LifePlan Investment Advisors, Inc. — 13F holdings

LifePlan Investment Advisors, Inc. reported 131 holdings worth $291M in its 13F filing for Q2 2026, filed August 11, 2026.

Largest positions

  1. IVV ISHARES TR — $13.0M (4.5%)
  2. AGG ISHARES TR — $11.8M (4.1%)
  3. VOO VANGUARD INDEX FDS — $10.6M (3.7%)
  4. VUG VANGUARD INDEX FDS — $10.5M (3.6%)
  5. GSUS GOLDMAN SACHS ETF TR — $9.79M (3.4%)
  6. VEA VANGUARD TAX-MANAGED FDS — $9.67M (3.3%)
  7. IUSB ISHARES TR — $8.11M (2.8%)
  8. VTV VANGUARD INDEX FDS — $7.85M (2.7%)
  9. VBR VANGUARD INDEX FDS — $6.30M (2.2%)
  10. SCHE SCHWAB STRATEGIC TR — $6.28M (2.2%)