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