIM | — | 1.0% | -0.0% | 1.3 | 31,799 | -292 | 4 | — |
| ☆XPO funds › | XPO INC | HOLD | — | 1.0% | +0.0% | 1.3 | 6,385 | +0 | 5 | — |
| ☆IVV funds › | ISHARES TR | TRIM | — | 0.9% | +0.0% | 1.3 | 1,681 | -145 | 5 | — |
| ☆VEU funds › | VANGUARD INTL EQUITY INDEX F | TRIM | — | 0.9% | +0.0% | 1.2 | 13,886 | -897 | 5 | — |
| ☆VTEB funds › | VANGUARD MUN BD FDS | TRIM | — | 0.8% | -0.1% | 1.1 | 22,291 | -1,677 | 5 | — |
| ☆LQD funds › | ISHARES TR | ADD | — | 0.8% | +0.1% | 1.1 | 10,185 | +1,499 | 5 | — |
| ☆BND funds › | VANGUARD BD INDEX FDS | TRIM | — | 0.8% | -0.1% | 1.1 | 15,039 | -638 | 5 | — |
| ☆FREL funds › | FIDELITY COVINGTON TRUST | TRIM | — | 0.8% | -0.0% | 1.1 | 37,232 | -3,660 | 5 | — |
| ☆IXUS funds › | ISHARES TR | TRIM | — | 0.8% | +0.0% | 1.1 | 11,061 | -608 | 5 | — |
| ☆PH funds › | PARKER-HANNIFIN CORP | HOLD | — | 0.8% | +0.0% | 1.0 | 1,072 | +0 | 5 | — |
| ☆VUSB funds › | VANGUARD BD INDEX FDS | TRIM | — | 0.7% | -0.0% | 0.9 | 18,901 | -694 | 5 | — |
| ☆VBR funds › | VANGUARD INDEX FDS | TRIM | — | 0.6% | +0.0% | 0.9 | 3,557 | -109 | 5 | — |
| ☆VXUS funds › | VANGUARD STAR FDS | NEW | — | 0.6% | +0.6% | 0.9 | 9,997 | +9,997 | 1 | — |
| ☆VSS funds › | VANGUARD INTL EQUITY INDEX F | TRIM | — | 0.6% | -0.1% | 0.9 | 5,522 | -1,036 | 5 | — |
| ☆GOOG funds › | ALPHABET INC | NEW | — | 0.6% | +0.6% | 0.8 | 2,341 | +2,341 | 1 | — |
| ☆VTV funds › | VANGUARD INDEX FDS | TRIM | — | 0.6% | +0.0% | 0.8 | 3,713 | -13 | 5 | — |
| ☆CMF funds › | ISHARES TR | ADD | — | 0.5% | +0.1% | 0.6 | 10,644 | +2,307 | 5 | — |
| ☆SPEM funds › | SPDR INDEX SHS FDS | HOLD | — | 0.4% | +0.0% | 0.6 | 11,466 | +0 | 5 | — |
| ☆BSV funds › | VANGUARD BD INDEX FDS | TRIM | — | 0.4% | -0.0% | 0.5 | 6,733 | -128 | 5 | — |
| ☆VGK funds › | VANGUARD INTL EQUITY INDEX F | HOLD | — | 0.4% | +0.0% | 0.5 | 5,637 | +0 | 5 | — |
| ☆SCHC funds › | SCHWAB STRATEGIC TR | HOLD | — | 0.4% | +0.0% | 0.5 | 10,338 | +0 | 5 | — |
| ☆DFNM funds › | DIMENSIONAL ETF TRUST | TRIM | — | 0.4% | -0.0% | 0.5 | 9,784 | -286 | 5 | — |
| ☆EWX funds › | SPDR INDEX SHS FDS | HOLD | — | 0.3% | +0.0% | 0.4 | 6,000 | +0 | 5 | — |
| ☆BAC funds › | BANK OF AMER CORP | TRIM | — | 0.3% | +0.0% | 0.4 | 7,520 | -317 | 5 | — |
| ☆VNQI funds › | VANGUARD INTL EQUITY INDEX F | TRIM | — | 0.3% | -0.1% | 0.4 | 9,548 | -2,518 | 5 | — |
| ☆AGG funds › | ISHARES TR | ADD | — | 0.3% | +0.0% | 0.4 | 4,199 | +643 | 5 | — |
| ☆DFIC funds › | DIMENSIONAL ETF TRUST | ADD | — | 0.3% | +0.0% | 0.4 | 10,992 | +32 | 5 | — |
| ☆ABBV funds › | ABBVIE INC | HOLD | — | 0.3% | +0.0% | 0.4 | 1,603 | +0 | 5 | — |
