LifePlan Financial Group, Inc

13F Portfolio Filings

Most recent 13F
Q3 2020
Location
Dayton, OH
CIK
0001583104
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2020 595 232,261 LQD, IWF, IVV, VUG 13F-HR 10/30/2020 000158064220003932
Q2 2020 596 219,361 LQD, IWF, IVV, BNDX 13F-HR 7/30/2020 000158064220002777
Q1 2020 576 184,672 GOVT, BNDX, IWF, VGIT 13F-HR 4/6/2020 000158064220001515
Q4 2019 577 224,755 IWF, GOVT, IJS, VEA 13F-HR 1/9/2020 000158064220000152
Q3 2019 563 212,490 GOVT, LQD, IWF, BNDX 13F-HR 10/15/2019 000158064219004712
Q2 2019 560 207,472 LQD, GOVT, IWF, IJS 13F-HR 7/15/2019 000158064219003212
Q1 2019 564 187,537 IWF, VEA, IJS, VUG 13F-HR 4/8/2019 000158064219001793
Q4 2018 551 160,193 IWF, VEA, RSP, IJS RESTATEMENT 1/11/2019 000158064219000161
Q3 2018 551 184,851 IWF, IJS, VEA, RSP 13F-HR 10/9/2018 000158064218004865
Q2 2018 533 179,019 RSP, IWF, IJS, VEA 13F-HR 7/25/2018 000158064218003491
Q1 2018 529 171,470 RSP.MX, IWF, VEA, IJS 13F-HR 4/11/2018 000158064218001998
Q4 2017 109 157,088 RSP.MX, IWF, VEA, IJS 13F-HR 2/22/2018 000158064218000978
Q3 2017 109 157,088 RSP.MX, IWF, VEA, IJS 13F-HR 11/14/2017 000158064217006104
Q2 2017 107 146,023 RSP.MX, IWF, VEA, IJS 13F-HR 7/28/2017 000158064217004050
Q1 2017 109 144,080 RSP.MX, IWF, VEA, IJS 13F-HR 4/6/2017 000158064217002186
Q4 2016 115 142,184 RSP.MX, IWF, IJS, VEA 13F-HR 1/10/2017 000158064217000146
Q3 2016 109 145,698 RSP.MX, IWF, IJS, VEA 13F-HR 10/5/2016 000158064216011446
Q2 2016 99 145,597 RSP.MX, IEF, TLT, IWF 13F-HR 7/7/2016 000158064216009653
Q1 2016 97 140,758 RSP.MX, IEF, PIZ, IWF 13F-HR 4/12/2016 000158064216008067
Q4 2015 90 140,779 RSP.MX, PIZ, FDN, LQD 13F-HR 1/14/2016 000158064216006287
Q3 2015 87 137,653 RSP.MX, PIZ, LQD, FDN 13F-HR 10/14/2015 000158064215004669
Q2 2015 95 149,071 RSP.MX, IWF, PIZ, IWD 13F-HR 8/18/2015 000158064215003580
Q1 2015 79 150,423 IWF, VEA, IWD, IJS 13F-HR 4/14/2015 000158064215001668
Q4 2014 82 150,788 IWF, VEA, IWD, IJS 13F-HR 1/20/2015 000158064215000264
Q3 2014 68 118,144 IWF, IWD, JNK, LQD 13F-HR 10/8/2014 000091047214004513
Q2 2014 65 140,339 VEA, IWD, IWF, IJS 13F-HR 7/3/2014 000091047214002879
Q1 2014 280 125,912 IWD, IWF, JNK, GUNR 13F-HR 4/3/2014 000091047214001520
Q4 2013 260 146,651 VEA, IWO, IWF, IWD 13F-HR 2/3/2014 000091047214000358
Additional filings from LifePlan Financial Group, Inc that have since been restated