LifePlan Financial, LLC — Q1 2025 13F 持股

Name: LifePlan Financial, LLC — 13F Holdings, Q1 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001739485

申报总市值

US$1.4亿

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本季完整持股清单

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	IAU	Ishares Gold Trust	ETF-避险与商品	9.06%	-1.88%	-2.57%
2	XLP	Ss Consumer Staples Sel Sect	ETF-其他	6.97%	-0.08%	+2.95%
3	SPYG	Ss Spdr P S&p 500 Growth ETF	ETF-大型股与成长	6.66%	+0.80%	-1.08%
4	XLB	Ss Materials Select Sector	ETF-其他	4.47%	—	+7.36%
5	VGIT	Vanguard Intermediate-term T	ETF-其他	3.67%	—	+3.09%
6	SWAN	Amplify Blckswn Grow Trsry	ETF-其他	3.59%	+0.04%	+2.34%
7	IBTJ	Ishares Ibonds Dec 2029 Term	ETF-其他	2.28%	—	—
8	IBDT	Ishares Ibonds Dec 2028 ETF	ETF-其他	2.28%	—	+3.24%
9	IBDS	Ishrs Ibnds Dec 27 CORP ETF	ETF-其他	2.27%	—	+3.23%
10	IBDR	Ishares Ibonds Dec 2026 Term	ETF-其他	2.27%	-0.52%	+3.64%
11	XLE	Ss Energy Select Sector	ETF-其他	2.19%	-0.43%	-4.87%
12	CRM	Salesforce INC	股票-科技	1.94%	-0.60%	+0.11%
13	VMBS	Vanguard Mortgage-backed Sec	ETF-其他	1.83%	—	+3.30%
14	GNMA	Ishares Gnma Bond ETF	ETF-其他	1.82%	—	+3.32%
15	MSFT	Microsoft CORP	股票-科技	1.80%	+0.03%	+6.12%
16	MDT	Medtronic plc	股票-医疗保健	1.79%	—	+2.02%
17	AOM	Ishares Core 40/60 Moderate	ETF-其他	1.45%	—	-20.16%
18	PYPL	Paypal Holdings INC	股票-金融	1.31%	+0.02%	+2.20%
19	MGK	Vanguard Mega Cap Growth ETF	ETF-其他	1.22%	+0.10%	-4.46%
20	GOOGL	Alphabet Inc-cl A	股票-通信服务	1.19%	+0.06%	-2.42%
21	IBDV	Ishares Ibonds Dec 2030 CORP	ETF-其他	1.18%	—	+56.31%
22	USB	US Bancorp	股票-金融	1.17%	+0.12%	+3.39%
23	CMCSA	Comcast Corp-class A	股票-通信服务	1.16%	—	+6.83%
24	IBDQ	Ishares Ibonds Dec 2025 Term	ETF-其他	1.15%	—	-19.72%
25	CVS	Cvs Health CORP	股票-医疗保健	1.12%	+0.45%	-9.82%
26	PANW	Palo Alto Networks INC	股票-科技	1.02%	+0.76%	-6.50%
27	DUK	Duke Energy CORP	股票-公用事业	1.01%	—	+19.47%
28	VZ	Verizon Communications INC	股票-通信服务	0.98%	-0.53%	+4.56%
29	RTX	Rtx CORP	股票-工业	0.93%	-0.12%	-5.75%
30	ADSK	Autodesk INC	股票-科技	0.91%	-0.21%	+11.24%
31	WMT	Walmart INC	股票-非周期性消费	0.90%	—	-1.30%
32	SCHO	Schwab Short-term US Treas	ETF-其他	0.88%	—	+2.58%
33	VCSH	Vanguard S/t CORP Bond ETF	ETF-投资级公司债	0.88%	—	+1.12%
34	BWA	Borgwarner INC	股票-周期性消费	0.87%	—	-18.55%
35	C	Citigroup INC	股票-金融	0.86%	—	-1.34%
36	KHC	Kraft Heinz Co/the	股票-非周期性消费	0.85%	—	-18.44%
37	SLB	Slb LTD	股票-能源	0.85%	-0.27%	+8.03%
38	MCD	Mcdonald's CORP	股票-周期性消费	0.85%	-0.38%	+7.22%
39	VO	Vanguard Mid-cap ETF	ETF-其他	0.84%	—	+4.77%
40	AMZN	Amazon.com INC	股票-周期性消费	0.83%	+0.10%	-8.39%
41	CTVA	Corteva INC	股票-原材料	0.77%	—	+3.60%
42	NKE	Nike INC -cl B	股票-周期性消费	0.76%	+0.05%	+35.91%
43	VTR	Ventas INC	股票-房地产	0.72%	—	-19.67%
44	NXPI	NXP Semiconductors N.V.	股票-科技	0.70%	+0.43%	-6.59%
45	GILD	Gilead Sciences INC	股票-医疗保健	0.67%	—	+14.50%
46	DGRO	Ishares Core Dividend Growth	ETF-其他	0.66%	—	+7.38%
47	SCHX	Schwab US Large-cap ETF	ETF-其他	0.65%	—	+4.72%
48	EMR	Emerson Electric Co	股票-工业	0.65%	-0.50%	EXIT
49	XOM	Exxon Mobil CORP	股票-能源	0.63%	-0.19%	-4.12%
50	SCHA	Schwab US Small-cap ETF	ETF-其他	0.59%	+0.08%	+6.50%

