Latest Life Planning Partners, Inc Stock Portfolio
Life Planning Partners, Inc Performance:
2024 Q3: 1.9%YTD: 4.18%2023: 3.27%
Performance for 2024 Q3 is 1.9%, and YTD is 4.18%, and 2023 is 3.27%.
About Life Planning Partners, Inc and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Life Planning Partners, Inc reported an equity portfolio of $112 Millions as of 30 Sep, 2024.
The top stock holdings of Life Planning Partners, Inc are IJR, IBCE, VB. The fund has invested 21% of it's portfolio in ISHARES TR and 8.4% of portfolio in ISHARES TR.
The fund managers got completely rid off VANECK ETF TRUST (AFK), SPROTT PHYSICAL GOLD TR (PHYS) and SPDR GOLD TR (GLD) stocks. They significantly reduced their stock positions in VANGUARD INTL EQUITY INDEX F (VEU), ISHARES TR (IBCE) and ISHARES INC (ACWV). Life Planning Partners, Inc opened new stock positions in AMERICAN CENTY ETF TR (AEMB) and FIDELITY NATIONAL FINANCIAL (FNF). The fund showed a lot of confidence in some stocks as they added substantially to AMERICAN CENTY ETF TR (AEMB), ISHARES TR (IJR) and ISHARES TR (AAXJ).
The top stock holdings of Life Planning Partners, Inc are IJR, IBCE, VB. The fund has invested 21% of it's portfolio in ISHARES TR and 8.4% of portfolio in ISHARES TR.
The fund managers got completely rid off VANECK ETF TRUST (AFK), SPROTT PHYSICAL GOLD TR (PHYS) and SPDR GOLD TR (GLD) stocks. They significantly reduced their stock positions in VANGUARD INTL EQUITY INDEX F (VEU), ISHARES TR (IBCE) and ISHARES INC (ACWV). Life Planning Partners, Inc opened new stock positions in AMERICAN CENTY ETF TR (AEMB) and FIDELITY NATIONAL FINANCIAL (FNF). The fund showed a lot of confidence in some stocks as they added substantially to AMERICAN CENTY ETF TR (AEMB), ISHARES TR (IJR) and ISHARES TR (AAXJ).
Life Planning Partners, Inc Annual Return Estimates Vs S&P 500
Our best estimate is that Life Planning Partners, Inc made a return of 1.9% in the last quarter. In trailing 12 months, it's portfolio return was 15.44%.
New Buys
| Ticker | $ Bought |
|---|---|
| american centy etf tr | 1,185,980 |
| fidelity national financial | 220,623 |
New stocks bought by Life Planning Partners, Inc
Additions
| Ticker | % Inc. |
|---|---|
| american centy etf tr | 46.18 |
| american centy etf tr | 19.11 |
| ishares tr | 15.86 |
| ishares tr | 13.35 |
| microsoft corp | 9.59 |
| dimensional etf trust | 5.51 |
| vanguard scottsdale fds | 4.29 |
| ishares tr | 2.46 |
Additions to existing portfolio by Life Planning Partners, Inc
Reductions
| Ticker | % Reduced |
|---|---|
| vanguard intl equity index f | -60.86 |
| ishares tr | -23.37 |
| ishares inc | -23.31 |
| bank america corp | -17.78 |
| ishares tr | -17.35 |
| ishares tr | -14.7 |
| ishares tr | -11.56 |
| ishares tr | -9.87 |
Life Planning Partners, Inc reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| sprott physical gold tr | -594,355 |
| vaneck etf trust | -720,189 |
| spdr gold tr | -428,730 |
| chevron corp new | -200,843 |
Life Planning Partners, Inc got rid off the above stocks
Sector Distribution
Life Planning Partners, Inc has about 96.9% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 96.9 |
Market Cap. Distribution
Life Planning Partners, Inc has about 2% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 96.9 |
| MEGA-CAP | 2 |
Stocks belong to which Index?
About 2% of the stocks held by Life Planning Partners, Inc either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 98 |
| S&P 500 | 2 |
Life Planning Partners, Inc Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Life Planning Partners, Inc
Life Planning Partners, Inc has 60 stocks in it's portfolio. About 62.8% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for Life Planning Partners, Inc last quarter.
Last Reported on: 29 Oct, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAXJ | ishares tr | 5.08 | 53,630 | 5,694,930 | reduced | -14.7 | ||
| AAXJ | ishares tr | 3.44 | 35,441 | 3,849,950 | added | 1.14 | ||
| AAXJ | ishares tr | 0.64 | 7,607 | 711,865 | reduced | -11.56 | ||
| AAXJ | ishares tr | 0.39 | 7,437 | 432,164 | added | 13.35 | ||
| ABBV | abbvie inc | 0.28 | 1,603 | 316,560 | unchanged | 0.00 | ||
| ACWF | ishares tr | 4.14 | 98,383 | 4,635,790 | added | 2.46 | ||
| ACWF | ishares tr | 1.32 | 29,411 | 1,483,200 | added | 1.59 | ||
| ACWV | ishares inc | 0.19 | 5,578 | 214,530 | reduced | -23.31 | ||
| AEMB | american centy etf tr | 1.06 | 25,159 | 1,185,980 | new | |||
| AEMB | american centy etf tr | 0.87 | 14,596 | 978,370 | added | 46.18 | ||
| AEMB | american centy etf tr | 0.84 | 9,840 | 936,234 | added | 19.11 | ||
| AEMB | american centy etf tr | 0.24 | 3,885 | 274,553 | unchanged | 0.00 | ||
| AEMB | american centy etf tr | 0.20 | 3,920 | 220,066 | unchanged | 0.00 | ||
| AEMB | american centy etf tr | 0.19 | 4,130 | 215,338 | unchanged | 0.00 | ||
| AFK | vaneck etf trust | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AOA | ishares tr | 0.33 | 1,680 | 369,684 | unchanged | 0.00 | ||
| BAC | bank america corp | 0.50 | 14,059 | 557,858 | reduced | -17.78 | ||
| BIV | vanguard bd index fds | 1.64 | 23,473 | 1,839,580 | reduced | -0.4 | ||
| BIV | vanguard bd index fds | 1.29 | 19,209 | 1,442,770 | added | 2.16 | ||
| BIV | vanguard bd index fds | 0.51 | 7,208 | 567,198 | reduced | -2.04 | ||