LifePlan Investment Advisors, Inc.
CIK 2045484 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $290.5M
- Posisi
- 131
- Per tanggal
- 30 Juni 2026
#5.280 dari 9.443 berdasarkan nilai 13F · top 55.9%
Nilai portofolio QoQ: +14.2% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 32,35%
- Bobot 25 kepemilikan teratas
- 56,57%
- Posisi di atas 1%
- 37
- Jumlah posisi efektif
- 55,4
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 5,59% Perkiraan pembelian $29.148.666 · penjualan $15.239.872
Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 87,3% masih dipegang
- Posisi baru
- 11
- Meningkat
- 66
- Menurun
- 49
- Tertutup
- 2
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
Technology
8,1%
Industrials
1,2%
Retail
0,9%
Communication Services
0,7%
Healthcare
0,7%
Utilities
0,6%
Financials
0,4%
Energy
0,4%
Communications
0,3%
Consumer Discretionary
0,2%
Financial Services
0,2%
Consumer products
0,1%
Lainnya/Tidak terpetakan
86,3%
Portofolio lengkap 131 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| IVV | $13.033.055 | 4,49% | 17.403 | $6.200.439 | Naik ×3 | ||
| AGG | $11.783.371 | 4,06% | 119.048 | $-51.896 | Turun ×2 | ||
| VOO | $10.610.822 | 3,65% | 15.449 | $1.653.916 | Naik ×1 | ||
| VUG | $10.545.566 | 3,63% | 122.424 | $1.963.255 | Naik ×6 | ||
| GSUS | $9.792.183 | 3,37% | 94.978 | $987.539 | Turun ×1 | ||
| VEA | $9.670.813 | 3,33% | 135.731 | $1.564.055 | Naik ×6 | ||
| IUSB iShares Core Universal USD Bond ETF | $8.113.301 | 2,79% | 175.803 | $2.561.295 | Naik ×3 | ||
| VTV | $7.852.770 | 2,70% | 36.033 | $1.025.959 | Naik ×6 | ||
| VBR | $6.299.395 | 2,17% | 25.925 | $591.930 | Turun ×2 | ||
| SCHE | $6.275.658 | 2,16% | 173.074 | $464.706 | Turun ×1 | ||
| VBK | $5.325.413 | 1,83% | 14.562 | $829.072 | Turun ×2 | ||
| IAGG | $5.299.851 | 1,82% | 104.740 | $-1.463.919 | Turun ×1 | ||
| SCHP | $5.209.537 | 1,79% | 196.586 | $-243.891 | Turun ×1 | ||
| SCHF | $5.055.212 | 1,74% | 182.499 | $446.695 | Turun ×2 | ||
| VOE | $4.879.043 | 1,68% | 24.692 | $290.577 | Turun ×2 | ||
| VTEB | $4.669.255 | 1,61% | 92.314 | $-583.634 | Turun ×1 | ||
| IVW | $4.633.543 | 1,59% | 33.691 | $693.687 | Turun ×1 | ||
| DYNF | $4.622.215 | 1,59% | 67.964 | $740.943 | Naik ×1 | ||
| VOT | $4.503.004 | 1,55% | 14.701 | $672.536 | Turun ×1 | ||
| SCHV | $4.492.901 | 1,55% | 129.069 | $522.905 | Turun ×2 | ||
| AAPL Apple Inc. - Common Stock | $4.436.837 | 1,53% | 15.333 | $674.469 | Naik ×3 | ||
| GCOR | $4.435.628 | 1,53% | 107.765 | $-49.943 | Turun ×1 | ||
| WDC Western Digital Corporation - Common Stock | $4.309.444 | 1,48% | 6.747 | $2.486.882 | Naik ×1 | ||
| IEMG | $4.294.885 | 1,48% | 51.846 | $-485.850 | Turun ×1 | ||
| SNDK Sandisk Corporation - Common Stock | $4.190.484 | 1,44% | 1.843 | $2.814.973 | Turun ×1 | ||
| SCHG | $3.964.893 | 1,36% | 117.166 | $523.044 | Turun ×1 | ||
| GSIE | $3.870.917 | 1,33% | 84.703 | $307.006 | Naik ×6 | ||
