0000910472-13-003010.txt : 20130802 0000910472-13-003010.hdr.sgml : 20130802 20130802150559 ACCESSION NUMBER: 0000910472-13-003010 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20130630 FILED AS OF DATE: 20130802 DATE AS OF CHANGE: 20130802 EFFECTIVENESS DATE: 20130802 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: 131006180 BUSINESS ADDRESS: STREET 1: 10050 INNOVATION DRIVE, SUITE 140 CITY: MIAMISBURG STATE: OH ZIP: 45342 BUSINESS PHONE: 937-449-0345 MAIL ADDRESS: STREET 1: 10050 INNOVATION DRIVE, SUITE 140 CITY: MIAMISBURG STATE: OH ZIP: 45342 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001583104 XXXXXXXX 06-30-2013 06-30-2013 LifePlan Financial Group, Inc

10050 INNOVATION DRIVE, SUITE 140 MIAMISBURG OH 45342

13F HOLDINGS REPORT 028-15565 N Tyrone C. Phillippi 937-449-0345 Tyrone C. Phillippi Dayton OH 07-16-2013 0 214 90103 false INFORMATION TABLE 2 aci_13f.xml ISHARES TR CORE S&P MCP ETF 464287507 1 7 SH SOLE 0 0 0 7 ISHARES TR S&P MC 400 GRW 464287606 1 5 SH SOLE 0 0 0 5 ISHARES TR CORE S&P SCP ETF 464287804 6 63 SH SOLE 0 0 0 63 ISHARES TR S&P SMLCP VALU 464287879 798 8537 SH SOLE 0 0 0 8537 ISHARES TR S&P SMLCP GROW 464287887 700 7228 SH SOLE 0 0 0 7228 ISHARES TR S&P 500 VALUE 464287408 727 9589 SH SOLE 0 0 0 9589 ISHARES TR S&P500 GRW 464287309 2 20 SH SOLE 0 0 0 20 ISHARES TR RUSSELL1000VAL 464287598 1122 13394 SH SOLE 0 0 0 13394 ISHARES TR RUSSELL1000GRW 464287614 920 12649 SH SOLE 0 0 0 12649 ISHARES TR RUSSELL 2000 464287655 100 1033 SH SOLE 0 0 0 1033 ISHARES TR RUSL 2000 VALU 464287630 5707 66438 SH SOLE 0 0 0 66438 ISHARES TR RUSL 3000 VALU 464287663 11 100 SH SOLE 0 0 0 100 SPDR S&P 500 ETF TR TR UNIT 78462F103 6 36 SH SOLE 0 0 0 36 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 17 456 SH SOLE 0 0 0 456 E M C CORP MASS COM 268648102 7 300 SH SOLE 0 0 0 300 EMERSON ELEC CO COM 291011104 34 616 SH SOLE 0 0 0 616 EQT CORP COM 26884L109 8 100 SH SOLE 0 0 0 100 REALTY INCOME CORP COM 756109104 14 340 SH SOLE 0 0 0 340 POWERSHARES QQQ TRUST UNIT SER 1 73935A104 753 10570 SH SOLE 0 0 0 10570 INTEL CORP COM 458140100 33 1365 SH SOLE 0 0 0 1365 ISHARES TR RUSL 2000 GROW 464287648 11469 102854 SH SOLE 0 0 0 102854 ORACLE CORP COM 68389X105 133 4327 SH SOLE 0 0 0 4327 DU PONT E I DE NEMOURS & CO COM 263534109 13 250 SH SOLE 0 0 0 250 DISNEY WALT CO COM DISNEY 254687106 87 1376 SH SOLE 0 0 0 1376 