LifePlan Financial, LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Mankato, MN
CIK
0001739485
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 88 116,508 IAU, SPYG, XLP, XLB 13F-HR 10/3/2024 000184181624000007
Q2 2024 90 108,573 IAU, SPYG, XLP, XLB 13F-HR 7/30/2024 000173948524000004
Q1 2024 94 109,132 IAU, SPYG, XLP, XLB 13F-HR 4/30/2024 000173948524000003
Q4 2023 89 99,847 IAU, SPYG, XLP, XLB 13F-HR 1/30/2024 000173948524000002