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