JOHNSON & JOHNSON COM 478160104 76 890 SH SOLE 0 0 0 890 MEDTRONIC INC COM 585055106 4 70 SH SOLE 0 0 0 70 PFIZER INC COM 717081103 45 1608 SH SOLE 0 0 0 1608 EXELON CORP COM 30161N101 6 200 SH SOLE 0 0 0 200 ISHARES TR MSCI EAFE INDEX 464287465 753 13140 SH SOLE 0 0 0 13140 CHEVRON CORP NEW COM 166764100 16 135 SH SOLE 0 0 0 135 MICROSOFT CORP COM 594918104 68 1982 SH SOLE 0 0 0 1982 STARZ COM SER A 85571Q102 1 51 SH SOLE 0 0 0 51 AT&T INC COM 00206R102 155 4371 SH SOLE 0 0 0 4371 PRUDENTIAL FINL INC COM 744320102 10 142 SH SOLE 0 0 0 142 NCR CORP NEW COM 62886E108 11 333 SH SOLE 0 0 0 333 CITIGROUP INC COM NEW 172967424 5 113 SH SOLE 0 0 0 113 CISCO SYS INC COM 17275R102 18 753 SH SOLE 0 0 0 753 DNP SELECT INCOME FD COM 23325P104 1 100 SH SOLE 0 0 0 100 INTERNATIONAL BUSINESS MACHS COM 459200101 84 438 SH SOLE 0 0 0 438 COCA COLA CO COM 191216100 125 3118 SH SOLE 0 0 0 3118 PEPSICO INC COM 713448108 98 1200 SH SOLE 0 0 0 1200 TYCO INTERNATIONAL LTD SHS H89128104 2 72 SH SOLE 0 0 0 72 VERIZON COMMUNICATIONS INC COM 92343V104 53 1057 SH SOLE 0 0 0 1057 SPDR SERIES TRUST S&P 600 SMCP VAL 78464A300 65 732 SH SOLE 0 0 0 732 ISHARES TR RUSSELL MIDCAP 464287499 112 865 SH SOLE 0 0 0 865 ISHARES TR RUSSELL MCP GR 464287481 27 373 SH SOLE 0 0 0 373 ISHARES TR RUSSELL MCP VL 464287473 3416 58970 SH SOLE 0 0 0 58970 ISHARES TR S&P GLB100INDX 464287572 108 1599 SH SOLE 0 0 0 1599 ISHARES TR COHEN&ST RLTY 464287564 57 702 SH SOLE 0 0 0 702 ISHARES TR DJ US BAS MATL 464287838 0 1 SH SOLE 0 0 0 1 ISHARES TR DJ US TELECOMM 464287713 0 1 SH SOLE 0 0 0 1 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 17 443 SH SOLE 0 0 0 443 SELECT SECTOR SPDR TR SBI INT-ENERGY 81369Y506 58 736 SH SOLE 0 0 0 736 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 0 1 SH SOLE 0 0 0 1 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 141 3310 SH SOLE 0 0 0 3310 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 10 319 SH SOLE 0 0 0 319 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 0 1 SH SOLE 0 0 0 1 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 9827 206398 SH SOLE 0 0 0 206398 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 11397 202078 SH SOLE 0 0 0 202078 ISHARES TR S&P NA NAT RES 464287374 493 12887 SH SOLE 0 0 0 12887 STARBUCKS CORP COM 855244109 8 120 SH SOLE 0 0 0 120 AUTOMATIC DATA PROCESSING IN COM 053015103 126 1833 SH