LifePlan Investment Advisors, Inc. historic quarter change: USA ETF, Sold out
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 12 quarters from 2023-06-30 to 2026-06-30, LifePlan Investment Advisors, Inc. opened 92 positions, added to 525, reduced 203 and sold out of 48.
- Q2 2026: Stock BAI; Country of operation —; Class ISHARES A I INNO; Shares before 55,080.
- Q2 2026: Stock THRO; Country of operation —; Class ISHARES US THEMA; Shares before 48,959.
- Q2 2026: Stock BLCR; Country of operation —; Class ISHARES LARGE CA; Shares before 32,144.
- Q2 2026: Stock AGEM; Country of operation —; Class EMERGING MKTS DI; Shares before 31,845.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2045484), 12 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-11); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-14); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-09); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-13); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-13); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-14); Q3 2024 (2024-06-30 to 2024-09-30, filed 2025-01-21); Q2 2024 (2024-03-31 to 2024-06-30, filed 2025-01-21); Q1 2024 (2023-12-31 to 2024-03-31, filed 2025-01-21); Q4 2023 (2023-09-30 to 2023-12-31, filed 2025-01-21); Q3 2023 (2023-06-30 to 2023-09-30, filed 2025-01-21). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2023-06-30.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2026 | BAI
BLACKROCK ETF TRUST | | ISHARES A I INNO | 55,080 | 0 | -55,080 | $1,814,886 | $0 | -$1,814,886 | 2026-08-11 |
|---|
| Q2 2026 | THRO
BLACKROCK ETF TRUST | | ISHARES US THEMA | 48,959 | 0 | -48,959 | $1,773,297 | $0 | -$1,773,297 | 2026-08-11 |
|---|
| Q2 2026 | BLCR
BLACKROCK ETF TRUST | | ISHARES LARGE CA | 32,144 | 0 | -32,144 | $1,319,833 | $0 | -$1,319,833 | 2026-08-11 |
|---|
| Q2 2026 | AGEM
ABRDN FDS | | EMERGING MKTS DI | 31,845 | 0 | -31,845 | $1,291,764 | $0 | -$1,291,764 | 2026-08-11 |
|---|
| Q2 2026 | GGUS
GOLDMAN SACHS ETF TR | | MARKETBETA RUSS | 20,082 | 0 | -20,082 | $1,164,368 | $0 | -$1,164,368 | 2026-08-11 |
|---|
| Q2 2026 | LCTU
BLACKROCK ETF TRUST | | ISHARES US CARBO | 15,153 | 0 | -15,153 | $1,062,804 | $0 | -$1,062,804 | 2026-08-11 |
|---|
| Q2 2026 | BINC
BLACKROCK ETF TRUST II | | ISHARES FLEXIBLE | 18,190 | 0 | -18,190 | $944,591 | $0 | -$944,591 | 2026-08-11 |
|---|
| Q2 2026 | DSI
ISHARES TR | | ESG MSCI KLD 400 | 6,025 | 0 | -6,025 | $730,188 | $0 | -$730,188 | 2026-08-11 |
|---|
