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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
51 J P MORGAN EXCHANGE TRADED F 12,812 627 0.44%
52 SPDR BLOOMBERG INTERNATIONAL CORPORATE BOND ETF 21,128 652 0.46%
53 JPMORGAN CHASE & CO 7,595 655 0.46%
54 VANGUARD ADMIRAL FDS INC 6,202 690 0.49%
55 ISHARES TR 9,512 730 0.51%
56 ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 6,794 735 0.52%
57 ISHARES TR 6,950 752 0.53%
58 ISHARES 20 YEAR TREASURY BOND ETF 6,321 753 0.53%
59 SPDR GOLD TR 6,909 757 0.53%
60 POWERSHARES N/C 6/4/18 46138E636 30,978 759 0.53%
61 GENERAL ELECTRIC CO 24,135 763 0.54%
62 ISHARES TR 31,249 816 0.57%
63 REYNOLDS AMERICAN INC 14,714 825 0.58%
64 ISHARES TR 3,747 843 0.59%
65 VANGUARD SCOTTSDALE FDS 13,323 852 0.60%
66 ISHARES 20,054 859 0.60%
67 ISHARES TR 14,873 859 0.60%
68 ISHARES TR 12,181 924 0.65%
69 POWERSHARES QQQ TRUST 8,154 966 0.68%
70 ISHARES TR 10,082 1,022 0.72%
71 ISHARES NORTH AMERICAN NATURAL RESOURCES ETF 28,775 1,034 0.73%
72 ISHARES TR 23,205 1,049 0.74%
73 ISHARES SILVER TR 70,021 1,058 0.74%
74 POWERSHARES ETF TRUST 28,406 1,193 0.84%
75 ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 14,243 1,233 0.87%
76 ISHARES TR 10,174 1,246 0.88%
77 ISHARES 25,810 1,256 0.88%
78 ISHARES TR 11,855 1,307 0.92%
79 ISHARES TR 15,169 1,362 0.96%
80 POWERSHARES ETF TR II 33,784 1,405 0.99%
81 ISHARES TR 28,306 1,452 1.02%
82 ISHARES 10-20 YEAR TREASURY BOND ETF 11,254 1,496 1.05%
83 ISHARES TR 13,373 1,513 1.06%
84 PROCTER AND GAMBLE CO 19,315 1,624 1.14%
85 FIRST TRUST PORTFOLIOS SHS ETF 31,223 1,644 1.16%
86 VANGUARD INDEX FDS 12,988 1,710 1.20%
87 ISHARES TR 10,821 1,789 1.26%
88 ISHARES RUSSELL 2000 VALUE ETF 15,342 1,825 1.28%
89 SELECT SECTOR SPDR TR 24,577 1,851 1.30%
90 VANGUARD BD INDEX FDS 22,989 1,857 1.31%
91 FIRST TRUST EXCH TRADED FUND 2 CONSUMR STAPLE ETF 41,666 1,906 1.34%
92 FIRST TR VALUE LINE DIVID INSHS 68,955 1,933 1.36%
93 FIRST TRUST EXCH TRADED FUND 2 UTILITIES ALPH ETF 72,361 1,934 1.36%
94 FIRST TR EXCHANGE TRADED FD 24,412 1,949 1.37%
95 ISHARES TR 18,083 1,954 1.37%
96 VANGUARD INTL EQUITY INDEX F 59,675 2,135 1.50%
97 VANGUARD INDEX FDS 19,128 2,206 1.55%
98 POWERSHARES ETF TRUST II 113,139 2,420 1.70%
99 FLEXSHARES NATURAL RESOURCES ETF 85,356 2,446 1.72%
100 ISHARES TR 22,643 2,653 1.87%
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