SOLE 0 0 0 1833 EXXON MOBIL CORP COM 30231G102 170 1877 SH SOLE 0 0 0 1877 AFLAC INC COM 001055102 75 1288 SH SOLE 0 0 0 1288 ALCATEL-LUCENT SPONSORED ADR 013904305 0 91 SH SOLE 0 0 0 91 WAL-MART STORES INC COM 931142103 22 300 SH SOLE 0 0 0 300 BAXTER INTL INC COM 071813109 5 70 SH SOLE 0 0 0 70 TOTAL S A SPONSORED ADR 89151E109 4 84 SH SOLE 0 0 0 84 COMCAST CORP NEW CL A SPL 20030N200 15 375 SH SOLE 0 0 0 375 CAPITAL ONE FINL CORP COM 14040H105 5 83 SH SOLE 0 0 0 83 DOMINION RES INC VA NEW COM 25746U109 69 1215 SH SOLE 0 0 0 1215 DANAHER CORP DEL COM 235851102 0 4 SH SOLE 0 0 0 4 FIFTH THIRD BANCORP COM 316773100 58 3206 SH SOLE 0 0 0 3206 PROCTER & GAMBLE CO COM 742718109 924 11998 SH SOLE 0 0 0 11998 GENERAL ELECTRIC CO COM 369604103 263 11345 SH SOLE 0 0 0 11345 KIMBERLY CLARK CORP COM 494368103 19 200 SH SOLE 0 0 0 200 MCDONALDS CORP COM 580135101 198 2003 SH SOLE 0 0 0 2003 JPMORGAN CHASE & CO COM 46625H100 495 9380 SH SOLE 0 0 0 9380 SIRIUS XM RADIO INC COM 82967N108 2 500 SH SOLE 0 0 0 500 MONDELEZ INTL INC CL A 609207105 2 76 SH SOLE 0 0 0 76 HEWLETT PACKARD CO COM 428236103 2 100 SH SOLE 0 0 0 100 WELLS FARGO & CO NEW COM 949746101 93 2259 SH SOLE 0 0 0 2259 ISHARES TR BARCLYS 1-3 YR 464287457 11325 134376 SH SOLE 0 0 0 134376 ISHARES TR BARCLYS 7-10 YR 464287440 384 3745 SH SOLE 0 0 0 3745 ISHARES TR BARCLYS 20+ YR 464287432 46 419 SH SOLE 0 0 0 419 ISHARES TR IBOXX INV CPBD 464287242 658 5792 SH SOLE 0 0 0 5792 CORNING INC COM 219350105 4 303 SH SOLE 0 0 0 303 MONSANTO CO NEW COM 61166W101 40 406 SH SOLE 0 0 0 406 XCEL ENERGY INC COM 98389B100 1 48 SH SOLE 0 0 0 48 FORD MTR CO DEL COM PAR $0.01 345370860 5 320 SH SOLE 0 0 0 320 AMERICAN TOWER CORP NEW COM 03027X100 7 91 SH SOLE 0 0 0 91 MARRIOTT INTL INC NEW CL A 571903202 85 2102 SH SOLE 0 0 0 2102 COMCAST CORP NEW CL A 20030N101 44 1050 SH SOLE 0 0 0 1050 VANGUARD INDEX FDS TOTAL STK MKT 922908769 16 195 SH SOLE 0 0 0 195 WASTE MGMT INC DEL COM 94106L109 7 166 SH SOLE 0 0 0 166 SMUCKER J M CO COM NEW 832696405 6 60 SH SOLE 0 0 0 60 HOST HOTELS & RESORTS INC COM 44107P104 10 579 SH SOLE 0 0 0 579 NEXTERA ENERGY INC COM 65339F101 37 448 SH SOLE 0 0 0 448 DUKE ENERGY CORP NEW COM NEW 26441C204 2 30 SH SOLE 0 0 0 30 CONOCOPHILLIPS COM 20825C104 33 551 SH SOLE 0 0 0 551 APPLE INC COM 037833100 655 1653 SH SOLE 0 0 0 1653 OMEGA HEALTHCARE INVS INC COM 681936100 6 195 SH SOLE 