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LifePlan Financial

Latest statistics and disclosures from LifePlan Financial Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are LQD, IWF, IVV, VUG, BNDX, and represent 19.40% of LifePlan Financial Group's stock portfolio.
Added to shares of these 10 stocks: ANGL, LQD, HEFA, AAPL, VBR, Ssga Active Etf Tr mfs sys cor eq, VBK, TSLA, VGT, IWL.
Started 19 new stock positions in ALNY, XLY, QSIG, VSS, ACAD, ISCG, NIO, ARKQ, ARLO, SDG. PII, VXF, META, OXY.WS, GD, Workhorse Group Inc ordinary shares, SRNE, Nikola Corp, IDEV.
Reduced shares in these 10 stocks: VEA, RSP, IWF, IJT, VUG, HYG, D, IGIB, JNK, IWD.
Sold out of its positions in California Res Corp, Canopy Gro, CRON, FUTY, First Trust ISE ChIndia Index Fund, First Trust BICK Index Fund ETF, FDT, FGM, FSZ, Global X Fds scien beta us. W.R. Grace & Co., RSPT, RSPF, LRGF, RADCQ, SPBO, HYMB, Seacor Holding Inc note 3.000 11/1, VPU, CB.
LifePlan Financial Group was a net buyer of stock by $2.2M.
LifePlan Financial Group has $232M in assets under management (AUM), dropping by 5.88%.
Central Index Key (CIK): 0001583104

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Portfolio Holdings for LifePlan Financial Group

LifePlan Financial Group holds 595 positions in its portfolio as reported in the September 2020 quarterly 13F filing

LifePlan Financial Group has 595 total positions. Only the first 250 positions are shown.

