Dark
Light
System
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 INDEX FDS 32,465 2,679 1.88%
102 VANGUARD CHARLOTTE FDS 50,453 2,739 1.93%
103 VANGUARD INDEX FDS 20,764 2,765 1.94%
104 SPDR SERIES TRUST 76,817 2,800 1.97%
105 ISHARES TR 18,799 2,820 1.98%
106 VANGUARD INDEX FDS 31,779 2,956 2.08%
107 ISHARES RUSSELL 2000 GROWTH ETF 19,746 3,040 2.14%
108 ISHARES 7-10 YEAR TREASURY BOND ETF 31,616 3,314 2.33%
109 VANGUARD INDEX FDS 29,652 3,588 2.52%
110 VANGUARD INDEX FDS 41,561 4,633 3.26%
111 ISHARES TR 41,818 4,685 3.30%
112 VANGUARD TAX-MANAGED FDS 130,768 4,778 3.36%
113 ISHARES TR 39,980 5,598 3.94%
114 ISHARES TR 54,740 5,742 4.04%
115 RYDEX ETF TRUST 88,404 7,659 5.39%
Page 3 of 3