LifePlan Investment Advisors, Inc.
Q2 2026 13F filing
Updated 30 days ago131 disclosed positions worth $290.5M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | E ETHA ISHARES TR | $13M | 17.4K | 4.49% | — |
| 2 | E ETHA ISHARES TR | $11.8M | 119.0K | 4.06% | — |
| 3 | V VGES VANGUARD INDEX FDS | $10.6M | 15.4K | 3.65% | — |
| 4 | V VGES VANGUARD INDEX FDS | $10.5M | 122.4K | 3.63% | — |
| 5 | ? N/A GOLDMAN SACHS ETF TR | $9.8M | 95.0K | 3.37% | — |
| 6 | V VGES VANGUARD TAX-MANAGED FDS | $9.7M | 135.7K | 3.33% | — |
| 7 | E ETHA ISHARES TR | $8.1M | 175.8K | 2.79% | — |
| 8 | V VGES VANGUARD INDEX FDS | $7.9M | 36.0K | 2.70% | — |
| 9 | V VGES VANGUARD INDEX FDS | $6.3M | 25.9K | 2.17% | — |
| 10 | S SCHW-PJ SCHWAB STRATEGIC TR | $6.3M | 173.1K | 2.16% | — |
| 11 | T THQ VANGUARD INDEX FDS | $5.3M | 14.6K | 1.83% | — |
| 12 | E ETHA ISHARES TR | $5.3M | 104.7K | 1.82% | — |
| 13 | S SCHW-PJ SCHWAB STRATEGIC TR | $5.2M | 196.6K | 1.79% | — |
| 14 | S SCHW-PJ SCHWAB STRATEGIC TR | $5.1M | 182.5K | 1.74% | — |
| 15 | V VGES VANGUARD INDEX FDS | $4.9M | 24.7K | 1.68% | — |
| 16 | V VGES VANGUARD MUN BD FDS | $4.7M | 92.3K | 1.61% | — |
| 17 | E ETHA ISHARES TR | $4.6M | 33.7K | 1.59% | — |
| 18 | E ETHA BLACKROCK ETF TRUST | $4.6M | 68.0K | 1.59% | — |
| 19 | V VGES VANGUARD INDEX FDS | $4.5M | 14.7K | 1.55% | — |
| 20 | S SCHW-PJ SCHWAB STRATEGIC TR | $4.5M | 129.1K | 1.55% | — |
| 21 | A AAPL APPLE INC | $4.4M | 15.3K | 1.53% | — |
| 22 | ? N/A GOLDMAN SACHS ETF TR | $4.4M | 107.8K | 1.53% | — |
| 23 | W WDC WESTERN DIGITAL CORP | $4.3M | 6.7K | 1.48% | — |
| 24 | E ETHA ISHARES INC | $4.3M | 51.8K | 1.48% | — |
| 25 | S SNDK SANDISK CORP | $4.2M | 1.8K | 1.44% | — |
| 26 | S SCHW-PJ SCHWAB STRATEGIC TR | $4M | 117.2K | 1.36% | — |
| 27 | G GS-PD GOLDMAN SACHS ETF TR | $3.9M | 84.7K | 1.33% | — |
| 28 | I IAU ISHARES GOLD TR | $3.9M | 51.0K | 1.33% | — |
| 29 | E ETHA ISHARES TR | $3.8M | 16.9K | 1.32% | — |
| 30 | S SCHW-PJ SCHWAB STRATEGIC TR | $3.5M | 149.3K | 1.22% | — |
| 31 | ? N/A FIDELITY COVINGTON TRUST | $3.5M | 59.2K | 1.19% | — |
| 32 | V VGES VANGUARD INTL EQUITY INDEX F | $3.4M | 57.4K | 1.18% | — |
| 33 | E ETHA ISHARES TR | $3.4M | 42.8K | 1.18% | — |
| 34 | E ETHA ISHARES TR | $3.4M | 35.2K | 1.17% | — |
| 35 | V VGES VANGUARD INTL EQUITY INDEX F | $3.2M | 71.6K | 1.10% | — |
| 36 | G GS-PD GOLDMAN SACHS ETF TR | $3M | 21.3K | 1.04% | — |
| 37 | N NVDA NVIDIA CORPORATION | $3M | 15.0K | 1.03% | — |
| 38 | E ETHA ISHARES TR | $2.8M | 123.2K | 0.97% | — |
| 39 | E ETHA ISHARES TR | $2.6M | 20.9K | 0.90% | — |
| 40 | E ETHA ISHARES TR | $2.6M | 27.2K | 0.89% | — |
| 41 | V VGES VANGUARD INDEX FDS | $2.3M | 7.6K | 0.79% | — |
| 42 | E ETHA BLACKROCK ETF TRUST | $2.3M | 42.9K | 0.78% | — |
| 43 | E ETHA ISHARES TR | $2.3M | 21.0K | 0.78% | — |
| 44 | V VGES VANGUARD CHARLOTTE FDS | $2.2M | 45.9K | 0.77% | — |
| 45 | V VGES VANGUARD BD INDEX FDS | $2.1M | 26.8K | 0.72% | — |
| 46 | T TXN TEXAS INSTRS INC | $2M | 6.6K | 0.68% | — |
| 47 | E ETHA ISHARES TR | $1.9M | 5.5K | 0.64% | — |
| 48 | E ETHA BLACKROCK ETF TRUST | $1.8M | 35.3K | 0.61% | — |
| 49 | I IBM INTERNATIONAL BUSINESS MACHS | $1.7M | 6.0K | 0.59% | — |
| 50 | E ETHA ISHARES TR | $1.7M | 16.9K | 0.58% | — |