LF

LifePlan Financial Group, Inc

13F
LifePlan Financial Group, Inc
Last update 2020-10-31 533 Stocks (23 new)
Value $222.00 Mil Turnover 10 %
Countries:
Top Holdings: LQD(6.30%)IWF(3.86%)IVV(3.67%)VUG(3.27%)BNDX(3.20%)
Summary Stock Picks Current Portfolio
LifePlan Financial Group, Inc Top Holdings of 2020-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
LQD
iShares iBoxx USD Investment Grade Corporate Bond
iShares iBoxx USD Investment Grade Corporate Bond
103,796
13,982.0
+3.81%
6.300
+0.23%
0.040
+4.11%
+4.33%
27,253.9
 
IWF
iShares Russell 1000 Growth ETF
39,526
8,573.0
-4.63%
3.860
-0.18%
0.020
+26.89%
+7.95%
112,963.2
 
IVV
iShares Core S&P 500 ETF
24,262
8,153.0
+0.96%
3.670
+0.03%
0.000
+19.71%
+7.98%
636,576.3
 
VUG
Vanguard Growth ETF
31,901
7,261.0
-4.21%
3.270
-0.14%
0.010
+27.35%
+9.24%
164,247.8
 
BNDX
Vanguard Total International Bond ETF
Vanguard Total International Bond ETF
121,956
7,096.0
+0.98%
3.200
+0.03%
0.010
+0.78%
+1.97%
66,401.3
 
VBR
Vanguard Small Cap Value ETF
56,752
6,278.0
+7.15%
2.830
+0.19%
0.040
+16.80%
+3.36%
28,895.4
 
ESGU
iShares MSCI USA ESG Optimized ETF
81,331
6,198.0
New Holding
2.790
+2.79%
0.030
+20.02%
+7.18%
13,942.2
 
VGIT
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
84,279
5,940.0
+1.31%
2.680
+0.03%
0.060
+1.54%
+4.51%
31,696.7
 
EFG
iShares MSCI EAFE Growth ETF
64,908
5,834.0
+0.67%
2.630
+0.02%
0.070
+11.16%
+15.31%
13,002.8
 
GOVT
iShares U.S. Treasury Bond ETF
195,736
5,471.0
New Holding
2.460
+2.46%
0.030
+1.20%
+1.03%
27,528.3
 

LifePlan Financial Group, Inc's Historical Top Holdings Breakdowns

LifePlan Financial Group, Inc Total Holding History ($B)

To

LifePlan Financial Group, Inc's Asset Allocation

To

LifePlan Financial Group, Inc Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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LifePlan Financial Group, Inc's Hypothetical Growth since 2020-09-30

LifePlan Financial Group, Inc's Yearly Returns

Year Portfolio % % Excess Gain %

LifePlan Financial Group, Inc's Holdings Heat Map

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LifePlan Financial Group, Inc's Holdings Bubble Chart

LifePlan Financial Group, Inc News

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