Life Planning Partners, Inc
CIK 1910934 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $134.5M
- Posisi
- 71
- Per tanggal
- 30 Juni 2026
#7.726 dari 9.443 berdasarkan nilai 13F · top 81.8%
Nilai portofolio QoQ: +2.7% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 57,87%
- Bobot 25 kepemilikan teratas
- 80,31%
- Posisi di atas 1%
- 24
- Jumlah posisi efektif
- 16,0
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 2,51% Perkiraan pembelian $3.326.927 · penjualan $11.378.673
Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 87,7% masih dipegang
- Posisi baru
- 6
- Meningkat
- 10
- Menurun
- 38
- Tertutup
- 3
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Industrials
1,9%
Technology
1,1%
Communication Services
0,6%
Financials
0,5%
Healthcare
0,3%
Logistics & Transportation
0,2%
Consumer Discretionary
0,2%
Lainnya/Tidak terpetakan
95,1%
Portofolio lengkap 71 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| ITOT | $26.560.108 | 19,74% | 161.686 | $1.419.896 | Turun ×6 | ||
| IEFA | $10.605.232 | 7,88% | 109.808 | $-166.493 | Turun ×3 | ||
| VTI | $8.530.912 | 6,34% | 23.054 | $958.249 | Turun ×4 | ||
| IEMG | $6.140.573 | 4,56% | 74.126 | $462.724 | Turun ×1 | ||
| VEA | $5.765.041 | 4,28% | 80.913 | $112.133 | Turun ×1 | ||
| SUB | $5.373.044 | 3,99% | 50.465 | $-439.896 | Turun ×2 | ||
| MUB | $4.503.094 | 3,35% | 41.843 | $25.796 | Turun ×1 | ||
| CLIP | $3.666.475 | 2,73% | 36.541 | $98.867 | Naik ×5 | ||
| SPDW | $3.413.922 | 2,54% | 67.750 | $321.135 | |||
| IUSB iShares Core Universal USD Bond ETF | $3.306.122 | 2,46% | 71.639 | $-453.656 | Turun ×6 | ||
| VWO | $2.781.932 | 2,07% | 46.606 | $69.416 | Turun ×1 | ||
| IUSV iShares Core S&P U.S. Value ETF | $2.697.684 | 2,01% | 24.491 | $193.479 | |||
| DFUS | $2.611.628 | 1,94% | 31.872 | $222.444 | Turun ×1 | ||
| SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF | $2.562.270 | 1,90% | 50.869 | $45.368 | Naik ×5 | ||
| AVUS | $2.481.292 | 1,84% | 19.373 | $146.608 | Turun ×1 | ||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $2.160.488 | 1,61% | 26.140 | $-94.243 | Turun ×5 | ||
| VB | $2.069.893 | 1,54% | 6.829 | $-218.056 | Turun ×1 | ||
| DFAI | $1.986.007 | 1,48% | 48.146 | $-30.096 | Turun ×1 | ||
| FMUN Fidelity Systematic Municipal Bond Index ETF | $1.942.296 | 1,44% | 38.530 | $-279.684 | Turun ×4 | ||
| AVRE | $1.816.377 | 1,35% | 38.336 | $80.873 | Turun ×1 | ||
| DFAX | $1.574.407 | 1,17% | 42.736 | $1.344 | Turun ×1 | ||
| BIV | $1.474.113 | 1,10% | 19.219 | $-136.109 | Turun ×6 | ||
| AVDE | $1.360.296 | 1,01% | 15.250 | $-528.700 | Turun ×1 | ||
| VV | $1.351.301 | 1,00% | 3.929 | $-186.052 | Turun ×1 | ||
| AVIG | $1.316.776 | 0,98% | 31.799 | $-16.295 | Turun ×1 | ||
| XPO XPO, Inc. Common Stock | $1.310.777 | 0,97% | 6.385 | $68.575 | |||
| IVV | $1.259.043 | 0,94% | 1.681 | $66.219 | Turun ×1 | ||
| VEU | $1.162.917 | 0,86% | 13.886 | $52.702 | Turun ×3 | ||
| VTEB | $1.127.498 | 0,84% | 22.291 | $-68.266 | Turun ×3 | ||
| LQD | $1.110.892 | 0,83% | 10.185 | $164.206 | Naik ×1 | ||
| BND Vanguard Total Bond Market ETF | $1.104.021 | 0,82% | 15.039 | $-50.461 | Turun ×1 | ||
| FREL | $1.090.906 | 0,81% | 37.232 | $-9.506 | Turun ×3 | ||
| IXUS iShares Core MSCI Total International Stock ETF | $1.055.701 | 0,78% | 11.061 | $44.723 | Turun ×4 | ||
| PH Parker-Hannifin Corporation Common Stock | $1.048.545 | 0,78% | 1.072 | $88.848 | |||
| VUSB | $940.895 | 0,70% | 18.901 | $-34.664 | Turun ×1 | ||
| VBR | $864.315 | 0,64% | 3.557 | $67.876 | Turun ×1 | ||
| VXUS Vanguard Total International Stock ETF | $854.644 | 0,64% | 9.997 | ||||
| VSS | $851.989 | 0,63% | 5.522 | $-104.102 | Turun ×6 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $827.146 | 0,61% | 2.341 | Naik ×1 | |||
