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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 ALLIANT ENERGY CORP 6,980 264 0.19%
2 ALTRIA GROUP INC 5,505 372 0.26%
3 ARROW ETF TR 29,391 542 0.38%
4 AT&T INC 14,417 613 0.43%
5 AUTOMATIC DATA PROCESSING IN 2,358 242 0.17%
6 BANK MONTREAL QUE 3,488 251 0.18%
7 CHEVRON CORP NEW 2,087 246 0.17%
8 CINTAS CORP 2,353 272 0.19%
9 DOMINION ENERGY INC 4,876 373 0.26%
10 DTE ENERGY CO 4,477 441 0.31%
11 EVERSOURCE ENERGY 5,167 285 0.20%
12 EXXON MOBIL CORP 4,490 405 0.28%
13 FIRST TR EXCHANGE TRADED FD 11,554 267 0.19%
14 FIRST TR EXCHANGE TRADED FD 24,412 1,949 1.37%
15 FIRST TR EXCHANGE TRADED FD 6,697 238 0.17%
16 FIRST TR VALUE LINE DIVID INSHS 68,955 1,933 1.36%
17 FIRST TRUST EXCH TRADED FUND 2 CONSUMR STAPLE ETF 41,666 1,906 1.34%
18 FIRST TRUST EXCH TRADED FUND 2 UTILITIES ALPH ETF 72,361 1,934 1.36%
19 FIRST TRUST PORTFOLIOS SHS ETF 31,223 1,644 1.16%
20 FLEXSHARES NATURAL RESOURCES ETF 85,356 2,446 1.72%
21 GENERAL ELECTRIC CO 24,135 763 0.54%
22 GUGGENHEIM 1:1 EXC 4/9/18 739371839 2,144 256 0.18%
23 ISHARES 25,810 1,256 0.88%
24 ISHARES 20,054 859 0.60%
25 ISHARES 10-20 YEAR TREASURY BOND ETF 11,254 1,496 1.05%
26 ISHARES 20 YEAR TREASURY BOND ETF 6,321 753 0.53%
27 ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 6,794 735 0.52%
28 ISHARES 7-10 YEAR TREASURY BOND ETF 31,616 3,314 2.33%
29 ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 14,243 1,233 0.87%
30 ISHARES NORTH AMERICAN NATURAL RESOURCES ETF 28,775 1,034 0.73%
31 ISHARES RUSSELL 2000 GROWTH ETF 19,746 3,040 2.14%
32 ISHARES RUSSELL 2000 VALUE ETF 15,342 1,825 1.28%
33 ISHARES SILVER TR 70,021 1,058 0.74%
34 ISHARES TR 4,273 448 0.32%
35 ISHARES TR 54,740 5,742 4.04%
36 ISHARES TR 6,950 752 0.53%
37 ISHARES TR 18,799 2,820 1.98%
38 ISHARES TR 41,818 4,685 3.30%
39 ISHARES TR 5,321 339 0.24%
40 ISHARES TR 9,512 730 0.51%
41 ISHARES TR 11,855 1,307 0.92%
42 ISHARES TR 13,373 1,513 1.06%
43 ISHARES TR 28,306 1,452 1.02%
44 ISHARES TR 18,083 1,954 1.37%
45 ISHARES TR 1,443 258 0.18%
46 ISHARES TR 4,947 482 0.34%
47 ISHARES TR 3,747 843 0.59%
48 ISHARES TR 10,821 1,789 1.26%
49 ISHARES TR 10,622 395 0.28%
50 ISHARES TR 14,873 859 0.60%
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