LifePlan Investment Advisors, Inc.

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    raleigh, NC
  • CIK
    0002045484
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

97

$161.66M
AGG, VOO, IVV, VBR
13F-HR
Feb 14, 2025
000121465925002747

93

$156.43M
AGG, VOO, IVV, SCHE
13F-HR
Jan 21, 2025
000121465925001062

84

$138.76M
AGG, VOO, IVV, SCHE
13F-HR
Jan 21, 2025
000121465925001061

81

$125.50M
AGG, VOO, IVV, VBR
13F-HR
Jan 21, 2025
000121465925001060

67

$109.28M
AGG, VOO, IVV, VBR
13F-HR
Jan 21, 2025
000121465925001059

63

$94.09M
AGG, VOO, VBR, IVV
13F-HR
Jan 21, 2025
000121465925001058

52

$89.46M
AGG, VOO, VBR, VOE
13F-HR
Jan 21, 2025
000121465925001057