LifePlan Financial Group, Inc — Q4 2018 13F保有銘柄

Name: LifePlan Financial Group, Inc — 13F Holdings, Q4 2018
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001583104

申告総資産額

$2.3億

← 最新の四半期に戻る

今四半期の全保有銘柄

上位200銘柄を表示中（全551銘柄）

#	ティッカー	発行体	資産子分類	比率	比率変動	持株数変化
1	IWF	Ishares Russell 1000 Growth	ETF-その他	4.01%	+0.06%	-1.23%
2	VEA	Vanguard Ftse Developed ETF	ETF-その他	3.39%	-0.31%	+0.48%
3	RSP	Invesco S&p 500 Equal Weight	ETF-大型株・グロース	3.29%	-0.25%	-0.92%
4	IJS	Ishares S&p Small-cap 600 Va	ETF-その他	3.25%	-0.05%	+0.37%
5	VUG	Vanguard Growth ETF	ETF-その他	3.11%	+0.06%	-2.87%
6	BNDX	Vanguard Total Intl Bond ETF	ETF-その他	3.00%	-0.12%	+0.20%
7	IWD	Ishares Russell 1000 Value E	ETF-その他	2.82%	—	-1.65%
8	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	ETF-投資適格社債	2.67%	-0.11%	+1.36%
9	IJT	Ishares S&p Small-cap 600 Gr	ETF-その他	2.57%	-0.20%	-1.83%
10	VBR	Vanguard Small-cap Value ETF	ETF-その他	2.48%	+0.12%	-2.16%
11	FLOT	Ishares Floating Rate Bond E	ETF-その他	2.12%	—	+29.07%
12	VNQ	Vanguard Real Estate ETF	ETF-その他	1.89%	—	-2.25%
13	VBK	Vanguard Small-cap Grwth ETF	ETF-その他	1.85%	+0.18%	-0.31%
14	IWO	Ishares Russell 2000 Growth	ETF-中小型株	1.84%	+0.01%	-0.23%
15	EZM	Wisdomtree US Midcap Fund	ETF-その他	1.83%	—	-17.61%
16	MTUM	Ishares Msci USA Momentum Fa	ETF-その他	1.78%	—	+3.32%
17	VTV	Vanguard Value ETF	ETF-その他	1.76%	-0.02%	-4.89%
18	SPTM	Ss Spdr P S&p 1500 Comp ETF	ETF-その他	1.76%	—	-5.32%
19	FVD	First Trust Value Line Dvd	ETF-その他	1.70%	-0.03%	+2.94%
20	LRGF	Ishares US Equity Factor ETF	ETF-その他	1.68%	—	-0.84%
21	IEFA	Ishares Core Msci Eafe ETF	ETF-その他	1.64%	—	+21.24%
22	ITOT	Ishares Core S&p Total U.s.	ETF-その他	1.62%	—	-2.04%
23	IXN	Ishares Global Tech ETF	ETF-テック型	1.60%	+0.07%	+15.67%
24	HYG	Ishr Ibx Usd Hiyld Cb Etf-ui	ETF-ハイイールド債	1.54%	-0.11%	-1.85%
25	QNDX	State Street SPDR Portfolio Nasdaq 100 ETF	ETF-テック型	1.54%	—	-4.27%
26	GUNR	Flexshares Global Upstream N	ETF-その他	1.52%	—	-0.69%
27	IEI	Ishares 3-7 Year Treasury Bo	ETF-政府公債	1.36%	—	-3.62%
28	IEF	Ishares 7-10 Year Treasury B	ETF-政府公債	1.28%	—	-35.98%
29	VO	Vanguard Mid-cap ETF	ETF-その他	1.22%	+0.04%	+0.01%
30	PG	Procter & Gamble Co/the	株式-生活必需品	1.10%	+0.12%	+0.52%
31	IWN	Ishares Russell 2000 Value E	ETF-中小型株	1.03%	—	+3.06%
32	VWO	Vanguard Ftse Emerging Marke	ETF-新興国市場	0.99%	—	-7.53%
33	BND	Vanguard Total Bond Market	ETF-その他	0.90%	—	-8.76%
34	VGIT	Vanguard Intermediate-term T	ETF-その他	0.80%	—	-11.31%
35	EMB	Ishares Jp Morgan Usd Emergi	ETF-その他	0.74%	—	-36.09%
36	QQQ	Invesco Qqq Trust Series 1	ETF-テック型	0.65%	+0.13%	-0.58%
37	JPIN	JPM Diversified Ret Intl Eq	ETF-その他	0.62%	—	-3.66%
38	IVE	Ishares S&p 500 Value ETF	ETF-大型株・グロース	0.61%	—	-0.89%
39	EFA	Ishares Msci Eafe ETF	ETF-その他	0.52%	—	+0.65%
40	IJH	Ishares Core S&p Midcap ETF	ETF-その他	0.51%	—	-7.23%
41	WDRN	WisdomTree Physical AI, Humanoids, and Drones Fund	株式-その他	0.48%	—	+47.53%
42	IVV	Ishares Core S&p 500 ETF	ETF-大型株・グロース	0.47%	+0.12%	+0.74%
43	IGE	Ishares North American Natur	ETF-その他	0.46%	—	-13.70%
44	VTI	Vanguard Total Stock Mkt ETF	ETF-その他	0.45%	—	-20.68%
45	AGG	Ishares Core U.s. Aggregate	ETF-その他	0.45%	—	-16.81%
46	MUB	Ishares National Muni Bond E	ETF-その他	0.45%	—	+9.41%
47	FDN	First Trust Dj Internet Ind	ETF-その他	0.44%	+0.02%	-2.21%
48	IGIB	Ishares 5-10y Inv Grade CORP	ETF-投資適格社債	0.41%	-0.09%	-12.62%
49	JPM	Jpmorgan Chase & Co	株式-金融	0.39%	—	-11.56%
50	USMV	Ishares Msci USA Min Vol Fac	ETF-その他	0.36%	-0.01%	+24.98%