| ☆ORCL funds › | ORACLE CORP | NEW | — | 0.3% | +0.3% | 0.4 | 2,720 | +2,720 | 1 | — |
| ☆AVDV funds › | AMERICAN CENTY ETF TR | HOLD | — | 0.3% | +0.0% | 0.4 | 3,605 | +0 | 5 | — |
| ☆VCSH funds › | VANGUARD SCOTTSDALE FDS | ADD | — | 0.3% | -0.0% | 0.4 | 4,621 | +14 | 5 | — |
| ☆IWY funds › | ISHARES TR | HOLD | — | 0.2% | +0.0% | 0.3 | 1,142 | +0 | 5 | — |
| ☆VNQ funds › | VANGUARD INDEX FDS | ADD | — | 0.2% | +0.0% | 0.3 | 3,226 | +1 | 5 | — |
| ☆GXO funds › | GXO LOGISTICS INCORPORATED | HOLD | — | 0.2% | -0.0% | 0.3 | 6,055 | +0 | 5 | — |
| ☆AVIV funds › | AMERICAN CENTY ETF TR | HOLD | — | 0.2% | +0.0% | 0.3 | 3,920 | +0 | 5 | — |
| ☆MSFT funds › | MICROSOFT CORP | ADD | — | 0.2% | +0.0% | 0.3 | 759 | +20 | 5 | — |
| ☆AMD funds › | ADVANCED MICRO DEVICES INC | NEW | — | 0.2% | +0.2% | 0.3 | 485 | +485 | 1 | — |
| ☆IJS funds › | ISHARES TR | TRIM | — | 0.2% | +0.0% | 0.3 | 2,042 | -72 | 5 | — |
| ☆TSLA funds › | TESLA INC | TRIM | — | 0.2% | -0.6% | 0.3 | 658 | -2,144 | 5 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO | TRIM | — | 0.2% | -0.1% | 0.3 | 769 | -393 | 5 | — |
| ☆PLTR funds › | PALANTIR TECHNOLOGIES INC | ADD | — | 0.2% | -0.0% | 0.3 | 2,143 | +95 | 5 | — |
| ☆AAPL funds › | APPLE INC | HOLD | — | 0.2% | +0.0% | 0.2 | 858 | +0 | 4 | — |
| ☆ISTB funds › | ISHARES TR | HOLD | — | 0.2% | -0.0% | 0.2 | 4,979 | +0 | 2 | — |
| ☆CAT funds › | CATERPILLAR INC | NEW | — | 0.2% | +0.2% | 0.2 | 215 | +215 | 1 | — |
| ☆DFIV funds › | DIMENSIONAL ETF TRUST | HOLD | — | 0.2% | -0.0% | 0.2 | 3,811 | +0 | 2 | — |
| ☆VUG funds › | VANGUARD INDEX FDS | NEW | — | 0.2% | +0.2% | 0.2 | 2,366 | +2,366 | 1 | — |
| ☆VTES funds › | VANGUARD WELLINGTON FD | HOLD | — | 0.2% | -0.0% | 0.2 | 2,000 | +0 | 4 | — |
| ☆CUSIP:30231G102 funds › | EXXON MOBIL CORP | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -1,234 | 0 | — |
| ☆AVES funds › | AMERICAN CENTY ETF TR | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -4,130 | 0 | — |
| ☆CVX funds › | CHEVRON CORPORATION | EXIT | — | 0.0% | -0.3% | 0.0 | 0 | -1,839 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 135 | 71 | 0.05 | 58% | 0.063 | 0.464 | — | in |
| 2026Q1 | 131 | 68 | 0.02 | 58% | 0.061 | 0.507 | — | in |
| 2025Q4 | 131 | 66 | 0.04 | 58% | 0.064 | 0.434 | — | in |
| 2025Q3 | 137 | 70 | 0.04 | 58% | 0.063 | 0.451 | — | in |
| 2025Q2 | 126 | 65 | 0.06 | 59% | 0.065 | 0.443 | — | entered |
| 2025Q1 | 110 | 61 | 0.00 | 62% | 0.069 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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