0001580642-15-004669.txt : 20151014 0001580642-15-004669.hdr.sgml : 20151014 20151014144848 ACCESSION NUMBER: 0001580642-15-004669 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20150930 FILED AS OF DATE: 20151014 DATE AS OF CHANGE: 20151014 EFFECTIVENESS DATE: 20151014 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: 151158115 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 09-30-2015 09-30-2015 false LifePlan Financial Group, Inc
10050 INNOVATION DRIVE, SUITE 140 DAYTON OH 45342
13F HOLDINGS REPORT 028-15565 N
Tyrone C. Phillippi President 937-449-0345 /s/ Tyrone C. Phillippi Dayton OH 10-07-2015 0 87 137653
INFORMATION TABLE 2 infotable.xml ISHARES TR SP SMCP600VL ETF 464287879 3862 36857 SH SOLE 0 0 36857 ISHARES TR SP SMCP600GR ETF 464287887 1938 16130 SH SOLE 0 0 16130 ISHARES TR S&P 500 VAL ETF 464287408 765 9099 SH SOLE 0 0 9099 ISHARES TR CORE S&P500 ETF 464287200 396 2053 SH SOLE 0 0 2053 ISHARES TR RUS 1000 VAL ETF 464287598 4286 45944 SH SOLE 0 0 45944 ISHARES TR RUS 1000 GRW ETF 464287614 5070 54520 SH SOLE 0 0 54520 ISHARES TR RUS 2000 VAL ETF 464287630 1863 20681 SH SOLE 0 0 20681 NISOURCE INC COM 65473P105 188 10123 SH SOLE 0 0 10123 EVERSOURCE ENERGY COM 30040W108 262 5167 SH SOLE 0 0 5167 SOVRAN SELF STORAGE INC COM 84610H108 383 4061 SH SOLE 0 0 4061 POWERSHARES QQQ TRUST UNIT SER 1 73935A104 1030 10119 SH SOLE 0 0 10119 ISHARES TR RUS 2000 GRW ETF 464287648 2893 21596 SH SOLE 0 0 21596 PFIZER INC COM 717081103 326 10368 SH SOLE 0 0 10368 ISHARES TR MSCI EAFE ETF 464287465 708 12354 SH SOLE 0 0 12354 AT&T INC COM 00206R102 241 7402 SH SOLE 0 0 7402 LOCKHEED MARTIN CORP COM 539830109 408 1967 SH SOLE 0 0 1967 ISHARES TR RUS MD CP GR ETF 464287481 588 6637 SH SOLE 0 0 6637 ISHARES TR GLOBAL 100 ETF 464287572 331 4781 SH SOLE 0 0 4781 ISHARES TR NA NAT RES 464287374 582 20032 SH SOLE 0 0 20032 EXXON MOBIL CORP COM 30231G102 324 4352 SH SOLE 0 0 4352 DOMINION RES INC VA NEW COM 25746U109 343 4876 SH SOLE 0 0 4876 PROCTER & GAMBLE CO COM 742718109 1692 23524 SH SOLE 0 0 23524 GENERAL ELECTRIC CO COM 369604103 425 16871 SH SOLE 0 0 16871 MCDONALDS CORP COM 580135101 208 2108 SH SOLE 0 0 2108 JPMORGAN CHASE & CO COM 46625H100 509 8349 SH SOLE 0 0 8349 ISHARES TR 7-10 Y TR BD ETF 464287440 4316 40013 SH SOLE 0 0 40013 ISHARES TR 20+ YR TR BD ETF 464287432 231 1866 SH SOLE 0 0 1866 ISHARES TR IBOXX INV CP ETF 464287242 5557 47869 SH SOLE 0 0 47869 NEXTERA ENERGY INC COM 65339F101 297 3045 SH SOLE 0 0 3045 APPLE INC COM 37833100 990 8978 SH SOLE 0 0 8978 ALLIANT ENERGY CORP COM 18802108 204 3490 SH SOLE 0 0 3490 DTE ENERGY CO COM 233331107 360 4477 SH SOLE 0 0 4477 RYDEX ETF TRUST GUG S&P500 EQ WT 78355W106 7836 106530 SH SOLE 0 0 106530 SIMON PPTY GROUP INC NEW COM 828806109 247 1343 SH SOLE 0 0 1343 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1045 31592 SH SOLE 0 0 31592 ISHARES TR CORE US AGGBD ET 464287226 4680 42706 SH SOLE 0 0 42706 ISHARES TR TIPS BD ETF 464287176 388 3507 SH SOLE 0 0 3507 STANLEY BLACK & DECKER INC COM 854502101 228 2349 SH SOLE 0 0 2349 REYNOLDS AMERICAN INC COM 761713106 734 16584 SH SOLE 0 0 16584 WEC ENERGY GROUP INC COM 92939U106 261 5000 SH SOLE 0 0 5000 VANGUARD WORLD FDS ENERGY ETF 92204A306 308 3631 SH SOLE 0 0 3631 VANGUARD INDEX FDS VALUE ETF 