The Analysis of LifePlan Investment Advisors, Inc.'s Holdings
Currently, LifePlan Investment Advisors, Inc. holds 116 types of securities in its portfolio with a total value $245.5M. In the most recent quarter, they have increased their positions in AGEM (+63.8K shares, valued at $2.4M), GSUS (+13.2K shares, valued at $1.2M), VUG (+1.5K shares, valued at $752.8K); decreased their positions in N/A (-8.1K shares, valued at $5.1M), IEMG (-32.1K shares, valued at $2.2M), NVDA (-8.6K shares, valued at $1.6M); initiated new positions in AGEM (+63.8K shares, valued at $2.4M), AMD (+1.2K shares, valued at $248.9K), GLD (+587 shares, valued at $232.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AGG ISHARES TR120.1K shares3.65%2025-12-312026-02-09
GSUS GOLDMAN SACHS ETF TR95.7K shares15.96%2025-12-312026-02-09 VUG VANGUARD INDEX FDS18.2K shares9.29%2025-12-312026-02-09 VEA VANGUARD TAX-MANAGED FDS121.7K shares10.37%2025-12-312026-02-09 VTV VANGUARD INDEX FDS33.3K shares10.99%2025-12-312026-02-09 IAGG ISHARES TR125.6K shares3.70%2025-12-312026-02-09 SCHE SCHWAB STRATEGIC TR175.2K shares0.50%2025-12-312026-02-09 VBR VANGUARD INDEX FDS26.9K shares1.65%2025-12-312026-02-09 IVV ISHARES TR7.7K shares4.45%2025-12-312026-02-09 SCHP SCHWAB STRATEGIC TR197.0K shares3.45%2025-12-312026-02-09 IUSB ISHARES TR108.9K shares5.36%2025-12-312026-02-09 SCHF SCHWAB STRATEGIC TR195.2K shares0.48%2025-12-312026-02-09 VTEB VANGUARD MUN BD FDS91.9K shares1.21%2025-12-312026-02-09 DYNF BLACKROCK ETF TRUST75.4K shares3.94%2025-12-312026-02-09 VOE VANGUARD INDEX FDS25.8K shares1.46%2025-12-312026-02-09 VBK VANGUARD INDEX FDS15.1K shares1.13%2025-12-312026-02-09 IEMG ISHARES INC66.9K shares-32.41%2025-12-312026-02-09 QUAL ISHARES TR20.2K shares13.96%2025-12-312026-02-09 GCOR GOLDMAN SACHS ETF TR96.6K shares8.00%2025-12-312026-02-09 SCHV SCHWAB STRATEGIC TR134.8K shares1.68%2025-12-312026-02-09 AAPL APPLE INC14.5K shares3.67%2025-12-312026-02-09 IVW ISHARES TR31.7K shares3.76%2025-12-312026-02-09 VOT VANGUARD INDEX FDS13.7K shares2.22%2025-12-312026-02-09 EMB ISHARES TR38.5K shares2.62%2025-12-312026-02-09 SCHG SCHWAB STRATEGIC TR112.7K shares0.25%2025-12-312026-02-09 IVE ISHARES TR17.2K shares6.76%2025-12-312026-02-09 EFV ISHARES TR49.9K shares4.64%2025-12-312026-02-09 FUTY FIDELITY COVINGTON TRUST61.0K shares1.14%2025-12-312026-02-09 HYG ISHARES TR40.5K shares2.85%2025-12-312026-02-09 OEF ISHARES TR9.4K shares3.31%2025-12-312026-02-09 GSIE GOLDMAN SACHS ETF TR74.8K shares2.25%2025-12-312026-02-09 VNQI VANGUARD INTL EQUITY INDEX69.5K shares1.47%2025-12-312026-02-09 SCHH SCHWAB STRATEGIC TR152.3K shares2.95%2025-12-312026-02-09 VWO VANGUARD INTL EQUITY INDEX52.1K shares12.34%2025-12-312026-02-09 GSLC GOLDMAN SACHS ETF TR20.8K shares11.60%2025-12-312026-02-09 AGEM ABRDN FDS63.8K sharesnew addition2025-12-312026-02-09 NVDA NVIDIA CORPORATION12.6K shares-40.63%2025-12-312026-02-09 TLH ISHARES TR22.0K shares4.27%2025-12-312026-02-09 MUB ISHARES TR19.0K shares6.65%2025-12-312026-02-09 BNDX VANGUARD CHARLOTTE FDS38.9K shares11.22%2025-12-312026-02-09 BSV VANGUARD BD INDEX FDS23.4K shares11.96%2025-12-312026-02-09 MBB ISHARES TR19.3K shares6.58%2025-12-312026-02-09 VB VANGUARD INDEX FDS6.9K shares12.57%2025-12-312026-02-09 THRO BLACKROCK ETF TRUST44.6K shares3.52%2025-12-312026-02-09 IDEV ISHARES TR20.3K shares-34.64%2025-12-312026-02-09 MSFT MICROSOFT CORP3.4K shares12.58%2025-12-312026-02-09 BAI BLACKROCK ETF TRUST48.2K shares2.52%2025-12-312026-02-09 GE AEROSPACE GE AEROSPACE4.5K shares11.04%2025-12-312026-02-09 IBM INTERNATIONAL BUSINESS4.4K shares2.27%2025-12-312026-02-09 LCTU BLACKROCK ETF TRUST16.7K shares7.78%2025-12-312026-02-09 MTUM ISHARES