Life Planning Partners, Inc

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 31, 2024
Value $
$110M
Signature - Title
Brett Lozowski - Chief Compliance Officer
Location
961 Old Grove Manor, Jacksonville, FL
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 62 $110M +$12.7M -$3.29M +$9.39M ITOT, IEFA, VTI, SUB, VEA 13F-HR 7/30/2024, 05:34 PM
Q1 2024 61 $100M +$4.79M -$9.92M -$5.13M ITOT, IEFA, VTI, SUB, IUSB 13F-HR 5/1/2024, 07:09 PM
Q4 2023 263 $102M $0 $0 ITOT, IEFA, SUB, VTI, IUSB 13F-HR 1/19/2024, 12:02 PM
Q3 2022 186 $87.3M +$4.2M -$1.19M +$3.01M ITOT, SUB, IEFA, VTI, IUSB 13F-HR 10/13/2022, 04:16 PM
Q2 2022 169 $68.5M +$3.16M -$916K +$2.25M IEFA, IUSB, VTEB, VTI, IEMG 13F-HR 7/20/2022, 12:35 PM
Q1 2022 165 $61.2M +$3.45M -$775K +$2.68M IUSB, VTEB, VTI, VNQI, SPDW 13F-HR 4/25/2022, 12:33 PM
Q4 2021 151 $66.5M $0 $0 IEFA, VTEB, VTI, IEMG, SPDW 13F-HR 2/11/2022, 03:19 PM