LifePlan Financial Group, Inc — Q2 2019 13F保有銘柄

Name: LifePlan Financial Group, Inc — 13F Holdings, Q2 2019
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560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	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	ETF-投資適格社債	4.31%	-0.11%	+70.27%
2	GOVT	Ishares US Treasury Bond ETF	ETF-政府公債	3.54%	-0.09%	+846.92%
3	IWF	Ishares Russell 1000 Growth	ETF-その他	3.47%	+0.06%	-4.22%
4	IJS	Ishares S&p Small-cap 600 Va	ETF-その他	3.11%	-0.05%	+6.36%
5	BNDX	Vanguard Total Intl Bond ETF	ETF-その他	3.11%	-0.12%	+21.90%
6	VEA	Vanguard Ftse Developed ETF	ETF-その他	3.10%	-0.31%	+2.53%
7	IVV	Ishares Core S&p 500 ETF	ETF-大型株・グロース	2.82%	+0.12%	+42.29%
8	SPYM	Ste Str Spdr Pt S&p 500 ETF	ETF-大型株・グロース	2.80%	+0.04%	+5.56%
9	VUG	Vanguard Growth ETF	ETF-その他	2.67%	+0.06%	-4.10%
10	IEFA	Ishares Core Msci Eafe ETF	ETF-その他	2.51%	—	+0.66%
11	VBR	Vanguard Small-cap Value ETF	ETF-その他	2.42%	+0.12%	+6.93%
12	IJT	Ishares S&p Small-cap 600 Gr	ETF-その他	2.42%	-0.20%	+2.59%
13	IWD	Ishares Russell 1000 Value E	ETF-その他	2.42%	—	-0.58%
14	RSP	Invesco S&p 500 Equal Weight	ETF-大型株・グロース	1.93%	-0.25%	-12.48%
15	NEAR	Ishares Sh Dba ETF Usd INC	ETF-その他	1.93%	—	+1978.90%
16	VBK	Vanguard Small-cap Grwth ETF	ETF-その他	1.82%	+0.18%	+2.15%
17	VNQ	Vanguard Real Estate ETF	ETF-その他	1.72%	—	+2.85%
18	FVD	First Trust Value Line Dvd	ETF-その他	1.72%	-0.03%	+1.95%
19	SPTM	Ss Spdr P S&p 1500 Comp ETF	ETF-その他	1.72%	—	-2.24%
20	IWO	Ishares Russell 2000 Growth	ETF-中小型株	1.55%	+0.01%	-4.68%
21	VTV	Vanguard Value ETF	ETF-その他	1.46%	-0.02%	-4.73%
22	VGIT	Vanguard Intermediate-term T	ETF-その他	1.42%	—	+40.97%
23	IGIB	Ishares 5-10y Inv Grade CORP	ETF-投資適格社債	1.38%	-0.09%	+156.91%
24	USMV	Ishares Msci USA Min Vol Fac	ETF-その他	1.38%	-0.01%	+3.96%
25	GUNR	Flexshares Global Upstream N	ETF-その他	1.32%	—	-0.16%
26	HYG	Ishr Ibx Usd Hiyld Cb Etf-ui	ETF-ハイイールド債	1.18%	-0.11%	-6.02%
27	JNK	Ss Spdr Bb High Yield Bond	ETF-ハイイールド債	1.13%	-0.09%	—
28	VO	Vanguard Mid-cap ETF	ETF-その他	1.08%	+0.04%	-5.17%
29	MTUM	Ishares Msci USA Momentum Fa	ETF-その他	1.06%	—	-9.84%
30	IXN	Ishares Global Tech ETF	ETF-テック型	1.05%	+0.07%	-34.35%
31	PG	Procter & Gamble Co/the	株式-生活必需品	0.93%	+0.12%	-1.35%
32	ITOT	Ishares Core S&p Total U.s.	ETF-その他	0.93%	—	-31.80%
33	IWN	Ishares Russell 2000 Value E	ETF-中小型株	0.84%	—	-0.12%
34	IEI	Ishares 3-7 Year Treasury Bo	ETF-政府公債	0.83%	—	-11.91%
35	SYE1EUR	Spdr Mfs Systematic Equity	ETF-その他	0.83%	+0.17%	+255.05%
36	VWO	Vanguard Ftse Emerging Marke	ETF-新興国市場	0.80%	—	+0.60%
37	RSPM	Invesco S&p 500 Equal Weight	ETF-大型株・グロース	0.76%	+0.16%	+179.75%
38	MBB	Ishares Mbs ETF	ETF-その他	0.76%	—	+495.26%
39	IEF	Ishares 7-10 Year Treasury B	ETF-政府公債	0.71%	—	-27.75%
40	QQQ	Invesco Qqq Trust Series 1	ETF-テック型	0.69%	+0.13%	+14.42%
41	BND	Vanguard Total Bond Market	ETF-その他	0.63%	—	-4.92%
42	EZM	Wisdomtree US Midcap Fund	ETF-その他	0.63%	—	-12.91%
43	IJH	Ishares Core S&p Midcap ETF	ETF-その他	0.56%	—	+23.27%
44	IJR	Ishares Core S&p Small-cap E	ETF-中小型株	0.55%	—	-33.82%
45	IVE	Ishares S&p 500 Value ETF	ETF-大型株・グロース	0.54%	—	-0.45%
46	HEFA	Isha Curr Hedged Msci Eafe	ETF-その他	0.53%	+0.15%	+99.58%
47	ANGL	Vaneck Fallen Angel High Yld	ETF-その他	0.48%	+0.25%	+456.28%
48	EFA	Ishares Msci Eafe ETF	ETF-その他	0.46%	—	+2.15%
49	SLYV	Ss Spdr S&p 600 Sc Val ETF	ETF-その他	0.44%	—	+68.34%
50	FDN	First Trust Dj Internet Ind	ETF-その他	0.39%	+0.02%	-6.58%

