0001580642-17-004050.txt : 20170728
0001580642-17-004050.hdr.sgml : 20170728
20170728143628
ACCESSION NUMBER: 0001580642-17-004050
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20170630
FILED AS OF DATE: 20170728
DATE AS OF CHANGE: 20170728
EFFECTIVENESS DATE: 20170728
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: 17989462
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
06-30-2017
06-30-2017
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
07-28-2017
0
107
146023
INFORMATION TABLE
2
infotable.xml
ISHARES TR
CORE S&P MCP ETF
464287507
3770
21675
SH
SOLE
0
0
21675
ISHARES TR
CORE S&P SCP ETF
464287804
253
3613
SH
SOLE
0
0
3613
ISHARES TR
SP SMCP600VL ETF
464287879
5669
40547
SH
SOLE
0
0
40547
ISHARES TR
SP SMCP600GR ETF
464287887
3244
20802
SH
SOLE
0
0
20802
ISHARES TR
S&P 500 VAL ETF
464287408
1201
11439
SH
SOLE
0
0
11439
ISHARES TR
CORE S&P500 ETF
464287200
1258
5170
SH
SOLE
0
0
5170
ISHARES TR
S&P 500 GRWT ETF
464287309
333
2430
SH
SOLE
0
0
2430
ISHARES TR
RUS 1000 VAL ETF
464287598
5051
43382
SH
SOLE
0
0
43382
ISHARES TR
RUS 1000 GRW ETF
464287614
6430
54027
SH
SOLE
0
0
54027
ISHARES TR
RUS 2000 VAL ETF
464287630
1814
15264
SH
SOLE
0
0
15264
NISOURCE INC
COM
65473P105
257
10123
SH
SOLE
0
0
10123
EVERSOURCE ENERGY
COM
30040W108
314
5167
SH
SOLE
0
0
5167
ONEOK INC NEW
COM
682680103
299
5735
SH
SOLE
0
0
5735
LIFE STORAGE INC
COM
53223X107
308
4151
SH
SOLE
0
0
4151
POWERSHARES QQQ TRUST
UNIT SER 1
73935A104
1097
7968
SH
SOLE
0
0
7968
ALTRIA GROUP INC
COM
02209S103
459
6164
SH
SOLE
0
0
6164
ISHARES TR
RUS 2000 GRW ETF
464287648
3306
19589
SH
SOLE
0
0
19589
PFIZER INC
COM
717081103
445
13250
SH
SOLE
0
0
13250
ISHARES TR
MSCI EAFE ETF
464287465
927
14222
SH
SOLE
0
0
14222
CHEVRON CORP NEW
COM
166764100
218
2087
SH
SOLE
0
0
2087
AT&T INC
COM
00206R102
518
13730
SH
SOLE
0
0
13730
LOCKHEED MARTIN CORP
COM
539830109
543
1957
SH
SOLE
0
0
1957
ISHARES TR
RUS MID CAP ETF
464287499
384
2001
SH
SOLE
0
0
2001
ISHARES TR
RUS MD CP GR ETF
464287481
541
5009
SH
SOLE
0
0
5009
ISHARES TR
GLOBAL 100 ETF
464287572
1010
11990
SH
SOLE
0
0
11990
SELECT SECTOR SPDR TR
ENERGY
81369Y506
468
7214
SH
SOLE
0
0
7214
ISHARES TR
NA NAT RES
464287374
1039
32828
SH
SOLE
0
0
32828
AUTOMATIC DATA PROCESSING IN
COM
053015103
242
2358
SH
SOLE
0
0
2358
EXXON MOBIL CORP
COM
30231G102
473
5857
SH
SOLE
0
0
5857
DOMINION ENERGY INC
COM
25746U109
374
4876
SH
SOLE
0
0
4876
PROCTER AND GAMBLE CO
COM
742718109
1433
16448
SH
SOLE
0
0
16448
GENERAL ELECTRIC CO
COM
369604103
613
22693
SH
SOLE
0
0
22693
MCDONALDS CORP
COM
580135101
384
2508
SH