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Download the LifePlan Financial Group September 2020 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Iboxx Inv Cp Etf (LQD)	6.0	$14M	+3%	104k	134.71	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	3.7	$8.6M	-4%	40k	216.90	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.5	$8.2M		24k	336.04	View chart
Vanguard Index Fds Growth Etf (VUG)	3.1	$7.3M	-4%	32k	227.61	View chart
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX)	3.1	$7.1M		122k	58.18	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	2.7	$6.3M	+7%	57k	110.62	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	2.7	$6.2M		81k	76.21	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	2.6	$5.9M		84k	70.48	View chart
Ishares Tr Eafe Grwth Etf (EFG)	2.5	$5.8M		65k	89.88	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	2.4	$5.5M		196k	27.95	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	2.3	$5.4M	+6%	25k	214.92	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	2.2	$5.2M		42k	122.43	View chart
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)	2.2	$5.1M	-11%	126k	40.90	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	2.1	$4.8M		121k	39.35	View chart
Ishares Tr S&P SML 600 GWT (IJT)	1.8	$4.2M	-8%	24k	176.45	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	1.8	$4.2M	-3%	35k	118.14	View chart
Ssga Active Etf Tr Mfs Sys Cor Eq	1.5	$3.5M	+11%	40k	88.09	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	1.4	$3.2M		15k	221.54	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.4	$3.2M		41k	78.96	View chart
First Tr Value Line Divid In SHS (FVD)	1.3	$3.1M		99k	31.46	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	1.3	$3.0M		55k	54.90	View chart
Invesco Exchange Traded Fd T S&p500 Eql Mat (RSPM)	1.3	$3.0M	+5%	25k	116.88	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.3	$2.9M	+2%	42k	70.24	View chart
Ishares Tr Msci Usa Min Vol (USMV)	1.2	$2.9M		45k	63.74	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.2	$2.9M	+5%	10k	277.82	View chart
Vanguard Index Fds Value Etf (VTV)	1.2	$2.8M		27k	104.51	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	1.1	$2.6M	+22%	96k	27.54	View chart
Vaneck Vectors Etf Tr Fallen Angel Hg (ANGL)	1.1	$2.6M	+32%	88k	29.74	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.1	$2.6M		43k	60.27	View chart
Ishares Tr Global Tech Etf (IXN)	1.1	$2.6M		9.8k	263.69	View chart
Procter & Gamble Company (PG)	1.0	$2.4M	+2%	18k	138.99	View chart
Ishares Tr Msci Usa Value (VLUE)	1.0	$2.4M		32k	73.79	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	1.0	$2.3M		17k	133.60	View chart
Ishares Tr Barclays 7 10 Yr (IEF)	0.9	$2.2M		18k	121.84	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.9	$2.2M	+3%	12k	176.25	View chart
Flexshares Tr Mornstar Upstr (GUNR)	0.9	$2.2M		79k	27.76	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.9	$2.0M	-22%	19k	108.10	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.8	$1.9M	+3%	44k	43.95	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.8	$1.9M		6.3k	299.68	View chart
Ishares U S Etf Tr Sht Mat Bd Etf (NEAR)	0.7	$1.6M		32k	50.11	View chart
Spdr Ser Tr Bloomberg Brclys (JNK)	0.7	$1.6M	-9%	15k	104.30	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.6	$1.5M		17k	88.20	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.6	$1.5M	+3%	9.0k	163.24	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.6	$1.4M	-2%	34k	40.89	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.6	$1.3M	-2%	30k	43.25	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.6	$1.3M	-13%	16k	83.89	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.5	$1.3M		13k	99.32	View chart
Ishares Tr U.s. Fin Svc Etf (IYG)	0.5	$1.2M	+2%	10k	121.98	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$1.1M		6.2k	185.37	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.5	$1.1M	+14%	11k	106.83	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.5	$1.1M		5.6k	188.25	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.4	$969k	-3%	6.6k	147.47	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.4	$916k		8.1k	112.41	View chart
Nextera Energy (NEE)	0.4	$864k		3.1k	277.55	View chart
First Tr Nasdaq 100 Tech Ind SHS (QTEC)	0.4	$858k		7.3k	117.23	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.4	$814k		16k	50.07	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$793k	-8%	3.4k	230.99	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$790k	+22%	14k	55.31	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.3	$770k	-2%	13k	59.06	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$748k		9.9k	75.48	View chart
Lockheed Martin Corporation (LMT)	0.3	$739k		1.9k	383.10	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$709k	-8%	11k	63.67	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.3	$709k	-6%	16k	43.73	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$708k	-2%	4.2k	170.32	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.3	$703k		12k	57.37	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$677k		5.8k	115.89	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.3	$655k		3.8k	173.01	View chart
Microsoft Corporation (MSFT)	0.3	$601k	-3%	2.9k	210.29	View chart
JPMorgan Chase & Co. (JPM)	0.3	$594k		6.2k	96.26	View chart
Apple (AAPL)	0.3	$590k	+360%	5.1k	115.75	View chart
Vanguard World Fds Materials Etf (VAW)	0.3	$589k		4.4k	134.69	View chart
Spdr Ser Tr Portfolio Ln Cor (SPLB)	0.2	$569k	+14%	18k	31.80	View chart
DTE Energy Company (DTE)	0.2	$561k		4.9k	115.10	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$549k		1.8k	307.56	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.2	$546k	-3%	11k	50.14	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.2	$539k		4.3k	125.49	View chart