1–50 of 200

今四半期の持株変動

LifePlan Financial Group, IncがQ2 2019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	GOVT	Ishares US Treasury Bond ETF	+3.1%	+846.92%	増加
2	NEAR	Ishares Sh Dba ETF Usd INC	+1.8%	+1978.90%	増加
3	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	+1.6%	+70.27%	増加
4	IGIB	Ishares 5-10y Inv Grade CORP	+0.8%	+156.91%	増加
5	IVV	Ishares Core S&p 500 ETF	+0.7%	+42.29%	増加
6	MBB	Ishares Mbs ETF	+0.6%	+495.26%	増加
7	SYE1EUR	Spdr Mfs Systematic Equity	+0.6%	+255.05%	増加
8	RSPM	Invesco S&p 500 Equal Weight	+0.5%	+179.75%	増加
9	ANGL	Vaneck Fallen Angel High Yld	+0.4%	+456.28%	増加
10	BNDX	Vanguard Total Intl Bond ETF	+0.4%	+21.90%	増加
11	VGIT	Vanguard Intermediate-term T	+0.3%	+40.97%	増加
12	HEFA	Isha Curr Hedged Msci Eafe	+0.3%	+99.58%	増加
13	IEMG	Ishares Core Msci Emerging	+0.2%	+183.66%	増加
14	USRT	Ishares Core US Reit ETF	+0.2%	+303.99%	増加
15	SLYV	Ss Spdr S&p 600 Sc Val ETF	+0.2%	+68.34%	増加
16	SPAB	Ss Spdr P Agg Bond ETF	+0.2%	+140.25%	増加
17	VCLT	Vanguard Long-term CORP Bond	+0.1%	+529.70%	増加
18	SPTI	Ss Spdr P Int Term Tsy ETF	+0.1%	+178.18%	増加
19	VOO	Vanguard S&p 500 ETF	+0.1%	+1815.00%	増加
20	IJH	Ishares Core S&p Midcap ETF	+0.1%	+23.27%	増加
21	VMBS	Vanguard Mortgage-backed Sec	+0.1%	+61.33%	増加
22	TLT	Ishares 20+ Year Treasury Bd	+0.1%	+62.57%	増加
23	QQQ	Invesco Qqq Trust Series 1	+0.1%	+14.42%	増加
24	USMV	Ishares Msci USA Min Vol Fac	0%	+3.96%	増加
25	SPYM	Ste Str Spdr Pt S&p 500 ETF	0%	+5.56%	増加
26	VBR	Vanguard Small-cap Value ETF	-0.1%	+6.93%	増加
27	FVD	First Trust Value Line Dvd	-0.1%	+1.95%	増加
28	VBK	Vanguard Small-cap Grwth ETF	-0.1%	+2.15%	増加
29	SPSB	Ss Spdr P St C CORP ETF	-0.1%	-86.72%	減少
30	LMBS	First Trust Low Duration Opp	-0.1%	-80.92%	減少
31	IJS	Ishares S&p Small-cap 600 Va	-0.1%	+6.36%	増加
32	SHY	Ishares 1-3 Year Treasury Bo	-0.1%	-56.90%	減少
33	IJT	Ishares S&p Small-cap 600 Gr	-0.1%	+2.59%	増加
34	IGE	Ishares North American Natur	-0.1%	-29.56%	減少
35	EZM	Wisdomtree US Midcap Fund	-0.2%	-12.91%	減少
36	VEA	Vanguard Ftse Developed ETF	-0.2%	+2.53%	増加
37	IEI	Ishares 3-7 Year Treasury Bo	-0.2%	-11.91%	減少
38	HYG	Ishr Ibx Usd Hiyld Cb Etf-ui	-0.2%	-6.02%	減少
39	JPIN	JPM Diversified Ret Intl Eq	-0.3%	-36.51%	減少
40	WDRN	WisdomTree Physical AI, Humanoids, and Drones Fund	-0.3%	-63.22%	減少
41	IEF	Ishares 7-10 Year Treasury B	-0.3%	-27.75%	減少
42	IJR	Ishares Core S&p Small-cap E	-0.4%	-33.82%	減少
43	LRGF	Ishares US Equity Factor ETF	-0.4%	-89.97%	減少
44	RSP	Invesco S&p 500 Equal Weight	-0.4%	-12.48%	減少
45	ITOT	Ishares Core S&p Total U.s.	-0.5%	-31.80%	減少
46	IXN	Ishares Global Tech ETF	-0.6%	-34.35%	減少
47	EMB	Ishares Jp Morgan Usd Emergi	-0.8%	-76.54%	減少
48	FLOT	Ishares Floating Rate Bond E	-1.5%	-82.15%	減少
49	QNDX	State Street SPDR Portfolio Nasdaq 100 ETF	—	EXIT	全売却
50	JNK	Ss Spdr Bb High Yield Bond	—	NEW	新規購入