| Q2 2026 | SPTL
SPDR SERIES TRUST | | STATE STREET SPD | 21,310 | 0 | -21,310 | $560,441 | $0 | -$560,441 | 2026-08-11 |
|---|
| Q2 2026 | EUSB
ISHARES TR | | ESG ADVANCED UNI | 8,507 | 0 | -8,507 | $370,062 | $0 | -$370,062 | 2026-08-11 |
|---|
| Q2 2026 | SCEC
CAPITOL SER TR | | STERLING CAP ENH | 8,776 | 0 | -8,776 | $220,146 | $0 | -$220,146 | 2026-08-11 |
|---|
| Q2 2026 | ESGD
ISHARES TR | | ESG AW MSCI EAFE | 2,267 | 0 | -2,267 | $216,810 | $0 | -$216,810 | 2026-08-11 |
|---|
| Q1 2026 | OEF
ISHARES TR | | S&P 100 ETF | 9,427 | 0 | -9,427 | $3,233,178 | $0 | -$3,233,178 | 2026-05-14 |
|---|
| Q1 2026 | GGUS
GOLDMAN SACHS ETF TR | | MARKETBETA RUSS | 17,313 | 0 | -17,313 | $1,102,146 | $0 | -$1,102,146 | 2026-05-14 |
|---|
| Q1 2026 | ITA
ISHARES TR | | US AER DEF ETF | 3,654 | 0 | -3,654 | $784,477 | $0 | -$784,477 | 2026-05-14 |
|---|
| Q1 2026 | VGSH
VANGUARD SCOTTSDALE FDS | | SHORT TERM TREAS | 6,795 | 0 | -6,795 | $399,070 | $0 | -$399,070 | 2026-05-14 |
|---|
| Q1 2026 | STIP
ISHARES TR | | 0-5 YR TIPS ETF | 2,961 | 0 | -2,961 | $303,177 | $0 | -$303,177 | 2026-05-14 |
|---|
| Q1 2026 | HIMU
BLACKROCK ETF TRUST II | | ISHARES HIGH YIE | 5,114 | 0 | -5,114 | $248,950 | $0 | -$248,950 | 2026-05-14 |
|---|
| Q1 2026 | LCTD
BLACKROCK ETF TRUST | | ISHARES WORLD EX | 4,140 | 0 | -4,140 | $226,298 | $0 | -$226,298 | 2026-05-14 |
|---|
| Q4 2025 | IUSB
ISHARES TR | | CORE TOTAL USD | 103,393 | 0 | -103,393 | $4,829,487 | $0 | -$4,829,487 | 2026-02-09 |
|---|
| Q4 2025 | LCTU
BLACKROCK ETF TRUST | | US CARBON TRANS | 15,484 | 0 | -15,484 | $1,123,824 | $0 | -$1,123,824 | 2026-02-09 |
|---|
| Q4 2025 | GSWO
GOLDMAN SACHS ETF TR | | ACTIVEBETA WRLD | 7,806 | 0 | -7,806 | $444,699 | $0 | -$444,699 | 2026-02-09 |
|---|
| Q4 2025 | SPTL
SPDR SERIES TRUST | | PORTFOLIO LN TSR | 15,575 | 0 | -15,575 | $419,746 | $0 | -$419,746 | 2026-02-09 |
|---|
| Q4 2025 | EUSB
ISHARES TR | | ESG ADV TTL USD | 8,446 | 0 | -8,446 | $370,955 | $0 | -$370,955 | 2026-02-09 |
|---|
| Q4 2025 | LCTD
BLACKROCK ETF TRUST | | WORLD EX US CARB | 3,871 | 0 | -3,871 | $206,290 | $0 | -$206,290 | 2026-02-09 |
|---|
| Q3 2025 | IYW
ISHARES TR | | U.S. TECH ETF | 6,280 | 0 | -6,280 | $1,088,136 | $0 | -$1,088,136 | 2025-11-13 |
|---|
| Q3 2025 | DMXF
ISHARES TR | | ESG EAFE ETF | 4,511 | 0 | -4,511 | $335,799 | $0 | -$335,799 | 2025-11-13 |
|---|
| Q3 2025 | EMXC
ISHARES INC | | MSCI EMRG CHN | 4,174 | 0 | -4,174 | $263,546 | $0 | -$263,546 | 2025-11-13 |
|---|
