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CIK: 0001739485
Total reported value
$142.8M
$142.8M
94 檔
21.9%
During the Q1 2024 filing period, LifePlan Financial, LLC (CIK: 0001739485) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $142.8M across 94 reported positions.
During Q1 2024, LifePlan Financial, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IAU | Ishares Gold Trust | ETF-Commodities | 7.61% | -1.88% | +2.59% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 7.30% | +0.80% | -0.34% | |
| 3 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 5.60% | -0.08% | +21.59% | |
| 4 | XLB | Ss Materials Select Sector | ETF-Other | 4.47% | -0.22% | +5.23% | |
| 5 | SWAN | Amplify Blckswn Grow Trsry | ETF-Other | 3.61% | +0.04% | -1.16% | |
| 6 | VGIT | Vanguard Intermediate-term T | ETF-Other | 3.24% | -0.14% | +11.52% | |
| 7 | XLE | Ss Energy Select Sector | ETF-Other | 2.75% | -0.43% | -4.40% | |
| 8 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 2.17% | -0.08% | +3.79% | |
| 9 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 2.16% | -0.06% | +3.63% | |
| 10 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 2.15% | — | +3.70% | |
| 11 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 2.15% | -0.52% | +3.62% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 2.02% | +0.03% | -0.46% | |
| 13 | CRM | Salesforce Inc | Stock-Tech | 1.90% | -0.60% | -1.05% | |
| 14 | MDT | Medtronic plc | Stock-Healthcare | 1.55% | -0.14% | +6.67% | |
| 15 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.43% | +0.10% | -8.05% | |
| 16 | PYPL | Paypal Holdings Inc | Stock-Financials | 1.42% | +0.02% | +12.12% | |
| 17 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 1.39% | -0.08% | +58.70% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.34% | +0.06% | +0.12% | |
| 19 | CVS | Cvs Health CORP | Stock-Healthcare | 1.34% | +0.45% | -8.53% | |
| 20 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.32% | -0.07% | +24.25% | |
| 21 | GNMA | Ishares Gnma Bond ETF | ETF-Other | 1.32% | -0.06% | +23.27% | |
| 22 | AOM | Ishares Core 40/60 Moderate | ETF-Other | 1.27% | -0.09% | +0.09% | |
| 23 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 1.20% | — | +5.20% | |
| 24 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.17% | -0.09% | +2.95% | |
| 25 | FIS | Fidelity National Info Serv | Stock-Tech | 1.14% | — | -20.97% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.13% | +0.10% | -18.66% | |
| 27 | BWA | Borgwarner Inc | Stock-Consumer Disc | 1.10% | — | +10.85% | |
| 28 | XLF | Ss Financial Select Sector | ETF-Other | 0.99% | — | -45.72% | |
| 29 | WFC | Wells Fargo & Co | Stock-Financials | 0.97% | — | -9.17% | |
| 30 | EMR | Emerson Electric Co | Stock-Industrials | 0.95% | -0.50% | EXIT | |
| 31 | C | Citigroup Inc | Stock-Financials | 0.94% | +0.01% | +13.96% | |
| 32 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.92% | -0.03% | +2.95% | |
| 33 | SLB | Slb LTD | Stock-Energy | 0.90% | -0.27% | -12.92% | |
| 34 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.89% | -0.03% | +3.80% | |
| 35 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.88% | +0.04% | +2.83% | |
| 36 | TER | Teradyne Inc | Stock-Tech | 0.88% | +0.50% | -7.46% | |
| 37 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.85% | -0.53% | +9.05% | |
| 38 | QCOM | Qualcomm Inc | Stock-Tech | 0.80% | +0.03% | -11.15% | |
| 39 | USB | US Bancorp | Stock-Financials | 0.80% | +0.12% | +23.11% | |
| 40 | AIG | American International Group | Stock-Financials | 0.80% | -0.04% | -14.04% | |
| 41 | ADSK | Autodesk Inc | Stock-Tech | 0.78% | -0.21% | +44.32% | |
| 42 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-Other | 0.77% | — | -36.01% | |
| 43 | ECL | Ecolab Inc | Stock-Materials | 0.75% | — | -16.62% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.74% | — | -0.26% | |
| 45 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.72% | +0.03% | +0.29% | |
| 46 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.71% | +0.76% | -6.65% | |
| 47 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.68% | — | +2.99% | |
| 48 | KMX | Carmax Inc | Stock-Consumer Disc | 0.67% | — | +22.35% | |
| 49 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.65% | +0.08% | +2.75% | |
| 50 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.63% | -0.02% | -0.33% |
According to official SEC Form 13F filings, LifePlan Financial, LLC reported a total U.S. public equity portfolio value of $142.8M across 94 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IAU, SPYG, XLP) accounted for 21.9% of total reported equity market value during Q1 2024.
During Q1 2024, LifePlan Financial, LLC's top holdings by market value included IAU (7.6%)、SPYG (7.3%)、XLP (5.6%). The largest single position, IAU, represented 7.6% of total portfolio value.
In Q1 2024, LifePlan Financial, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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