Titelia

Holdings of LifePlan Investment Advisors, Inc.

109 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 31.9 % of the equity sleeve

Sector breakdown

  • Funds 14.4 %
  • Technology 5.5 %
  • Industrials 0.8 %
  • Health care 0.7 %
  • Financials 0.7 %
  • Consumer discretionary 0.7 %
  • Utilities 0.7 %
  • Communication 0.6 %
  • Consumer staples 0.5 %
  • Energy 0.4 %
  • Unattributed 75.0 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US109245M $100.00 %

Positions

RankCompanySharesValueWeight
1iShares Core U.S. Aggregate Bond ETF 119,22311.8M $
2Vanguard S&P 500 ETF 14,9899M $
3Goldman Sachs MarketBeta US Equity ETF 98,2778.8M $
4Vanguard Growth ETF 19,6498.6M $
5Vanguard FTSE Developed Markets ETF 126,5108.1M $
6iShares Core S&P 500 ETF 10,4606.8M $
7Vanguard Value ETF 34,7956.8M $
8iShares Trust 135,1676.8M $
9Schwab Emerging Markets Equity ETF 176,3575.8M $
10Vanguard Index Funds 26,2715.7M $
11iShares Trust 120,1995.6M $
12Schwab US TIPS ETF 204,9395.5M $
13Vanguard Tax-Exempt Bond Index ETF 105,2895.3M $
14iShares Core MSCI Emerging Markets ETF 68,5414.8M $
15Schwab International Equity ETF 186,2034.6M $
16Vanguard Index Funds 24,8994.6M $
17Vanguard Index Funds 14,8764.5M $
18Goldman Sachs Access US Aggregate Bond ETF 108,5574.5M $
19iShares Trust 21,2424.5M $
20Ishares Gold Trust 49,5674.4M $
21Schwab Strategic Trust 130,1644M $
22iShares Trust 34,8323.9M $
23BlackRock ETF Trust 66,7113.9M $
24Vanguard Mid-Cap Growth ETF 14,8843.8M $
25Apple Inc 14,8253.8M $
26Goldman Sachs ActiveBeta International Equity ETF 82,6323.6M $
27FIDELITY COVINGTON TRUST 59,2623.5M $
28Schwab Strategic Trust 118,1553.4M $
29iShares Trust 42,7823.4M $
30iShares Trust 45,0443.3M $
31iShares J.P. Morgan USD Emerging Markets Bond ETF 35,2513.3M $
32Schwab U.S. REIT ETF 150,5693.2M $
33VANGUARD GLOBAL EX-U.S. REAL E VANGUARD GLBL EX-US REAL EST 71,2563.2M $
34Vanguard International Equity Index Funds 55,1713M $
35Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 23,7333M $
36NVIDIA Corp 15,2332.7M $
37iShares Trust 12,9482.5M $
38iShares MSCI EAFE Growth ETF 19,6572.2M $
39Vanguard Charlotte Funds 45,2002.2M $
40Vanguard Short-term Bond Etf 26,4682.1M $
41iShares Trust 89,7722.1M $
42iShares MBS ETF 21,3302M $
43iShares National Muni Bond ETF 18,3391.9M $
44Vanguard Small-Cap ETF 7,3091.9M $
45iShares Trust 18,2671.8M $
46Western Digital Corp 6,7381.8M $
47iShares MSCI USA Momentum Factor ETF 7,5341.8M $
48BlackRock ETF Trust 48,9591.8M $
49iShares Core MSCI International Developed Markets ETF 18,4941.5M $
50Sandisk Corp/DE 2,1651.4M $
51iShares Defense Industrials Ac 40,7361.3M $
52BlackRock ETF Trust 32,1441.3M $
53Texas Instruments Inc 6,6111.3M $
54Goldman Sachs ActiveBeta Emerging Markets Equity ETF 29,0371.3M $
55Microsoft Corp 3,3371.2M $
56General Electric Co 4,2811.2M $
57Goldman Sachs Access Investment Grade Corporate Bond Etf 25,8521.2M $
58Goldman Sachs MarketBeta Russell 1000 Growth Equity ETF 20,0821.2M $
59NextEra Energy Inc 11,8481.1M $
60iShares ESG Aware U.S. Aggregate Bond ETF 22,7571.1M $
61International Business Machines Corp. 4,3871.1M $
62Goldman Sachs MarketBeta International Equity ETF 14,8021M $
63Vanguard Scottsdale Funds 21,8381M $
64JPMorgan Chase & Co 3,4751M $
65Vanguard Bond Index Funds 12,889994.8K $
66Vanguard Bond Index Funds 13,760946.4K $
67BlackRock ETF Trust II 18,190944.6K $
68Amazon.com Inc 4,532943.9K $
69Exxon Mobil Corp 5,397915.7K $
70GE Vernova Inc 955833.6K $
71iShares ESG Aware MSCI USA ETF 5,784818K $
72Johnson & Johnson 3,234790.5K $
73Alphabet Inc 2,582742.4K $
74iShares ESG MSCI KLD 400 ETF 6,025730.2K $
75AbbVie Inc 2,950641.7K $
76Broadcom Inc 1,816562K $
77State Street SPDR Portfolio Long Term Treasury ETF 21,310560.4K $
78Meta Platforms Inc 888508.1K $
79Walmart Inc 3,977494.3K $
80Tesla Inc 1,255466.5K $
81iShares ESG Aware MSCI EM ETF 10,033456.2K $
82Vanguard Malvern Funds 8,815440.3K $
83iShares 0-1 Year Treasury Bond ETF 3,924433.2K $
84iShares Russell Top 200 Growth 1,689420.3K $
85Costco Wholesale Corp 410409K $
86iShares Trust 2,998384.1K $
87iShares Trust 4,010356.9K $
88Chevron Corp 1,715354.8K $
89Eli Lilly & Co 373342.7K $
90Duke Energy Corp 2,530331.3K $
91Home Depot Inc/The 998328.4K $
92Alphabet Inc 1,056302.9K $
93iShares Russell Mid-Cap Value 2,043297.7K $
94Cisco Systems, Inc. 3,721288.7K $
95Berkshire Hathaway Inc 600287.5K $
96Ciena Corp 700271.8K $
97Graco Inc 3,120264.2K $
98SPDR Gold Shares 587252.6K $
99iShares Trust 2,723252.3K $
100Procter & Gamble Co/The 1,727249.4K $