Q3 2025 · 13F-HR
LifePlan Investment Advisors, Inc.holdings as filed
Filed 2025-11-13 · accession 0001214659-25-016403
$238.4M
Reported value
112
Positions
2025-09-30
Period end
The Brief · LifePlan Investment Advisors, Inc. · Q3 2025
AI · grounded in 13F
LifePlan Investment Advisors, Inc. established a new position in VOO valued at $14.89M. The fund also initiated new stakes in AGG for $11.62M and VUG for $7.97M. Additional new positions include GSUS at $7.62M, VEA at $6.61M, and IEMG at $6.52M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 922908363 | VOO | VANGUARD INDEX FDS | $14.9M | 6.24% | 24,309 | Common | NONE |
| 464287226 | AGG | ISHARES TR | $11.6M | 4.87% | 115,887 | Common | NONE |
| 922908736 | VUG | VANGUARD INDEX FDS | $8.0M | 3.34% | 16,618 | Common | NONE |
| 381430123 | GSUS | GOLDMAN SACHS ETF TR | $7.6M | 3.20% | 82,497 | Common | NONE |
| 921943858 | VEA | VANGUARD TAX-MANAGED FDS | $6.6M | 2.77% | 110,282 | Common | NONE |
| 46434G103 | IEMG | ISHARES INC | $6.5M | 2.74% | 98,982 | Common | NONE |
| 46435G672 | IAGG | ISHARES TR | $6.2M | 2.60% | 121,080 | Common | NONE |
| 808524706 | SCHE | SCHWAB STRATEGIC TR | $5.8M | 2.44% | 174,340 | Common | NONE |
| 922908744 | VTV | VANGUARD INDEX FDS | $5.6M | 2.35% | 30,039 | Common | NONE |
| 922908611 | VBR | VANGUARD INDEX FDS | $5.5M | 2.32% | 26,480 | Common | NONE |
| 808524870 | SCHP | SCHWAB STRATEGIC TR | $5.1M | 2.15% | 190,398 | Common | NONE |
| 464285204 | IAU | ISHARES GOLD TR | $5.1M | 2.15% | 70,456 | Common | NONE |
| 464287200 | IVV | ISHARES TR | $5.0M | 2.08% | 7,409 | Common | NONE |
| 46434V613 | IUSB | ISHARES TR | $4.8M | 2.03% | 103,393 | Common | NONE |
| 922907746 | VTEB | VANGUARD MUN BD FDS | $4.5M | 1.91% | 90,842 | Common | NONE |
| 808524805 | SCHF | SCHWAB STRATEGIC TR | $4.5M | 1.90% | 194,212 | Common | NONE |
| 922908595 | VBK | VANGUARD INDEX FDS | $4.5M | 1.87% | 14,978 | Common | NONE |
| 922908512 | VOE | VANGUARD INDEX FDS | $4.4M | 1.86% | 25,455 | Common | NONE |
| 09290C103 | DYNF | BLACKROCK ETF TRUST | $4.3M | 1.80% | 72,559 | Common | NONE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $4.0M | 1.66% | 21,202 | Common | NONE |
| 922908538 | VOT | VANGUARD INDEX FDS | $3.9M | 1.65% | 13,372 | Common | NONE |
| 808524409 | SCHV | SCHWAB STRATEGIC TR | $3.9M | 1.62% | 132,528 | Common | NONE |
| 38149W101 | GCOR | GOLDMAN SACHS ETF TR | $3.7M | 1.57% | 89,493 | Common | NONE |
| 464287309 | IVW | ISHARES TR | $3.7M | 1.55% | 30,559 | Common | NONE |
| 808524300 | SCHG | SCHWAB STRATEGIC TR | $3.6M | 1.50% | 112,424 | Common | NONE |
| 464288281 | EMB | ISHARES TR | $3.6M | 1.50% | 37,564 | Common | NONE |
| 037833100 | AAPL | APPLE INC | $3.6M | 1.50% | 14,018 | Common | NONE |
| 46432F339 | QUAL | ISHARES TR | $3.5M | 1.45% | 17,746 | Common | NONE |
| 316092865 | FUTY | FIDELITY COVINGTON TRUST | $3.4M | 1.43% | 60,325 | Common | NONE |
| 464287408 | IVE | ISHARES TR | $3.3M | 1.39% | 16,082 | Common | NONE |
| 922042676 | VNQI | VANGUARD INTL EQUITY INDEX F | $3.3M | 1.37% | 68,535 | Common | NONE |
| 464288877 | EFV | ISHARES TR | $3.2M | 1.36% | 47,648 | Common | NONE |
| 464288513 | HYG | ISHARES TR | $3.2M | 1.34% | 39,390 | Common | NONE |
