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Home > Institutional Investor > Life Planning Partners, Inc > Profile

Instuitional Investor - Life Planning Partners, Inc

Fund Profile
Filing Period:
Fund Name: Life Planning Partners, Inc
Portfolio Value $130,553,028
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 176,621 $26,261,839 20.12%
2.
Ishares Trust
 VLUE 119,055 $10,650,666 8.16%
3.
Vanguard Index Fds
 23,760 $7,965,801 6.1%
4.
Ishares Tr - SHRT NAT MUN ETF
 54,624 $5,828,345 4.46%
5.
Ishares Inc - CORE MSCI EMKT
 80,173 $5,389,156 4.13%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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