§ 13F · FUND PROFILE
LifePlan Investment Advisors, Inc..
AUM · $291M (13F)Positions · 131Turnover · n/a · Q2Filed · Aug 11, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$6M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 17K | $13M | 4.5% | +66% |
| 2 | AGG | ISHARES TR | 119K | $12M | 4.1% | ±0% |
| 3 | VOO | VANGUARD INDEX FDS | 15K | $11M | 3.7% | +3% |
| 4 | VUG | VANGUARD INDEX FDS | 122K | $11M | 3.6% | +523% |
| 5 | GSUS | GOLDMAN SACHS ETF TR | 95K | $10M | 3.4% | −3% |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | 136K | $10M | 3.3% | +7% |
| 7 | IUSB | ISHARES TR | 176K | $8M | 2.8% | +46% |
| 8 | VTV | VANGUARD INDEX FDS | 36K | $8M | 2.7% | +4% |
| 9 | VBR | VANGUARD INDEX FDS | 26K | $6M | 2.2% | −1% |
| 10 | SCHE | SCHWAB STRATEGIC TR | 173K | $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 $291 million in assets. The fund runs a portfolio of 131 positions.
Read the full dossier →