LF
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LifePlan Financial Group, Inc13F | |
LifePlan Financial Group, Inc | |
Last update 2020-10-31 | 533 Stocks (23 new) |
Value $222.00 Mil | Turnover 10 % |
LifePlan Financial Group, Inc Top Holdings of 2020-09-30
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
LQD |
iShares iBoxx USD Investment Grade Corporate Bond
iShares iBoxx USD Investment Grade Corporate Bond
| 103,796 | 13,982.0 | +3.81% | 6.300 | +0.23% | 0.040 | +2.23% | +3.95% | 28,102.9 | ||
IWF | iShares Russell 1000 Growth ETF | 39,526 | 8,573.0 | -4.63% | 3.860 | -0.18% | 0.020 | +13.51% | +4.71% | 110,409.3 | ||
IVV | iShares Core S&P 500 ETF | 24,262 | 8,153.0 | +0.96% | 3.670 | +0.03% | 0.000 | +8.37% | +5.18% | 591,109.6 | ||
VUG | Vanguard Growth ETF | 31,901 | 7,261.0 | -4.21% | 3.270 | -0.14% | 0.010 | +14.16% | +6.00% | 156,607.7 | ||
BNDX |
Vanguard Total International Bond ETF
Vanguard Total International Bond ETF
| 121,956 | 7,096.0 | +0.98% | 3.200 | +0.03% | 0.010 | +2.29% | +1.87% | 65,180.0 | ||
VBR | Vanguard Small Cap Value ETF | 56,752 | 6,278.0 | +7.15% | 2.830 | +0.19% | 0.040 | +3.27% | -0.92% | 27,948.6 | ||
ESGU | iShares MSCI USA ESG Optimized ETF | 81,331 | 6,198.0 | New Holding | 2.790 | +2.79% | 0.030 | +8.57% | +4.56% | 13,669.3 | ||
VGIT |
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
| 84,279 | 5,940.0 | +1.31% | 2.680 | +0.03% | 0.060 | +2.22% | +4.55% | 32,134.3 | ||
EFG | iShares MSCI EAFE Growth ETF | 64,908 | 5,834.0 | +0.67% | 2.630 | +0.02% | 0.070 | +10.36% | +16.14% | 13,096.1 | ||
GOVT | iShares U.S. Treasury Bond ETF | 195,736 | 5,471.0 | New Holding | 2.460 | +2.46% | 0.030 | +1.40% | +1.13% | 27,474.1 |
LifePlan Financial Group, Inc's Historical Top Holdings Breakdowns
LifePlan Financial Group, Inc Total Holding History ($B)
LifePlan Financial Group, Inc's Asset Allocation
LifePlan Financial Group, Inc Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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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 % |
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LifePlan Financial Group, Inc's Holdings Heat Map
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LifePlan Financial Group, Inc's Holdings Bubble Chart
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