§ 13F · FUND PROFILE
LifePlan Investment Advisors, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $238M (13F)Positions · 117Turnover · — · Q1Filed · May 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$11M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AGG | ISHARES TR | 119K | $12M | 4.7% | −1% |
| 2 | VOO | VANGUARD INDEX FDS | 15K | $9M | 3.5% | −7% |
| 3 | GSUS | GOLDMAN SACHS ETF TR | 98K | $9M | 3.5% | +3% |
| 4 | VUG | VANGUARD INDEX FDS | 20K | $9M | 3.4% | +8% |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | 127K | $8M | 3.2% | +4% |
| 6 | IVV | ISHARES TR | 10K | $7M | 2.7% | +35% |
| 7 | VTV | VANGUARD INDEX FDS | 35K | $7M | 2.7% | +4% |
| 8 | IAGG | ISHARES TR | 135K | $7M | 2.7% | +8% |
| 9 | SCHE | SCHWAB STRATEGIC TR | 176K | $6M | 2.3% | +1% |
| 10 | VBR | VANGUARD INDEX FDS | 26K | $6M | 2.2% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LIFEPLAN SIGNAL
AC read
LifePlan Investment Advisors, Inc. is a Other fund managing $238 million in assets. The fund runs a portfolio of 117 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed