0001580642-15-003580.txt : 20150818 0001580642-15-003580.hdr.sgml : 20150818 20150818165234 ACCESSION NUMBER: 0001580642-15-003580 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20150630 FILED AS OF DATE: 20150818 DATE AS OF CHANGE: 20150818 EFFECTIVENESS DATE: 20150818 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: 151061884 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 06-30-2015 06-30-2015 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 08-17-2015 0 95 149071 INFORMATION TABLE 2 infotable.xml ISHARES TR SP SMCP600VL ETF 464287879 4418 37513 SH SOLE 0 0 37513 ISHARES TR SP SMCP600GR ETF 464287887 2934 22395 SH SOLE 0 0 22395 ISHARES TR S&P 500 VAL ETF 464287408 967 10486 SH SOLE 0 0 10486 ISHARES TR CORE S&P500 ETF 464287200 395 1905 SH SOLE 0 0 1905 ISHARES TR RUS 1000 VAL ETF 464287598 5376 52119 SH SOLE 0 0 52119 ISHARES TR RUS 1000 GRW ETF 464287614 5836 58942 SH SOLE 0 0 58942 ISHARES TR RUS 2000 VAL ETF 464287630 2269 22250 SH SOLE 0 0 22250 SOVRAN SELF STORAGE INC COM 84610H108 288 3319 SH SOLE 0 0 3319 POWERSHARES QQQ TRUST UNIT SER 1 73935A104 1083 10119 SH SOLE 0 0 10119 ISHARES TR RUS 2000 GRW ETF 464287648 3591 23229 SH SOLE 0 0 23229 QUESTAR CORP COM 748356102 220 10503 SH SOLE 0 0 10503 PFIZER INC COM 717081103 348 10368 SH SOLE 0 0 10368 ISHARES TR MSCI EAFE ETF 464287465 818 12887 SH SOLE 0 0 12887 CHEVRON CORP NEW COM 166764100 210 2179 SH SOLE 0 0 2179 AT&T INC COM 00206R102 262 7380 SH SOLE 0 0 7380 LOCKHEED MARTIN CORP COM 539830109 366 1967 SH SOLE 0 0 1967 ISHARES TR RUS MD CP GR ETF 464287481 710 7334 SH SOLE 0 0 7334 ISHARES TR GLOBAL 100 ETF 464287572 365 4853 SH SOLE 0 0 4853 ISHARES TR NA NAT RES 464287374 687 18923 SH SOLE 0 0 18923 DOMINION RES INC VA NEW COM 25746U109 326 4876 SH SOLE 0 0 4876 PROCTER & GAMBLE CO COM 742718109 1356 17336 SH SOLE 0 0 17336 GENERAL ELECTRIC CO COM 369604103 548 20622 SH SOLE 0 0 20622 MCDONALDS CORP COM 580135101 200 2108 SH SOLE 0 0 2108 JPMORGAN CHASE & CO COM 46625H100 586 8642 SH SOLE 0 0 8642 ISHARES TR 7-10 Y TR BD ETF 464287440 877 8347 SH SOLE 0 0 8347 ISHARES TR 20+ YR TR BD ETF 464287432 1072 9126 SH SOLE 0 0 9126 ISHARES TR IBOXX INV CP ETF 464287242 4215 36421 SH SOLE 0 0 36421 NEXTERA ENERGY INC COM 65339F101 299 3045 SH SOLE 0 0 3045 APPLE INC COM 37833100 1123 8956 SH SOLE 0 0 8956 ALLIANT ENERGY CORP COM 18802108 201 3490 SH SOLE 0 0 3490 INTL PAPER CO COM 460146103 234 4926 SH SOLE 0 0 4926 DTE ENERGY CO COM 233331107 334 4477 SH SOLE 0 0 4477 RYDEX ETF TRUST GUG S&P500 EQ WT 78355W106 8018 100474 SH SOLE 0 0 100474 SIMON PPTY GROUP INC NEW COM 828806109 213 1233 SH SOLE 0 0 1233 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1376 33667 SH SOLE 0 0 33667 ISHARES TR CORE US AGGBD ET 464287226 4415 40586 SH SOLE 0 0 40586 ISHARES TR TIPS BD ETF 464287176 393 3507 SH SOLE 0 0 3507 STANLEY BLACK & DECKER INC COM 854502101 247 2349 SH SOLE 0 0 2349 REYNOLDS AMERICAN INC COM 761713106 569 7622 SH SOLE 0 0 7622 WEC ENERGY GROUP INC COM 92939U106 225 5000 SH SOLE 0 0 5000 VANGUARD WORLD FDS ENERGY ETF 92204A306 391 3660 SH SOLE 0 0 3660 VANGUARD INDEX FDS VALUE ETF 922908744 2264 27155 SH SOLE 0 0 27155 VANGUARD INDEX FDS MID CAP ETF 922908629 1260 9884 SH SOLE 0 0 9884 VANGUARD INDEX FDS SM CP VAL ETF 922908611 2887 26778 SH SOLE 0 0 26778 VANGUARD INDEX FDS REIT ETF 922908553 2609 34925 SH SOLE 0 0 34925 TORONTO DOMINION BK ONT COM NEW 891160509 221 5204 SH SOLE 0 0 5204 VANGUARD INDEX FDS GROWTH ETF 922908736 4027 37622 SH SOLE 0 0 37622 PENNSYLVANIA RL ESTATE INVT SH BEN INT 709102107 256 11988 SH SOLE 0 0 11988 VANGUARD INDEX FDS SML CP GRW ETF 922908595 2923 21775 SH SOLE 0 0 21775 FIRST TR VALUE LINE DIVID IN SHS 33734H106 1184 50662 SH SOLE 0 0 50662 BANK MONTREAL QUE COM 63671101 262 4412 SH SOLE 0 0 4412 NAVIDEA BIOPHARMACEUTICALS I COM 63937X103 46 28810 SH SOLE 0 0 28810 SPDR INDEX SHS FDS DJ INTL RL ETF 78463X863 712 17020 SH SOLE 0 0 17020 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 444 9143 SH SOLE 0 0 9143 POWERSHARES ETF TRUST DWA MOMENTUM PTF 73935X153 1557 36148 SH SOLE 0 0 36148 FIRST TR EXCHANGE TRADED FD NY ARCA BIOTECH 33733E203 4983 40181 SH SOLE 0 0 40181 ISHARES IBOXX HI YD ETF 464288513 2639 29719 SH SOLE 0 0 29719 ISHARES 1-3 YR CR BD ETF 464288646 316 2998 SH SOLE 0 0 2998 FIRST TR EXCHANGE TRADED FD DJ INTERNT IDX 33733E302 4928 73332 SH SOLE 0 0 73332 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 973 11978 SH SOLE 0 0 11978 VANGUARD BD INDEX FD INC LONG TERM BOND 921937793 684 7806 SH SOLE 0 0 7806 RYDEX ETF TRUST GUG S&P SC500 EQ 78355W882 654 7234 SH SOLE 0 0 7234 ISHARES 3-7 YR TR BD ETF 464288661 741 6023 SH SOLE 0 0 6023 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 5090 128362 SH SOLE 0 0 128362 ISHARES NAT AMT FREE BD 464288414 725 6699 SH SOLE 0 0 6699 FIRST TR ISE CHINDIA INDEX F COM 33733A102 1928 62972 SH SOLE 0 0 62972 SPDR SERIES TRUST BRCLYS INTL ETF 78464A516 431 8290 SH SOLE 0 0 8290 OCEAN PWR TECHNOLOGIES INC COM NEW 674870308 5 10000 SH SOLE 0 0 10000 POWERSHARES GLOBAL ETF TRUST SOVEREIGN DEBT 73936T573 400 14420 SH SOLE 0 0 14420 RYDEX ETF TRUST GUG S&P500EQWTHC 78355W841 658 4124 SH SOLE 0 0 4124 ISHARES JP MOR EM MK ETF 464288281 1853 16861 SH SOLE 0 0 16861 ISHARES INTERM CR BD ETF 464288638 383 3521 SH SOLE 0 0 3521 SPDR SERIES TRUST BRC HGH YLD BD 78464A417 3457 89968 SH SOLE 0 0 89968 FIRST TR EXCHANGE TRADED FD CONSUMR DISCRE 33734X101 4863 133203 SH SOLE 0 0 133203 FIRST TR EXCHANGE TRADED FD CONSUMR STAPLE 33734X119 4892 111136 SH SOLE 0 0 111136 FIRST TR EXCHANGE TRADED FD HLTH CARE ALPH 33734X143 4968 72152 SH SOLE 0 0 72152 POWERSHARES ETF TRUST II DWA DEVMKTMOM PT 73936Q108 5713 239240 SH SOLE 0 0 239240 RYDEX ETF TRUST GUG S&P500EQWTFI 78355W858 648 14736 SH SOLE 0 0 14736 STREAMLINE HEALTH SOLUTIONS COM 86323X106 336 120000 SH SOLE 0 0 120000 ISHARES 10+ YR CR BD ETF 464289511 830 14517 SH SOLE 0 0 14517 VANGUARD SCOTTSDALE FDS INT-TERM GOV 92206C706 218 3381 SH SOLE 0 0 3381 TELUS CORP COM 87971M103 296 8603 SH SOLE 0 0 8603 SPDR SERIES TRUST BRCLY INTL CRP 78464A151 879 28019 SH SOLE 0 0 28019 POWERSHARES ETF TRUST II INTL CORP BOND 73936Q835 1077 40902 SH SOLE 0 0 40902 VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 921932885 573 5646 SH SOLE 0 0 5646 FLEXSHARES TR MORNSTAR UPSTR 33939L407 1811 60847 SH SOLE 0 0 60847 ISHARES TR INTL PFD STK ETF 46429B135 1655 84159 SH SOLE 0 0 84159 FIRST TR EXCH TRD ALPHA FD I HONG KONG ALPH 33737J240 1836 45911 SH SOLE 0 0 45911 FIRST TR EXCH TRD ALPHA FD I GERMANY ALPHA 33737J190 1924 50781 SH SOLE 0 0 50781 FIRST TR EXCH TRD ALPHA FD I UNIT KING ALPH 33737J224 1938 44573 SH SOLE 0 0 44573 ISHARES EM HGHYL BD ETF 464286285 1737 36187 SH SOLE 0 0 36187 FIRST TR EXCH TRD ALPHA FD I SWITZLND ALPHA 33737J232 1876 46728 SH SOLE 0 0 46728 ARROW ETF TR ARROW DJ GLB YLD 04273H104 542 23582 SH SOLE 0 0 23582 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 260 4968 SH SOLE 0 0 4968 WISDOMTREE TR BLMBG US BULL 97717W471 338 12051 SH SOLE 0 0 12051