LifePlan Investment Advisors, Inc.

RALEIGH, NC · CIK 2045484 · 13F filing filed 2025-01-21

SEC-registered investment adviser since 2021 · corporation

Assets managed$326.0m
Staff9 · 4 in investment roles
Main clients (by assets)High net worth individuals 81%, Individuals 19%
Websitelifeplangroup.com
Form ADV · 2026-07-30SEC adviser record

Kindwealth
Others nearbyRaleigh, NC

$138.8m reported value +10.6% vs Q1 2024

84positions

41.0%in top 10

5 new 64 added 12 reduced 2 sold out vs Q1 2024

This report includes the holdings of 1 other manager that shares the investment decisions:

AE Wealth Management LLC – files its own report too; $12.9m of shares are in both

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2024

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ISHARES TR CORE US AGGBD ET AGG	AGG	114,636	$11.1m8.02%	8.02%	Added +10.7k	+10,653 10.2%
2	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	19,535	$9.8m7.04%	7.04%	Added +276	+276 1.4%
3	ISHARES TR CORE S&P500 ETF IVV	IVV	11,211	$6.1m4.42%	4.42%	Reduced -127	-127 -1.1%
4	SCHWAB STRATEGIC TR EMRG MKTEQ ETF SCHE	SCHE	180,852	$4.8m3.46%	3.46%	Added +5.5k	+5,479 3.1%
5	ISHARES TR CORE INTL AGGR IAGG	IAGG	93,520	$4.7m3.36%	3.36%	Added +6.9k	+6,869 7.9%
6	SCHWAB STRATEGIC TR US TIPS ETF SCHP	SCHP	89,525	$4.7m3.36%	3.36%	Added +6.5k	+6,490 7.8%
7	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	25,276	$4.6m3.32%	3.32%	Added +915	+915 3.8%
8	ISHARES TR CORE TOTAL USD IUSB	IUSB	82,720	$3.7m2.70%	2.70%	Added +7.5k	+7,521 10.0%
9	VANGUARD INDEX FDS MCAP VL IDXVIP VOE	VOE	24,739	$3.7m2.68%	2.68%	Added +849	+849 3.5%
10	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	96,699	$3.7m2.68%	2.68%	Added +3.3k	+3,260 3.5%
11	VANGUARD INDEX FDS SML CP GRW ETF VBK	VBK	14,578	$3.6m2.63%	2.63%	Added +576	+576 4.1%
12	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	8,866	$3.3m2.39%	2.39%	Added +1.8k	+1,764 24.8%
13	SCHWAB STRATEGIC TR US LCAP VA ETF SCHV	SCHV	44,165	$3.3m2.36%	2.36%	Added +1.5k	+1,513 3.5%
14	ISHARES GOLD TR ISHARES NEW IAU	IAU	73,896	$3.2m2.34%	2.34%	Added +1.3k	+1,344 1.9%
15	VANGUARD INDEX FDS MCAP GR IDXVIP VOT	VOT	14,083	$3.2m2.33%	2.33%	Added +511	+511 3.8%
16	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	30,893	$3.1m2.25%	2.25%	Added +960	+960 3.2%
17	FIDELITY COVINGTON TRUST MSCI UTILS INDEX FUTY	FUTY	67,243	$3.0m2.13%	2.13%	Added +1.4k	+1,351 2.0%
18	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	57,854	$2.9m2.09%	2.09%	Added +2.6k	+2,641 4.8%
19	ISHARES TR JPMORGAN USD EMG EMB	EMB	32,388	$2.9m2.07%	2.07%	Added +1.0k	+1,008 3.2%
20	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	55,144	$2.7m1.96%	1.96%	Added +14.4k	+14,441 35.5%
21	ISHARES TR IBOXX HI YD ETF HYG	HYG	35,172	$2.7m1.96%	1.96%	Added +1.4k	+1,396 4.1%
