LifePlan Financial Group, Inc

13F Filings History

Latest 13F report
Q3 2020 - Oct 30, 2020
Value $
$232M
Signature - Title
Tyrone C. Phillippi - President
Location
Dayton, OH
Summary
This page shows a list of all the recent 13F filings made by LifePlan Financial Group, Inc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. LifePlan Financial Group, Inc reported 566 stock holdings with total value $232M as of Q3 2020. Top holdings included LQD, IWF, IVV, VUG, and BNDX.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2020 566 $232M +$7.32M -$5.1M +$2.22M LQD, IWF, IVV, VUG, BNDX 13F-HR 10/30/2020, 04:05 PM
Q2 2020 566 $219M +$31.2M -$22.8M +$8.42M LQD, IWF, IVV, BNDX, VUG 13F-HR 7/30/2020, 09:47 AM
Q1 2020 545 $185M +$10.2M -$10.3M -$78.3K GOVT, BNDX, IWF, VGIT, LQD 13F-HR 4/6/2020, 02:01 PM
Q4 2019 548 $225M +$13M -$10.6M +$2.46M IWF, GOVT, IJS, VEA, LQD 13F-HR 1/9/2020, 01:43 PM
Q3 2019 544 $212M +$10.6M -$7.28M +$3.3M GOVT, LQD, IWF, BNDX, IJS 13F-HR 10/15/2019, 10:53 AM
Q2 2019 541 $207M +$32.8M -$18M +$14.8M LQD, GOVT, IWF, IJS, BNDX 13F-HR 7/15/2019, 09:42 AM
Q1 2019 543 $188M +$22.5M -$12.5M +$9.92M IWF, VEA, IJS, VUG, SPLG 13F-HR 4/8/2019, 10:15 AM
Q4 2018 538 $160M +$4.91M -$7.42M -$2.51M IWF, VEA, RSP, IJS, VUG Restatement 1/11/2019, 02:30 PM
Q3 2018 535 $185M +$10.7M -$10M +$694K IWF, IJS, VEA, RSP, VUG 13F-HR 10/9/2018, 04:03 PM
Q2 2018 518 $179M +$25.1M -$20.5M +$4.6M RSP, IWF, IJS, VEA, VUG 13F-HR 7/25/2018, 01:29 PM
Q1 2018 512 $171M +$33.8M -$22.1M +$11.7M RSP, IWF, VEA, IJS, VUG 13F-HR 4/11/2018, 11:41 AM
Q4 2017 109 $157M $0 $0 RSP, IWF, VEA, IJS, VUG 13F-HR 2/22/2018, 02:46 PM
Q3 2017 109 $157M +$10.8M -$4.53M +$6.32M RSP, IWF, VEA, IJS, VUG 13F-HR 11/14/2017, 05:04 PM
Q2 2017 107 $146M +$7.79M -$8.42M -$624K RSP, IWF, VEA, IJS, VUG 13F-HR 7/28/2017, 02:36 PM
Q1 2017 109 $144M +$19.5M -$22.7M -$3.17M RSP, IWF, VEA, IJS, VUG 13F-HR 4/6/2017, 03:03 PM
Q4 2016 115 $142M +$18.1M -$21.3M -$3.12M RSP, IWF, IJS, VEA, IWD 13F-HR 1/10/2017, 02:33 PM
Q3 2016 109 $146M +$13.9M -$17M -$3.08M RSP, IWF, IJS, VEA, VUG 13F-HR 10/5/2016, 04:54 PM
Q2 2016 99 $146M +$14.8M -$13.5M +$1.34M RSP, IEF, TLT, IWF, PIZ 13F-HR 7/7/2016, 03:01 PM
Q1 2016 97 $141M +$19.5M -$21.4M -$1.95M RSP, IEF, PIZ, IWF, IGIB 13F-HR 4/12/2016, 10:35 AM
Q4 2015 90 $141M +$3.51M -$4.37M -$857K RSP, PIZ, FDN, LQD, IWF 13F-HR 1/14/2016, 10:11 AM
Q3 2015 87 $138M +$23.5M -$25M -$1.56M RSP, PIZ, LQD, FDN, IWF 13F-HR 10/14/2015, 02:48 PM
Q2 2015 95 $149M +$65.9M -$63.7M +$2.13M RSP, IWF, PIZ, IWD, VEA 13F-HR 8/18/2015, 04:52 PM
Q1 2015 79 $150M +$11.4M -$14.5M -$3.11M IWF, VEA, IWD, IJS, IJT 13F-HR 4/14/2015, 10:25 AM
Q4 2014 82 $151M +$48.2M -$18M +$30.2M IWF, VEA, IWD, IJS, VNQ 13F-HR 1/20/2015, 02:41 PM
Q3 2014 68 $118M +$10.6M -$28M -$17.4M IWF, IWD, JNK, LQD, BWX 13F-HR 10/8/2014, 10:20 AM
Q2 2014 65 $140M +$28.6M -$17.9M +$10.7M VEA, IWD, IWF, IJS, JNK 13F-HR 7/3/2014, 11:14 AM
Q1 2014 256 $126M +$6.77M -$29.5M -$22.7M IWD, IWF, JNK, GUNR, IYM 13F-HR 4/3/2014, 04:25 PM
Q4 2013 239 $147M $0 $0 VEA, IWO, IWF, IWD, JNK 13F-HR 2/3/2014, 01:42 PM