Instuitional Investor - Life Planning Partners, Inc
Fund Profile
Filing Period:
| Fund Name: | Life Planning Partners, Inc |
| Portfolio Value | $110,446,553 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 186,237 | $22,722,734 | 20.57% | |
| 2. | Ishares Tr - CORE MSCI EAFE | 121,729 | $9,208,798 | 8.34% | |
| 3. | Vanguard Index Fds | 27,959 | $7,684,334 | 6.96% | |
| 4. | Ishares Tr - SHRT NAT MUN ETF | 55,833 | $5,895,922 | 5.34% | |
| 5. | Vanguard Tax-Managed Fds | 92,413 | $4,697,331 | 4.25% |