SOLE
0
0
2508
JPMORGAN CHASE & CO
COM
46625H100
676
7399
SH
SOLE
0
0
7399
ISHARES TR
7-10YR TR BD ETF
464287440
4953
46464
SH
SOLE
0
0
46464
ISHARES TR
20 YR TR BD ETF
464287432
287
2296
SH
SOLE
0
0
2296
ISHARES TR
IBOXX INV CP ETF
464287242
3251
26976
SH
SOLE
0
0
26976
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
3889
31249
SH
SOLE
0
0
31249
NEXTERA ENERGY INC
COM
65339F101
500
3569
SH
SOLE
0
0
3569
ALLIANT ENERGY CORP
COM
018802108
280
6980
SH
SOLE
0
0
6980
DTE ENERGY CO
COM
233331107
528
4992
SH
SOLE
0
0
4992
RYDEX ETF TRUST
GUG S&P500 EQ WT
78355W106
7676
82819
SH
SOLE
0
0
82819
PUBLIC STORAGE
COM
74460D109
225
1079
SH
SOLE
0
0
1079
SIMON PPTY GROUP INC NEW
COM
828806109
217
1343
SH
SOLE
0
0
1343
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
3213
78681
SH
SOLE
0
0
78681
IDACORP INC
COM
451107106
205
2397
SH
SOLE
0
0
2397
ISHARES TR
CORE US AGGBD ET
464287226
883
8059
SH
SOLE
0
0
8059
ISHARES TR
TIPS BD ETF
464287176
531
4683
SH
SOLE
0
0
4683
STANLEY BLACK & DECKER INC
COM
854502101
331
2349
SH
SOLE
0
0
2349
REYNOLDS AMERICAN INC
COM
761713106
973
14957
SH
SOLE
0
0
14957
WEC ENERGY GROUP INC
COM
92939U106
312
5085
SH
SOLE
0
0
5085
VANGUARD WORLD FDS
ENERGY ETF
92204A306
382
4317
SH
SOLE
0
0
4317
VANGUARD INDEX FDS
VALUE ETF
922908744
3129
32404
SH
SOLE
0
0
32404
VANGUARD INDEX FDS
MID CAP ETF
922908629
1921
13478
SH
SOLE
0
0
13478
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
3763
30616
SH
SOLE
0
0
30616
VANGUARD INDEX FDS
REIT ETF
922908553
3194
38375
SH
SOLE
0
0
38375
PACKAGING CORP AMER
COM
695156109
455
4086
SH
SOLE
0
0
4086
TORONTO DOMINION BK ONT
COM NEW
891160509
272
5396
SH
SOLE
0
0
5396
VANGUARD INDEX FDS
GROWTH ETF
922908736
5219
41084
SH
SOLE
0
0
41084
PENNSYLVANIA RL ESTATE INVT
SH BEN INT
709102107
141
12465
SH
SOLE
0
0
12465
VANGUARD INDEX FDS
SML CP GRW ETF
922908595
3028
20777
SH
SOLE
0
0
20777
ISHARES TR
EAFE GRWTH ETF
464288885
376
5082
SH
SOLE
0
0
5082
FIRST TR VALUE LINE DIVID IN
SHS
33734H106
2446
83636
SH
SOLE
0
0
83636
BANK MONTREAL QUE
COM
063671101
256
3488
SH
SOLE
0
0
3488
ISHARES TR
CORE S&P TTL STK
464287150
2838
51210
SH
SOLE
0
0
51210
NAVIDEA BIOPHARMACEUTICALS I
COM
63937X103
15
28810
SH
SOLE
0
0
28810
SPDR INDEX SHS FDS
DJ INTL RL ETF
78463X863
267
7011
SH
SOLE
0
0
7011
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
506
10109
SH
SOLE
0
0
10109
POWERSHARES ETF TRUST
DWA MOMENTUM PTF
73935X153
286
6099
SH
SOLE
0
0
6099
ISHARES TR
IBOXX HI YD ETF
464288513
3039
34377
SH
SOLE
0
0
34377
ISHARES TR
1-3 YR CR BD ETF
464288646
677
6429
SH
SOLE
0
0
6429
