LifePlan Financial Group, Inc has disclosed 533 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2020-09-30. The current portfolio value is calculated to be $222.00 Mil. The turnover rate is 10%.
In LifePlan Financial Group, Inc's current portfolio as of 2020-09-30, the top 5 holdings are
iShares iBoxx USD Investment Grade Corporate Bond ETF (LQD), iShares Russell 1000 Growth ETF (IWF), iShares Core S&P 500 ETF (IVV), Vanguard Growth ETF (VUG), Vanguard Total International Bond ETF (BNDX), not including call and put options.
LifePlan Financial Group, Inc did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for LifePlan Financial Group, Inc, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for LifePlan Financial Group, Inc, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for LifePlan Financial Group, Inc.