0001580642-17-004050.txt : 20170728 0001580642-17-004050.hdr.sgml : 20170728 20170728143628 ACCESSION NUMBER: 0001580642-17-004050 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170630 FILED AS OF DATE: 20170728 DATE AS OF CHANGE: 20170728 EFFECTIVENESS DATE: 20170728 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: 17989462 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 06-30-2017 06-30-2017 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 07-28-2017 0 107 146023 INFORMATION TABLE 2 infotable.xml ISHARES TR CORE S&P MCP ETF 464287507 3770 21675 SH SOLE 0 0 21675 ISHARES TR CORE S&P SCP ETF 464287804 253 3613 SH SOLE 0 0 3613 ISHARES TR SP SMCP600VL ETF 464287879 5669 40547 SH SOLE 0 0 40547 ISHARES TR SP SMCP600GR ETF 464287887 3244 20802 SH SOLE 0 0 20802 ISHARES TR S&P 500 VAL ETF 464287408 1201 11439 SH SOLE 0 0 11439 ISHARES TR CORE S&P500 ETF 464287200 1258 5170 SH SOLE 0 0 5170 ISHARES TR S&P 500 GRWT ETF 464287309 333 2430 SH SOLE 0 0 2430 ISHARES TR RUS 1000 VAL ETF 464287598 5051 43382 SH SOLE 0 0 43382 ISHARES TR RUS 1000 GRW ETF 464287614 6430 54027 SH SOLE 0 0 54027 ISHARES TR RUS 2000 VAL ETF 464287630 1814 15264 SH SOLE 0 0 15264 NISOURCE INC COM 65473P105 257 10123 SH SOLE 0 0 10123 EVERSOURCE ENERGY COM 30040W108 314 5167 SH SOLE 0 0 5167 ONEOK INC NEW COM 682680103 299 5735 SH SOLE 0 0 5735 LIFE STORAGE INC COM 53223X107 308 4151 SH SOLE 0 0 4151 POWERSHARES QQQ TRUST UNIT SER 1 73935A104 1097 7968 SH SOLE 0 0 7968 ALTRIA GROUP INC COM 02209S103 459 6164 SH SOLE 0 0 6164 ISHARES TR RUS 2000 GRW ETF 464287648 3306 19589 SH SOLE 0 0 19589 PFIZER INC COM 717081103 445 13250 SH SOLE 0 0 13250 ISHARES TR MSCI EAFE ETF 464287465 927 14222 SH SOLE 0 0 14222 CHEVRON CORP NEW COM 166764100 218 2087 SH SOLE 0 0 2087 AT&T INC COM 00206R102 518 13730 SH SOLE 0 0 13730 LOCKHEED MARTIN CORP COM 539830109 543 1957 SH SOLE 0 0 1957 ISHARES TR RUS MID CAP ETF 464287499 384 2001 SH SOLE 0 0 2001 ISHARES TR RUS MD CP GR ETF 464287481 541 5009 SH SOLE 0 0 5009 ISHARES TR GLOBAL 100 ETF 464287572 1010 11990 SH SOLE 0 0 11990 SELECT SECTOR SPDR TR ENERGY 81369Y506 468 7214 SH SOLE 0 0 7214 ISHARES TR NA NAT RES 464287374 1039 32828 SH SOLE 0 0 32828 AUTOMATIC DATA PROCESSING IN COM 053015103 242 2358 SH SOLE 0 0 2358 EXXON MOBIL CORP COM 30231G102 473 5857 SH SOLE 0 0 5857 DOMINION ENERGY INC COM 25746U109 374 4876 SH SOLE 0 0 4876 PROCTER AND GAMBLE CO COM 742718109 1433 16448 SH SOLE 0 0 16448 GENERAL ELECTRIC CO COM 369604103 613 22693 SH SOLE 0 0 22693 MCDONALDS CORP COM 580135101 384 2508 SH SOLE 0 0 2508 JPMORGAN CHASE & CO COM 46625H100 676 7399 SH SOLE 0 0 7399 ISHARES TR 7-10YR TR BD ETF 