0001580642-15-000264.txt : 20150120 0001580642-15-000264.hdr.sgml : 20150119 20150120144129 ACCESSION NUMBER: 0001580642-15-000264 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20141231 FILED AS OF DATE: 20150120 DATE AS OF CHANGE: 20150120 EFFECTIVENESS DATE: 20150120 FILER: COMPANY DATA: COMPANY CONFORMED NAME: LifePlan Financial Group, Inc CENTRAL INDEX KEY: 0001583104 IRS NUMBER: 311395239 STATE OF INCORPORATION: OH FISCAL YEAR END: 1213 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15565 FILM NUMBER: 15535534 BUSINESS ADDRESS: STREET 1: 10050 INNOVATION DRIVE, SUITE 140 CITY: DAYTON STATE: OH ZIP: 45342 BUSINESS PHONE: 937-449-0345 MAIL ADDRESS: STREET 1: 10050 INNOVATION DRIVE, SUITE 140 CITY: DAYTON STATE: OH ZIP: 45342 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001583104 XXXXXXXX 12-31-2014 12-31-2014 LifePlan Financial Group, Inc

10050 INNOVATION DRIVE, SUITE 140 DAYTON OH 45342

13F HOLDINGS REPORT 028-15565 N Tyrone C. Phillippi 937-449-0345 /s/ Tyrone C. Phillippi Dayton OH 01-20-2015 0 82 150788 false INFORMATION TABLE 2 aci_13f.xml ISHARES TR SP SMCP600VL ETF 464287879 10362 87857 SH SOLE 0 0 0 87857 ISHARES TR SP SMCP600GR ETF 464287887 4875 39828 SH SOLE 0 0 0 39828 ISHARES TR S&P 500 VAL ETF 464287408 1022 10904 SH SOLE 0 0 0 10904 ISHARES TR CORE S&P500 ETF 464287200 2481 11992 SH SOLE 0 0 0 11992 ISHARES TR RUS 1000 VAL ETF 464287598 11740 112455 SH SOLE 0 0 0 112455 ISHARES TR RUS 1000 GRW ETF 464287614 12747 133322 SH SOLE 0 0 0 133322 ISHARES TR RUS 2000 VAL ETF 464287630 2309 22713 SH SOLE 0 0 0 22713 NORTHEAST UTILS COM 664397106 211 3949 SH SOLE 0 0 0 3949 ONEOK INC NEW COM 682680103 217 4363 SH SOLE 0 0 0 4363 SOVRAN SELF STORAGE INC COM 84610H108 246 2825 SH SOLE 0 0 0 2825 POWERSHARES QQQ TRUST UNIT SER 1 73935A104 1060 10267 SH SOLE 0 0 0 10267 ISHARES TR RUS 2000 GRW ETF 464287648 3570 25072 SH SOLE 0 0 0 25072 QUESTAR CORP COM 748356102 266 10503 SH SOLE 0 0 0 10503 PFIZER INC COM 717081103 310 9942 SH SOLE 0 0 0 9942 ISHARES TR MSCI EAFE ETF 464287465 860 14139 SH SOLE 0 0 0 14139 CHEVRON CORP NEW COM 166764100 209 1865 SH SOLE 0 0 0 1865 LOCKHEED MARTIN CORP COM 539830109 366 1903 SH SOLE 0 0 0 1903 ISHARES TR RUS MD CP GR ETF 464287481 2767 29676 SH SOLE 0 0 0 29676 ISHARES TR RUS MDCP VAL ETF 464287473 296 4016 SH SOLE 0 0 0 4016 ISHARES TR GLOBAL 100 ETF 464287572 329 4320 SH SOLE 0 0 0 4320 ISHARES TR U.S. BAS MTL ETF 464287838 206 2503 SH SOLE 0 0 0 2503 ISHARES TR NA NAT RES 464287374 717 18723 SH SOLE 0 0 0 18723 EXXON MOBIL CORP COM 30231G102 221 2389 SH SOLE 0 0 0 2389 DOMINION RES INC VA NEW COM 25746U109 377 4903 SH SOLE 0 0 0 4903 PROCTER & GAMBLE CO COM 742718109 1216 13351 SH SOLE 0 0 0 13351 GENERAL ELECTRIC CO COM 369604103 522 20674 SH SOLE 0 0 0 20674 MCDONALDS CORP COM 580135101 207 2208 SH SOLE 0 0 0 2208 JPMORGAN CHASE & CO COM 46625H100 541 8642 SH SOLE 0 0 0 8642 ISHARES TR 7-10 Y TR BD ETF 464287440 290 2738 SH SOLE 0 0 0 2738 ISHARES TR 20+ YR TR BD ETF 464287432 5765 45783 SH SOLE 0 0 0 45783 ISHARES TR IBOXX INV CP ETF 464287242 6938 58102 SH SOLE 0 0 0 58102 NEXTERA ENERGY INC COM 65339F101 324 3045 SH SOLE 0 0 0 3045 APPLE INC COM 37833100 970 8787 SH SOLE 0 0 0 8787 ALLIANT ENERGY CORP COM 18802108 211 3174 SH SOLE 0 0 0 3174 INTL PAPER CO COM 460146103 246 4595 SH SOLE 0 0 0 