| VTV | $809.193 | 0,60% | 3.713 | $78.230 | Turun ×1 | ||
| CMF | $613.520 | 0,46% | 10.644 | $139.478 | Naik ×1 | ||
| SPEM | $593.709 | 0,44% | 11.466 | $55.839 | |||
| BSV | $524.568 | 0,39% | 6.733 | $-13.403 | Turun ×1 | ||
| VGK | $499.100 | 0,37% | 5.637 | $34.442 | |||
| SCHC | $497.465 | 0,37% | 10.338 | $14.267 | |||
| DFNM | $472.910 | 0,35% | 9.784 | $-9.745 | Turun ×1 | ||
| EWX | $445.831 | 0,33% | 6.000 | $49.111 | |||
| BAC Bank of America Corporation Common Stock | $428.505 | 0,32% | 7.520 | $46.454 | Turun ×1 | ||
| VNQI Vanguard Global ex-U.S. Real Estate ETF | $428.232 | 0,32% | 9.548 | $-108.106 | Turun ×6 | ||
| AGG | $415.604 | 0,31% | 4.199 | $62.566 | Naik ×5 | ||
| DFIC | $409.562 | 0,30% | 10.992 | $20.153 | Naik ×1 | ||
| ABBV AbbVie Inc. Common Stock | $403.379 | 0,30% | 1.603 | $54.743 | |||
| ORCL Oracle Corporation Common Stock | $398.616 | 0,30% | 2.720 | Naik ×1 | |||
| AVDV | $371.495 | 0,28% | 3.605 | $11.500 | |||
| VCSH Vanguard Short-Term Corporate Bond ETF | $365.219 | 0,27% | 4.621 | $23 | Naik ×1 | ||
| IWY | $331.888 | 0,25% | 1.142 | $47.713 | |||
| VNQ | $311.130 | 0,23% | 3.226 | $25.062 | Naik ×3 | ||
| GXO GXO Logistics, Inc. Common Stock | $306.989 | 0,23% | 6.055 | $-6.963 | |||
| AVIV | $303.486 | 0,23% | 3.920 | $10.152 | |||
| MSFT Microsoft Corporation - Common Stock | $283.255 | 0,21% | 759 | $9.808 | Naik ×2 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $281.738 | 0,21% | 485 | Naik ×1 | |||
| IJS | $279.101 | 0,21% | 2.042 | $28.698 | Turun ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $276.803 | 0,21% | 658 | $-764.883 | Turun ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $251.717 | 0,19% | 769 | $-90.097 | Turun ×2 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $250.023 | 0,19% | 2.143 | $-49.487 | Naik ×1 | ||
| AAPL Apple Inc. - Common Stock | $248.283 | 0,18% | 858 | $30.544 | |||
| ISTB iShares Core 1-5 Year USD Bond ETF | $240.237 | 0,18% | 4.979 | $-1.045 | |||
| CAT Caterpillar, Inc. Common Stock | $228.954 | 0,17% | 215 | Naik ×1 | |||
| DFIV | $205.870 | 0,15% | 3.811 | $4.725 | |||
| VUG | $203.807 | 0,15% | 2.366 | ||||
| VTES | $202.620 | 0,15% | 2.000 | $340 | |||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
| Sekuritas | Nilai | % dari portofolio | Rentetan |
|---|---|---|---|
| CLIP | $3.666.475 | 2,73% | naik ×5 |
| SLQD | $2.562.270 | 1,90% | naik ×5 |
| AGG | $415.604 | 0,31% | naik ×5 |
| VNQ | $311.130 | 0,23% | naik ×3 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| ITOT | Dipangkas | -15K | +$1.4M |
| VTI | Dipangkas | -551 | +$958K |
| TSLA | Dipangkas | -2K | -$765K |
| AVDE | Dipangkas | -7K | -$529K |
| IEMG | Dipangkas | -7K | +$463K |
| IUSB | Dipangkas | -10K | -$454K |
| SUB | Dipangkas | -4K | -$440K |
| SPDW | Hanya pergerakan harga | +0 | +$321K |
| FMUN | Dipangkas | -6K | -$280K |
| DFUS | Dipangkas | -2K | +$222K |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| EMB | 30 Sep. 2025 | 4.596 | $425.682 | |
| CVX | 30 Juni 2026 | 1.839 | $380.442 | 24,6% |
| VXUS | 31 Des. 2025 | 3.974 | $291.930 | |
| SLV | 31 Des. 2025 | 6.041 | $255.957 | Tidak lagi dilacak |
| BRKB | 30 Juni 2025 | 479 | $255.106 | Tidak lagi dilacak |
| AVES | 30 Juni 2026 | 4.130 | $247.717 | Tidak lagi dilacak |
| FNF | 30 Juni 2025 | 3.335 | $217.042 | -11,9% |
| IBM | 31 Des. 2025 | 745 | $210.209 | -21,1% |
| IWB | 31 Des. 2025 | 574 | $209.786 | Tidak lagi dilacak |
| XOM | 30 Juni 2026 | 1.234 | $209.352 | 21,7% |
| BRKB | 31 Des. 2025 | 410 | $205.872 | Tidak lagi dilacak |
| LEMB | 31 Maret 2025 | 5.578 | $201.305 | Tidak lagi dilacak |
| VUG | 31 Maret 2026 | 410 | $200.023 | Tidak lagi dilacak |