0 0 0 195 ISHARES TR MSCI EMERG MKT 464287234 27 690 SH SOLE 0 0 0 690 PPL CORP COM 69351T106 21 680 SH SOLE 0 0 0 680 DTE ENERGY CO COM 233331107 1 20 SH SOLE 0 0 0 20 RYDEX ETF TRUST GUG S&P500 EQ WT 78355W106 80 1313 SH SOLE 0 0 0 1313 GENERAL MLS INC COM 370334104 29 600 SH SOLE 0 0 0 600 OCCIDENTAL PETE CORP DEL COM 674599105 12 139 SH SOLE 0 0 0 139 AMEREN CORP COM 023608102 69 2008 SH SOLE 0 0 0 2008 AVISTA CORP COM 05379B107 1 40 SH SOLE 0 0 0 40 SPRINT NEXTEL CORP COM SER 1 852061100 2 353 SH SOLE 0 0 0 353 SOUTHERN CO COM 842587107 77 1741 SH SOLE 0 0 0 1741 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 307 7908 SH SOLE 0 0 0 7908 NORTHROP GRUMMAN CORP COM 666807102 12 149 SH SOLE 0 0 0 149 PNC FINL SVCS GROUP INC COM 693475105 60 828 SH SOLE 0 0 0 828 ISHARES TR CORE TOTUSBD ETF 464287226 75 695 SH SOLE 0 0 0 695 FRONTIER COMMUNICATIONS CORP COM 35906A108 1 262 SH SOLE 0 0 0 262 CNO FINL GROUP INC COM 12621E103 1 63 SH SOLE 0 0 0 63 ISHARES TR BARCLYS TIPS BD 464287176 529 4719 SH SOLE 0 0 0 4719 AGL RES INC COM 001204106 24 571 SH SOLE 0 0 0 571 CENTURYLINK INC COM 156700106 4 118 SH SOLE 0 0 0 118 TRAVELERS COMPANIES INC COM 89417E109 0 1 SH SOLE 0 0 0 1 MANULIFE FINL CORP COM 56501R106 8 494 SH SOLE 0 0 0 494 AMERICAN ELEC PWR INC COM 025537101 1 16 SH SOLE 0 0 0 16 LEUCADIA NATL CORP COM 527288104 2 60 SH SOLE 0 0 0 60 TRI CONTL CORP COM 895436103 6 354 SH SOLE 0 0 0 354 STANLEY BLACK & DECKER INC COM 854502101 182 2349 SH SOLE 0 0 0 2349 CHURCH & DWIGHT INC COM 171340102 2 27 SH SOLE 0 0 0 27 CUMMINS INC COM 231021106 4 37 SH SOLE 0 0 0 37 METLIFE INC COM 59156R108 61 1333 SH SOLE 0 0 0 1333 PENTAIR LTD SHS H6169Q108 1 17 SH SOLE 0 0 0 17 SPDR GOLD TRUST GOLD SHS 78463V107 49 415 SH SOLE 0 0 0 415 DIRECTV COM 25490A309 10 163 SH SOLE 0 0 0 163 WISCONSIN ENERGY CORP COM 976657106 4 90 SH SOLE 0 0 0 90 VANGUARD WORLD FDS ENERGY ETF 92204A306 414 3680 SH SOLE 0 0 0 3680 VANGUARD INDEX FDS VALUE ETF 922908744 1545 22857 SH SOLE 0 0 0 22857 VANGUARD INDEX FDS MID CAP ETF 922908629 460 4830 SH SOLE 0 0 0 4830 VANGUARD INDEX FDS SM CP VAL ETF 922908611 1931 23065 SH SOLE 0 0 0 23065 VANGUARD INDEX FDS REIT ETF 922908553 434 6311 SH SOLE 0 0 0 6311 ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 6 100 SH SOLE 0 0 0 100 DISCOVERY COMMUNICATNS NEW COM SER A 25470F104 2 24 SH SOLE 0 0 0 24 VANGUARD INDEX FDS SMALL