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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 $99,847,938
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IAU 192,713 $7,521,588 7.53%
2.
Spdr Series Trust
 109,216 $7,105,593 7.11%
3.
Sector Spdr Trust
 XLB 65,863 $4,744,112 4.75%
4.
Sector Spdr Trust
 XLB 49,912 $4,269,472 4.27%
5.
Amplify Etf Tr
 142,680 $3,789,652 3.79%
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)