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.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 109 | 245M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 101 | Advanced Micro Devices Inc | 1,160 | 236K $ | |
| 102 | Southern Co/The | 2,414 | 233K $ | |
| 103 | Mastercard Inc | 450 | 224.8K $ | |
| 104 | iShares ESG Aware MSCI EAFE ETF | 2,267 | 216.8K $ | |
| 105 | Invesco QQQ Trust Series 1 | 375 | 216.4K $ | |
| 106 | Goldman Sachs Group Inc/The | 246 | 208.4K $ | |
| 107 | Palantir Technologies Inc | 1,424 | 208.3K $ | |
| 108 | PIMCO Access Income Fund | 10,000 | 144.1K $ | |
| 109 | N-able Inc/US | 13,492 | 63K $ |