LF

LifePlan Financial, LLC

13F
LifePlan Financial, LLC
Last update 2024-10-04 88 Stocks (5 new)
Value $117.00 Mil Turnover 7 %
Countries:
Top Holdings: IAU(8.08%)SPYG(7.20%)XLP(6.75%)XLB(4.49%)SWAN(3.66%)
Portfolio Report
Summary Stock Picks Current Portfolio
LifePlan Financial, LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IAU 		iShares Gold Trust
189,439
9415.090
-1.91%
8.080
-0.15%
0.030
+13.92%
+32.74%
33589.203
 
SPYG 		SPDR Portfolio S&P 500 Growth ETF
101,152
8389.550
-1.96%
7.200
-0.15%
0.030
+14.25%
+28.87%
31050.619
 
XLP 		Consumer Staples Select Sector SPDR
94,702
7860.270
+1.83%
6.750
+0.12%
0.040
+4.09%
+12.29%
16929.948
 
XLB 		Materials Select Sector SPDR
54,294
5232.860
+3.57%
4.490
+0.15%
0.090
+6.42%
+9.52%
5637.075
 
SWAN 		Amplify BlackSwan Growth & Treasury Core ETF
140,192
4263.240
-0.49%
3.660
-0.02%
1.460
+4.05%
+11.61%
281.911
 
VGIT 		Vanguard Intermediate-Term Government Bond ETF
66,940
4044.520
+1.48%
3.470
+0.05%
0.010
-2.56%
-1.21%
29706.457
 
XLE 		The Energy Select Sector SPDR Fund
29,974
2631.740
-3.15%
2.260
-0.08%
0.010
+4.30%
+7.55%
35683.499
 
IBTJ 		iShares iBonds Dec 2029 Term Treasury ETF
107,736
2532.870
New Holding
2.170
+2.17%
0.650
-2.27%
-1.33%
366.389
 
IBDT 		iShares iBonds Dec 2028 Term Corporate ETF
98,486
2514.340
+1.53%
2.160
+0.03%
0.110
-0.52%
-0.08%
2276.543
 
IBDS 		iShares iBonds Dec 2027 Term Corporate ETF
102,724
2503.380
+1.75%
2.150
+0.04%
0.100
-0.29%
+0.38%
2613.330
 

LifePlan Financial, LLC's Historical Top Holdings Breakdowns

LifePlan Financial, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IBTJ 		iShares iBonds Dec 2029 Term Treasury ETF2024-09-30New Buy
+2.17%
●
21.22 ($21.85) 22.22
$21.49
-1.65%
New holding
107,736
107,736
IBDU 		iShares iBonds Dec 2029 Term Corporate ETF2024-09-30Sold Out
-1.86%
●
22.51 ($23.18) 23.56
$22.96
-0.95%
Sold Out
0
-88,900
QCOM 		Qualcomm Inc2024-09-30Reduce
-0.47%
●
156.12 ($176.57) 209.64
$165.91
-6.04%
Reduce -51.1%
2,452
-2,562
CTVA 		Corteva Inc2024-09-30New Buy
+0.44%
●
50.72 ($54.61) 58.79
$61.75
13.07%
New holding
8,665
8,665
NXPI 		NXP Semiconductors NV2024-09-30New Buy
+0.44%
●
225.14 ($250.69) 290.78
$224.65
-10.39%
New holding
2,135
2,135
CRM 		Salesforce Inc2024-09-30Add
+0.43%
●
238.42 ($256.15) 276.64
$297.49
16.14%
Add 27.44%
8,463
1,822
CME 		CME Group Inc2024-09-30New Buy
+0.36%
●
193.43 ($206.93) 220.65
$225.19
8.82%
New holding
1,903
1,903
IBDP 		iShares iBonds Dec 2024 Term Corporate ETF2024-09-30Sold Out
-0.36%
●
25.04 ($25.13) 25.21
$25.12
-0.04%
Sold Out
0
-15,557
PANW 		Palo Alto Networks Inc2024-09-30Add
+0.34%
●
294.18 ($336.63) 368.01
$366.29
8.81%
Add 44.96%
3,740
1,160
AIG 		American International Group Inc2024-09-30Reduce
-0.32%
●
70.16 ($74.53) 79.23
$75.39
1.15%
Reduce -43.74%
6,044
-4,699

LifePlan Financial, LLC Total Holding History ($B)

To

LifePlan Financial, LLC's Asset Allocation

To

LifePlan Financial, LLC Past Portfolios

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

Top Ranked Articles

  • 1

LifePlan Financial, LLC's Hypothetical Growth since 2024-09-30

LifePlan Financial, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

LifePlan Financial, LLC's Holdings Heat Map

Size field:

LifePlan Financial, LLC's Holdings Bubble Chart

LifePlan Financial, LLC News

  • 1

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