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| Name: |
Life Planning Partners Inc |
| City: |
JACKSONVILLE |
| State: |
FL |
| Zip: |
32217 |
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data |
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| Holdings
Found :
16 |
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 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
GWL |
St Spdr S&P Wld Xus |
9 |
- |
$35.97 |
$3,120,000 |
87,061 |
3.11% |
159,000 |
0 |
0.01 |
Closed - End Fund - E... |
|
|
IWW |
iShares Russell 3000 Value |
11 |
- |
$89.21 |
$2,236,000 |
24,720 |
2.23% |
151,000 |
0 |
0.003 |
Closed - End Fund - E... |
|
|
DFAX |
Dimensional Funds plc - Wor... |
23 |
- |
$25.83 |
$1,186,000 |
46,601 |
1.18% |
48,000 |
0 |
0.005 |
N/A |
|
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XPO |
XPO Logistics Inc |
28 |
- |
$114.42 |
$785,000 |
6,430 |
0.78% |
222,000 |
0 |
0.006 |
AirDelivery & Freight... |
|
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IVV |
iShares Core S&P 500 Etf |
29 |
- |
$523.39 |
$771,000 |
1,467 |
0.77% |
71,000 |
0 |
0 |
Closed - End Fund - E... |
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TSLA |
Tesla Motors Inc |
40 |
- |
$177.81 |
$490,000 |
2,787 |
0.49% |
-203,000 |
0 |
0 |
Auto Manufacturers |
|
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VCSH |
Vanguard Scottsdale Funds |
41 |
- |
$76.88 |
$444,000 |
5,749 |
0.44% |
-1,000 |
0 |
0.001 |
N/A |
|
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LQD |
iShares Trust Goldman Sachs |
42 |
- |
$106.31 |
$440,000 |
4,044 |
0.44% |
-8,000 |
0 |
0.001 |
Closed - End Fund - E... |
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VGK |
Vanguard European Stock VIPERS |
45 |
- |
$68.93 |
$379,000 |
5,622 |
0.38% |
16,000 |
0 |
0.002 |
Closed - End Fund - E... |
|
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CMF |
iShares S&P CA AMT-Free Mun... |
46 |
- |
$57.14 |
$378,000 |
6,561 |
0.38% |
-2,000 |
0 |
0.007 |
N/A |
|
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EWX |
Spdr Index Shares Fu |
47 |
- |
$57.38 |
$335,000 |
6,000 |
0.33% |
-4,000 |
0 |
0.048 |
Closed - End Fund - E... |
|
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GXO |
Gxo Logistics, Inc. |
49 |
- |
$53.21 |
$326,000 |
6,055 |
0.32% |
-44,000 |
0 |
0.005 |
N/A |
|
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IJS |
iShares S&P SmCp 600/BRR Vl |
50 |
- |
$100.52 |
$324,000 |
3,151 |
0.32% |
-1,000 |
0 |
0.004 |
Closed - End Fund - E... |
|
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AVUS |
Avantis Us Equity Etf |
51 |
- |
$0.00 |
$319,000 |
3,565 |
0.32% |
28,000 |
0 |
0.004 |
N/A |
|
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BIL |
Spdr Brcly Cap 1-3 Mnth Tb |
58 |
- |
$0.00 |
$219,000 |
2,384 |
0.22% |
1,000 |
0 |
0 |
Closed - End Fund - E... |
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CVX |
Chevron Corp |
61 |
- |
$165.82 |
$203,000 |
1,284 |
0.2% |
11,000 |
0 |
0 |
Integrated Oil & Gas |
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