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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 :
21 |
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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 |
|
IEFA |
Ishares Core Msci Eafe |
2 |
- |
$0.00 |
$8,403,000 |
113,214 |
8.37% |
850,000 |
5,848 |
0.001 |
N/A |
|
|
VTI |
Vanguard Total Stock Market... |
3 |
- |
$258.05 |
$7,298,000 |
28,081 |
7.27% |
658,000 |
91 |
0.003 |
Closed - End Fund - E... |
|
|
VEA |
Vanguard Europe Pacific ETF |
6 |
- |
$49.56 |
$4,179,000 |
83,297 |
4.16% |
399,000 |
4,392 |
0.004 |
Closed - End Fund - F... |
|
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IEMG |
Ishares Core Msci Emerging ... |
7 |
- |
$53.31 |
$3,856,000 |
74,728 |
3.84% |
236,000 |
3,154 |
0.001 |
N/A |
|
|
MUB |
iShares S&P National Munici... |
8 |
- |
$106.80 |
$3,430,000 |
31,876 |
3.42% |
1,341,000 |
12,608 |
0.002 |
Closed - End Fund - E... |
|
|
VB |
Vanguard Small Cap VIPERS |
10 |
- |
$222.54 |
$2,244,000 |
9,818 |
2.23% |
351,000 |
945 |
0.005 |
Closed - End Fund - E... |
|
|
VWO |
Vanguard Emerging Markets S... |
14 |
- |
$43.46 |
$1,951,000 |
46,715 |
1.94% |
97,000 |
1,615 |
0 |
Closed - End Fund - E... |
|
|
BND |
Vanguard Total Bond Market ETF |
21 |
- |
$71.38 |
$1,233,000 |
16,970 |
1.23% |
92,000 |
1,460 |
0.002 |
Closed - End Fund - E... |
|
|
DFUS |
Dimensional U S Equity Etf |
22 |
- |
$56.68 |
$1,210,000 |
21,238 |
1.21% |
267,000 |
3,048 |
0.002 |
N/A |
|
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FREL |
Fidelity Msci Real Estate I... |
24 |
- |
$0.00 |
$1,106,000 |
42,386 |
1.1% |
53,000 |
2,875 |
0.092 |
N/A |
|
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VEU |
Vanguard FTSE All-World ETF |
25 |
- |
$57.31 |
$912,000 |
15,557 |
0.91% |
39,000 |
2 |
0.003 |
Closed - End Fund - F... |
|
|
VBR |
Vanguard Small Cap Val VIPER |
31 |
- |
$188.19 |
$712,000 |
3,709 |
0.71% |
49,000 |
26 |
0.003 |
Closed - End Fund - E... |
|
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DFAI |
Dfa Dimensional Internation... |
32 |
- |
$0.00 |
$709,000 |
23,471 |
0.71% |
312,000 |
9,621 |
0.018 |
N/A |
|
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AVDE |
Avantis International Equit... |
34 |
- |
$64.21 |
$626,000 |
9,824 |
0.62% |
62,000 |
489 |
0.011 |
N/A |
|
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BSV |
Vanguard Short-Term Bond |
36 |
- |
$76.21 |
$582,000 |
7,585 |
0.58% |
407,000 |
5,315 |
0.001 |
Closed - End Fund - E... |
|
|
GLD |
streetTRACKS Gold Trust |
37 |
- |
$218.71 |
$563,000 |
2,738 |
0.56% |
87,000 |
248 |
0.001 |
Closed - End Fund - E... |
|
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IXUS |
Ishares Core Msci Total Int... |
38 |
- |
$68.68 |
$511,000 |
7,537 |
0.51% |
86,000 |
994 |
0 |
N/A |
|
|
IWY |
iShares Trust |
48 |
- |
$195.92 |
$328,000 |
1,680 |
0.33% |
325,000 |
1,663 |
0.002 |
N/A |
|
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VNQ |
Vanguard REIT Index VIPERs |
54 |
- |
$82.89 |
$277,000 |
3,207 |
0.28% |
66,000 |
819 |
0.001 |
Closed - End Fund - E... |
|
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AGG |
iShares Barclays Agency Bond |
57 |
- |
$96.24 |
$225,000 |
2,301 |
0.22% |
134,000 |
1,385 |
0 |
Closed - End Fund - E... |
|
|
JPM |
JP Morgan Chase & Co |
59 |
- |
$198.77 |
$216,000 |
1,077 |
0.22% |
35,000 |
10 |
0 |
Domestic Money Center... |
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