Institutional Fund
Lifeplan Investment Advisors, Inc.
Raleigh, NCCIK 20454845 filings on record
Portfolio Value
$254.49M
Q1 2026
Holdings
122
Reported positions
New Buys
14
Opened this quarter
QoQ Change
+3.6%
from $245.54M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr4.7%
- Vanguard Index Fds3.5%
- Goldman Sachs ETF Tr3.5%
- Vanguard Index Fds3.4%
- Vanguard Tax-Managed Fds3.2%
- Ishares Tr2.7%
- Other79.1%
Portfolio Holdings
122 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 119.2K | $11.84M | 4.7% | −899 | Reduced |
| 2 | Vanguard Index Fds | 15.0K | $8.96M | 3.5% | −1.2K | Reduced |
| 3 | Goldman Sachs ETF Tr | 98.3K | $8.80M | 3.5% | +2.6K | Added |
| 4 | Vanguard Index Fds | 19.6K | $8.58M | 3.4% | +1.5K | Added |
| 5 | Vanguard Tax-Managed Fds | 126.5K | $8.11M | 3.2% | +4.8K | Added |
| 6 | Ishares Tr | 10.5K | $6.83M | 2.7% | +2.7K | Added |
| 7 | Vanguard Index Fds | 34.8K | $6.83M | 2.7% | +1.5K | Added |
| 8 | Ishares Tr | 135.2K | $6.76M | 2.7% | +9.6K | Added |
| 9 | Schwab Strategic Tr | 176.4K | $5.81M | 2.3% | +1.1K | Added |
| 10 | Vanguard Index Fds | 26.3K | $5.71M | 2.2% | −647 | Reduced |
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