| IAU | $3.850.859 | 1,33% | 50.998 | $-518.968 | Naik ×1 | ||
| IVE | $3.840.346 | 1,32% | 16.913 | $-644.945 | Turun ×1 | ||
| SCHH | $3.534.701 | 1,22% | 149.269 | $298.979 | Turun ×2 | ||
| FUTY | $3.456.878 | 1,19% | 59.173 | $-43.700 | Turun ×2 | ||
| VWO | $3.426.187 | 1,18% | 57.400 | $444.186 | Naik ×6 | ||
| HYG | $3.420.199 | 1,18% | 42.769 | $16.459 | Turun ×1 | ||
| EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | $3.396.263 | 1,17% | 35.216 | $85.139 | Turun ×2 | ||
| VNQI Vanguard Global ex-U.S. Real Estate ETF | $3.210.266 | 1,11% | 71.578 | $42.944 | Naik ×3 | ||
| GSLC | $3.017.381 | 1,04% | 21.266 | $47.610 | Turun ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $3.004.382 | 1,03% | 15.015 | $347.755 | Turun ×1 | ||
| GOVT | $2.806.032 | 0,97% | 123.180 | $749.345 | Naik ×6 | ||
| EFG | $2.604.857 | 0,90% | 20.936 | $415.657 | Naik ×3 | ||
| MBB iShares MBS ETF | $2.573.729 | 0,89% | 27.229 | $548.408 | Naik ×6 | ||
| VB | $2.306.956 | 0,79% | 7.611 | $392.621 | Naik ×6 | ||
| BAI | $2.264.271 | 0,78% | 42.949 | $449.385 | Turun ×1 | ||
| MUB | $2.263.033 | 0,78% | 21.028 | $316.348 | Naik ×1 | ||
| BNDX Vanguard Total International Bond ETF | $2.223.550 | 0,77% | 45.913 | $51.701 | Naik ×6 | ||
| BSV | $2.086.209 | 0,72% | 26.777 | $10.878 | Naik ×6 | ||
| TXN Texas Instruments Incorporated - Common Stock | $1.980.079 | 0,68% | 6.643 | $696.619 | Naik ×1 | ||
| MTUM | $1.873.233 | 0,64% | 5.464 | $65.144 | Turun ×1 | ||
| BLCR iShares Large Cap Core Active ETF | $1.775.643 | 0,61% | 35.252 | $455.810 | Naik ×1 | ||
| IBM International Business Machines Corporation Common Stock | $1.700.011 | 0,59% | 6.045 | $636.687 | Naik ×1 | ||
| TLH | $1.692.527 | 0,58% | 16.866 | $-147.354 | Turun ×2 | ||
| EFV | $1.608.161 | 0,55% | 21.008 | $-1.740.860 | Turun ×2 | ||
| GE GE Aerospace Common Stock | $1.608.160 | 0,55% | 4.303 | $393.341 | Naik ×1 | ||
| CORO iShares International Country Rotation Active ETF | $1.569.884 | 0,54% | 42.893 | Naik ×1 | |||
| AGEM abrdn Emerging Markets Dividend Active ETF | $1.562.334 | 0,54% | 31.639 | $270.570 | Turun ×2 | ||
| IDEV | $1.524.207 | 0,52% | 17.124 | $-21.337 | Turun ×2 | ||
| IDEF iShares Defense Industrials Active ETF | $1.488.099 | 0,51% | 46.825 | $155.217 | Naik ×1 | ||
| IALT iShares Systematic Alternatives Active ETF | $1.436.132 | 0,49% | 51.199 | Naik ×1 | |||
| GEM | $1.433.484 | 0,49% | 27.567 | $179.086 | Turun ×1 | ||
| GGUS | $1.372.913 | 0,47% | 20.116 | $208.545 | Naik ×5 | ||
| THRO | $1.360.083 | 0,47% | 31.549 | $-413.214 | Turun ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $1.326.949 | 0,46% | 3.557 | $91.659 | Naik ×1 | ||
| GIGB | $1.254.568 | 0,43% | 27.327 | $70.536 | Naik ×6 | ||
| AMZN Amazon.com, Inc. - Common Stock | $1.198.612 | 0,41% | 5.029 | $254.732 | Naik ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $1.188.356 | 0,41% | 3.630 | $166.033 | Naik ×3 | ||
