LifePlan Financial

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

Tip: Access up to 7 years of quarterly data

Positions held by LifePlan Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for LifePlan Financial Group

Companies in the LifePlan Financial Group portfolio as of the September 2020 quarterly 13F filing

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

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

Past Filings by LifePlan Financial Group

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

View all past filings