0001580642-16-006287.txt : 20160114
0001580642-16-006287.hdr.sgml : 20160114
20160114101111
ACCESSION NUMBER: 0001580642-16-006287
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20151231
FILED AS OF DATE: 20160114
DATE AS OF CHANGE: 20160114
EFFECTIVENESS DATE: 20160114
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: 161342058
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
12-31-2015
12-31-2015
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
01-12-2016
0
90
140779
INFORMATION TABLE
2
infotable.xml
NISOURCE INC
COM
65473P105
197
10123
SH
SOLE
0
0
10123
EVERSOURCE ENERGY
COM
30040W108
264
5167
SH
SOLE
0
0
5167
SOVRAN SELF STORAGE INC
COM
84610H108
436
4061
SH
SOLE
0
0
4061
POWERSHARES QQQ TRUST
UNIT SER 1
73935A104
1116
9979
SH
SOLE
0
0
9979
ALTRIA GROUP INC
COM
02209S103
213
3658
SH
SOLE
0
0
3658
ISHARES TR
RUS 2000 GRW ETF
464287648
2823
20270
SH
SOLE
0
0
20270
PFIZER INC
COM
717081103
335
10368
SH
SOLE
0
0
10368
ISHARES TR
MSCI EAFE ETF
464287465
808
13756
SH
SOLE
0
0
13756
AT&T INC
COM
00206R102
325
9444
SH
SOLE
0
0
9444
LOCKHEED MARTIN CORP
COM
539830109
403
1856
SH
SOLE
0
0
1856
ISHARES TR
RUS MD CP GR ETF
464287481
487
5300
SH
SOLE
0
0
5300
ISHARES TR
GLOBAL 100 ETF
464287572
341
4681
SH
SOLE
0
0
4681
ISHARES TR
NA NAT RES
464287374
695
24685
SH
SOLE
0
0
24685
EXXON MOBIL CORP
COM
30231G102
339
4352
SH
SOLE
0
0
4352
DOMINION RES INC VA NEW
COM
25746U109
330
4876
SH
SOLE
0
0
4876
PROCTER & GAMBLE CO
COM
742718109
1511
19024
SH
SOLE
0
0
19024
GENERAL ELECTRIC CO
COM
369604103
694
22277
SH
SOLE
0
0
22277
MCDONALDS CORP
COM
580135101
249
2108
SH
SOLE
0
0
2108
JPMORGAN CHASE & CO
COM
46625H100
547
8277
SH
SOLE
0
0
8277
ISHARES TR
7-10 Y TR BD ETF
464287440
4236
40117
SH
SOLE
0
0
40117
ISHARES TR
20+ YR TR BD ETF
464287432
217
1801
SH
SOLE
0
0
1801
ISHARES TR
IBOXX INV CP ETF
464287242
5399
47355
SH
SOLE
0
0
47355
NEXTERA ENERGY INC
COM
65339F101
316
3045
SH
SOLE
0
0
3045
APPLE INC
COM
037833100
950
9029
SH
SOLE
0
0
9029
ALLIANT ENERGY CORP
COM
018802108
218
3490
SH
SOLE
0
0
3490
DTE ENERGY CO
COM
233331107
359
4477
SH
SOLE
0
0
4477
RYDEX ETF TRUST
GUG S&P500 EQ WT
78355W106
8313
108470
SH
SOLE
0
0
108470
SIMON PPTY GROUP INC NEW
COM
828806109
261
1343
SH
SOLE
0
0
1343
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
993
30344
SH
SOLE
0
0
30344
ISHARES TR
CORE US AGGBD ET
464287226
4601
42594
SH
SOLE
0
0
42594
ISHARES TR
TIPS BD ETF
464287176
385
3507
SH
SOLE
0
0
3507
STANLEY BLACK & DECKER INC
COM
854502101
251
2349
SH
SOLE
0
0
2349
REYNOLDS AMERICAN INC
COM
761713106
765
16584
SH
SOLE
0
0
16584
WEC ENERGY GROUP INC
COM
92939U106
257
5000
SH
SOLE
0
0
5000
VANGUARD WORLD FDS
ENERGY ETF
92204A306
384
4618
SH
SOLE
0
0
4618
VANGUARD INDEX FDS
VALUE ETF
922908744
2053
25184
SH
SOLE
0
0
25184
VANGUARD INDEX FDS
MID CAP ETF
922908629
1241
10334
SH
SOLE
0
0
10334
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
2638
26707
SH
SOLE
0
0
26707
VANGUARD INDEX FDS
REIT ETF
922908553
2456
30802
SH
SOLE
0
0
30802
PACKAGING CORP AMER
COM
695156109
258
4086
SH
SOLE
0
0
4086
VANGUARD INDEX FDS
GROWTH ETF
922908736
4205
39526
SH
SOLE
0
0
39526
PENNSYLVANIA RL ESTATE INVT
SH BEN INT
709102107
262
11988
SH
SOLE
0
0
11988
VANGUARD INDEX FDS
SML CP GRW ETF
922908595
2539
20904
SH
SOLE
0
0
20904
FIRST TR VALUE LINE DIVID IN
SHS
33734H106