4595 DTE ENERGY CO COM 233331107 341 3947 SH SOLE 0 0 0 3947 RYDEX ETF TRUST GUG S&P500 EQ WT 78355W106 1337 16698 SH SOLE 0 0 0 16698 PITNEY BOWES INC COM 724479100 238 9780 SH SOLE 0 0 0 9780 SIMON PPTY GROUP INC NEW COM 828806109 212 1166 SH SOLE 0 0 0 1166 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2748 68662 SH SOLE 0 0 0 68662 ISHARES TR TIPS BD ETF 464287176 412 3676 SH SOLE 0 0 0 3676 STANLEY BLACK & DECKER INC COM 854502101 226 2349 SH SOLE 0 0 0 2349 REYNOLDS AMERICAN INC COM 761713106 404 6283 SH SOLE 0 0 0 6283 WISCONSIN ENERGY CORP COM 976657106 264 5000 SH SOLE 0 0 0 5000 VANGUARD WORLD FDS ENERGY ETF 92204A306 401 3589 SH SOLE 0 0 0 3589 VANGUARD INDEX FDS VALUE ETF 922908744 2515 29770 SH SOLE 0 0 0 29770 VANGUARD INDEX FDS MID CAP ETF 922908629 1149 9299 SH SOLE 0 0 0 9299 VANGUARD INDEX FDS SM CP VAL ETF 922908611 2810 26563 SH SOLE 0 0 0 26563 VANGUARD INDEX FDS REIT ETF 922908553 8150 100618 SH SOLE 0 0 0 100618 TORONTO DOMINION BK ONT COM NEW 891160509 342 7156 SH SOLE 0 0 0 7156 VANGUARD INDEX FDS GROWTH ETF 922908736 3765 36071 SH SOLE 0 0 0 36071 PENNSYLVANIA RL ESTATE INVT SH BEN INT 709102107 239 10193 SH SOLE 0 0 0 10193 VANGUARD INDEX FDS SML CP GRW ETF 922908595 2712 21536 SH SOLE 0 0 0 21536 ISHARES GOLD TRUST ISHARES 464285105 4901 428419 SH SOLE 0 0 0 428419 FIRST TR VALUE LINE DIVID IN SHS 33734H106 1144 47338 SH SOLE 0 0 0 47338 ROYAL BK CDA MONTREAL QUE COM 780087102 220 3186 SH SOLE 0 0 0 3186 BANK MONTREAL QUE COM 63671101 385 5438 SH SOLE 0 0 0 5438 NAVIDEA BIOPHARMACEUTICALS I COM 63937X103 54 28810 SH SOLE 0 0 0 28810 SPDR INDEX SHS FDS DJ INTL RL ETF 78463X863 316 7593 SH SOLE 0 0 0 7593 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 411 8766 SH SOLE 0 0 0 8766 ISHARES IBOXX HI YD ETF 464288513 4441 49563 SH SOLE 0 0 0 49563 ISHARES 1-3 YR CR BD ETF 464288646 324 3076 SH SOLE 0 0 0 3076 VANGUARD BD INDEX FD INC INTERMED TERM 921937819 335 3958 SH SOLE 0 0 0 3958 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 863 10481 SH SOLE 0 0 0 10481 VANGUARD BD INDEX FD INC LONG TERM BOND 921937793 5645 59883 SH SOLE 0 0 0 59883 ISHARES 3-7 YR TR BD ETF 464288661 777 6354 SH SOLE 0 0 0 6354 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 11841 312603 SH SOLE 0 0 0 312603 ISHARES NAT AMT FREE BD 464288414 602 5458 SH SOLE 0 0 0 5458 SPDR SERIES TRUST BRCLYS INTL ETF 78464A516 564 10188 SH SOLE 0 0 0 10188 OCEAN PWR TECHNOLOGIES INC COM NEW 674870308 6 10000 SH SOLE 0 0 0 10000 POWERSHARES GLOBAL ETF TRUST SOVEREIGN DEBT 73936T573 335 11897 SH SOLE 0 0 0 11897 ISHARES INTERM CR BD ETF 464288638 444 4065 SH SOLE 0 0 0 4065 SPDR SERIES TRUST BRC HGH YLD BD 78464A417 3024 78314 SH SOLE 0 0 0 78314 ADCARE HEALTH SYSTEMS INC COM NEW 00650W300 59 14770 SH SOLE 0 0 0 14770 STREAMLINE HEALTH SOLUTIONS COM 86323X106 520 120000 SH SOLE 0 0 0 120000 LORILLARD INC COM 544147101 204 3244 SH SOLE 0 0 0 3244 ISHARES 10+ YR CR BD ETF 464289511 5495 89315 SH SOLE 0 0 0 89315 TELUS CORP COM 87971M103 273 7563 SH SOLE 0 0 0 7563 SPDR SERIES TRUST BRCLY INTL CRP 78464A151 2097 61002 SH SOLE 0 0 0 61002 VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 921932885 528 5419 SH SOLE 0 0 0 5419 FLEXSHARES TR MORNSTAR UPSTR 33939L407 1474 48135 SH SOLE 0 0 0 48135 ARROW ETF TR ARROW DJ GLB YLD 04273H104 247 10330 SH SOLE 0 0 0 10330