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Home > Institutional Investor > Lifeplan Investment Advisors, Inc. > Profile

Instuitional Investor - Lifeplan Investment Advisors, Inc.

Fund Profile
Filing Period:
Fund Name: Lifeplan Investment Advisors, Inc.
Portfolio Value $173,853,620
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 110,396 $10,920,372 6.28%
2.
Vanguard Index Fds - S&P 500 ETF SHS
 16,841 $8,654,758 4.98%
3.
Ishares Trust
 IEF 11,177 $6,280,356 3.61%
4.
Schwab Strategic Trust
 FNDF 182,472 $5,030,766 2.89%
5.
Ishares Tr
 107,056 $4,933,140 2.84%
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)