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Alex Sutherland

Lifeplan Investment Advisors, Inc.

Assets Managed
$254.491M
Holdings
122
Last Quarter
2026 - Q1
Filed Date
1mo 14d ago
Growth Rate
3.65%(2Q avg: 3.33%)
Sustained Growth
11 quarters

Portfolio positions

This chart displays the top 10 holdings in Lifeplan Investment Advisors, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 122 positions.

Assets under management

The assets under management (AUM) of Lifeplan Investment Advisors, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 11 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 254.491M in assets, with a quarterly growth rate of 3.65% and a 2-quarter average growth rate of 3.33%. The portfolio is managed by Alex Sutherland, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AGG
Ishares Core U.s. Aggregate
Recent Activity
Decreased -0.74%
4.66%
$11.835M
119,223 shares@ $99.27 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -7.32%
3.52%
$8.957M
14,989 shares@ $597.57 avg price
GSUS
Goldman Sachs Marketbeta Us
Recent Activity
Increased 2.74%
3.46%
$8.805M
98,277 shares@ $89.6 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 8.2%
3.38%
$8.582M
19,649 shares@ $436.79 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 3.94%
3.19%
$8.107M
126,510 shares@ $64.08 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 35.16%
2.69%
$6.833M
10,460 shares@ $653.22 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 4.37%
2.69%
$6.827M
34,795 shares@ $196.21 avg price
IAGG
Ishares Intl Aggregate Bond
Recent Activity
Increased 7.66%
2.66%
$6.764M
135,167 shares@ $50.05 avg price
SCHE
Schwab Emrg Mrkts Eqty Etf
Recent Activity
Increased 0.66%
2.29%
$5.811M
176,357 shares@ $32.95 avg price
VBR
Vanguard Small-cap Value Etf
Recent Activity
Decreased -2.4%
2.25%
$5.707M
26,271 shares@ $217.26 avg price

1-10 of 122