Life Planning Partners, Inc

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Jacksonville, FL
CIK
0001910934
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 263 101,628 ITOT, IEFA, SUB, VTI 13F-HR 1/19/2024 000191093424000002
Q3 2022 186 87,301 ITOT, SUB, IEFA, VTI 13F-HR 10/13/2022 000191093422000003
Q2 2022 187 88,936 ITOT, IEFA, SUB, IUSB 13F-HR 7/20/2022 000187782922000004
Q1 2022 184 98,238 ITOT, IEFA, SUB, IUSB 13F-HR 4/25/2022 000191093422000002
Q4 2021 172 99,327 ITOT, IEFA, IUSB, SUB 13F-HR 2/11/2022 000191093422000001