LifePlan Financial, LLC 13F Holdings
CIK 0001739485 · MANKATO, MN
As of Sep 30, 2025, LifePlan Financial, LLC reported 83 positions worth
CIK 0001739485 · MANKATO, MN
As of Sep 30, 2025, LifePlan Financial, LLC reported 83 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES GOLD TRUST | IAU | — | 152,529 | 1.1M | 8.79% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF | SPYG | — | 90,683 | $9.5M | 7.51% |
| SS CONSUMER STAPLES SEL SECT | XLP | — | 99,339 | $7.8M | 6.17% |
| STATE STREET(R) MATERIALS SELECT SECTOR SPDR(R) ETF | XLB | — | 65,575 | $5.9M | 4.66% |
| AMPLIFY ETF TR | SWAN | — | 141,108 | $4.5M | 3.60% |
| VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND | VGIT | — | 71,225 | $4.3M | 3.39% |
| MICROSOFT CORP | MSFT | Technology | 5,463 | $2.8M | 2.24% |
| ISHARES IBONDS DEC 2029 TERM CORPORATE ETF | IBDU | — | 113,667 | $2.7M | 2.11% |
| ISHARES IBONDS DEC 2028 TERM CORPORATE ETF | IBDT | — | 104,345 | $2.7M | 2.11% |
| ISHARES IBONDS DEC 2027 TERM CORPORATE ETF | IBDS | — | 108,855 | $2.6M | 2.10% |
| ISHARES IBONDS DEC 2030 TERM CORPORATE ETF | IBDV | — | 119,462 | $2.6M | 2.10% |
| ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | IBDR | — | 108,565 | $2.6M | 2.09% |
| STATE STREET(R) ENERGY SELECT SECTOR SPDR(R) ETF | XLE | Equity | 25,531 | $2.3M | 1.81% |
| MEDTRONIC PLC | MDT | Healthcare | 23,227 | $2.2M | 1.75% |
| SALESFORCE INC | CRM | Technology | 9,166 | $2.2M | 1.72% |
| VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND | VMBS | — | 45,484 | $2.1M | 1.69% |
| ISHARES GNMA BOND ETF | GNMA | — | 47,967 | $2.1M | 1.69% |
| ALPHABET INC | GOOGL | Equity | 8,538 | $2.1M | 1.64% |
| NXP SEMICONDUCTORS NV | NXPI | Technology | 8,600 | $2.0M | 1.55% |
| PAYPAL HOLDINGS INC | PYPL | Financial Services | 27,631 | .9M | 1.47% |
| US BANCORP | USB | Financial Services | 35,469 | .7M | 1.36% |
| CVS HEALTH CORP | CVS | Healthcare | 22,486 | .7M | 1.34% |
| VANGUARD WORLD FUND | MGK | — | 4,132 | .7M | 1.32% |
| ISHARES CORE 40/60 MODERATE ALLOCATION ETF | AOM | — | 32,791 | .6M | 1.24% |
| PALO ALTO NETWORKS INC | PANW | Technology | 7,290 | .5M | 1.18% |