J P Morgan Exchange-traded F Div Rtn Int Eq (JPIN)	0.2	$534k		10k	51.60	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$503k	+36%	1.5k	334.89	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.2	$493k	-26%	8.1k	60.79	View chart
McDonald's Corporation (MCD)	0.2	$487k		2.2k	219.67	View chart
Vanguard Scottsdale Fds Mortg-back Sec (VMBS)	0.2	$481k		8.9k	54.30	View chart
Invesco Exch Traded Fd Tr Ii Intl Buyback (IPKW)	0.2	$448k	-3%	14k	31.46	View chart
Pfizer (PFE)	0.2	$445k		12k	36.74	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$443k		4.6k	95.74	View chart
Eversource Energy (ES)	0.2	$432k		5.2k	83.61	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$421k	+9%	2.7k	153.65	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$417k	-14%	8.3k	50.48	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.2	$404k		12k	32.62	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$395k	+55%	2.2k	177.13	View chart
Wec Energy Group (WEC)	0.2	$393k		4.1k	96.80	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.2	$393k		13k	30.82	View chart
Life Storage Inc reit	0.2	$391k		3.7k	105.22	View chart
Packaging Corporation of America (PKG)	0.2	$391k		3.6k	109.04	View chart
Stanley Black & Decker (SWK)	0.2	$381k		2.3k	162.33	View chart
Alliant Energy Corporation (LNT)	0.2	$361k		7.0k	51.72	View chart
Tesla Motors (TSLA)	0.1	$339k	+423%	790.00	429.11	View chart
Spdr Ser Tr Aerospace Def (XAR)	0.1	$333k	-7%	3.8k	87.45	View chart
Automatic Data Processing (ADP)	0.1	$331k		2.4k	139.54	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	0.1	$325k		9.5k	34.23	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.1	$312k	-6%	9.4k	33.28	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.1	$311k	+264%	3.8k	81.07	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$308k	+97%	2.5k	121.55	View chart
Ishares Tr Global 100 Etf (IOO)	0.1	$307k	-7%	5.5k	56.23	View chart
At&t (T)	0.1	$302k	-8%	11k	28.56	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$299k		2.6k	116.84	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$297k		5.5k	53.65	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$288k		2.4k	117.89	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$287k	+48%	3.5k	82.88	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$285k		3.5k	80.81	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.1	$284k	-9%	6.1k	46.73	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$281k	-14%	2.5k	110.33	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$264k	+22%	1.6k	166.56	View chart
Vanguard World Fds Inf Tech Etf (VGT)	0.1	$258k	+1460%	827.00	311.97	View chart
Spdr Ser Tr BLMBRG BRC CNVRT (CWB)	0.1	$255k	+29%	3.7k	68.77	View chart
Dominion Resources (D)	0.1	$240k	-43%	3.0k	78.87	View chart
Ishares Tr Agency Bond Etf (AGZ)	0.1	$239k	+13%	2.0k	121.01	View chart
International Business Machines (IBM)	0.1	$237k		1.9k	121.85	View chart
Pepsi (PEP)	0.1	$232k	-5%	1.7k	138.59	View chart
NiSource (NI)	0.1	$223k		10k	22.03	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$222k	+195%	5.6k	39.76	View chart
Kimberly-Clark Corporation (KMB)	0.1	$222k		1.5k	147.41	View chart
Exxon Mobil Corporation (XOM)	0.1	$222k		6.5k	34.40	View chart
Bristol Myers Squibb (BMY)	0.1	$216k		3.6k	60.27	View chart
Ball Corporation (BALL)	0.1	$216k		2.6k	83.08	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$214k	-23%	4.2k	50.69	View chart
United Parcel Service CL B (UPS)	0.1	$214k		1.3k	166.41	View chart
Us Bancorp Del Com New (USB)	0.1	$213k		6.0k	35.79	View chart
Western Union Company (WU)	0.1	$205k		9.6k	21.39	View chart
Ameren Corporation (AEE)	0.1	$202k		2.6k	78.97	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.1	$200k	-2%	6.9k	28.87	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$199k		5.4k	36.52	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$199k	-6%	7.5k	26.71	View chart
Disney Walt Com Disney (DIS)	0.1	$196k		1.6k	124.21	View chart
Ida (IDA)	0.1	$192k		2.4k	80.10	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.1	$191k	-16%	6.3k	30.16	View chart
Cme (CME)	0.1	$191k		1.1k	167.25	View chart
Boeing Company (BA)	0.1	$187k	+5%	1.1k	165.05	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV)	0.1	$184k	+2%	5.6k	33.14	View chart
Ishares U S Etf Tr Commod Sel Stg (COMT)	0.1	$181k		7.3k	24.91	View chart
Coca-Cola Company (KO)	0.1	$179k	-3%	3.6k	49.45	View chart
Ishares Tr North Amern Nat (IGE)	0.1	$175k		8.8k	19.79	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$174k	-2%	4.8k	36.57	View chart
Ishares Tr Core Total Usd (IUSB)	0.1	$169k		3.1k	54.48	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$169k	-11%	3.2k	52.66	View chart
Realty Income (O)	0.1	$168k		2.8k	60.83	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$166k		889.00	186.73	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$165k		731.00	225.72	View chart
Sun Communities (SUI)	0.1	$161k		1.1k	140.86	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$161k	+46%	2.9k	55.63	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$157k	-11%	1.4k	110.56	View chart
Johnson & Johnson (JNJ)	0.1	$157k		1.1k	149.10	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$156k	NEW	1.2k	130.00	View chart
National Retail Properties (NNN)	0.1	$154k		4.5k	34.55	View chart
Invesco Exchange Traded Fd T Dj Indl Avg Dv (DJD)	0.1	$153k	+7%	4.4k	34.43	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$151k		3.0k	49.82	View chart
Comcast Corp Cl A (CMCSA)	0.1	$146k		3.2k	46.32	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$146k	+169%	1.6k	93.59	View chart
Invesco Exch Traded Fd Tr Ii Intl Corp Bd (PICB)	0.1	$143k		5.1k	28.01	View chart
Streamline Health Solutions (STRM)	0.1	$140k		90k	1.56	View chart
Ishares Tr Modert Alloc Etf (AOM)	0.1	$139k	+3%	3.4k	40.91	View chart
Altria (MO)	0.1	$135k		3.5k	38.68	View chart
Consolidated Edison (ED)	0.1	$132k		1.7k	77.65	View chart
Ishares Tr 10+ Yr Invst Grd (IGLB)	0.1	$132k	-7%	1.9k	70.55	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$131k		1.6k	80.27	View chart
