StockDriftsStockDriftsTop 50 Life Planning Partners, Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES TR | 19.19% | 176.5K | $25.1M | -0.06%(-112) | $107.44(+50.77%) | 2026-03-31 | |
| IEFA | ISHARES TR | 8.22% | 119.0K | $10.8M | -0.06%(-70) | $74.50(+30.38%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 5.78% | 23.6K | $7.6M | -0.65%(-155) | $223.61(+63.10%) | 2026-03-31 | |
| SUB | ISHARES TR | 4.44% | 54.6K | $5.8M | -0.08%(-42) | $106.40(-0.13%) | 2026-03-31 | |
| IEMG | ISHARES INC | 4.33% | 81.4K | $5.7M | +1.53%(+1.23K) | $58.95(+39.18%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 4.31% | 88.2K | $5.7M | +3.04%(+2.60K) | $48.34(+46.10%) | 2026-03-31 | |
| MUB | ISHARES TR | 3.42% | 42.2K | $4.5M | +5.24%(+2.10K) | $111.02(-3.95%) | 2026-03-31 | |
| IUSB | ISHARES TR | 2.87% | 81.4K | $3.8M | -0.23%(-191) | $52.89(-13.04%) | 2026-03-31 | |
| CLIP | GLOBAL X FDS | 2.72% | 35.5K | $3.6M | +0.21%(+74) | $100.34(-0.15%) | 2026-03-31 | |
| SPDW | SPDR INDEX SHS FDS | 2.36% | 67.8K | $3.1M | -0.67%(-460) | $36.31(+38.46%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +0.69% | +2.08% |
| Top 20 Holdings Unweighted | -0.31% | -0.91% |
Sign up free to track Life Planning Partners, Inc, compare funds side by side, and get alerts the moment positions change.