1–50 of 200

今四半期の持株変動

LifePlan Financial Group, IncがQ4 2018時点の四半期で開示したポジション変更（銘柄コード、発行体、ウェイト変化、株数変化、アクションを含む）
#	ティッカー	発行体	比率変動	持株数変化	アクション
1	FLOT	Ishares Floating Rate Bond E	+0.7%	+29.07%	増加
2	PG	Procter & Gamble Co/the	+0.2%	+0.52%	増加
3	WDRN	WisdomTree Physical AI, Humanoids, and Drones Fund	+0.2%	+47.53%	増加
4	FVD	First Trust Value Line Dvd	+0.1%	+2.94%	増加
5	LMBS	First Trust Low Duration Opp	+0.1%	+857.11%	増加
6	SPSB	Ss Spdr P St C CORP ETF	+0.1%	+1298.54%	増加
7	SHY	Ishares 1-3 Year Treasury Bo	+0.1%	+72.13%	増加
8	HYG	Ishr Ibx Usd Hiyld Cb Etf-ui	+0.1%	-1.85%	減少
9	VNQ	Vanguard Real Estate ETF	+0.1%	-2.25%	減少
10	QNDX	State Street SPDR Portfolio Nasdaq 100 ETF	+0.1%	-4.27%	減少
11	MTUM	Ishares Msci USA Momentum Fa	0%	+3.32%	増加
12	GUNR	Flexshares Global Upstream N	0%	-0.69%	減少
13	VWO	Vanguard Ftse Emerging Marke	0%	-7.53%	減少
14	IVE	Ishares S&p 500 Value ETF	0%	-0.89%	減少
15	VEA	Vanguard Ftse Developed ETF	0%	+0.48%	増加
16	IWD	Ishares Russell 1000 Value E	0%	-1.65%	減少
17	JPIN	JPM Diversified Ret Intl Eq	0%	-3.66%	減少
18	AGG	Ishares Core U.s. Aggregate	0%	-16.81%	減少
19	VO	Vanguard Mid-cap ETF	0%	+0.01%	増加
20	QQQ	Invesco Qqq Trust Series 1	0%	-0.58%	減少
21	FDN	First Trust Dj Internet Ind	0%	-2.21%	減少
22	IWN	Ishares Russell 2000 Value E	0%	+3.06%	増加
23	LMT	Lockheed Martin CORP	0%	—	変化なし
24	VTV	Vanguard Value ETF	-0.1%	-4.89%	減少
25	PKG	Packaging CORP Of America	-0.1%	-12.24%	減少
26	ITOT	Ishares Core S&p Total U.s.	-0.1%	-2.04%	減少
27	IJH	Ishares Core S&p Midcap ETF	-0.1%	-7.23%	減少
28	JPM	Jpmorgan Chase & Co	-0.1%	-11.56%	減少
29	HEFA	Isha Curr Hedged Msci Eafe	-0.1%	-14.65%	減少
30	IOO	Ishares Global 100 ETF	-0.1%	-19.06%	減少
31	BMO	Bank Of Montreal	-0.1%	-46.47%	減少
32	RSP	Invesco S&p 500 Equal Weight	-0.1%	-0.92%	減少
33	XLE	Ss Energy Select Sector	-0.1%	-15.74%	減少
34	LRGF	Ishares US Equity Factor ETF	-0.1%	-0.84%	減少
35	PIZ	Invesco Dorsey Wright Develo	-0.1%	-25.96%	減少
36	OKE	Oneok INC	-0.1%	-28.98%	減少
37	BTI	British American Tob-sp Adr	-0.1%	-98.91%	減少
38	SPTM	Ss Spdr P S&p 1500 Comp ETF	-0.1%	-5.32%	減少
39	VTI	Vanguard Total Stock Mkt ETF	-0.1%	-20.68%	減少
40	VBK	Vanguard Small-cap Grwth ETF	-0.2%	-0.31%	減少
41	IGE	Ishares North American Natur	-0.2%	-13.70%	減少
42	IWF	Ishares Russell 1000 Growth	-0.2%	-1.23%	減少
43	VBR	Vanguard Small-cap Value ETF	-0.2%	-2.16%	減少
44	VUG	Vanguard Growth ETF	-0.2%	-2.87%	減少
45	IWO	Ishares Russell 2000 Growth	-0.2%	-0.23%	減少
46	IJT	Ishares S&p Small-cap 600 Gr	-0.3%	-1.83%	減少
47	IJS	Ishares S&p Small-cap 600 Va	-0.3%	+0.37%	増加
48	EMB	Ishares Jp Morgan Usd Emergi	-0.3%	-36.09%	減少
49	IEF	Ishares 7-10 Year Treasury B	-0.4%	-35.98%	減少
50	EZM	Wisdomtree US Midcap Fund	-0.5%	-17.61%	減少