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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
101 VANGUARD CHARLOTTE FDS 50,453 2,739 1.93%
102 VANGUARD INDEX FDS 41,561 4,633 3.26%
103 VANGUARD INDEX FDS 20,764 2,765 1.94%
104 VANGUARD INDEX FDS 32,465 2,679 1.88%
105 VANGUARD INDEX FDS 29,652 3,588 2.52%
106 VANGUARD INDEX FDS 12,988 1,710 1.20%
107 VANGUARD INDEX FDS 31,779 2,956 2.08%
108 VANGUARD INDEX FDS 19,128 2,206 1.55%
109 VANGUARD INTL EQUITY INDEX F 9,866 436 0.31%
110 VANGUARD INTL EQUITY INDEX F 59,675 2,135 1.50%
111 VANGUARD SCOTTSDALE FDS 13,323 852 0.60%
112 VANGUARD SCOTTSDALE FDS 4,912 421 0.30%
113 VANGUARD TAX-MANAGED FDS 130,768 4,778 3.36%
114 VANGUARD WORLD FD 4,759 498 0.35%
115 WEC ENERGY GROUP INC 5,085 298 0.21%
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