Lifeplan Investment Advisors, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on August 11, 2026, Lifeplan Investment Advisors, Inc. disclosed 130 stock positions valued at approximately $290.52M as of quarter-end June 30, 2026. The largest holdings include ISHARES TR, ISHARES TR, and VANGUARD INDEX FDS.
- Report Period
- June 30, 2026
- No. of Stocks
- 130
- Portfolio Value
- $290.52M
Holdings by Sector
Lifeplan Investment Advisors, Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | Other | 4.49% | 17,403 | +6,943 | +66.38% | $13,033,055 |
| ISHARES TR | AGG | Other | 4.06% | 119,048 | -175 | -0.15% | $11,783,371 |
| VANGUARD INDEX FDS | VOO | Other | 3.65% | 15,449 | +460 | +3.07% | $10,610,822 |
| VANGUARD INDEX FDS | VUG | Other | 3.63% | 122,424 | +102,775 | +523.05% | $10,545,566 |
| GOLDMAN SACHS ETF TR | GSUS | Other | 3.37% | 94,978 | -3,299 | -3.36% | $9,792,183 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 3.33% | 135,731 | +9,221 | +7.29% | $9,670,813 |
| ISHARES TR | IUSB | Other | 2.79% | 175,803 | +55,604 | +46.26% | $8,113,301 |
| VANGUARD INDEX FDS | VTV | Other | 2.70% | 36,033 | +1,238 | +3.56% | $7,852,770 |
| VANGUARD INDEX FDS | VBR | Other | 2.17% | 25,925 | -346 | -1.32% | $6,299,395 |
| SCHWAB STRATEGIC TR | SCHE | Other | 2.16% | 173,074 | -3,283 | -1.86% | $6,275,658 |
| VANGUARD INDEX FDS | VBK | Other | 1.83% | 14,562 | -314 | -2.11% | $5,325,413 |
| ISHARES TR | IAGG | Other | 1.82% | 104,740 | -30,427 | -22.51% | $5,299,851 |
| SCHWAB STRATEGIC TR | SCHP | Other | 1.79% | 196,586 | -8,353 | -4.08% | $5,209,537 |
| SCHWAB STRATEGIC TR | SCHF | Other | 1.74% | 182,499 | -3,704 | -1.99% | $5,055,212 |
| VANGUARD INDEX FDS | VOE | Other | 1.68% | 24,692 | -207 | -0.83% | $4,879,043 |
| VANGUARD MUN BD FDS | VTEB | Other | 1.61% | 92,314 | -12,975 | -12.32% | $4,669,255 |
| ISHARES TR | IVW | Other | 1.59% | 33,691 | -1,141 | -3.28% | $4,633,543 |
| BLACKROCK ETF TRUST | DYNF | Other | 1.59% | 67,964 | +1,253 | +1.88% | $4,622,215 |
| VANGUARD INDEX FDS | VOT | Other | 1.55% | 14,701 | -183 | -1.23% | $4,503,004 |
| SCHWAB STRATEGIC TR | SCHV | Other | 1.55% | 129,069 | -1,095 | -0.84% | $4,492,901 |
| APPLE INC | AAPL | Technology | 1.53% | 15,333 | +508 | +3.43% | $4,436,837 |
| GOLDMAN SACHS ETF TR | GCOR | Other | 1.53% | 107,765 | -792 | -0.73% | $4,435,628 |
| WESTERN DIGITAL CORP | WDC | Technology | 1.48% | 6,747 | +9 | +0.13% | $4,309,444 |
| ISHARES INC | IEMG | Other | 1.48% | 51,846 | -16,695 | -24.36% | $4,294,885 |
| SANDISK CORP | SNDK | Other | 1.44% | 1,843 | -322 | -14.87% | $4,190,484 |
| SCHWAB STRATEGIC TR | SCHG | Other | 1.36% | 117,166 | -989 | -0.84% | $3,964,893 |
| GOLDMAN SACHS ETF TR | GSIE | Other | 1.33% | 84,703 | +2,071 | +2.51% | $3,870,917 |
| ISHARES GOLD TR | IAU | Other | 1.33% | 50,998 | +1,431 | +2.89% | $3,850,859 |
| ISHARES TR | IVE | Other | 1.32% | 16,913 | -4,329 | -20.38% | $3,840,346 |
| SCHWAB STRATEGIC TR | SCHH | Other | 1.22% | 149,269 | -1,300 | -0.86% | $3,534,701 |
Showing 30 of 130 holdings in the latest reporting period.