0001580642-18-000978.txt : 20180222 0001580642-18-000978.hdr.sgml : 20180222 20180222144619 ACCESSION NUMBER: 0001580642-18-000978 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20171231 FILED AS OF DATE: 20180222 DATE AS OF CHANGE: 20180222 EFFECTIVENESS DATE: 20180222 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: 18632178 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 12-31-2017 12-31-2017 false 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 01-09-2018 0 109 157088 INFORMATION TABLE 2 infotable.xml ISHARES TR CORE S&P MCP ETF 464287507 4385 24509 SH SOLE 0 0 24509 ISHARES TR CORE S&P SCP ETF 464287804 235 3169 SH SOLE 0 0 3169 ISHARES TR SP SMCP600VL ETF 464287879 6151 41471 SH SOLE 0 0 41471 ISHARES TR S&P SML 600 GWT 464287887 3786 23016 SH SOLE 0 0 23016 ISHARES TR S&P 500 VAL ETF 464287408 1033 9573 SH SOLE 0 0 9573 ISHARES TR CORE S&P500 ETF 464287200 5413 21399 SH SOLE 0 0 21399 ISHARES TR S&P 500 GRWT ETF 464287309 298 2080 SH SOLE 0 0 2080 ISHARES TR RUS 1000 VAL ETF 464287598 5100 43034 SH SOLE 0 0 43034 ISHARES TR RUS 1000 GRW ETF 464287614 6659 53246 SH SOLE 0 0 53246 ISHARES TR RUS 2000 VAL ETF 464287630 1938 15610 SH SOLE 0 0 15610 BRISTOL MYERS SQUIBB CO COM 110122108 226 3542 SH SOLE 0 0 3542 BOEING CO COM 097023105 278 1092 SH SOLE 0 0 1092 NISOURCE INC COM 65473P105 259 10123 SH SOLE 0 0 10123 EVERSOURCE ENERGY COM 30040W108 312 5167 SH SOLE 0 0 5167 ONEOK INC NEW COM 682680103 392 7083 SH SOLE 0 0 7083 LIFE STORAGE INC COM 53223X107 304 3716 SH SOLE 0 0 3716 POWERSHARES QQQ TRUST UNIT SER 1 73935A104 1108 7615 SH SOLE 0 0 7615 ALTRIA GROUP INC COM 02209S103 363 5731 SH SOLE 0 0 5731 ISHARES TR RUS 2000 GRW ETF 464287648 3479 19442 SH SOLE 0 0 19442 PFIZER INC COM 717081103 474 13278 SH SOLE 0 0 13278 ISHARES TR MSCI EAFE ETF 464287465 953 13917 SH SOLE 0 0 13917 CHEVRON CORP NEW COM 166764100 207 1760 SH SOLE 0 0 1760 AT&T INC COM 00206R102 523 13342 SH SOLE 0 0 13342 LOCKHEED MARTIN CORP COM 539830109 611 1969 SH SOLE 0 0 1969 ISHARES TR RUS MID CAP ETF 464287499 408 2069 SH SOLE 0 0 2069 ISHARES TR RUS MD CP GR ETF 464287481 558 4930 SH SOLE 0 0 4930 ISHARES TR GLOBAL 100 ETF 464287572 984 11150 SH SOLE 0 0 11150 SELECT SECTOR SPDR TR ENERGY 81369Y506 453 6622 SH SOLE 0 0 6622 ISHARES TR NORTH AMERN NAT 464287374 1068 31726 SH SOLE 0 0 31726 AUTOMATIC DATA PROCESSING IN COM 053015103 261 2384 SH SOLE 0 0 2384 EXXON MOBIL CORP COM 30231G102 465 5678 SH SOLE 0 0 5678 DOMINION ENERGY INC COM 25746U109 375 4876 SH SOLE 0 0 4876 PROCTER AND GAMBLE CO COM 742718109 1720 18906 SH SOLE 0 0 18906 GENERAL ELECTRIC