22	SCHWAB STRATEGIC TR US REIT ETF SCHH	SCHH	133,953	$2.7m1.93%	1.93%	Added +5.7k	+5,692 4.4%
23	VANGUARD INTL EQUITY INDEX F GLB EX US ETF VNQI	VNQI	65,369	$2.7m1.91%	1.91%	Added +2.3k	+2,298 3.6%
24	VANGUARD INDEX FDS VALUE ETF VTV	VTV	15,166	$2.4m1.75%	1.75%	Added +3.4k	+3,437 29.3%
25	ISHARES TR S&P 500 GRWT ETF IVW	IVW	20,600	$1.9m1.37%	1.37%	Added +6.3k	+6,254 43.6%
26	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	10,975	$1.9m1.35%	1.35%	Added +716	+716 7.0%
27	APPLE INC COM AAPL	AAPL	8,656	$1.8m1.31%	1.31%	Added +51	+51 0.6%
28	BLACKROCK ETF TRUST ISHARES US EQUIT DYNF	DYNF	38,530	$1.8m1.30%	1.30%	Added +3.3k	+3,325 9.4%
29	ISHARES TR CORE MSCI INTL IDEV	IDEV	23,069	$1.5m1.09%	1.09%	Added +1.4k	+1,367 6.3%
30	MICROSOFT CORP COM MSFT	MSFT	3,036	$1.4m0.98%	0.98%	Added +94	+94 3.2%
31	ISHARES TR EAFE GRWTH ETF EFG	EFG	12,730	$1.3m0.94%	0.94%	Added +3.7k	+3,655 40.3%
32	ISHARES TR NATIONAL MUN ETF MUB	MUB	12,151	$1.3m0.93%	0.93%	Added +4.5k	+4,506 58.9%
33	GOLDMAN SACHS ETF TR MARKETBETA US EQ GSUS	GSUS	16,319	$1.2m0.88%	0.88%	Added +10.1k	+10,125 163.5%
34	ISHARES INC CORE MSCI EMKT IEMG	IEMG	21,728	$1.2m0.84%	0.84%	Reduced -962	-962 -4.2%
35	NVIDIA CORPORATION COM NVDA	NVDA	9,241	$1.1m0.82%	0.82%	Added +131	+131 1.4%
36	GOLDMAN SACHS ETF TR ACCESS US AGRAT GCOR	GCOR	26,179	$1.1m0.77%	0.77%	Added +20.0k	+19,955 320.6%
37	ISHARES TR S&P 500 VAL ETF IVE	IVE	5,554	$1.0m0.73%	0.73%	Added +691	+691 14.2%
38	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	21,513	$941.4k0.68%	0.68%	Added +4.9k	+4,900 29.5%
39	ISHARES TR MBS ETF MBB	MBB	10,227	$938.9k0.68%	0.68%	Added +842	+842 9.0%
40	ISHARES TR U.S. TECH ETF IYW	IYW	5,495	$827.0k0.60%	0.60%	Added +283	+283 5.4%
41	VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX	BNDX	16,886	$821.8k0.59%	0.59%	Added +2.9k	+2,880 20.6%
42	ISHARES TR EAFE VALUE ETF EFV	EFV	15,227	$807.6k0.58%	0.58%	Reduced -2.4k	-2,398 -13.6%
43	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	10,250	$786.2k0.57%	0.57%	Added +1.8k	+1,760 20.7%
44	AMAZON COM INC COM AMZN	AMZN	3,870	$747.9k0.54%	0.54%	Added +130	+130 3.5%
45	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	4,116	$711.9k0.51%	0.51%	Added +295	+295 7.7%
46	BLACKROCK ETF TRUST US CARBON TRANS LCTU	LCTU	11,069	$657.6k0.47%	0.47%	Reduced -876	-876 -7.3%
47	GOLDMAN SACHS ETF TR ACTIVEBETA INT GSIE	GSIE	19,448	$654.4k0.47%	0.47%	Added +12.3k	+12,350 174.0%
48	GE AEROSPACE COM NEW GE	GE	4,029	$640.5k0.46%	0.46%	Added +69	+69 1.7%
49	VANGUARD SCOTTSDALE FDS SHORT TERM TREAS VGSH	VGSH	10,904	$632.3k0.46%	0.46%	Reduced -21	-21 -0.2%
50	VANGUARD INDEX FDS SMALL CP ETF VB	VB	2,730	$595.2k0.43%	0.43%	Added +641	+641 30.7%
51	ISHARES INC MSCI EMRG CHN EMXC	EMXC	9,653	$571.5k0.41%	0.41%	Added +713	+713 8.0%
52	EXXON MOBIL CORP COM XOM	XOM	4,783	$550.6k0.40%	0.40%	Added +91	+91 1.9%