Amazon (AMZN)	0.1	$129k		41.00	3146.34	View chart
Ishares Tr Cmbs Etf (CMBS)	0.1	$127k		2.3k	55.63	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$127k	-15%	1.2k	103.84	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$126k	+5%	592.00	212.84	View chart
Intel Corporation (INTC)	0.1	$124k	-11%	2.4k	51.65	View chart
Invesco Exchange Traded Fd T Dwa Momentum (PDP)	0.1	$123k		1.6k	76.16	View chart
Invesco Exch Traded Fd Tr Ii Dwa Dev Mkts (PIZ)	0.1	$119k		3.8k	31.13	View chart
Toronto Dominion Bk Ont Com New (TD)	0.1	$118k		2.6k	46.17	View chart
Wisdomtree Tr Floatng Rat Trea	0.1	$117k		4.7k	25.04	View chart
Ishares Cur Hd Msci Em (HEEM)	0.0	$116k	+20%	4.3k	27.03	View chart
Pinnacle West Capital Corporation (PNW)	0.0	$113k		1.5k	74.83	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.0	$112k		5.2k	21.65	View chart
AFLAC Incorporated (AFL)	0.0	$111k		3.1k	36.25	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$107k		687.00	155.75	View chart
PNC Financial Services (PNC)	0.0	$106k		968.00	109.50	View chart
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)	0.0	$105k	-19%	3.1k	34.25	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.0	$105k		4.7k	22.46	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$105k	-46%	1.2k	86.56	View chart
Ishares Gold Trust Ishares	0.0	$100k		5.6k	17.96	View chart
Cisco Systems (CSCO)	0.0	$97k		2.5k	39.30	View chart
Spdr Ser Tr Blomberg Intl Tr (BWX)	0.0	$95k		3.2k	29.52	View chart
Southern Company (SO)	0.0	$94k		1.7k	53.99	View chart
Bank Of Montreal Cadcom (BMO)	0.0	$94k		1.6k	58.28	View chart
Ishares Tr Cohen Steer Reit (ICF)	0.0	$93k		912.00	101.97	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$93k		1.2k	80.45	View chart
Ssga Active Etf Tr Mfs Sys Val Eq	0.0	$92k		1.5k	61.13	View chart
Darden Restaurants (DRI)	0.0	$92k		914.00	100.66	View chart
Oge Energy Corp (OGE)	0.0	$91k		3.0k	30.06	View chart
Nike CL B (NKE)	0.0	$91k		721.00	126.21	View chart
J P Morgan Exchange-traded F Jpmorgan Diver (JPUS)	0.0	$91k		1.2k	74.23	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.0	$91k		3.1k	29.32	View chart
Spdr Ser Tr Blombrg Brc Intl (IBND)	0.0	$90k	-5%	2.5k	35.43	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$90k		1.4k	63.83	View chart
Invesco Exch Trd Slf Idx Bulshs 2023 Cb	0.0	$90k		4.1k	21.87	View chart
Spdr Ser Tr Nyse Tech Etf (XNTK)	0.0	$87k		732.00	118.85	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$87k	+862%	558.00	155.91	View chart
Public Service Enterprise (PEG)	0.0	$86k		1.6k	55.02	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$84k		2.3k	35.76	View chart
Vaneck Vectors Etf Tr Intrmdt Muni Etf (ITM)	0.0	$84k	-8%	1.6k	51.03	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.0	$84k		421.00	199.52	View chart
Wisdomtree Tr Us Hgh Yld Corp (QHY)	0.0	$83k		1.7k	50.24	View chart
Invesco Exch Trd Slf Idx Bulshs 2022 Cb	0.0	$83k		3.8k	21.87	View chart
Oracle Corporation (ORCL)	0.0	$82k		1.4k	59.55	View chart
Ssga Active Etf Tr Mfs Sys Gwt Eq	0.0	$81k		747.00	108.43	View chart
General Mills (GIS)	0.0	$79k		1.3k	61.72	View chart
Mccormick & Co Com Non Vtg (MKC)	0.0	$79k		405.00	195.06	View chart
Flexshares Tr Ready Acc Vari (RAVI)	0.0	$78k		1.0k	76.10	View chart
Chevron Corporation (CVX)	0.0	$78k		1.1k	72.16	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	0.0	$77k	-21%	2.5k	30.84	View chart
Verizon Communications (VZ)	0.0	$76k		1.3k	59.38	View chart
Ssga Active Etf Tr Blkstn Gsosrln (SRLN)	0.0	$75k		1.7k	44.96	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.0	$73k		1.3k	55.26	View chart
Qualcomm (QCOM)	0.0	$73k		619.00	117.93	View chart
Oneok (OKE)	0.0	$73k		2.8k	26.07	View chart
Extra Space Storage (EXR)	0.0	$72k		670.00	107.46	View chart
Ishares Tr Grwt Allocat Etf (AOR)	0.0	$72k	+2%	1.5k	48.68	View chart
Wal-Mart Stores (WMT)	0.0	$71k		507.00	140.04	View chart
Texas Instruments Incorporated (TXN)	0.0	$70k		490.00	142.86	View chart
Air Products & Chemicals (APD)	0.0	$69k		232.00	297.41	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.0	$69k		752.00	91.76	View chart
American Electric Power Company (AEP)	0.0	$67k		824.00	81.31	View chart
Aon Shs Cl A (AON)	0.0	$67k		325.00	206.15	View chart
Fifth Third Ban (FITB)	0.0	$67k	+5%	3.2k	21.27	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.0	$65k		1.0k	62.44	View chart
Ishares Tr U.s. Bas Mtl Etf (IYM)	0.0	$64k		652.00	98.16	View chart
American Financial (AFG)	0.0	$61k		914.00	66.74	View chart
Ishares Tr Aggres Alloc Etf (AOA)	0.0	$61k		1.0k	58.15	View chart
Interpublic Group of Companies (IPG)	0.0	$60k		3.6k	16.77	View chart
Deere & Company (DE)	0.0	$59k		265.00	222.64	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.0	$59k		2.0k	29.65	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$58k	+2%	390.00	148.72	View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)	0.0	$57k		987.00	57.75	View chart
Stryker Corporation (SYK)	0.0	$57k		275.00	207.27	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.0	$55k		1.5k	36.38	View chart
Ishares Tr Ultr Sh Trm Bd (ICSH)	0.0	$54k		1.1k	50.80	View chart
Wells Fargo & Company (WFC)	0.0	$54k		2.3k	23.53	View chart
Select Sector Spdr Tr Energy (XLE)	0.0	$53k	-39%	1.8k	30.22	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$52k		960.00	54.17	View chart
Vanguard World Fds Energy Etf (VDE)	0.0	$52k	-49%	1.3k	40.34	View chart
Brookfield Asset Mgmt Cl A Ltd Vt Sh	0.0	$51k		1.5k	33.18	View chart
Ventas (VTR)	0.0	$50k		1.2k	41.67	View chart
Honeywell International (HON)	0.0	$49k		295.00	166.10	View chart
CSX Corporation (CSX)	0.0	$49k		625.00	78.40	View chart
South Jersey Industries	0.0	$48k		2.5k	19.09	View chart
Ryman Hospitality Pptys (RHP)	0.0	$48k		1.3k	36.56	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.0	$48k		950.00	50.53	View chart