| GSID | $1.167.832 | 0,40% | 15.542 | $133.320 | Naik ×1 | ||
| GEV GE Vernova Inc. Common Stock | $1.139.687 | 0,39% | 970 | $306.045 | Naik ×1 | ||
| EAGG | $1.099.868 | 0,38% | 23.199 | $17.788 | Naik ×3 | ||
| LCTU | $1.077.960 | 0,37% | 13.448 | $15.156 | Turun ×2 | ||
| NEE NextEra Energy, Inc. Common Stock | $1.050.562 | 0,36% | 11.969 | $-49.880 | Naik ×1 | ||
| VMBS Vanguard Mortgage-Backed Securities ETF | $1.032.234 | 0,36% | 22.052 | $6.958 | Naik ×6 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $1.031.034 | 0,35% | 2.885 | $288.587 | Naik ×5 | ||
| BIV | $999.535 | 0,34% | 13.032 | $4.735 | Naik ×6 | ||
| BLV | $958.805 | 0,33% | 13.910 | $12.363 | Naik ×6 | ||
| ESGU iShares ESG Aware MSCI USA ETF | $899.888 | 0,31% | 5.498 | $81.846 | Turun ×2 | ||
| JNJ Johnson & Johnson Common Stock | $868.490 | 0,30% | 3.420 | $77.971 | Naik ×1 | ||
| GSSC | $866.763 | 0,30% | 9.498 | $154.971 | Turun ×1 | ||
| LMUB | $859.830 | 0,30% | 16.787 | $172.843 | Naik ×1 | ||
| QUAL | $844.512 | 0,29% | 3.849 | $-1.639.137 | Turun ×2 | ||
| DSI | $788.095 | 0,27% | 5.535 | $57.907 | Turun ×2 | ||
| SUSC iShares ESG Aware USD Corporate Bond ETF | $781.419 | 0,27% | 33.753 | $-406.922 | Turun ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $775.500 | 0,27% | 2.053 | $213.536 | Naik ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $768.516 | 0,26% | 5.621 | $-147.139 | Naik ×4 | ||
| ABBV AbbVie Inc. Common Stock | $760.174 | 0,26% | 3.021 | $118.488 | Naik ×1 | ||
| BINC | $690.736 | 0,24% | 13.197 | $-253.855 | Turun ×2 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $685.474 | 0,24% | 1.180 | $449.495 | Naik ×1 | ||
| SFLR | $617.319 | 0,21% | 16.001 | Naik ×1 | |||
| SPTL | $605.036 | 0,21% | 23.067 | $44.595 | Naik ×4 | ||
| USXF iShares ESG Advanced MSCI USA ETF | $583.714 | 0,20% | 8.405 | $70.814 | Turun ×2 | ||
| TSLA Tesla, Inc. - Common Stock | $575.801 | 0,20% | 1.369 | $109.255 | Naik ×1 | ||
| GTIP | $547.120 | 0,19% | 11.200 | $14.566 | Naik ×5 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $540.313 | 0,19% | 959 | $32.181 | Naik ×5 | ||
| IWY | $523.697 | 0,18% | 1.802 | $103.406 | Naik ×1 | ||
| SYSB | $521.515 | 0,18% | 5.878 | $164.615 | Naik ×1 | ||
| SCNM | $516.204 | 0,18% | 20.521 | $10.753 | Naik ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $492.906 | 0,17% | 527 | $83.950 | Naik ×2 | ||
| WMT Walmart Inc. - Common Stock | $486.565 | 0,17% | 4.296 | $-7.697 | Naik ×1 | ||
| LLY Eli Lilly and Company Common Stock | $485.451 | 0,17% | 405 | $142.715 | Naik ×4 | ||
| DUK Duke Energy Corporation (Holding Company) Common Stock | $469.612 | 0,16% | 3.710 | $138.334 | Naik ×2 | ||
| VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | $455.990 | 0,16% | 9.078 | $15.681 | Naik ×4 | ||
| IWP | $451.821 | 0,16% | 3.086 | $67.717 | Naik ×5 | ||
| 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 |
|---|---|---|---|
| IVV | $13.033.055 | 4,49% | naik ×3 |