922908744 2066 26914 SH SOLE 0 0 26914 VANGUARD INDEX FDS MID CAP ETF 922908629 1157 9915 SH SOLE 0 0 9915 VANGUARD INDEX FDS SM CP VAL ETF 922908611 2678 27651 SH SOLE 0 0 27651 VANGUARD INDEX FDS REIT ETF 922908553 2173 28766 SH SOLE 0 0 28766 PACKAGING CORP AMER COM 695156109 273 4536 SH SOLE 0 0 4536 VANGUARD INDEX FDS GROWTH ETF 922908736 3752 37414 SH SOLE 0 0 37414 PENNSYLVANIA RL ESTATE INVT SH BEN INT 709102107 238 11988 SH SOLE 0 0 11988 VANGUARD INDEX FDS SML CP GRW ETF 922908595 2477 21030 SH SOLE 0 0 21030 FIRST TR VALUE LINE DIVID IN SHS 33734H106 1136 49851 SH SOLE 0 0 49851 NAVIDEA BIOPHARMACEUTICALS I COM 63937X103 66 28810 SH SOLE 0 0 28810 SPDR INDEX SHS FDS DJ INTL RL ETF 78463X863 284 7217 SH SOLE 0 0 7217 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 387 9078 SH SOLE 0 0 9078 POWERSHARES ETF TRUST DWA MOMENTUM PTF 73935X153 2704 67308 SH SOLE 0 0 67308 FIRST TR EXCHANGE TRADED FD NY ARCA BIOTECH 33733E203 4363 43063 SH SOLE 0 0 43063 ISHARES IBOXX HI YD ETF 464288513 336 4038 SH SOLE 0 0 4038 ISHARES 1-3 YR CR BD ETF 464288646 315 2998 SH SOLE 0 0 2998 ISHARES 10-20 YR TRS ETF 464288653 3332 24275 SH SOLE 0 0 24275 FIRST TR EXCHANGE TRADED FD DJ INTERNT IDX 33733E302 5146 77888 SH SOLE 0 0 77888 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 1378 16814 SH SOLE 0 0 16814 ISHARES U.S. PFD STK ETF 464288687 513 13281 SH SOLE 0 0 13281 RYDEX ETF TRUST GUG S&P SC500 EQ 78355W882 472 5601 SH SOLE 0 0 5601 ISHARES 3-7 YR TR BD ETF 464288661 862 6916 SH SOLE 0 0 6916 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 4247 119175 SH SOLE 0 0 119175 ISHARES NAT AMT FREE BD 464288414 739 6742 SH SOLE 0 0 6742 ISHARES GOV/CRED BD ETF 464288596 3303 29176 SH SOLE 0 0 29176 SPDR SERIES TRUST BRCLYS INTL ETF 78464A516 395 7595 SH SOLE 0 0 7595 POWERSHARES GLOBAL ETF TRUST SOVEREIGN DEBT 73936T573 389 14169 SH SOLE 0 0 14169 RYDEX ETF TRUST GUG S&P500EQWTHC 78355W841 490 3489 SH SOLE 0 0 3489 ISHARES INTERM CR BD ETF 464288638 4032 37127 SH SOLE 0 0 37127 SPDR SERIES TRUST BRC HGH YLD BD 78464A417 3295 92390 SH SOLE 0 0 92390 FIRST TR EXCHANGE TRADED FD CONSUMR DISCRE 33734X101 4941 144179 SH SOLE 0 0 144179 FIRST TR EXCHANGE TRADED FD CONSUMR STAPLE 33734X119 4987 119002 SH SOLE 0 0 119002 FIRST TR EXCHANGE TRADED FD HLTH CARE ALPH 33734X143 4508 77455 SH SOLE 0 0 77455 POWERSHARES ETF TRUST II DWA DEVMKTMOM PT 73936Q108 5870 261334 SH SOLE 0 0 261334 RYDEX ETF TRUST GUG S&P500 EWCON 78355W874 456 4296 SH SOLE 0 0 4296 RYDEX ETF TRUST GUG S&P500EQWTFI 78355W858 472 11454 SH SOLE 0 0 11454 STREAMLINE HEALTH SOLUTIONS COM 86323X106 275 120000 SH SOLE 0 0 120000 ISHARES 10+ YR CR BD ETF 464289511 232 4071 SH SOLE 0 0 4071 VANGUARD SCOTTSDALE FDS INT-TERM GOV 92206C706 456 6964 SH SOLE 0 0 6964 TELUS CORP COM 87971M103 295 9358 SH SOLE 0 0 9358 SPDR SERIES TRUST BRCLY INTL CRP 78464A151 729 23264 SH SOLE 0 0 23264 POWERSHARES ETF TRUST II INTL CORP BOND 73936Q835 1092 42580 SH SOLE 0 0 42580 VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 921932885 525 5708 SH SOLE 0 0 5708 FLEXSHARES TR MORNSTAR UPSTR 33939L407 1403 59733 SH SOLE 0 0 59733 ARROW ETF TR ARROW DJ GLB YLD 04273H104 505 26310 SH SOLE 0 0 26310 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 606 11441 SH SOLE 0 0 11441