Life Planning Partners, Inc

13F Filings History

Latest 13F report
Q4 2024 - Feb 12, 2025
Value $
$108M
Signature - Title
Brett Lozowski - Chief Compliance Officer
Location
Jacksonville, FL
Summary
This page shows a list of all the recent 13F filings made by Life Planning Partners, Inc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Life Planning Partners, Inc reported 59 stock holdings with total value $108M as of Q4 2024. Top holdings included ITOT, IEFA, VTI, SUB, and IUSB.
Holdings Value