Avoid Fraud, Get The Facts, And Find The Best
Legal Name: LIFEPLAN FINANCIAL GROUP, INC.
Period of report:
Jun 30, 2019
Effectiveness Date:
Jul 15, 2019
| Security |
Shares Held / Principal Amount |
Market Value |
Option |
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
45,772 |
$7,202k |
|
|
ISHARES (464287879)
|
43,388 |
$6,448k |
|
|
ISHARES TR CORE S&P500 ETF (464287200)
|
19,822 |
$5,843k |
|
|
ISHARES (464287887)
|
27,498 |
$5,018k |
|
|
ISHARES TR RUS 1000 VAL ETF (464287598)
|
39,399 |
$5,012k |
|
|
ISHARES TR RUS 2000 GRW ETF (464287648)
|
15,958 |
$3,206k |
|
|
ISHARES (464287630)
|
14,423 |
$1,738k |
|
|
INVESCO QQQ TR UNIT SER 1 (46090E103)
|
7,682 |
$1,435k |
|
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
5,992 |
$1,164k |
|
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
14,580 |
$1,141k |
|
|
ISHARES TR S&P 500 VAL ETF (464287408)
|
9,684 |
$1,129k |
|
|
ISHARES (464287465)
|
14,539 |
$956k |
|
|
ISHARES TR S&P 500 GRWT ETF (464287309)
|
3,718 |
$666k |
|
|
PFIZER INC (717081103)
|
12,126 |
$525k |
|
|
AT&T INC (00206R102)
|
13,638 |
$457k |
|
|
Boeing Co/The (097023105)
|
1,142 |
$416k |
|
|
EVERSOURCE ENERGY (30040W108)
|
5,167 |
$391k |
|
|
MICROSOFT CORP (594918104)
|
2,912 |
$390k |
|
|
LIFE STORAGE INC COM (53223X107)
|
3,716 |
$353k |
|
|
ONEOK Inc (682680103)
|
5,030 |
$346k |
|
|
ALTRIA GROUP INC (02209S103)
|
6,715 |
$318k |
|
|
NISOURCE INC (65473P105)
|
10,123 |
$292k |
|
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
936 |
$274k |
|
|
DISNEY WALT CO (254687106)
|
1,595 |
$223k |
|
|
Bristol-Myers Squibb Co (110122108)
|
3,542 |
$161k |
|
|
JOHNSON & JOHNSON (478160104)
|
1,057 |
$147k |
|
|
Chevron Corp (166764100)
|
1,030 |
$128k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
568 |
$121k |
|
|
INTEL CORP (458140100)
|
2,401 |
$115k |
|
|
ORACLE CORP (68389X105)
|
1,977 |
$113k |
|
|
ILLINOIS TOOL WORKS (452308109)
|
600 |
$90k |
|
|
Amazon.com Inc (023135106)
|
30 |
$57k |
|
|
HELMERICH & PAYNE INC (423452101)
|
1,115 |
$56k |
|
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
343 |
$53k |
|
|
HONEYWELL INTL INC (438516106)
|
304 |
$53k |
|
|
QUALCOMM INC (747525103)
|
619 |
$47k |
|
|
ISHARES U (464287739)
|
523 |
$46k |
|
|
ISHARES TR RUS 1000 ETF (464287622)
|
258 |
$42k |
|
|
NEWELL BRANDS INC (651229106)
|
2,590 |
$40k |
|
|
EMERSON ELEC CO (291011104)
|
421 |
$28k |
|
|
US BANCORP DEL (902973304)
|
512 |
$27k |
|
|
ISHARES INC (46434G822)
|
480 |
$26k |
|
|
GENUINE PARTS CO (372460105)
|
250 |
$26k |
|
|
REALTY INCOME CORP (756109104)
|
340 |
$23k |
|
|
KROGER CO (501044101)
|
950 |
$21k |
|
|
ADOBE INC (00724F101)
|
61 |
$18k |
|
|
SELECT SECTOR SPDR TR SBI INT-UTILS (81369Y886)
|
265 |
$16k |
|
|
ABBOTT LABS (002824100)
|
185 |
$16k |
|
|
PRUDENTIAL FINL (744320102)
|
122 |
$12k |
|
|
CITIGROUP INC (172967424)
|
172 |
$12k |
|
|
MARATHON OIL CORP (565849106)
|
800 |
$11k |
|
|
EXELON CORP (30161N101)
|
200 |
$10k |
|
|
ISHARES RUS (464287689)
|
42 |
$7k |
|
|
UNITED PARCEL SERVIC (911312106)
|
71 |
$7k |
|
|
AMGEN INC (031162100)
|
32 |
$6k |
|
|
ISHARES TR (464287663)
|
86 |
$5k |
|
|
SYSCO CORP (871829107)
|
50 |
$4k |
|
|
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP (78467Y107)
|
8 |
$3k |
|
|
MEDTRONIC PLC (G5960L103)
|
23 |
$2k |
|
|
SEMPRA ENERGY (816851109)
|
8 |
$1k |
|
|
LOWES CO (548661107)
|
9 |
$1k |
|
|
NCR CORP (62886E108)
|
38 |
$1k |
|
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