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 | AMD | ADVANCED MICRO DEVICES INC | Technology | 485.0 | $282K | 0.21% | NEW | — | $580.90 | -17.9% |
| 62 | IJS | ISHARES TR | — | 2,042.0 | $279K | 0.21% | -72.0 | -3.4% | $136.68 | +1.0% |
| 63 | TSLA | TESLA INC | Consumer Cyclical | 658.0 | $277K | 0.21% | -2K | -76.5% | $420.67 | -15.7% |
| 64 | JPM | JPMORGAN CHASE & CO | Financial Services | 769.0 | $252K | 0.19% | -597.0 | -43.7% | $327.33 | +8.2% |
| 65 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 2,143.0 | $250K | 0.19% | +91.0 | +4.4% | $116.67 | +59.4% |
| 66 | AAPL | APPLE INC | Technology | 858.0 | $248K | 0.18% | — | — | $289.37 | +8.7% |
| 67 | ISTB | ISHARES TR | — | 4,979.0 | $240K | 0.18% | NEW | — | $48.25 | -0.3% |
| 68 | CAT | CATERPILLAR INC | Industrials | 215.0 | $229K | 0.17% | NEW | — | $1064.90 | -23.3% |
| 69 | DFIV | DIMENSIONAL ETF TRUST | — | 3,811.0 | $206K | 0.15% | NEW | — | $54.02 | +7.4% |
| 70 | VUG | VANGUARD INDEX FDS | — | 2,366.0 | $204K | 0.15% | +2K | +477.1% | $86.14 | +3.2% |
| 71 | VTES | VANGUARD WELLINGTON FD | — | 2,000.0 | $203K | 0.15% | — | — | $101.31 | -0.4% |
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%