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 | MSFT | MICROSOFT CORP | Technology | 526.0 | $254K | 0.20% | -65.0 | -11.0% | $483.78 | -13.4% |
| 62 | AVES | AMERICAN CENTY ETF TR | — | 4,130.0 | $241K | 0.18% | — | — | $58.31 | +12.6% |
| 63 | IJS | ISHARES TR | — | 2,114.0 | $240K | 0.18% | -482.0 | -18.6% | $113.72 | +12.8% |
| 64 | AAPL | APPLE INC | Technology | 858.0 | $233K | 0.18% | — | — | $271.81 | +12.2% |
| 65 | VTES | VANGUARD WELLINGTON FD | — | 2,000.0 | $203K | 0.16% | -603.0 | -23.2% | $101.58 | -0.8% |
| 66 | VUG | VANGUARD INDEX FDS | — | 410.0 | $200K | 0.15% | NEW | — | $487.86 | -82.1% |
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
39.3%
Consumer Cyclical
21.1%
Financial Services
14.6%
Technology
14.2%
Healthcare
6.1%
Energy
4.7%