ISHARES TR
10-20 YR TRS ETF
464288653
256
1877
SH
SOLE
0
0
1877
FIRST TR EXCHANGE TRADED FD
DJ INTERNT IDX
33733E302
613
6472
SH
SOLE
0
0
6472
VANGUARD BD INDEX FD INC
TOTAL BND MRKT
921937835
1983
24233
SH
SOLE
0
0
24233
ISHARES TR
MBS ETF
464288588
322
3018
SH
SOLE
0
0
3018
ISHARES TR
U.S. PFD STK ETF
464288687
389
9936
SH
SOLE
0
0
9936
ISHARES TR
3-7 YR TR BD ETF
464288661
1640
13275
SH
SOLE
0
0
13275
VANGUARD TAX MANAGED INTL FD
FTSE DEV MKT ETF
921943858
6056
146572
SH
SOLE
0
0
146572
ISHARES TR
NATIONAL MUN ETF
464288414
789
7167
SH
SOLE
0
0
7167
POWERSHARES ETF TR II
SOVEREIGN DEBT
73936T573
369
12624
SH
SOLE
0
0
12624
ISHARES TR
JP MOR EM MK ETF
464288281
1224
10707
SH
SOLE
0
0
10707
ISHARES TR
INTERM CR BD ETF
464288638
1512
13771
SH
SOLE
0
0
13771
SPDR SERIES TRUST
BLOOMBERG BRCLYS
78464A417
2997
80556
SH
SOLE
0
0
80556
FIRST TR EXCHANGE TRADED FD
INDLS PROD DUR
33734X150
276
7815
SH
SOLE
0
0
7815
FIRST TR EXCHANGE TRADED FD
UTILITIES ALPH
33734X184
484
17811
SH
SOLE
0
0
17811
POWERSHARES ETF TRUST II
DWA DEVMKTMOM PT
73936Q108
562
21877
SH
SOLE
0
0
21877
STREAMLINE HEALTH SOLUTIONS
COM
86323X106
128
120000
SH
SOLE
0
0
120000
FIRST TR NASDAQ100 TECH INDE
SHS
337345102
556
8907
SH
SOLE
0
0
8907
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
92206C870
441
5040
SH
SOLE
0
0
5040
VANGUARD SCOTTSDALE FDS
INT-TERM GOV
92206C706
777
12018
SH
SOLE
0
0
12018
TELUS CORP
COM
87971M103
414
11979
SH
SOLE
0
0
11979
SPDR SERIES TRUST
BLOMBRG BRC INTL
78464A151
568
17068
SH
SOLE
0
0
17068
POWERSHARES ETF TRUST II
INTL CORP BOND
73936Q835
703
26766
SH
SOLE
0
0
26766
VANGUARD ADMIRAL FDS INC
MIDCP 400 IDX
921932885
684
5826
SH
SOLE
0
0
5826
ISHARES TR
CORE HIGH DV ETF
46429B663
269
3237
SH
SOLE
0
0
3237
POWERSHARES ETF TR II
S&P500 LOW VOL
73937B779
2076
46405
SH
SOLE
0
0
46405
ISHARES TR
FLTG RATE BD ETF
46429B655
323
6351
SH
SOLE
0
0
6351
FLEXSHARES TR
MORNSTAR UPSTR
33939L407
2440
85396
SH
SOLE
0
0
85396
ISHARES TR
MIN VOL USA ETF
46429B697
404
8256
SH
SOLE
0
0
8256
ISHARES
EM HGHYL BD ETF
464286285
204
4071
SH
SOLE
0
0
4071
ARROW ETF TR
ARROW DJ GLB YLD
04273H104
474
25888
SH
SOLE
0
0
25888
ISHARES INC
CORE MSCI EMKT
46434G103
564
11273
SH
SOLE
0
0
11273
ISHARES TR
CORE MSCI EAFE
46432F842
644
10574
SH
SOLE
0
0
10574
VANGUARD CHARLOTTE FDS
INTL BD IDX ETF
92203J407
3389
62339
SH
SOLE
0
0
62339
FIRST TR EXCHANGE TRADED FD
DORSEY WRT 5 ETF
33738R605
277
11174
SH
SOLE
0
0
11174
ISHARES TR
HDG MSCI EAFE
46434V803
4249
149490
SH
SOLE
0
0
149490
J P MORGAN EXCHANGE TRADED F
DIV RTN INT EQ
46641Q209
1152
20507
SH
SOLE
0
0
20507