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Disclosed positions
LifePlan Investment Advisors, Inc.: source evidence dated 2026-08-12T03:59:59.999Z.
- Issuer
- ISHARES TR
- Ticker
- IVV
- Class
- CORE S&P500 ETF
- Reported value
- $13,033,055
- Reported amount
- 17,403
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001214659-26-009887Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| ISHARES TR | IVV | CORE S&P500 ETF | $13,033,055 | 17,403 | SH | None |
| ISHARES TR | AGG | CORE US AGGBD ET | $11,783,371 | 119,048 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $10,610,822 | 15,449 | SH | None |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $10,545,566 | 122,424 | SH | None |
| GOLDMAN SACHS ETF TR | GSUS | MARKETBETA US EQ | $9,792,183 | 94,978 | SH | None |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $9,670,813 | 135,731 | SH | None |
| ISHARES TR | IUSB | CORE UNIVRSL USD | $8,113,301 | 175,803 | SH | None |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $7,852,770 | 36,033 | SH | None |
| VANGUARD INDEX FDS | VBR | SM CP VAL ETF | $6,299,395 | 25,925 | SH | None |
| SCHWAB STRATEGIC TR | SCHE | EMRG MKTEQ ETF | $6,275,658 | 173,074 | SH | None |
| VANGUARD INDEX FDS | VBK | SML CP GRW ETF | $5,325,413 | 14,562 | SH | None |
| ISHARES TR | IAGG | CORE INTL AGGR | $5,299,851 | 104,740 | SH | None |
| SCHWAB STRATEGIC TR | SCHP | US TIPS ETF | $5,209,537 | 196,586 | SH | None |
| SCHWAB STRATEGIC TR | SCHF | INTL EQTY ETF | $5,055,212 | 182,499 | SH | None |
| VANGUARD INDEX FDS | VOE | MCAP VL IDXVIP | $4,879,043 | 24,692 | SH | None |
| VANGUARD MUN BD FDS | VTEB | TAX EXEMPT BD | $4,669,255 | 92,314 | SH | None |
| ISHARES TR | IVW | S&P 500 GRWT ETF | $4,633,543 | 33,691 | SH | None |
| BLACKROCK ETF TRUST | DYNF | ISHARES US EQUIT | $4,622,215 | 67,964 | SH | None |
| VANGUARD INDEX FDS | VOT | MCAP GR IDXVIP | $4,503,004 | 14,701 | SH | None |
| SCHWAB STRATEGIC TR | SCHV | US LCAP VA ETF | $4,492,901 | 129,069 | SH | None |
| APPLE INC | AAPL | COM | $4,436,837 | 15,333 | SH | None |
| GOLDMAN SACHS ETF TR | GCOR | ACCESS US AGRAT | $4,435,628 | 107,765 | SH | None |
| WESTERN DIGITAL CORP | WDC | COM | $4,309,444 | 6,747 | SH | None |
| ISHARES INC | IEMG | CORE MSCI EMKT | $4,294,885 | 51,846 | SH | None |
| SANDISK CORP | SNDK | COM | $4,190,484 | 1,843 | SH | None |
| SCHWAB STRATEGIC TR | SCHG | US LCAP GR ETF | $3,964,893 | 117,166 | SH | None |
| GOLDMAN SACHS ETF TR | GSIE | ACTIVEBETA INT | $3,870,917 | 84,703 | SH | None |
| ISHARES GOLD TR | IAU | ISHARES NEW | $3,850,859 | 50,998 | SH | None |
| ISHARES TR | IVE | S&P 500 VAL ETF | $3,840,346 | 16,913 | SH | None |
| SCHWAB STRATEGIC TR | SCHH | US REIT ETF | $3,534,701 | 149,269 | SH | None |
| FIDELITY COVINGTON TRUST | FUTY | MSCI UTILS INDEX | $3,456,878 | 59,173 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $3,426,187 | 57,400 | SH | None |
| ISHARES TR | HYG | IBOXX HI YD ETF | $3,420,199 | 42,769 | SH | None |
| ISHARES TR | EMB | JPMORGAN USD EMG | $3,396,263 | 35,216 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VNQI | GLB EX US ETF | $3,210,266 | 71,578 | SH | None |
| GOLDMAN SACHS ETF TR | GSLC | ACTIVEBETA US LG | $3,017,381 | 21,266 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $3,004,382 | 15,015 | SH | None |
| ISHARES TR | GOVT | US TREAS BD ETF | $2,806,032 | 123,180 | SH | None |
| ISHARES TR | EFG | EAFE GRWTH ETF | $2,604,857 | 20,936 | SH | None |
| ISHARES TR | MBB | MBS ETF | $2,573,729 | 27,229 | SH | None |
| VANGUARD INDEX FDS | VB | SMALL CP ETF | $2,306,956 | 7,611 | SH | None |
| BLACKROCK ETF TRUST | BAI | ISHA I IN TE ETF | $2,264,271 | 42,949 | SH | None |
| ISHARES TR | MUB | NATIONAL MUN ETF | $2,263,033 | 21,028 | SH | None |
| VANGUARD CHARLOTTE FDS | BNDX | TOTAL INT BD ETF | $2,223,550 | 45,913 | SH | None |
| VANGUARD BD INDEX FDS | BSV | SHORT TRM BOND | $2,086,209 | 26,777 | SH | None |
| TEXAS INSTRS INC | TXN | COM | $1,980,079 | 6,643 | SH | None |
| ISHARES TR | MTUM | MSCI USA MMENTM | $1,873,233 | 5,464 | SH | None |
| BLACKROCK ETF TRUST | BLCR | ISHA LA CORE ETF | $1,775,643 | 35,252 | SH | None |
| INTERNATIONAL BUSINESS MACHS | IBM | COM | $1,700,011 | 6,045 | SH | None |
| ISHARES TR | TLH | 10-20 YR TRS ETF | $1,692,527 | 16,866 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 1 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.