LifePlan Investment Advisors, Inc.
CIK: 0002045484SEC EDGAR →
Portfolio Value
$245.5M
Holdings
116
As of
Q4 2025
New Positions
7
Closed Positions
3
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 120,122 | $12.0M | 4.89% |
| 2 | VANGUARD INDEX FDS | 16,173 | $10.1M | 4.13% |
| 3 | GOLDMAN SACHS ETF TR | 95,665 | $9.0M | 3.68% |
| 4 | VANGUARD INDEX FDS | 18,161 | $8.9M | 3.61% |
| 5 | VANGUARD TAX-MANAGED FDS | 121,717 | $7.6M | 3.10% |
| 6 | VANGUARD INDEX FDS | 33,340 | $6.4M | 2.59% |
| 7 | ISHARES TR | 125,556 | $6.3M | 2.56% |
| 8 | SCHWAB STRATEGIC TR | 175,217 | $5.7M | 2.34% |
| 9 | VANGUARD INDEX FDS | 26,918 | $5.7M | 2.32% |
| 10 | ISHARES GOLD TR | 69,286 | $5.6M | 2.29% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 80 | $215.6M | 87.8% |
| Technology | 11 | $12.2M | 5.0% |
| Unknown | 7 | $7.8M | 3.2% |
| Consumer Cyclical | 3 | $2.0M | 0.8% |
| Healthcare | 3 | $1.8M | 0.7% |
| Communication Services | 3 | $1.7M | 0.7% |
| Industrials | 2 | $1.6M | 0.7% |
| Consumer Defensive | 3 | $1.1M | 0.4% |
| Energy | 2 | $886K | 0.4% |
| Utilities | 2 | $854K | 0.3% |