| Q2 2025 | HEFA
ISHARES TR | | HDG MSCI EAFE | 10,619 | 0 | -10,619 | $385,364 | $0 | -$385,364 | 2025-08-14 |
|---|
| Q2 2025 | GEMD
GOLDMAN SACHS ETF TR | | ACCESS EMNG MKTS | 6,222 | 0 | -6,222 | $252,122 | $0 | -$252,122 | 2025-08-14 |
|---|
| Q2 2025 | IWX
ISHARES TR | | RUS TP200 VL ETF | 2,852 | 0 | -2,852 | $234,377 | $0 | -$234,377 | 2025-08-14 |
|---|
| Q1 2025 | DSI
ISHARES TR | | MSCI KLD400 SOC | 5,382 | 0 | -5,382 | $593,366 | $0 | -$593,366 | 2025-05-13 |
|---|
| Q1 2025 | VGSH
VANGUARD SCOTTSDALE FDS | | SHORT TERM TREAS | 8,335 | 0 | -8,335 | $484,930 | $0 | -$484,930 | 2025-05-13 |
|---|
| Q1 2025 | TLT
ISHARES TR | | 20 YR TR BD ETF | 5,437 | 0 | -5,437 | $474,813 | $0 | -$474,813 | 2025-05-13 |
|---|
| Q1 2025 | SUB
ISHARES TR | | SHRT NAT MUN ETF | 2,374 | 0 | -2,374 | $250,410 | $0 | -$250,410 | 2025-05-13 |
|---|
| Q1 2025 | SUSB
ISHARES TR | | ESG AWRE 1 5 YR | 10,071 | 0 | -10,071 | $248,754 | $0 | -$248,754 | 2025-05-13 |
|---|
| Q4 2024 | DYNF
BLACKROCK ETF TRUST | | US EQT FACTOR | 41,830 | 0 | -41,830 | $2,069,330 | $0 | -$2,069,330 | 2025-02-14 |
|---|
| Q4 2024 | BINC
BLACKROCK ETF TRUST II | | FLEXIBLE INCOME | 10,237 | 0 | -10,237 | $547,987 | $0 | -$547,987 | 2025-02-14 |
|---|
| Q4 2024 | HEFA
ISHARES TR | | HDG MSCI EAFE | 8,335 | 0 | -8,335 | $295,226 | $0 | -$295,226 | 2025-02-14 |
|---|
| Q2 2024 | IXC
ISHARES TR | | GLOBAL ENERG ETF | 4,789 | 0 | -4,789 | $205,688 | $0 | -$205,688 | 2025-01-21 |
|---|
| Q1 2024 | TFLO
ISHARES TR | | TRS FLT RT BD | 13,296 | 0 | -13,296 | $671,049 | $0 | -$671,049 | 2025-01-21 |
|---|
| Q1 2024 | LQD
ISHARES TR | | IBOXX INV CP ETF | 3,201 | 0 | -3,201 | $354,223 | $0 | -$354,223 | 2025-01-21 |
|---|
| Q1 2024 | GOVT
ISHARES TR | | US TREAS BD ETF | 14,657 | 0 | -14,657 | $337,697 | $0 | -$337,697 | 2025-01-21 |
|---|
| Q1 2024 | USMV
ISHARES TR | | MSCI USA MIN VOL | 3,491 | 0 | -3,491 | $272,403 | $0 | -$272,403 | 2025-01-21 |
|---|
| Q1 2024 | OEF
ISHARES TR | | S&P 100 ETF | 1,207 | 0 | -1,207 | $269,632 | $0 | -$269,632 | 2025-01-21 |
|---|
| Q1 2024 | SUB
ISHARES TR | | SHRT NAT MUN ETF | 2,013 | 0 | -2,013 | $212,231 | $0 | -$212,231 | 2025-01-21 |
|---|
| Q4 2023 | HTRB
HARTFORD FDS EXCHANGE TRADED | | TOTAL RTRN ETF | 65,237 | 0 | -65,237 | $2,093,455 | $0 | -$2,093,455 | 2025-01-21 |
|---|
| Q4 2023 | VGSH
VANGUARD SCOTTSDALE FDS | | SHORT TERM TREAS | 5,347 | 0 | -5,347 | $307,987 | $0 | -$307,987 | 2025-01-21 |
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