Life Planning Partners, Inc 13F 持仓 · 2026年Q2
Life Planning Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 71 只证券，申报市值合计 1.35 亿美元。前几大持仓：ITOT（19.74%）、IEFA（7.88%）、VTI（6.34%）。本季前 25 大持仓中：增持 2 只、减持 21 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | $26.6M | 19.74% | 161,686 | 减持 |
| 2 | IEFA | ISHARES TR | $10.6M | 7.88% | 109,808 | 减持 |
| 3 | VTI | VANGUARD INDEX FDS | $8.5M | 6.34% | 23,054 | 减持 |
| 4 | IEMG | ISHARES INC | $6.1M | 4.56% | 74,126 | 减持 |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | $5.8M | 4.28% | 80,913 | 减持 |
| 6 | SUB | ISHARES TR | $5.4M | 3.99% | 50,465 | 减持 |
| 7 | MUB | ISHARES TR | $4.5M | 3.35% | 41,843 | 减持 |
| 8 | CLIP | GLOBAL X FDS | $3.7M | 2.73% | 36,541 | 增持 |
| 9 | SPDW | SPDR INDEX SHS FDS | $3.4M | 2.54% | 67,750 | 持平 |
| 10 | IUSB | ISHARES TR | $3.3M | 2.46% | 71,639 | 减持 |
| 11 | VWO | VANGUARD INTL EQUITY INDEX F | $2.8M | 2.07% | 46,606 | 减持 |
| 12 | IUSV | ISHARES TR | $2.7M | 2.01% | 24,491 | 持平 |
| 13 | DFUS | DIMENSIONAL ETF TRUST | $2.6M | 1.94% | 31,872 | 减持 |
| 14 | SLQD | ISHARES TR | $2.6M | 1.90% | 50,869 | 增持 |
| 15 | AVUS | AMERICAN CENTY ETF TR | $2.5M | 1.84% | 19,373 | 减持 |
| 16 | VCIT | VANGUARD SCOTTSDALE FDS | $2.2M | 1.61% | 26,140 | 减持 |
| 17 | VB | VANGUARD INDEX FDS | $2.1M | 1.54% | 6,829 | 减持 |
| 18 | DFAI | DIMENSIONAL ETF TRUST | $2.0M | 1.48% | 48,146 | 减持 |
| 19 | FMUN | FIDELITY MERRIMACK STR TR | $1.9M | 1.44% | 38,530 | 减持 |
| 20 | AVRE | AMERICAN CENTY ETF TR | $1.8M | 1.35% | 38,336 | 减持 |
| 21 | DFAX | DIMENSIONAL ETF TRUST | $1.6M | 1.17% | 42,736 | 减持 |
| 22 | BIV | VANGUARD BD INDEX FDS | $1.5M | 1.10% | 19,219 | 减持 |
| 23 | AVDE | AMERICAN CENTY ETF TR | $1.4M | 1.01% | 15,250 | 减持 |
| 24 | VV | VANGUARD INDEX FDS | $1.4M | 1.00% | 3,929 | 减持 |
| 25 | AVIG | AMERICAN CENTY ETF TR | $1.3M | 0.98% | 31,799 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR