Instuitional Investor - Life Planning Partners, Inc
Fund Profile
Filing Period:
| Fund Name: | Life Planning Partners, Inc |
| Portfolio Value | $101,628,406 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 139,361 | $14,664,871 | 14.42% | |
| 2. | Ishares Trust Core Msci Eafe Etf | 107,366 | $7,553,150 | 7.43% | |
| 3. | Ishares Short-Term National Muni Bond Etf | 71,100 | $7,496,023 | 7.37% | |
| 4. | Vanguard Index Fds Vanguard Total Stk Mkt Etf | 27,990 | $6,639,681 | 6.53% | |
| 5. | Ishares Tr Core Total Usd | 104,339 | $4,806,860 | 4.72% |