| 808524847 | SCHH | SCHWAB STRATEGIC TR | $3.2M | 1.34% | 147,901 | Common | NONE |
| 464287101 | OEF | ISHARES TR | $3.0M | 1.27% | 9,125 | Common | NONE |
| 381430107 | GSIE | GOLDMAN SACHS ETF TR | $3.0M | 1.26% | 73,112 | Common | NONE |
| 922042858 | VWO | VANGUARD INTL EQUITY INDEX F | $2.5M | 1.06% | 46,420 | Common | NONE |
| 46435G326 | IDEV | ISHARES TR | $2.5M | 1.05% | 31,082 | Common | NONE |
| 381430503 | GSLC | GOLDMAN SACHS ETF TR | $2.4M | 1.02% | 18,676 | Common | NONE |
| 464288653 | TLH | ISHARES TR | $2.2M | 0.91% | 21,098 | Common | NONE |
| 464288414 | MUB | ISHARES TR | $1.9M | 0.80% | 17,858 | Common | NONE |
| 92203J407 | BNDX | VANGUARD CHARLOTTE FDS | $1.7M | 0.73% | 34,969 | Common | NONE |
| 464288588 | MBB | ISHARES TR | $1.7M | 0.72% | 18,134 | Common | NONE |
| 921937827 | BSV | VANGUARD BD INDEX FDS | $1.7M | 0.69% | 20,945 | Common | NONE |
| 09290C806 | THRO | BLACKROCK ETF TRUST | $1.6M | 0.68% | 43,064 | Common | NONE |
| 09290C780 | BAI | BLACKROCK ETF TRUST | $1.6M | 0.67% | 47,025 | Common | NONE |
| 594918104 | MSFT | MICROSOFT CORP | $1.6M | 0.65% | 3,012 | Common | NONE |
| 922908751 | VB | VANGUARD INDEX FDS | $1.6M | 0.65% | 6,103 | Common | NONE |
| 459200101 | IBM | INTERNATIONAL BUSINESS MACHS | $1.2M | 0.51% | 4,315 | Common | NONE |
| 369604301 | GE | GE AEROSPACE | $1.2M | 0.51% | 4,041 | Common | NONE |
| 882508104 | TXN | TEXAS INSTRS INC | $1.2M | 0.51% | 6,579 | Common | NONE |
| 46432F396 | MTUM | ISHARES TR | $1.2M | 0.48% | 4,490 | Common | NONE |
| 09290C509 | LCTU | BLACKROCK ETF TRUST | $1.1M | 0.47% | 15,484 | Common | NONE |
| 092528603 | BINC | BLACKROCK ETF TRUST II | $1.1M | 0.47% | 21,028 | Common | NONE |
| 46435G193 | SUSC | ISHARES TR | $1.1M | 0.47% | 47,079 | Common | NONE |
| 46625H100 | JPM | JPMORGAN CHASE & CO. | $1.0M | 0.43% | 3,279 | Common | NONE |
| 381430206 | GEM | GOLDMAN SACHS ETF TR | $1.0M | 0.42% | 24,659 | Common | NONE |
| 38149W598 | GGUS | GOLDMAN SACHS ETF TR | $984,081 | 0.41% | 15,548 | Common | NONE |
| 46435U549 | EAGG | ISHARES TR | $966,445 | 0.41% | 20,122 | Common | NONE |
| 023135106 | AMZN | AMAZON COM INC | $943,931 | 0.40% | 4,299 | Common | NONE |
| 381430479 | GIGB | GOLDMAN SACHS ETF TR | $921,192 | 0.39% | 19,730 | Common | NONE |
| 46435G425 | ESGU | ISHARES TR | $840,053 | 0.35% | 5,770 | Common | NONE |
| 92206C771 | VMBS | VANGUARD SCOTTSDALE FDS | $829,314 | 0.35% | 17,660 | Common | NONE |
| 921937819 | BIV | VANGUARD BD INDEX FDS | $798,080 | 0.33% | 10,220 | Common | NONE |
| 921937793 | BLV | VANGUARD BD INDEX FDS | $787,356 | 0.33% | 11,113 | Common | NONE |
| 464289438 | IWY | ISHARES TR | $773,882 | 0.32% | 2,828 | Common | NONE |
| 464288570 | DSI | ISHARES TR | $766,314 | 0.32% | 6,084 | Common | NONE |
| 464288760 | ITA | ISHARES TR | $748,523 | 0.31% | 3,577 | Common | NONE |
| 00287Y109 | ABBV | ABBVIE INC | $688,368 | 0.29% | 2,973 | Common | NONE |
| 30303M102 | META | META PLATFORMS INC | $627,939 | 0.26% | 855 | Common | NONE |
| 30231G102 | XOM | EXXON MOBIL CORP | $601,634 | 0.25% | 5,336 | Common | NONE |
| 92206C102 | VGSH | VANGUARD SCOTTSDALE FDS | $599,623 | 0.25% | 10,189 | Common | NONE |
