Portfolio (Quarterly)
Guide ↗
Life Planning Partners, Inc
· CIK 0001910934| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | VCSH | VANGUARD SCOTTSDALE FDS | — | 3,466.0 | $277K | 0.20% | NEW | — | $79.93 | -1.3% |
| 62 | VTES | VANGUARD WELLINGTON FD | — | 2,603.0 | $265K | 0.19% | NEW | — | $101.93 | -1.1% |
| 63 | AVIV | AMERICAN CENTY ETF TR | — | 3,920.0 | $264K | 0.19% | NEW | — | $67.44 | +17.5% |
| 64 | SLV | ISHARES SILVER TR | Financial Services | 6,041.0 | $256K | 0.19% | NEW | — | $42.37 | +63.9% |
| 65 | AVES | AMERICAN CENTY ETF TR | — | 4,130.0 | $237K | 0.17% | NEW | — | $57.37 | +14.5% |
| 66 | AAPL | APPLE INC | Technology | 858.0 | $218K | 0.16% | NEW | — | $254.56 | +19.8% |
| 67 | AGG | ISHARES TR | — | 2,135.0 | $214K | 0.16% | NEW | — | $100.25 | -1.9% |
| 68 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 745.0 | $210K | 0.15% | NEW | — | $282.16 | -10.3% |
| 69 | IWB | ISHARES TR | — | 574.0 | $210K | 0.15% | NEW | — | $365.48 | +10.8% |
| 70 | — | BERKSHIRE HATHAWAY INC DEL | — | 410.0 | $206K | 0.15% | NEW | — | $502.13 | — |
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
34.3%
Consumer Cyclical
20.4%
Financial Services
19.1%
Technology
16.6%
Healthcare
5.4%
Energy
4.2%