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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 WEC ENERGY GROUP INC 5,085 298 0.21%
2 VANGUARD WORLD FD 4,759 498 0.35%
3 VANGUARD TAX-MANAGED FDS 130,768 4,778 3.36%
4 VANGUARD SCOTTSDALE FDS 4,912 421 0.30%
5 VANGUARD SCOTTSDALE FDS 13,323 852 0.60%
6 VANGUARD INTL EQUITY INDEX F 9,866 436 0.31%
7 VANGUARD INTL EQUITY INDEX F 59,675 2,135 1.50%
8 VANGUARD INDEX FDS 19,128 2,206 1.55%
9 VANGUARD INDEX FDS 29,652 3,588 2.52%
10 VANGUARD INDEX FDS 32,465 2,679 1.88%
11 VANGUARD INDEX FDS 12,988 1,710 1.20%
12 VANGUARD INDEX FDS 41,561 4,633 3.26%
13 VANGUARD INDEX FDS 31,779 2,956 2.08%
14 VANGUARD INDEX FDS 20,764 2,765 1.94%
15 VANGUARD CHARLOTTE FDS 50,453 2,739 1.93%
16 VANGUARD BD INDEX FDS 22,989 1,857 1.31%
17 VANGUARD ADMIRAL FDS INC 6,202 690 0.49%
18 TORONTO DOMINION BK ONT 5,396 266 0.19%
19 TELUS CORP 11,979 382 0.27%
20 STREAMLINE HEALTH SOLUTIONS COM 120,000 150 0.11%
21 STANLEY BLACK &DECKER INC 2,349 269 0.19%
22 SPDR SERIES TRUST 76,817 2,800 1.97%
23 SPDR SERIES TRUST 8,940 232 0.16%
24 SPDR INDEX SHS FDS 6,989 252 0.18%
25 SPDR GOLD TR 6,909 757 0.53%
26 SPDR BLOOMBERG INTERNATIONAL CORPORATE BOND ETF 21,128 652 0.46%
27 SIMON PPTY GROUP INC NEW 1,343 239 0.17%
28 SELECT SECTOR SPDR TR 24,577 1,851 1.30%
29 SELECT SECTOR SPDR TR 6,411 311 0.22%
30 RYDEX S&P CNSMR DISCRETIONARY 3,120 276 0.19%
31 RYDEX ETF TRUST 1,722 251 0.18%
32 RYDEX ETF TRUST 9,149 241 0.17%
33 RYDEX ETF TRUST 88,404 7,659 5.39%
34 RYDEX ETF TRUST 2,912 316 0.22%
35 REYNOLDS AMERICAN INC 14,714 825 0.58%
36 PUBLIC STORAGE 1,079 241 0.17%
37 PROCTER AND GAMBLE CO 19,315 1,624 1.14%
38 POWERSHARES QQQ TRUST 8,154 966 0.68%
39 POWERSHARES N/C 6/4/18 46138E636 30,978 759 0.53%
40 POWERSHARES ETF TRUST II 113,139 2,420 1.70%
41 POWERSHARES ETF TRUST 28,406 1,193 0.84%
42 POWERSHARES ETF TR II 13,188 373 0.26%
43 POWERSHARES ETF TR II 33,784 1,405 0.99%
44 PFIZER INC 13,125 426 0.30%
45 PENNSYLVANIA REAL ESTATE INV 12,465 236 0.17%
46 PACKAGING CORP AMER 4,086 347 0.24%
47 ONEOK INC NEW 5,735 329 0.23%
48 Navidea Biopharm Inc 28,810 18 0.01%
49 NISOURCE 10,123 224 0.16%
50 NEXTERA ENERGY INC 3,569 426 0.30%
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