53	ISHARES TR 20 YR TR BD ETF TLT	TLT	5,954	$546.5k0.39%	0.39%	Added +478	+478 8.7%
54	ISHARES TR ESG AWRE USD ETF SUSC	SUSC	23,679	$538.0k0.39%	0.39%	Added +241	+241 1.0%
55	ISHARES TR MSCI KLD400 SOC DSI	DSI	4,588	$476.5k0.34%	0.34%	Reduced -177	-177 -3.7%
56	ALPHABET INC CAP STK CL A GOOGL	GOOGL	2,592	$472.1k0.34%	0.34%	Added +101	+101 4.0%
57	JOHNSON & JOHNSON COM JNJ	JNJ	2,862	$418.3k0.30%	0.30%	Reduced -106	-106 -3.6%
58	ISHARES TR ESG MSCI USA ETF USXF	USXF	8,727	$406.5k0.29%	0.29%	Reduced -601	-601 -6.4%
59	ISHARES TR HDG MSCI EAFE HEFA	HEFA	11,367	$404.2k0.29%	0.29%	Reduced -1.8k	-1,772 -13.5%
60	VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF VMBS	VMBS	8,692	$394.6k0.28%	0.28%	Added +1.5k	+1,456 20.1%
61	GOLDMAN SACHS ETF TR ACTIVEBETA US LG GSLC	GSLC	3,648	$390.2k0.28%	0.28%	New
62	BLACKROCK ETF TRUST II ISHARES FLEXIBLE BINC	BINC	7,202	$375.9k0.27%	0.27%	Added +564	+564 8.5%
63	ISHARES TR RUS TP200 GR ETF IWY	IWY	1,746	$374.6k0.27%	0.27%	Added +4	+4 0.2%
64	VANGUARD BD INDEX FDS INTERMED TERM BIV	BIV	4,996	$374.1k0.27%	0.27%	Added +843	+843 20.3%
65	VANGUARD BD INDEX FDS LONG TERM BOND BLV	BLV	5,287	$371.6k0.27%	0.27%	Added +918	+918 21.0%
66	META PLATFORMS INC CL A META	META	707	$356.5k0.26%	0.26%	Added +24	+24 3.5%
67	ISHARES TR ESG AWR US AGRGT EAGG	EAGG	7,550	$351.9k0.25%	0.25%	Added +262	+262 3.6%
68	ISHARES TR ESG ADV TTL USD EUSB	EUSB	8,252	$351.1k0.25%	0.25%	Added +2.1k	+2,068 33.4%
69	COSTCO WHSL CORP NEW COM COST	COST	404	$343.7k0.25%	0.25%	Unchanged
70	ISHARES TR ESG AWR MSCI USA ESGU	ESGU	2,643	$315.4k0.23%	0.23%	Reduced -476	-476 -15.3%
71	HOME DEPOT INC COM HD	HD	876	$301.6k0.22%	0.22%	Added +39	+39 4.7%
72	ISHARES TR RUS MD CP GR ETF IWP	IWP	2,718	$299.9k0.22%	0.22%	Unchanged
73	GOLDMAN SACHS ETF TR ACCESS INVT GR GIGB	GIGB	6,181	$279.7k0.20%	0.20%	New
74	ELI LILLY & CO COM LLY	LLY	304	$275.3k0.20%	0.20%	Added +6	+6 2.0%
75	INTUIT COM INTU	INTU	393	$258.3k0.19%	0.19%	New
76	GRACO INC COM GGG	GGG	3,096	$245.5k0.18%	0.18%	Unchanged
77	CHEVRON CORP NEW COM CVX	CVX	1,488	$232.8k0.17%	0.17%	Added +38	+38 2.6%
78	BROADCOM INC COM AVGO	AVGO	144	$231.2k0.17%	0.17%	New
79	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	558	$227.0k0.16%	0.16%	Added +65	+65 13.2%
80	PROCTER AND GAMBLE CO COM PG	PG	1,359	$224.1k0.16%	0.16%	Reduced -16	-16 -1.2%
81	SPDR SER TR PORTFOLIO LN TSR SPTL	SPTL	8,072	$219.7k0.16%	0.16%	New
82	ISHARES TR ESG EAFE ETF DMXF	DMXF	3,212	$216.6k0.16%	0.16%	Reduced -55	-55 -1.7%
83	ISHARES TR RUS TP200 VL ETF IWX	IWX	2,846	$212.9k0.15%	0.15%	Added +24	+24 0.8%
84	MASTERCARD INCORPORATED CL A MA	MA	466	$205.6k0.15%	0.15%	Added +34	+34 7.9%

Sold out since Q1 2024

Security	Ticker	Shares held before	Value then
ISHARES TR IXC	IXC	4,789	$205.7k4.8k shares
AIRSPAN NETWORKS HOLDINGS IN		25,698	$2.9k25.7k shares