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Home > Institutional Investor > Lifeplan Financial Group, Inc > Profile

Instuitional Investor - Lifeplan Financial Group, Inc

Fund Profile
Filing Period:
Fund Name: Lifeplan Financial Group, Inc
Portfolio Value $232,261,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 103,796 $13,982,000 6.01%
2.
Ishares Trust
 IEF 39,526 $8,573,000 3.69%
3.
Ishares Trust
 IEF 24,262 $8,153,000 3.51%
4.
Vanguard Index Fds
 31,901 $7,261,000 3.12%
5.
Vanguard Charlotte Fds
 121,956 $7,096,000 3.05%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)