LifePlan Investment Advisors, Inc.

Q2 2023 13F Combination Report, Stock Holdings

Signature - Title
Alex Sutherland - President
Location
Raleigh, NC
Holdings as of
30 Jun 2023
Value $
$89,462,580
Num holdings
52
Filing time
21 Jan 2025, 16:23:49 UTC
Form type
13F-HR
Description
A portion of the US holdings for this investor are reported in this report and a portion are reported by other reporting manager(s). Top holdings included AGG, VOO, VBR, VOE, and IAGG.
Next filing
Q3 2023 - 21 Jan 2025
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Alex Sutherland President Raleigh, North Carolina 13 Jan 2025

List of Other Managers Reporting for LifePlan Investment Advisors, Inc.:

Name Holdings Value Location File Number
AE Wealth Management LLC $17,422,671,879 Topeka, KS 028-17779

Other Included Managers (1):

Num Name Location File Number
1 AE Wealth Management LLC Topeka, KS 028-17779