CP ETF 922908751 6 66 SH SOLE 0 0 0 66 VANGUARD INDEX FDS GROWTH ETF 922908736 1532 19606 SH SOLE 0 0 0 19606 POWERSHARES ETF TRUST DYN PHRMA PORT 73935X799 1 14 SH SOLE 0 0 0 14 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 22 400 SH SOLE 0 0 0 400 VANGUARD INDEX FDS SML CP GRW ETF 922908595 1907 18528 SH SOLE 0 0 0 18528 VECTREN CORP COM 92240G101 3 100 SH SOLE 0 0 0 100 ISHARES GOLD TRUST ISHARES 464285105 10 864 SH SOLE 0 0 0 864 FIDELITY NATL INFORMATION SV COM 31620M106 20 464 SH SOLE 0 0 0 464 NINETOWNS INTERNET TECH GRP ADR 654407105 0 27 SH SOLE 0 0 0 27 BLDRS INDEX FDS TR EMER MK 50 ADR 09348R300 19 543 SH SOLE 0 0 0 543 UNIVERSAL HEALTH RLTY INCM T SH BEN INT 91359E105 4 92 SH SOLE 0 0 0 92 POWERSHARES DB CMDTY IDX TRA UNIT BEN INT 73935S105 20 810 SH SOLE 0 0 0 810 ISHARES SILVER TRUST ISHARES 46428Q109 11 570 SH SOLE 0 0 0 570 BASIC ENERGY SVCS INC NEW COM 06985P100 7 600 SH SOLE 0 0 0 600 REED ELSEVIER P L C SPONS ADR NEW 758205207 1 15 SH SOLE 0 0 0 15 CEL-SCI CORP COM NEW 150837409 0 17 SH SOLE 0 0 0 17 BANK MONTREAL QUE COM 063671101 7 129 SH SOLE 0 0 0 129 PEMBINA PIPELINE CORP COM 706327103 21 686 SH SOLE 0 0 0 686 ASHFORD HOSPITALITY TR INC COM SHS 044103109 9 790 SH SOLE 0 0 0 790 REED ELSEVIER N V SPONS ADR NEW 758204200 0 15 SH SOLE 0 0 0 15 VANGUARD INDEX FDS LARGE CAP ETF 922908637 12 163 SH SOLE 0 0 0 163 NAVIDEA BIOPHARMACEUTICALS I COM 63937X103 77 28810 SH SOLE 0 0 0 28810 BIOSANTE PHARMACEUTICALS INC COM PAR $0.0001 09065V302 0 5 SH SOLE 0 0 0 5 CLEVELAND BIOLABS INC COM 185860103 3 2000 SH SOLE 0 0 0 2000 DYNAVAX TECHNOLOGIES CORP COM 268158102 0 200 SH SOLE 0 0 0 200 SPDR SERIES TRUST S&P METALS MNG 78464A755 0 1 SH SOLE 0 0 0 1 MELCO CROWN ENTMT LTD ADR 585464100 4 200 SH SOLE 0 0 0 200 SPDR INDEX SHS FDS DJ INTL RL ETF 78463X863 323 8091 SH SOLE 0 0 0 8091 POWERSHS DB MULTI SECT COMM PS DB AGRICUL FD 73936B408 0 1 SH SOLE 0 0 0 1 SEADRILL LIMITED SHS G7945E105 4 110 SH SOLE 0 0 0 110 INTEGRYS ENERGY GROUP INC COM 45822P105 6 100 SH SOLE 0 0 0 100 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 224 5075 SH SOLE 0 0 0 5075 POWERSHS DB MULTI SECT COMM DB PREC MTLS 73936B200 2 48 SH SOLE 0 0 0 48 ISHARES TR BARCLYS 1-3YR CR 464288646 766 7289 SH SOLE 0 0 0 7289 DELTA AIR LINES INC DEL COM NEW 247361702 0 5 SH SOLE 0 0 0 5 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 17 213 SH SOLE 