Past Filings by LifePlan Financial Group

SEC 13F filings are viewable for LifePlan Financial Group going back to 2013

LifePlan Financial Group 2020 Q3 filed Oct. 30, 2020
LifePlan Financial Group 2020 Q2 filed July 30, 2020
LifePlan Financial Group 2020 Q1 filed April 6, 2020
LifePlan Financial Group 2019 Q4 filed Jan. 9, 2020
LifePlan Financial Group 2019 Q3 filed Oct. 15, 2019
LifePlan Financial Group 2019 Q2 filed July 15, 2019
LifePlan Financial Group 2019 Q1 filed April 8, 2019
LifePlan Financial Group 2018 Q4 restated filed Jan. 11, 2019
LifePlan Financial Group 2018 Q4 filed Jan. 10, 2019
LifePlan Financial Group 2018 Q3 filed Oct. 9, 2018
LifePlan Financial Group 2018 Q2 filed July 25, 2018
LifePlan Financial Group 2018 Q1 filed April 11, 2018
LifePlan Financial Group 2017 Q4 filed Feb. 22, 2018
LifePlan Financial Group 2017 Q3 filed Nov. 14, 2017
LifePlan Financial 2017 Q2 filed July 28, 2017
LifePlan Financial 2017 Q1 filed April 6, 2017

View all past filings

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