Instuitional Investor - Life Planning Partners, Inc
Fund Profile
Filing Period:
| Fund Name: | Life Planning Partners, Inc |
| Portfolio Value | $108,130,752 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 186,415 | $23,976,670 | 22.17% | |
| 2. | Ishares Tr - CORE MSCI EAFE | 120,033 | $8,435,918 | 7.8% | |
| 3. | Vanguard Index Fds | 26,980 | $7,819,168 | 7.23% | |
| 4. | Ishares Tr - SHRT NAT MUN ETF | 56,644 | $5,974,766 | 5.52% | |
| 5. | Ishares Tr | 96,923 | $4,380,903 | 4.05% |
