Fund Update: LifePlan Investment Advisors, Inc. Just Disclosed New Holdings

LifePlan Investment Advisors, Inc. just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 2025-02-14 report period. You can see the full portfolio on Sensa Market, and track moves made by other funds.

Per our estimates, the largest stock moves were:

• An increase of 85,973 shares of $SCHG (~$52,952). This was a increase of ~280.00% from their previous position.
• An increase of 84,263 shares of $SCHV (~$225,544). This was a increase of ~188.89% from their previous position.
• A decrease of 810 shares of $IVV (~$340,690). This was a increase of ~-7.06% from their previous position.
• A decrease of 8,132 shares of $AGG (~$1,297,463). This was a increase of ~-6.98% from their previous position.
• An increase of 96,110 shares of $SCHF (~$451,252). This was a increase of ~97.52% from their previous position.

Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.

Check out Sensa Market's fund page for LifePlan Investment Advisors, Inc. for more details.