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Home > Institutional Investor > Lifeplan Financial, Llc > Profile

Instuitional Investor - Lifeplan Financial, Llc

Fund Profile
Filing Period:
Fund Name: Lifeplan Financial, Llc
Portfolio Value $120,670,743
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IAU 161,217 $10,053,461 8.33%
2.
Spdr Series Trust
 93,718 $8,933,200 7.4%
3.
Sector Spdr Trust
 XLB 96,828 $7,840,163 6.5%
4.
Sector Spdr Trust
 XLB 62,181 $5,460,114 4.52%
5.
Amplify Etf Tr
 141,065 $4,323,642 3.58%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)