13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001739485
Total reported value
$142.8M
$142.8M
90 檔
22.8%
In Q2 2024, LifePlan Financial, LLC's U.S. equity holdings reached a combined market value of $142.8M, distributed across 90 disclosed stock positions.
During Q2 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 | 7.81% | -1.88% | -2.31% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 7.61% | +0.80% | -5.21% | |
| 3 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 6.56% | -0.08% | +16.13% | |
| 4 | XLB | Ss Materials Select Sector | ETF-Other | 4.26% | -0.22% | -0.19% | |
| 5 | SWAN | Amplify Blckswn Grow Trsry | ETF-Other | 3.68% | +0.04% | -0.10% | |
| 6 | VGIT | Vanguard Intermediate-term T | ETF-Other | 3.54% | -0.14% | +9.31% | |
| 7 | XLE | Ss Energy Select Sector | ETF-Other | 2.60% | -0.43% | -2.47% | |
| 8 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 2.21% | -0.08% | +2.17% | |
| 9 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 2.21% | — | +1.77% | |
| 10 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 2.21% | -0.06% | +2.05% | |
| 11 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 2.20% | -0.52% | +1.86% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 2.09% | +0.03% | -2.92% | |
| 13 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 1.86% | -0.08% | +33.81% | |
| 14 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.62% | -0.07% | +22.68% | |
| 15 | GNMA | Ishares Gnma Bond ETF | ETF-Other | 1.61% | -0.06% | +22.70% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.59% | +0.06% | -2.22% | |
| 17 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.58% | +0.10% | +0.18% | |
| 18 | CRM | Salesforce Inc | Stock-Tech | 1.57% | -0.60% | -3.47% | |
| 19 | AOM | Ishares Core 40/60 Moderate | ETF-Other | 1.50% | -0.09% | +17.31% | |
| 20 | MDT | Medtronic plc | Stock-Healthcare | 1.46% | -0.14% | +4.08% | |
| 21 | TER | Teradyne Inc | Stock-Tech | 1.20% | +0.50% | +2.90% | |
| 22 | PYPL | Paypal Holdings Inc | Stock-Financials | 1.19% | +0.02% | -3.73% | |
| 23 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.13% | -0.09% | +6.05% | |
| 24 | BWA | Borgwarner Inc | Stock-Consumer Disc | 1.12% | — | +8.76% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.09% | +0.10% | -10.41% | |
| 26 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 1.07% | — | +2.27% | |
| 27 | CVS | Cvs Health CORP | Stock-Healthcare | 1.06% | +0.45% | +6.83% | |
| 28 | FIS | Fidelity National Info Serv | Stock-Tech | 0.99% | — | -15.19% | |
| 29 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.98% | -0.03% | +10.24% | |
| 30 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.97% | -0.03% | +4.43% | |
| 31 | QCOM | Qualcomm Inc | Stock-Tech | 0.92% | +0.03% | -3.00% | |
| 32 | C | Citigroup Inc | Stock-Financials | 0.91% | +0.01% | -4.14% | |
| 33 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.89% | -0.53% | +6.08% | |
| 34 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.88% | +0.04% | +1.92% | |
| 35 | EMR | Emerson Electric Co | Stock-Industrials | 0.86% | -0.50% | EXIT | |
| 36 | RTX | Rtx CORP | Stock-Industrials | 0.81% | -0.12% | +70.64% | |
| 37 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.81% | +0.76% | -5.29% | |
| 38 | SLB | Slb LTD | Stock-Energy | 0.76% | -0.27% | -2.72% | |
| 39 | ADSK | Autodesk Inc | Stock-Tech | 0.75% | -0.21% | +0.92% | |
| 40 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.75% | +0.03% | +0.42% | |
| 41 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.74% | -0.38% | +61.45% | |
| 42 | AIG | American International Group | Stock-Financials | 0.73% | -0.04% | -3.25% | |
| 43 | ECL | Ecolab Inc | Stock-Materials | 0.73% | — | -5.50% | |
| 44 | USB | US Bancorp | Stock-Financials | 0.70% | +0.12% | -2.41% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.69% | — | -3.14% | |
| 46 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.69% | — | +2.10% | |
| 47 | WFC | Wells Fargo & Co | Stock-Financials | 0.66% | — | -33.88% | |
| 48 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.65% | +0.08% | +2.50% | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 0.64% | -0.19% | +24.49% | |
| 50 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.64% | -0.02% | +4.64% |
According to official SEC Form 13F filings, LifePlan Financial, LLC reported a total U.S. public equity portfolio value of $142.8M across 90 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IAU, SPYG, XLP) accounted for 22.8% of total reported equity market value during Q2 2024.
During Q2 2024, LifePlan Financial, LLC's top holdings by market value included IAU (7.8%)、SPYG (7.6%)、XLP (6.6%). The largest single position, IAU, represented 7.8% of total portfolio value.
In Q2 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.