LifePlan Financial Group, Inc [Rocket]

Holdings

LifePlan Financial Group, Inc

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
iSHARES TRUST	LQD	OPTIONS	103,796	3,810	13,982,000	534,000	6.02		Hist	09/30/2020
iSHARES TRUST	IWF	Common	39,526	-1,917	8,573,000	618,000	3.69		Hist	09/30/2020
iSHARES TRUST	IVV	Common	24,262	231	8,153,000	711,000	3.51		Hist	09/30/2020
Vanguard Growth ETF	VUG	ETF	31,901	-1,403	7,261,000	531,000	3.13		Hist	09/30/2020
Vanguard Charlotte Funds	BNDX	Common	121,956	1,184	7,096,000	124,000	3.06		Hist	09/30/2020
Vanguard Small-Cap Value ETF	VBR	common	56,752	3,788	6,278,000	615,000	2.70		Hist	09/30/2020
iSHARES TRUST	ESGU	Common	81,331	114	6,198,000	514,000	2.67		Hist	09/30/2020
VANGUARD SCOTTSDALE FUNDS	VGIT	Common	84,279	1,088	5,940,000	69,000	2.56		Hist	09/30/2020
iSHARES TRUST	EFG	MSCI GRW IDX	64,908	429	5,834,000	475,000	2.51		Hist	09/30/2020
iSHARES TRUST	GOVT	Common	195,736	3,831	5,471,000	100,000	2.36		Hist	09/30/2020
Vanguard Small-Cap Growth ETF	VBK	common	25,321	1,603	5,442,000	708,000	2.34		Hist	09/30/2020
iSHARES TRUST	IJS	S&P SMLCP VALU	42,352	782	5,185,000	181,000	2.23		Hist	09/30/2020
VANGUARD TAX-MANAGED FUNDS	VEA	FD	125,609	-17,063	5,137,000	-397,000	2.21		Hist	09/30/2020
SPDR SERIES TRUST	ONEK	Common	121,432	-581	4,778,000	355,000	2.06		Hist	09/30/2020
iSHARES TRUST	IJT	S&P SMLCP Grow	23,707	-2,071	4,183,000	-194,000	1.80		Hist	09/30/2020
iSHARES TRUST	IWD	ETF	35,356	-1,279	4,177,000	51,000	1.80		Hist	09/30/2020
iSHARES TRUST	IWO	ETF	14,598	-25	3,234,000	209,000	1.39		Hist	09/30/2020
VANGUARD INDEX FUNDS	VNQ	ETF	40,884	18	3,228,000	19,000	1.39		Hist	09/30/2020
FIRST TR VALUE LINE DIVID IN	FVD	SHS	98,949	-45	3,113,000	112,000	1.34		Hist	09/30/2020
BlackRock Funds III	CSJ	Common	55,260	444	3,034,000	35,000	1.31		Hist	09/30/2020
iSHARES TRUST	IJR	S&P SMLCAP 600	41,571	958	2,920,000	147,000	1.26		Hist	09/30/2020
iSHARES TRUST	USMV	Common	45,326	-49	2,889,000	138,000	1.24		Hist	09/30/2020
INVESCO QQQ TRUST, SERIES 1	QQQ	ETF	10,298	527	2,861,000	442,000	1.23		Hist	09/30/2020
VANGUARD INDEX FUNDS	VTV	Common	26,676	-228	2,788,000	109,000	1.20		Hist	09/30/2020
iSHARES TRUST	HEFA	Common	95,517	17,805	2,631,000	487,000	1.13		Hist	09/30/2020
iSHARES TRUST	IEFA	Common	42,940	333	2,588,000	153,000	1.11		Hist	09/30/2020
iSHARES TRUST	IXN	Common	9,803	108	2,585,000	301,000	1.11		Hist	09/30/2020
PROCTER & GAMBLE Co	PG	Common	17,491	424	2,431,000	390,000	1.05	0.00	Hist	09/30/2020
iSHARES TRUST	VLUE	Common	32,255	520	2,380,000	86,000	1.02		Hist	09/30/2020
iSHARES TRUST	IEI	STOCK	17,313	145	2,313,000	18,000	1.00		Hist	09/30/2020
iSHARES TRUST	IEF	OPTION	18,106	-210	2,206,000	-26,000	0.95		Hist	09/30/2020
VANGUARD INDEX FDS MID CAP	VO	STOCK	12,420	370	2,189,000	214,000	0.94		Hist	09/30/2020
FLEXSHARES TRUST	GUNR	Common	78,633	882	2,183,000	34,000	0.94		Hist	09/30/2020
iSHARES TRUST	SHYG	Common	43,845	1,469	1,927,000	109,000	0.83		Hist	09/30/2020
iSHARES TRUST	IHI	Common	6,320	114	1,894,000	251,000	0.82		Hist	09/30/2020
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