CO COM 369604103 537 22217 SH SOLE 0 0 22217 MCDONALDS CORP COM 580135101 374 2388 SH SOLE 0 0 2388 JPMORGAN CHASE & CO COM 46625H100 714 7476 SH SOLE 0 0 7476 ISHARES TR BARCLAYS 7 10 YR 464287440 4682 43958 SH SOLE 0 0 43958 ISHARES TR 20 YR TR BD ETF 464287432 332 2661 SH SOLE 0 0 2661 ISHARES TR IBOXX INV CP ETF 464287242 3770 31096 SH SOLE 0 0 31096 VANGUARD INDEX FDS TOTAL STK MKT 922908769 4403 33994 SH SOLE 0 0 33994 NEXTERA ENERGY INC COM 65339F101 528 3600 SH SOLE 0 0 3600 ALLIANT ENERGY CORP COM 018802108 290 6980 SH SOLE 0 0 6980 DTE ENERGY CO COM 233331107 503 4687 SH SOLE 0 0 4687 RYDEX ETF TRUST GUG S&P500 EQ WT 78355W106 7981 83538 SH SOLE 0 0 83538 PUBLIC STORAGE COM 74460D109 231 1079 SH SOLE 0 0 1079 BRITISH AMERN TOB PLC SPONSORED ADR 110448107 451 7215 SH SOLE 0 0 7215 SIMON PPTY GROUP INC NEW COM 828806109 216 1343 SH SOLE 0 0 1343 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 3379 77564 SH SOLE 0 0 77564 IDACORP INC COM 451107106 211 2397 SH SOLE 0 0 2397 ISHARES TR CORE US AGGBD ET 464287226 1020 9306 SH SOLE 0 0 9306 ISHARES TR TIPS BD ETF 464287176 455 4004 SH SOLE 0 0 4004 VENTAS INC COM 92276F100 250 3836 SH SOLE 0 0 3836 STANLEY BLACK & DECKER INC COM 854502101 355 2349 SH SOLE 0 0 2349 WEC ENERGY GROUP INC COM 92939U106 322 5134 SH SOLE 0 0 5134 VANGUARD WORLD FDS ENERGY ETF 92204A306 313 3342 SH SOLE 0 0 3342 VANGUARD INDEX FDS VALUE ETF 922908744 3240 32454 SH SOLE 0 0 32454 VANGUARD INDEX FDS MID CAP ETF 922908629 2021 13745 SH SOLE 0 0 13745 VANGUARD INDEX FDS SM CP VAL ETF 922908611 4251 33268 SH SOLE 0 0 33268 VANGUARD INDEX FDS REIT ETF 922908553 3264 39280 SH SOLE 0 0 39280 PACKAGING CORP AMER COM 695156109 469 4086 SH SOLE 0 0 4086 VANGUARD WORLD FDS MATERIALS ETF 92204A801 224 1745 SH SOLE 0 0 1745 TORONTO DOMINION BK ONT COM NEW 891160509 268 4756 SH SOLE 0 0 4756 VANGUARD INDEX FDS GROWTH ETF 922908736 5656 42608 SH SOLE 0 0 42608 VANGUARD INDEX FDS SML CP GRW ETF 922908595 3190 20900 SH SOLE 0 0 20900 ISHARES TR EAFE GRWTH ETF 464288885 393 5082 SH SOLE 0 0 5082 FIRST TR VALUE LINE DIVID IN SHS 33734H106 2580 86737 SH SOLE 0 0 86737 BANK MONTREAL QUE COM 063671101 228 3013 SH SOLE 0 0 3013 ISHARES TR CORE S&P TTL STK 464287150 3304 57325 SH SOLE 0 0 57325 NAVIDEA BIOPHARMACEUTICALS I COM 63937X103 12 28810 SH SOLE 0 0 28810 SPDR INDEX SHS FDS DJ INTL RL ETF 78463X863 271 7062 SH SOLE 0 0 7062 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 508 9644 SH SOLE 0 0 9644 POWERSHARES ETF TRUST DWA MOMENTUM PTF 73935X153 296 6099 SH SOLE 0 0 6099 ISHARES TR IBOXX HI YD ETF 464288513 3000 33802 SH SOLE 