Instuitional Investor - Life Planning Partners, Inc
Fund Profile
Filing Period:
| Fund Name: | Life Planning Partners, Inc |
| Portfolio Value | $125,634,433 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 185,429 | $25,040,284 | 19.93% | |
| 2. | Ishares Tr - CORE MSCI EAFE | 125,172 | $10,449,390 | 8.32% | |
| 3. | Vanguard Index Fds | 28,366 | $8,621,370 | 6.86% | |
| 4. | Ishares Tr - SHRT NAT MUN ETF | 51,484 | $5,474,765 | 4.36% | |
| 5. | Vanguard Tax-Managed Fds | 92,457 | $5,270,996 | 4.2% |