| VUG | $10.545.566 | 3,63% | naik ×6 |
| VEA | $9.670.813 | 3,33% | naik ×6 |
| IUSB | $8.113.301 | 2,79% | naik ×3 |
| VTV | $7.852.770 | 2,70% | naik ×6 |
| AAPL | $4.436.837 | 1,53% | naik ×3 |
| GSIE | $3.870.917 | 1,33% | naik ×6 |
| VWO | $3.426.187 | 1,18% | naik ×6 |
| VNQI | $3.210.266 | 1,11% | naik ×3 |
| GOVT | $2.806.032 | 0,97% | naik ×6 |
| EFG | $2.604.857 | 0,90% | naik ×3 |
| MBB | $2.573.729 | 0,89% | naik ×6 |
| VB | $2.306.956 | 0,79% | naik ×6 |
| BNDX | $2.223.550 | 0,77% | naik ×6 |
| BSV | $2.086.209 | 0,72% | naik ×6 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| CORO | $1.569.884 | 42.893 | 0,54% |
| IALT | $1.436.132 | 51.199 | 0,49% |
| SFLR | $617.319 | 16.001 | 0,21% |
| SUSB | $404.238 | 16.176 | 0,14% |
| LRCX | $392.597 | 906 | 0,14% |
| MU | $377.527 | 327 | 0,13% |
| STIP | $339.273 | 3.321 | 0,12% |
| DAL | $267.493 | 2.856 | 0,09% |
| GGOV | $266.235 | 5.294 | 0,09% |
| CAT | $262.215 | 246 | 0,09% |
| INTC | $223.967 | 1.604 | 0,08% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| IVV | Beli lebih banyak | +7K | +$6.2M |
| SNDK | Dipangkas | -322 | +$2.8M |
| IUSB | Beli lebih banyak | +56K | +$2.6M |
| WDC | Beli lebih banyak | +9 | +$2.5M |
| VUG | Beli lebih banyak | +103K | +$2.0M |
| EFV | Dipangkas | -24K | -$1.7M |
| VOO | Beli lebih banyak | +460 | +$1.7M |
| QUAL | Dipangkas | -9K | -$1.6M |
| VEA | Beli lebih banyak | +9K | +$1.6M |
| IAGG | Dipangkas | -30K | -$1.5M |
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 |
|---|---|---|---|---|
| OEF | 31 Maret 2026 | 9.427 | $3.233.178 | Tidak lagi dilacak |
| IYW | 30 Sep. 2025 | 6.280 | $1.088.136 | Tidak lagi dilacak |
| ITA | 31 Maret 2026 | 3.654 | $784.477 | Tidak lagi dilacak |
| VGSH | 31 Maret 2025 | 8.335 | $484.930 | |
| TLT | 31 Maret 2025 | 5.437 | $474.813 | |
| GSWO | 31 Des. 2025 | 7.806 | $444.699 | Tidak lagi dilacak |
| VGSH | 31 Maret 2026 | 6.795 | $399.070 | |
| HEFA | 30 Juni 2025 | 10.619 | $385.364 | Tidak lagi dilacak |
| DMXF | 30 Sep. 2025 | 4.511 | $335.799 | 15,0% |
| STIP | 31 Maret 2026 | 2.961 | $303.177 | Tidak lagi dilacak |
| INTU | 31 Maret 2026 | 406 | $268.943 | -16,6% |
| EMXC | 30 Sep. 2025 | 4.174 | $263.546 | |
| GGG | 31 Maret 2025 | 3.096 | $261.003 | -2,6% |
| GEMD | 30 Juni 2025 | 6.222 | $252.122 | Tidak lagi dilacak |
| SUB | 31 Maret 2025 | 2.374 | $250.410 | Tidak lagi dilacak |
| HIMU | 31 Maret 2026 | 5.114 | $248.950 | Tidak lagi dilacak |
| SUSB | 31 Maret 2025 | 10.071 | $248.754 | |
| IWX | 30 Juni 2025 | 2.852 | $234.377 | Tidak lagi dilacak |
| NFLX | 31 Des. 2025 | 195 | $233.789 | -15,1% |
| LCTD | 31 Maret 2026 | 4.140 | $226.298 | Tidak lagi dilacak |
| ESGD | 30 Juni 2026 | 2.267 | $216.810 | |
| UNH | 31 Maret 2025 | 428 | $216.508 | -26,0% |
| PLTR | 30 Juni 2026 | 1.424 | $208.303 | 48,3% |
| BLK | 31 Des. 2025 | 177 | $206.359 | 8,1% |
| FGDL | 31 Maret 2026 | 3.538 | $203.789 | Tidak lagi dilacak |