Portfolio (Quarterly)
Guide ↗
Life Planning Partners, Inc
· CIK 0001910934| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VXUS | VANGUARD STAR FDS | — | 9,997.0 | $855K | 0.64% | NEW | — | $85.49 | +2.9% |
| 2 | GOOG | ALPHABET INC | — | 2,341.0 | $827K | 0.61% | NEW | — | $353.33 | — |
| 3 | ORCL | ORACLE CORP | Technology | 2,720.0 | $399K | 0.30% | NEW | — | $146.55 | +3.7% |
| 4 | AMD | ADVANCED MICRO DEVICES INC | Technology | 485.0 | $282K | 0.21% | NEW | — | $580.90 | -17.9% |
| 5 | ISTB | ISHARES TR | — | 4,979.0 | $240K | 0.18% | NEW | — | $48.25 | -0.3% |
| 6 | CAT | CATERPILLAR INC | Industrials | 215.0 | $229K | 0.17% | NEW | — | $1064.90 | -23.3% |
| 7 | DFIV | DIMENSIONAL ETF TRUST | — | 3,811.0 | $206K | 0.15% | NEW | — | $54.02 | +7.4% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Industrials
50.6%
Technology
25.6%
Financial Services
11.9%
Healthcare
7.1%
Consumer Cyclical
4.8%