0 0 33802 ISHARES TR 1 3 YR CR BD ETF 464288646 652 6193 SH SOLE 0 0 6193 ISHARES TR 10-20 YR TRS ETF 464288653 352 2581 SH SOLE 0 0 2581 FIRST TR EXCHANGE TRADED FD DJ INTERNT IDX 33733E302 640 6252 SH SOLE 0 0 6252 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 1733 21141 SH SOLE 0 0 21141 ISHARES TR MBS ETF 464288588 334 3114 SH SOLE 0 0 3114 ISHARES TR S&P US PFD STK 464288687 426 10989 SH SOLE 0 0 10989 ISHARES TR 3 7 YR TREAS BD 464288661 1765 14289 SH SOLE 0 0 14289 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 6586 151714 SH SOLE 0 0 151714 ISHARES TR NATIONAL MUN ETF 464288414 759 6841 SH SOLE 0 0 6841 POWERSHARES ETF TR II SOVEREIGN DEBT 73936T573 376 12631 SH SOLE 0 0 12631 ISHARES TR JPMORGAN USD EMG 464288281 1457 12512 SH SOLE 0 0 12512 ISHARES TR INTRMD CR BD ETF 464288638 1503 13643 SH SOLE 0 0 13643 SPDR SERIES TRUST BLOOMBERG BRCLYS 78464A417 3082 82582 SH SOLE 0 0 82582 FIRST TR EXCHANGE TRADED FD INDLS PROD DUR 33734X150 290 7815 SH SOLE 0 0 7815 FIRST TR EXCHANGE TRADED FD UTILITIES ALPH 33734X184 437 16161 SH SOLE 0 0 16161 POWERSHARES ETF TRUST II DWA DEVMKTMOM PT 73936Q108 592 21877 SH SOLE 0 0 21877 STREAMLINE HEALTH SOLUTIONS COM 86323X106 176 120000 SH SOLE 0 0 120000 FIRST TR NASDAQ100 TECH INDE SHS 337345102 607 8907 SH SOLE 0 0 8907 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 458 5203 SH SOLE 0 0 5203 VANGUARD SCOTTSDALE FDS INT-TERM GOV 92206C706 1253 19375 SH SOLE 0 0 19375 TELUS CORP COM 87971M103 435 12089 SH SOLE 0 0 12089 SPDR SERIES TRUST BLOMBRG BRC INTL 78464A151 569 16473 SH SOLE 0 0 16473 POWERSHARES ETF TRUST II INTL CORP BOND 73936Q835 688 25425 SH SOLE 0 0 25425 VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 921932885 704 5826 SH SOLE 0 0 5826 ISHARES TR CORE HIGH DV ETF 46429B663 332 3864 SH SOLE 0 0 3864 POWERSHARES ETF TR II S&P500 LOW VOL 73937B779 1255 27412 SH SOLE 0 0 27412 ISHARES TR FLTG RATE NT ETF 46429B655 349 6843 SH SOLE 0 0 6843 FLEXSHARES TR MORNSTAR UPSTR 33939L407 2631 84476 SH SOLE 0 0 84476 ISHARES TR MIN VOL USA ETF 46429B697 447 8871 SH SOLE 0 0 8871 ARROW ETF TR ARROW DJ GLB YLD 04273H104 464 25394 SH SOLE 0 0 25394 ISHARES INC CORE MSCI EMKT 46434G103 603 11156 SH SOLE 0 0 11156 ISHARES TR CORE MSCI EAFE 46432F842 678 10573 SH SOLE 0 0 10573 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 3677 67352 SH SOLE 0 0 67352 FIRST TR EXCHANGE TRADED FD DORSEY WRT 5 ETF 33738R605 303 11592 SH SOLE 0 0 11592 ISHARES TR HDG MSCI EAFE 46434V803 3990 137881 SH SOLE 0 0 137881 J P MORGAN EXCHANGE TRADED F DIV RTN INT EQ 46641Q209 1214 20957 SH SOLE 0 0 20957