1264
52929
SH
SOLE
0
0
52929
NAVIDEA BIOPHARMACEUTICALS I
COM
63937X103
38
28810
SH
SOLE
0
0
28810
SPDR INDEX SHS FDS
DJ INTL RL ETF
78463X863
282
7217
SH
SOLE
0
0
7217
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
394
9078
SH
SOLE
0
0
9078
POWERSHARES ETF TRUST
DWA MOMENTUM PTF
73935X153
2719
65723
SH
SOLE
0
0
65723
FIRST TR EXCHANGE TRADED FD
NY ARCA BIOTECH
33733E203
4686
41464
SH
SOLE
0
0
41464
ISHARES TR
IBOXX HI YD ETF
464288513
338
4193
SH
SOLE
0
0
4193
ISHARES TR
1-3 YR CR BD ETF
464288646
255
2442
SH
SOLE
0
0
2442
ISHARES TR
10-20 YR TRS ETF
464288653
3204
23870
SH
SOLE
0
0
23870
FIRST TR EXCHANGE TRADED FD
DJ INTERNT IDX
33733E302
5483
73488
SH
SOLE
0
0
73488
VANGUARD BD INDEX FD INC
TOTAL BND MRKT
921937835
1547
19154
SH
SOLE
0
0
19154
ISHARES TR
U.S. PFD STK ETF
464288687
516
13281
SH
SOLE
0
0
13281
RYDEX ETF TRUST
GUG S&P SC500 EQ
78355W882
367
4336
SH
SOLE
0
0
4336
RYDEX ETF TRUST
GUG S&P500EQWTTE
78355W817
351
3800
SH
SOLE
0
0
3800
ISHARES TR
3-7 YR TR BD ETF
464288661
1077
8784
SH
SOLE
0
0
8784
VANGUARD TAX MANAGED INTL FD
FTSE DEV MKT ETF
921943858
4373
119088
SH
SOLE
0
0
119088
ISHARES TR
NAT AMT FREE BD
464288414
796
7192
SH
SOLE
0
0
7192
ISHARES TR
GOV/CRED BD ETF
464288596
3350
29993
SH
SOLE
0
0
29993
SPDR SERIES TRUST
BRCLYS INTL ETF
78464A516
387
7499
SH
SOLE
0
0
7499
POWERSHARES GLOBAL ETF TRUST
SOVEREIGN DEBT
73936T573
387
14169
SH
SOLE
0
0
14169
RYDEX ETF TRUST
GUG S&P500EQWTHC
78355W841
398
2593
SH
SOLE
0
0
2593
ISHARES TR
INTERM CR BD ETF
464288638
3794
35364
SH
SOLE
0
0
35364
SPDR SERIES TRUST
BRC HGH YLD BD
78464A417
3045
89791
SH
SOLE
0
0
89791
FIRST TR EXCHANGE TRADED FD
CONSUMR DISCRE
33734X101
4554
133534
SH
SOLE
0
0
133534
FIRST TR EXCHANGE TRADED FD
CONSUMR STAPLE
33734X119
5065
113951
SH
SOLE
0
0
113951
FIRST TR EXCHANGE TRADED FD
HLTH CARE ALPH
33734X143
4407
72899
SH
SOLE
0
0
72899
POWERSHARES ETF TRUST II
DWA DEVMKTMOM PT
73936Q108
5899
248917
SH
SOLE
0
0
248917
RYDEX ETF TRUST
GUG S&P500 EWCON
78355W874
399
3442
SH
SOLE
0
0
3442
RYDEX ETF TRUST
GUG S&P500EQWTFI
78355W858
373
8638
SH
SOLE
0
0
8638
STREAMLINE HEALTH SOLUTIONS
COM
86323X106
169
120000
SH
SOLE
0
0
120000
ISHARES
10+ YR CR BD ETF
464289511
209
3749
SH
SOLE
0
0
3749
VANGUARD SCOTTSDALE FDS
INT-TERM GOV
92206C706
391
6074
SH
SOLE
0
0
6074
TELUS CORP
COM
87971M103
237
8558
SH
SOLE
0
0
8558
SPDR SERIES TRUST
BRCLY INTL CRP
78464A151
697
22620
SH
SOLE
0
0
22620
POWERSHARES ETF TRUST II
INTL CORP BOND
73936Q835
1138
45124
SH
SOLE
0
0
45124
VANGUARD ADMIRAL FDS INC
MIDCP 400 IDX
921932885
669
7133
SH
SOLE
0
0
7133
FLEXSHARES TR
MORNSTAR UPSTR
33939L407
1468
65983
SH
SOLE
0
0
65983
ARROW ETF TR
ARROW DJ GLB YLD
04273H104
548
31942
SH
SOLE
0
0
31942
FLEXSHARES TR
READY ACC VARI
33939L886
204
2713
SH
SOLE
0
0
2713
VANGUARD CHARLOTTE FDS
INTL BD IDX ETF
92203J407
1012
19129
SH
SOLE
0
0
19129
ISHARES TR
SP SMCP600VL ETF
464287879
4099
37897
SH
SOLE
0
0
37897
ISHARES TR
SP SMCP600GR ETF
464287887
2002
16103
SH
SOLE
0
0
16103
ISHARES TR
S&P 500 VAL ETF
464287408
814
9196
SH
SOLE
0
0
9196
ISHARES TR
CORE S&P500 ETF
464287200
348
1699
SH
SOLE
0
0
1699
ISHARES TR
RUS 1000 VAL ETF
464287598
4341
44355
SH
SOLE
0
0
44355
ISHARES TR
RUS 1000 GRW ETF
464287614
5256
52835
SH
SOLE
0
0
52835
ISHARES TR
RUS 2000 VAL ETF
464287630
1759
19131
SH
SOLE
0
0
19131