LF
| |
LifePlan Financial Group, Inc13F | |
| LifePlan Financial Group, Inc | |
| Last update 2020-10-31 | 533 Stocks (23 new) |
| Value $222.00 Mil | Turnover 10 % |
| Portfolio Report | |
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 $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LQD | iShares iBoxx USD Investment Grade Corporate Bond | 103,796 | 13982.000 | +3.81% | 6.300 | +0.23% | 0.040 | 0% | -1.41% | 28061.846 | ||
IWF | iShares Russell 1000 Growth ETF | 39,526 | 8573.000 | -4.63% | 3.860 | -0.18% | 0.020 | +19.10% | +30.68% | 102937.577 | ||
IVV | iShares Core S&P 500 ETF | 24,262 | 8153.000 | +0.96% | 3.670 | +0.03% | 0.000 | +14.64% | +25.16% | 563474.245 | ||
VUG | Vanguard Growth ETF | 31,901 | 7261.000 | -4.21% | 3.270 | -0.14% | 0.010 | +18.29% | +30.20% | 139145.596 | ||
BNDX | Vanguard Total International Bond ETF | 121,956 | 7096.000 | +0.98% | 3.200 | +0.03% | 0.010 | +0.40% | +0.77% | 58299.737 | ||
VBR | Vanguard Small Cap Value ETF | 56,752 | 6278.000 | +7.15% | 2.830 | +0.19% | 0.040 | +15.74% | +17.77% | 31939.914 | ||
ESGU | iShares MSCI USA ESG Optimized ETF | 81,331 | 6198.000 | New Holding | 2.790 | +2.79% | 0.030 | +14.98% | +24.66% | 13980.302 | ||
VGIT | Vanguard Intermediate-Term Government Bond ETF | 84,279 | 5940.000 | +1.31% | 2.680 | +0.03% | 0.060 | -1.92% | -1.36% | 29648.664 | ||
EFG | iShares MSCI EAFE Growth ETF | 64,908 | 5834.000 | +0.67% | 2.630 | +0.02% | 0.070 | +4.56% | +5.32% | 14525.440 | ||
GOVT | iShares U.S. Treasury Bond ETF | 195,736 | 5471.000 | New Holding | 2.460 | +2.46% | 0.030 | -1.90% | -1.52% | 28608.792 |
LifePlan Financial Group, Inc's Historical Top Holdings Breakdowns
LifePlan Financial Group, Inc Total Holding History ($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 % |
|---|
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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