LifePlan Financial Group, Inc Portfolio Holdings - 13F Filings | 13F Fund Database
LifePlan Financial Group, Inc 13F Holdings
CIK 0001583104 · MIAMISBURG, OH
As of Sep 30, 2020, LifePlan Financial Group, Inc reported
595 positions worth $224.4K in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | LQD | — | 103,796 |
|
4.0K6.23% |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 39,526 | $8.6K | 3.82% |
| ISHARES CORE S&P 500 ETF | IVV | — | 24,262 | $8.2K | 3.63% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 31,901 | $7.3K | 3.24% |
| VANGUARD CHARLOTTE FUNDS | BNDX | — | 121,956 | $7.1K | 3.16% |
| VANGUARD SMALL-CAP VALUE INDEX FUND | VBR | — | 56,752 | $6.3K | 2.80% |
| ISHARES ESG AWARE MSCI USA ETF | ESGU | — | 81,331 | $6.2K | 2.76% |
| VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND | VGIT | — | 84,279 | $5.9K | 2.65% |
| ISHARES MSCI EAFE GROWTH ETF | EFG | — | 64,908 | $5.8K | 2.60% |
| ISHARES US TREASURY BOND ETF | GOVT | — | 195,736 | $5.5K | 2.44% |
| VANGUARD SMALL-CAP GROWTH INDEX FUND | VBK | — | 25,321 | $5.4K | 2.42% |
| ISHARES S&P SMALL-CAP 600 VALUE ETF | IJS | — | 42,352 | $5.2K | 2.31% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 125,609 | $5.1K | 2.29% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF | SPYM | — | 121,432 | $4.8K | 2.13% |
| ISHARES S&P SMALL-CAP 600 GROWTH ETF | IJT | — | 23,707 | $4.2K | 1.86% |
| ISHARES RUSSELL 1000 VALUE ETF | IWD | — | 35,356 | $4.2K | 1.86% |
| SSGA ACTIVE ETF TR | SYE | — | 39,892 | $3.5K | 1.57% |
| ISHARES RUSSELL 2000 GROWTH ETF | IWO | — | 14,598 | $3.2K | 1.44% |
| VANGUARD REAL ESTATE INDEX FUND | VNQ | — | 40,884 | $3.2K | 1.44% |
| FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | FVD | — | 98,949 | $3.1K | 1.39% |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | IGSB | — | 55,260 | $3.0K | 1.35% |
| INVESCO S&P 500 EQUAL WEIGHT MATERIALS ETF | RSPM | — | 25,444 | $3.0K | 1.33% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 41,571 | $2.9K | 1.30% |
| ISHARES MSCI USA MIN VOL FACTOR ETF | USMV | — | 45,326 | $2.9K | 1.29% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 10,298 | $2.9K | 1.27% |