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Institutional Investment Manager
LifePlan Financial Group, Inc
LifePlan Financial Group, Inc (CIK: 0001583104) incorporated in Ohio, located at 10050 Innovation Drive, Suite 140, Dayton, OH. Institutional holdings reported to the SEC.
Institutional Holdings (2016Q4)
Original 13F HR (0001580642-17-000146) filed in 2017.01.10
#
Name
Shares
Value ($)
%
Options
Notes
1 RYDEX ETF TRUST 88,404 7,659 5.39%
2 ISHARES TR 54,740 5,742 4.04%
3 ISHARES TR 39,980 5,598 3.94%
4 VANGUARD TAX MANAGED INTL FD 130,768 4,778 3.36%
5 ISHARES TR 41,818 4,685 3.30%
6 VANGUARD INDEX FDS 41,561 4,633 3.26%
7 VANGUARD CRSP US SMALL CAP VALUE IND ET 29,652 3,588 2.52%
8 ISHARES TR 31,616 3,314 2.33%
9 ISHARES TR 19,746 3,040 2.14%
10 VANGUARD INDEX FDS 31,779 2,956 2.08%
11 ISHARES TR 18,799 2,820 1.98%
12 SPDR SERIES TRUST 76,817 2,800 1.97%
13 VANGUARD INDEX FDS 20,764 2,765 1.94%
14 VANGUARD CHARLOTTE FDS 50,453 2,739 1.93%
15 VANGUARD INDEX FDS 32,465 2,679 1.88%
16 ISHARES TR 22,643 2,653 1.87%
17 FLEXSHARES TR 85,356 2,446 1.72%
18 POWERSHARES ETF TRUST II 113,139 2,420 1.70%
19 VANGUARD INDEX FDS 19,128 2,206 1.55%
20 VANGUARD INTL EQUITY INDEX F 59,675 2,135 1.50%
21 ISHARES TR 18,083 1,954 1.37%
22 FIRST TR EXCHANGE TRADED FD 24,412 1,949 1.37%
23 FIRST TR EXCHANGE TRADED FD 72,361 1,934 1.36%
24 FIRST TR VALUE LINE DIVID IN 68,955 1,933 1.36%
25 FIRST TR EXCHANGE TRADED FD 41,666 1,906 1.34%
26 VANGUARD BD INDEX FD INC 22,989 1,857 1.31%
27 SELECT SECTOR SPDR TR 24,577 1,851 1.30%
28 ISHARES TR 15,342 1,825 1.28%
29 ISHARES TR 10,821 1,789 1.26%
30 VANGUARD INDEX FDS 12,988 1,710 1.20%
31 FIRST TR NASDAQ100 TECH INDE 31,223 1,644 1.16%
32 PROCTER AND GAMBLE CO 19,315 1,624 1.14%
33 ISHARES TR 13,373 1,513 1.06%
34 ISHARES TR 11,254 1,496 1.05%
35 ISHARES TR 28,306 1,452 1.02%
36 POWERSHARES ETF TR II 33,784 1,405 0.99%
37 ISHARES TR 15,169 1,362 0.96%
38 ISHARES TR 11,855 1,307 0.92%
39 ISHARES 25,810 1,256 0.88%
40 ISHARES TR 10,174 1,246 0.88%
41 ISHARES TR 14,243 1,233 0.87%
42 POWERSHARES ETF TRUST 28,406 1,193 0.84%
43 ISHARES SILVER TRUST 70,021 1,058 0.74%
44 ISHARES TR 23,205 1,049 0.74%
45 ISHARES TR 28,775 1,034 0.73%
46 ISHARES TR 10,082 1,022 0.72%
47 POWERSHARES QQQ TRUST 8,154 966 0.68%
48 ISHARES TR 12,181 924 0.65%
49 ISHARES 20,054 859 0.60%
50 ISHARES TR 14,873 859 0.60%
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