0 0 0 213 COVIDIEN PLC SHS G2554F113 5 72 SH SOLE 0 0 0 72 TE CONNECTIVITY LTD REG SHS H84989104 3 72 SH SOLE 0 0 0 72 SHUTTERFLY INC COM 82568P304 6 100 SH SOLE 0 0 0 100 PARK NATL CORP COM 700658107 6 86 SH SOLE 0 0 0 86 ISHARES TR BARCLYS 3-7 YR 464288661 104 864 SH SOLE 0 0 0 864 SPDR INDEX SHS FDS S&P CHINA ETF 78463X400 18 288 SH SOLE 0 0 0 288 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 580 16282 SH SOLE 0 0 0 16282 ISHARES TR S&P NTL AMTFREE 464288414 546 5197 SH SOLE 0 0 0 5197 WESBANCO INC COM 950810101 18 692 SH SOLE 0 0 0 692 TERADATA CORP DEL COM 88076W103 122 2419 SH SOLE 0 0 0 2419 SANDRIDGE ENERGY INC COM 80007P307 0 73 SH SOLE 0 0 0 73 TRANSOCEAN LTD REG SHS H8817H100 0 2 SH SOLE 0 0 0 2 SPDR SERIES TRUST BRCLYS INTL ETF 78464A516 327 5802 SH SOLE 0 0 0 5802 POWERSHARES GLOBAL ETF TRUST SOVEREIGN DEBT 73936T573 472 17285 SH SOLE 0 0 0 17285 ISHARES TR BARCLYS INTER CR 464288638 275 2549 SH SOLE 0 0 0 2549 SPDR SERIES TRUST BRC HGH YLD BD 78464A417 616 15597 SH SOLE 0 0 0 15597 NAVIOS MARITIME PARTNERS L P UNIT LPI Y62267102 1 41 SH SOLE 0 0 0 41 FBR & CO COM NEW 30247C400 2 72 SH SOLE 0 0 0 72 UBS AG JERSEY BRH LONG PLATN ETN18 902641786 8 560 SH SOLE 0 0 0 560 ADCARE HEALTH SYSTEMS INC COM NEW 00650W300 146 30401 SH SOLE 0 0 0 30401 STREAMLINE HEALTH SOLUTIONS COM 86323X106 788 120000 SH SOLE 0 0 0 120000 TRIANGLE PETE CORP COM NEW 89600B201 4 500 SH SOLE 0 0 0 500 LEGACY RESERVES LP UNIT LP INT 524707304 11 400 SH SOLE 0 0 0 400 MAINSOURCE FINANCIAL GP INC COM 56062Y102 5 336 SH SOLE 0 0 0 336 BLACKROCK KELSO CAPITAL CORP COM 092533108 2 247 SH SOLE 0 0 0 247 RACKSPACE HOSTING INC COM 750086100 3 80 SH SOLE 0 0 0 80 DISCOVERY COMMUNICATNS NEW COM SER C 25470F302 2 24 SH SOLE 0 0 0 24 POWERSHARES ETF TRUST II GLOB GLD&P ETF 73936Q876 4 205 SH SOLE 0 0 0 205 THE ADT CORPORATION COM 00101J106 1 36 SH SOLE 0 0 0 36 TWO HBRS INVT CORP COM 90187B101 6 625 SH SOLE 0 0 0 625 SPDR SERIES TRUST BRCLY INTL CRP 78464A151 7 216 SH SOLE 0 0 0 216 HUNTINGTON INGALLS INDS INC COM 446413106 1 24 SH SOLE 0 0 0 24 ISHARES TR FLTG RATE NT 46429B655 8645 170845 SH SOLE 0 0 0 170845 PHILLIPS 66 COM 718546104 16 275 SH SOLE 0 0 0 275 NORTHERN TIER ENERGY LP COM UN REPR PART 665826103 0 14 SH SOLE 0 0 0 14 KRAFT FOODS GROUP INC COM 50076Q106 1 25 SH SOLE 0 0 0 25 LIBERTY MEDIA CORP DELAWARE CL A 531229102 6 51 SH SOLE 0 0 0 51