Notify me when LifePlan Financial Group, Inc files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2020 | 566 | $232,237,000 | +$7,324,306 | -$5,102,343 | +$2,221,963 | LQD, IWF, IVV, VUG, BNDX | 13F-HR | 30 Oct 2020, 16:05 |
| Q2 2020 | 566 | $219,335,000 | +$31,244,246 | -$22,824,351 | +$8,419,895 | LQD, IWF, IVV, BNDX, VUG | 13F-HR | 30 Jul 2020, 09:47 |
| Q1 2020 | 545 | $184,666,000 | +$10,213,651 | -$10,291,948 | -$78,297 | GOVT, BNDX, IWF, VGIT, LQD | 13F-HR | 06 Apr 2020, 14:01 |
| Q4 2019 | 548 | $224,745,000 | +$13,023,239 | -$10,560,915 | +$2,462,324 | IWF, GOVT, IJS, VEA, LQD | 13F-HR | 09 Jan 2020, 13:43 |
| Q3 2019 | 544 | $212,473,000 | +$10,578,603 | -$7,280,511 | +$3,298,092 | GOVT, LQD, IWF, BNDX, IJS | 13F-HR | 15 Oct 2019, 10:53 |
| Q2 2019 | 541 | $207,457,000 | +$32,848,896 | -$18,036,446 | +$14,812,450 | LQD, GOVT, IWF, IJS, BNDX | 13F-HR | 15 Jul 2019, 09:42 |
| Q1 2019 | 543 | $187,524,000 | +$22,454,570 | -$12,530,730 | +$9,923,840 | IWF, VEA, IJS, VUG, SPLG | 13F-HR | 08 Apr 2019, 10:15 |
| Q4 2018 | 538 | $160,180,000 | +$4,910,406 | -$7,422,529 | -$2,512,123 | IWF, VEA, RSP, IJS, VUG | Restatement | 11 Jan 2019, 14:30 |
| Q3 2018 | 535 | $184,804,000 | +$10,716,261 | -$10,022,301 | +$693,960 | IWF, IJS, VEA, RSP, VUG | 13F-HR | 09 Oct 2018, 16:03 |
| Q2 2018 | 518 | $179,000,000 | +$25,139,701 | -$20,535,278 | +$4,604,423 | RSP, IWF, IJS, VEA, VUG | 13F-HR | 25 Jul 2018, 13:29 |
| Q1 2018 | 512 | $171,449,000 | +$33,799,076 | -$22,106,178 | +$11,692,898 | RSP, IWF, VEA, IJS, VUG | 13F-HR | 11 Apr 2018, 11:41 |
| Q4 2017 | 109 | $156,551,000 | $0 | $0 | $0 | RSP, IWF, VEA, IJS, VUG | 13F-HR | 22 Feb 2018, 14:46 |
| Q3 2017 | 109 | $157,088,000 | +$10,847,950 | -$4,528,636 | +$6,319,314 | RSP, IWF, VEA, IJS, VUG | 13F-HR | 14 Nov 2017, 17:04 |
| Q2 2017 | 107 | $146,023,000 | +$7,791,101 | -$8,415,154 | -$624,053 | RSP, IWF, VEA, IJS, VUG | 13F-HR | 28 Jul 2017, 14:36 |
| Q1 2017 | 109 | $144,080,000 | +$19,516,017 | -$22,683,837 | -$3,167,820 | RSP, IWF, VEA, IJS, VUG | 13F-HR | 06 Apr 2017, 15:03 |
| Q4 2016 | 115 | $142,184,000 | +$18,133,258 | -$21,257,916 | -$3,124,658 | RSP, IWF, IJS, VEA, IWD | 13F-HR | 10 Jan 2017, 14:33 |
| Q3 2016 | 109 | $145,698,000 | +$13,899,369 | -$16,980,296 | -$3,080,927 | RSP, IWF, IJS, VEA, VUG | 13F-HR | 05 Oct 2016, 16:54 |
| Q2 2016 | 99 | $145,597,000 | +$14,801,611 | -$13,460,404 | +$1,341,207 | RSP, IEF, TLT, IWF, PIZ | 13F-HR | 07 Jul 2016, 15:01 |
| Q1 2016 | 97 | $140,758,000 | +$19,467,172 | -$21,421,925 | -$1,954,753 | RSP, IEF, PIZ, IWF, IGIB | 13F-HR | 12 Apr 2016, 10:35 |
| Q4 2015 | 90 | $140,779,000 | +$3,510,852 | -$4,367,714 | -$856,862 | RSP, PIZ, FDN, LQD, IWF | 13F-HR | 14 Jan 2016, 10:11 |
| Q3 2015 | 87 | $137,653,000 | +$23,463,658 | -$25,025,145 | -$1,561,487 | RSP, PIZ, LQD, FDN, IWF | 13F-HR | 14 Oct 2015, 14:48 |
| Q2 2015 | 95 | $149,071,000 | +$65,875,516 | -$63,742,732 | +$2,132,784 | RSP, IWF, PIZ, IWD, VEA | 13F-HR | 18 Aug 2015, 16:52 |
| Q1 2015 | 79 | $150,423,000 | +$11,375,830 | -$14,483,325 | -$3,107,495 | IWF, VEA, IWD, IJS, IJT | 13F-HR | 14 Apr 2015, 10:25 |
| Q4 2014 | 82 | $150,788,000 | +$48,227,134 | -$17,999,487 | +$30,227,647 | IWF, VEA, IWD, IJS, VNQ | 13F-HR | 20 Jan 2015, 14:41 |
| Q3 2014 | 68 | $118,144,000 | +$10,577,187 | -$28,000,738 | -$17,423,551 | IWF, IWD, JNK, LQD, BWX | 13F-HR | 08 Oct 2014, 10:20 |
| Q2 2014 | 65 | $140,339,000 | +$28,580,527 | -$17,905,382 | +$10,675,145 | VEA, IWD, IWF, IJS, JNK | 13F-HR | 03 Jul 2014, 11:14 |
| Q1 2014 | 256 | $125,911,000 | +$6,765,438 | -$29,477,574 | -$22,712,136 | IWD, IWF, JNK, GUNR, IYM | 13F-HR | 03 Apr 2014, 16:25 |
| Q4 2013 | 239 | $146,642,000 | $0 | $0 | $0 | VEA, IWO, IWF, IWD, JNK | 13F-HR | 03 Feb 2014, 13:42 |