TR4.9K shares8.64%2025-12-312026-02-09 BINC BLACKROCK ETF TRUST II22.6K shares7.46%2025-12-312026-02-09 SUSC ISHARES TR49.3K shares4.70%2025-12-312026-02-09 TXN TEXAS INSTRS INC6.6K shares0.56%2025-12-312026-02-09 GEM GOLDMAN SACHS ETF TR27.3K shares10.74%2025-12-312026-02-09 GGUS GOLDMAN SACHS ETF TR17.3K shares11.35%2025-12-312026-02-09 JPM JPMORGAN CHASE & CO.3.4K shares2.44%2025-12-312026-02-09 AMZN AMAZON COM INC4.6K shares6.49%2025-12-312026-02-09 GIGB GOLDMAN SACHS ETF TR21.8K shares10.31%2025-12-312026-02-09 EAGG ISHARES TR20.3K shares0.64%2025-12-312026-02-09 ESGU ISHARES TR6.2K shares7.69%2025-12-312026-02-09 VMBS VANGUARD SCOTTSDALE FDS19.6K shares11.21%2025-12-312026-02-09 BIV VANGUARD BD INDEX FDS11.4K shares11.32%2025-12-312026-02-09 BLV VANGUARD BD INDEX FDS12.3K shares10.90%2025-12-312026-02-09 DSI ISHARES TR6.5K shares7.23%2025-12-312026-02-09 ITA ISHARES TR3.7K shares2.15%2025-12-312026-02-09 ALPHABET INC ALPHABET INC2.5K shares3.61%2025-12-312026-02-09 ABBV ABBVIE INC3.2K shares8.34%2025-12-312026-02-09 JNJ JOHNSON & JOHNSON3.3K shares5.17%2025-12-312026-02-09 GSSC GOLDMAN SACHS ETF TR8.5K shares13.50%2025-12-312026-02-09 XOM EXXON MOBIL CORP5.4K shares0.47%2025-12-312026-02-09 GEV GE VERNOVA INC968 shares11.65%2025-12-312026-02-09 BROADCOM INC BROADCOM INC1.8K shares17.35%2025-12-312026-02-09 META META PLATFORMS INC881 shares3.04%2025-12-312026-02-09 TSLA TESLA INC1.3K shares17.87%2025-12-312026-02-09 IWY ISHARES TR2.0K shares-28.47%2025-12-312026-02-09 USXF ISHARES TR9.5K shares7.48%2025-12-312026-02-09 WMT WALMART INC4.4K shares13.71%2025-12-312026-02-09 EFG ISHARES TR4.3K shares25.31%2025-12-312026-02-09 SPTL SPDR SERIES TRUST18.3K shares17.71%2025-12-312026-02-09 SCEC CAPITOL SER TR17.5K shares96.15%2025-12-312026-02-09 GTIP GOLDMAN SACHS ETF TR9.0K shares13.17%2025-12-312026-02-09 IWP ISHARES TR3.0K shares4.88%2025-12-312026-02-09 VGSH VANGUARD SCOTTSDALE FDS6.8K shares-33.31%2025-12-312026-02-09 LLY ELI LILLY & CO370 shares4.23%2025-12-312026-02-09 ESGE ISHARES INC8.9K shares7.88%2025-12-312026-02-09 HD HOME DEPOT INC1.1K shares17.25%2025-12-312026-02-09 EUSB ISHARES TR8.4K shares0.00%2025-12-312026-02-09 VTIP VANGUARD MALVERN FDS7.3K shares18.39%2025-12-312026-02-09 ALPHABET INC ALPHABET INC1.1K shares11.31%2025-12-312026-02-09 GOVT ISHARES TR14.7K shares9.33%2025-12-312026-02-09 COST COSTCO WHSL CORP NEW383 shares-1.29%2025-12-312026-02-09 IWS ISHARES TR2.2K shares35.82%2025-12-312026-02-09 STIP ISHARES TR3.0K shares-33.86%2025-12-312026-02-09 IWX ISHARES TR3.1K shares-0.10%2025-12-312026-02-09 CSCO CISCO SYS INC3.6K shares-7.81%2025-12-312026-02-09 INTU INTUIT406 shares3.31%2025-12-312026-02-09 MA MASTERCARD INCORPORATED465 shares3.33%2025-12-312026-02-09 GGG GRACO INC3.1K shares0.00%2025-12-312026-02-09 HIMU BLACKROCK ETF TRUST II5.1K shares7.94%2025-12-312026-02-09 AMD ADVANCED MICRO DEVICES INC1.2K sharesnew addition2025-12-312026-02-09 ESGD ISHARES TR2.6K shares9.22%2025-12-312026-02-09 CVX CHEVRON CORP NEW1.6K shares-0.25%2025-12-312026-02-09 PG PROCTER AND GAMBLE CO1.7K shares23.46%2025-12-312026-02-09 GLD SPDR GOLD TR587 sharesnew addition2025-12-312026-02-09 INVESCO QQQ TR INVESCO QQQ TR375 sharesnew addition2025-12-312026-02-09 GS GOLDMAN SACHS GROUP INC258 sharesnew addition2025-12-312026-02-09 LCTD BLACKROCK ETF TRUST4.1K shares6.95%2025-12-312026-02-09 EVUS ISHARES TR6.5K sharesnew addition2025-12-312026-02-09 PLTR PALANTIR TECHNOLOGIES INC1.2K shares2.27%2025-12-312026-02-09 FGDL FRANKLIN TEMPLETON HOLDINGS3.5K sharesnew addition2025-12-312026-02-09 PAXS PIMCO ACCESS INCOME FUND10.0K shares0.00%2025-12-312026-02-09 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available