| 02079K305 | GOOGL | ALPHABET INC | $586,494 | 0.25% | 2,413 | Common | NONE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $573,875 | 0.24% | 3,095 | Common | NONE |
| 381430602 | GSSC | GOLDMAN SACHS ETF TR | $563,173 | 0.24% | 7,520 | Common | NONE |
| 36828A101 | GEV | GE VERNOVA INC | $533,118 | 0.22% | 867 | Common | NONE |
| 11135F101 | AVGO | BROADCOM INC | $513,340 | 0.22% | 1,556 | Common | NONE |
| 46436E767 | USXF | ISHARES TR | $503,912 | 0.21% | 8,793 | Common | NONE |
| 88160R101 | TSLA | TESLA INC | $487,858 | 0.20% | 1,097 | Common | NONE |
| 46429B747 | STIP | ISHARES TR | $462,743 | 0.19% | 4,477 | Common | NONE |
| 38149W739 | GSWO | GOLDMAN SACHS ETF TR | $444,699 | 0.19% | 7,806 | Common | NONE |
| 78464A664 | SPTL | SPDR SERIES TRUST | $419,746 | 0.18% | 15,575 | Common | NONE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $417,777 | 0.18% | 831 | Common | NONE |
| 464287481 | IWP | ISHARES TR | $402,735 | 0.17% | 2,828 | Common | NONE |
| 931142103 | WMT | WALMART INC | $402,140 | 0.17% | 3,902 | Common | NONE |
| 381430362 | GTIP | GOLDMAN SACHS ETF TR | $396,115 | 0.17% | 7,935 | Common | NONE |
| 464288885 | EFG | ISHARES TR | $390,950 | 0.16% | 3,433 | Common | NONE |
| 437076102 | HD | HOME DEPOT INC | $380,473 | 0.16% | 939 | Common | NONE |
| 46436E619 | EUSB | ISHARES TR | $370,955 | 0.16% | 8,446 | Common | NONE |
| 46434G863 | ESGE | ISHARES INC | $359,995 | 0.15% | 8,291 | Common | NONE |
| 22160K105 | COST | COSTCO WHSL CORP NEW | $359,285 | 0.15% | 388 | Common | NONE |
| 922020805 | VTIP | VANGUARD MALVERN FDS | $311,628 | 0.13% | 6,155 | Common | NONE |
| 46429B267 | GOVT | ISHARES TR | $311,588 | 0.13% | 13,477 | Common | NONE |
| 532457108 | LLY | ELI LILLY & CO | $271,212 | 0.11% | 355 | Common | NONE |
| 464289420 | IWX | ISHARES TR | $269,528 | 0.11% | 3,067 | Common | NONE |
| 461202103 | INTU | INTUIT | $268,384 | 0.11% | 393 | Common | NONE |
| 17275R102 | CSCO | CISCO SYS INC | $267,043 | 0.11% | 3,903 | Common | NONE |
| 384109104 | GGG | GRACO INC | $265,117 | 0.11% | 3,120 | Common | NONE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $255,965 | 0.11% | 450 | Common | NONE |
| 166764100 | CVX | CHEVRON CORP NEW | $246,445 | 0.10% | 1,587 | Common | NONE |
| 02079K107 | GOOG | ALPHABET INC | $236,974 | 0.10% | 973 | Common | NONE |
| 26441C204 | DUK | DUKE ENERGY CORP NEW | $235,620 | 0.10% | 1,904 | Common | NONE |
| 64110L106 | NFLX | NETFLIX INC | $233,789 | 0.10% | 195 | Common | NONE |
| 092528843 | HIMU | BLACKROCK ETF TRUST II | $233,062 | 0.10% | 4,738 | Common | NONE |
| 14064D444 | SCEC | CAPITOL SER TR | $227,842 | 0.10% | 8,942 | Common | NONE |
| 464287473 | IWS | ISHARES TR | $223,053 | 0.09% | 1,597 | Common | NONE |
| 46435G516 | ESGD | ISHARES TR | $217,852 | 0.09% | 2,343 | Common | NONE |
| 742718109 | PG | PROCTER AND GAMBLE CO | $208,964 | 0.09% | 1,360 | Common | NONE |
| 69608A108 | PLTR | PALANTIR TECHNOLOGIES INC | $208,871 | 0.09% | 1,145 | Common | NONE |
| 09290D101 | BLK | BLACKROCK INC | $206,359 | 0.09% | 177 | Common | NONE |
| 09290C608 | LCTD | BLACKROCK ETF TRUST | $206,290 | 0.09% | 3,871 | Common | NONE |
| 72203T100 | PAXS | PIMCO ACCESS INCOME FUND | $162,700 | 0.07% | 10,000 | Common | NONE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.