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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 $290,516,302
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 17,403 $13,033,055 4.49%
2.
Ishares Trust
 IEF 119,048 $11,783,371 4.06%
3.
Vanguard Index Fds - S&P 500 ETF SHS
 15,449 $10,610,822 3.65%
4.
Vanguard Index Fds - GROWTH ETF
 122,424 $10,545,566 3.63%
5.
Goldman Sachs Etf Tr
 94,978 $9,792,183 3.37%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.