LifePlan Financial Group, Inc [Rocket]

Holdings

LifePlan Financial Group, Inc

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
iSHARES TRUST	IVV	Common	24,262	231	8,153,000	711,000	3.51		Hist	09/30/2020
Vanguard Small-Cap Growth ETF	VBK	common	25,321	1,603	5,442,000	708,000	2.34		Hist	09/30/2020
Vanguard Small-Cap Value ETF	VBR	common	56,752	3,788	6,278,000	615,000	2.70		Hist	09/30/2020
iSHARES TRUST	LQD	OPTIONS	103,796	3,810	13,982,000	534,000	6.02		Hist	09/30/2020
iSHARES TRUST	ESGU	Common	81,331	114	6,198,000	514,000	2.67		Hist	09/30/2020
iSHARES TRUST	HEFA	Common	95,517	17,805	2,631,000	487,000	1.13		Hist	09/30/2020
iSHARES TRUST	EFG	MSCI GRW IDX	64,908	429	5,834,000	475,000	2.51		Hist	09/30/2020
INVESCO QQQ TRUST, SERIES 1	QQQ	ETF	10,298	527	2,861,000	442,000	1.23		Hist	09/30/2020
PROCTER & GAMBLE Co	PG	Common	17,491	424	2,431,000	390,000	1.05	0.00	Hist	09/30/2020
iSHARES TRUST	IXN	Common	9,803	108	2,585,000	301,000	1.11		Hist	09/30/2020
iSHARES TRUST	IHI	Common	6,320	114	1,894,000	251,000	0.82		Hist	09/30/2020
VANGUARD INDEX FUNDS	VGT	Common	827	774	258,000	243,000	0.11		Hist	09/30/2020
EQUISHARES CORPORATION	IWL	Common	3,836	2,783	311,000	233,000	0.13		Hist	09/30/2020
VANGUARD INDEX FDS MID CAP	VO	STOCK	12,420	370	2,189,000	214,000	0.94		Hist	09/30/2020
Schwab US Dividend Equity ETF	SCHD	common	14,283	2,640	790,000	187,000	0.34		Hist	09/30/2020
Apple Inc.	AAPL	Common	5,097	3,989	590,000	186,000	0.25	0.00	Hist	09/30/2020
iSHARES TRUST	IJS	S&P SMLCP VALU	42,352	782	5,185,000	181,000	2.23		Hist	09/30/2020
Tesla, Inc.	TSLA	COM	790	639	339,000	176,000	0.15	0.00	Hist	09/30/2020
EQUISHARES CORPORATION	IWY	Exchange Traded Fund	2,534	1,249	308,000	171,000	0.13		Hist	09/30/2020
SPDR S&P 500 ETF TRUST	SPY	Common	1,502	404	503,000	164,000	0.22		Hist	09/30/2020
SPDR GOLD TRUST	GLD	GOLD SHS	2,230	794	395,000	155,000	0.17		Hist	09/30/2020
iSHARES TRUST	IEFA	Common	42,940	333	2,588,000	153,000	1.11		Hist	09/30/2020
DGROYAL, LLC	DGRO	ETF	5,583	3,694	222,000	151,000	0.10		Hist	09/30/2020
iSHARES TRUST	IJR	S&P SMLCAP 600	41,571	958	2,920,000	147,000	1.26		Hist	09/30/2020
VANGUARD SCOTTSDALE FUNDS	VCLT	Common	10,652	1,318	1,138,000	146,000	0.49		Hist	09/30/2020
Vanguard Charlotte Funds	BNDX	Common	121,956	1,184	7,096,000	124,000	3.06		Hist	09/30/2020
iSHARES TRUST	SHYG	Common	43,845	1,469	1,927,000	109,000	0.83		Hist	09/30/2020
iSHARES TRUST	GOVT	Common	195,736	3,831	5,471,000	100,000	2.36		Hist	09/30/2020
VANGUARD SCOTTSDALE FUNDS	VCSH	Common	3,463	1,136	287,000	95,000	0.12		Hist	09/30/2020
VANGUARD BOND INDEX FUNDS	BIV	Common	1,560	981	146,000	92,000	0.06		Hist	09/30/2020
iSHARES TRUST	VLUE	Common	32,255	520	2,380,000	86,000	1.02		Hist	09/30/2020
SPDR SERIES TRUST	CWB	Common	3,708	849	255,000	82,000	0.11		Hist	09/30/2020
Navvis & Company, LLC	VV	ETF	558	500	87,000	79,000	0.04		Hist	09/30/2020
SPDR SERIES TRUST	LWC	Common	17,895	2,231	569,000	72,000	0.24		Hist	09/30/2020
VANGUARD SCOTTSDALE FUNDS	VGIT	Common	84,279	1,088	5,940,000	69,000	2.56		Hist	09/30/2020
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