1–50 of 89

本季持股变动

LifePlan Financial, LLC 于截至 Q1 2025 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#	代码	标的名称	占比变动	持仓量变化	异动类型
1	IBTJ	Ishares Ibonds Dec 2029 Term	+2.3%	NEW	新建仓
2	IAU	Ishares Gold Trust	+1.2%	-2.57%	减仓
3	IBDV	Ishares Ibonds Dec 2030 CORP	+0.4%	+56.31%	加仓
4	MSI	Motorola Solutions INC	+0.4%	NEW	新建仓
5	XLP	Ss Consumer Staples Sel Sect	+0.4%	+2.95%	加仓
6	XLB	Ss Materials Select Sector	+0.3%	+7.36%	加仓
7	HAS	Hasbro INC	+0.3%	NEW	新建仓
8	TMO	Thermo Fisher Scientific INC	+0.3%	NEW	新建仓
9	LMT	Lockheed Martin CORP	+0.3%	NEW	新建仓
10	MDLZ	Mondelez International Inc-a	+0.3%	NEW	新建仓
11	CVS	Cvs Health CORP	+0.3%	-9.82%	减仓
12	DUK	Duke Energy CORP	+0.3%	+19.47%	加仓
13	CAT	Caterpillar INC	+0.3%	NEW	新建仓
14	AMT	American Tower CORP	+0.2%	NEW	新建仓
15	MDT	Medtronic plc	+0.2%	+2.02%	加仓
16	AMD	Advanced Micro Devices	+0.2%	+82.73%	加仓
17	GILD	Gilead Sciences INC	+0.2%	+14.50%	加仓
18	VGIT	Vanguard Intermediate-term T	+0.2%	+3.09%	加仓
19	VZ	Verizon Communications INC	+0.1%	+4.56%	加仓
20	SLB	Slb LTD	+0.1%	+8.03%	加仓
21	MCD	Mcdonald's CORP	+0.1%	+7.22%	加仓
22	CTVA	Corteva INC	+0.1%	+3.60%	加仓
23	T	At&t INC	+0.1%	-3.28%	减仓
24	NKE	Nike INC -cl B	+0.1%	+35.91%	加仓
25	GNMA	Ishares Gnma Bond ETF	+0.1%	+3.32%	加仓
26	VMBS	Vanguard Mortgage-backed Sec	+0.1%	+3.30%	加仓
27	IBDT	Ishares Ibonds Dec 2028 ETF	+0.1%	+3.24%	加仓
28	EXPE	Expedia Group INC	-0.1%	-12.69%	减仓
29	NXPI	NXP Semiconductors N.V.	-0.1%	-6.59%	减仓
30	USB	US Bancorp	-0.1%	+3.39%	加仓
31	MSFT	Microsoft CORP	-0.1%	+6.12%	加仓
32	PANW	Palo Alto Networks INC	-0.2%	-6.50%	减仓
33	IJR	Ishares Core S&p Small-cap E	-0.2%	EXIT	清仓
34	AMZN	Amazon.com INC	-0.2%	-8.39%	减仓
35	KHC	Kraft Heinz Co/the	-0.2%	-18.44%	减仓
36	MGK	Vanguard Mega Cap Growth ETF	-0.2%	-4.46%	减仓
37	TRU	Transunion	-0.3%	EXIT	清仓
38	IBDQ	Ishares Ibonds Dec 2025 Term	-0.3%	-19.72%	减仓
39	EMR	Emerson Electric Co	-0.3%	-21.44%	减仓
40	GLW	Corning INC	-0.3%	-61.37%	减仓
41	VEEV	Veeva Systems Inc-class A	-0.3%	EXIT	清仓
42	TER	Teradyne INC	-0.3%	-8.00%	减仓
43	GOOGL	Alphabet Inc-cl A	-0.3%	-2.42%	减仓
44	KMX	Carmax INC	-0.3%	EXIT	清仓
45	BWA	Borgwarner INC	-0.3%	-18.55%	减仓
46	AOM	Ishares Core 40/60 Moderate	-0.4%	-20.16%	减仓
47	PYPL	Paypal Holdings INC	-0.4%	+2.20%	加仓
48	CRM	Salesforce INC	-0.5%	+0.11%	加仓
49	SPYG	Ss Spdr P S&p 500 Growth ETF	-0.8%	-1.08%	减仓
50	IBDU	Ishares Ibonds Dec 2029 Term	-2.2%	EXIT	清仓