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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 $135,316,855
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IAU 135,456 $11,941,757 8.83%
2.
Spdr Series Trust
 93,330 $9,137,940 6.75%
3.
Sector Spdr Trust
 XLB 109,847 $9,005,257 6.65%
4.
Sector Spdr Trust
 XLB 149,798 $7,485,406 5.53%
5.
Amplify Etf Tr
 147,155 $4,570,826 3.38%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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