464287440 4953 46464 SH SOLE 0 0 46464 ISHARES TR 20 YR TR BD ETF 464287432 287 2296 SH SOLE 0 0 2296 ISHARES TR IBOXX INV CP ETF 464287242 3251 26976 SH SOLE 0 0 26976 VANGUARD INDEX FDS TOTAL STK MKT 922908769 3889 31249 SH SOLE 0 0 31249 NEXTERA ENERGY INC COM 65339F101 500 3569 SH SOLE 0 0 3569 ALLIANT ENERGY CORP COM 018802108 280 6980 SH SOLE 0 0 6980 DTE ENERGY CO COM 233331107 528 4992 SH SOLE 0 0 4992 RYDEX ETF TRUST GUG S&P500 EQ WT 78355W106 7676 82819 SH SOLE 0 0 82819 PUBLIC STORAGE COM 74460D109 225 1079 SH SOLE 0 0 1079 SIMON PPTY GROUP INC NEW COM 828806109 217 1343 SH SOLE 0 0 1343 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 3213 78681 SH SOLE 0 0 78681 IDACORP INC COM 451107106 205 2397 SH SOLE 0 0 2397 ISHARES TR CORE US AGGBD ET 464287226 883 8059 SH SOLE 0 0 8059 ISHARES TR TIPS BD ETF 464287176 531 4683 SH SOLE 0 0 4683 STANLEY BLACK & DECKER INC COM 854502101 331 2349 SH SOLE 0 0 2349 REYNOLDS AMERICAN INC COM 761713106 973 14957 SH SOLE 0 0 14957 WEC ENERGY GROUP INC COM 92939U106 312 5085 SH SOLE 0 0 5085 VANGUARD WORLD FDS ENERGY ETF 92204A306 382 4317 SH SOLE 0 0 4317 VANGUARD INDEX FDS VALUE ETF 922908744 3129 32404 SH SOLE 0 0 32404 VANGUARD INDEX FDS MID CAP ETF 922908629 1921 13478 SH SOLE 0 0 13478 VANGUARD INDEX FDS SM CP VAL ETF 922908611 3763 30616 SH SOLE 0 0 30616 VANGUARD INDEX FDS REIT ETF 922908553 3194 38375 SH SOLE 0 0 38375 PACKAGING CORP AMER COM 695156109 455 4086 SH SOLE 0 0 4086 TORONTO DOMINION BK ONT COM NEW 891160509 272 5396 SH SOLE 0 0 5396 VANGUARD INDEX FDS GROWTH ETF 922908736 5219 41084 SH SOLE 0 0 41084 PENNSYLVANIA RL ESTATE INVT SH BEN INT 709102107 141 12465 SH SOLE 0 0 12465 VANGUARD INDEX FDS SML CP GRW ETF 922908595 3028 20777 SH SOLE 0 0 20777 ISHARES TR EAFE GRWTH ETF 464288885 376 5082 SH SOLE 0 0 5082 FIRST TR VALUE LINE DIVID IN SHS 33734H106 2446 83636 SH SOLE 0 0 83636 BANK MONTREAL QUE COM 063671101 256 3488 SH SOLE 0 0 3488 ISHARES TR CORE S&P TTL STK 464287150 2838 51210 SH SOLE 0 0 51210 NAVIDEA BIOPHARMACEUTICALS I COM 63937X103 15 28810 SH SOLE 0 0 28810 SPDR INDEX SHS FDS DJ INTL RL ETF 78463X863 267 7011 SH SOLE 0 0 7011 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 506 10109 SH SOLE 0 0 10109 POWERSHARES ETF TRUST DWA MOMENTUM PTF 73935X153 286 6099 SH SOLE 0 0 6099 ISHARES TR IBOXX HI YD ETF 464288513 3039 34377 SH SOLE 0 0 34377 ISHARES TR 1-3 YR CR BD ETF 464288646 677 6429 SH SOLE 0 0 6429 ISHARES TR 10-20 YR TRS ETF 464288653 256 1877 SH SOLE 0 0 1877 FIRST TR EXCHANGE TRADED FD DJ INTERNT IDX 33733E302 613 6472 SH SOLE 0 0 6472 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 1983 24233 SH SOLE 0 0 24233 ISHARES TR MBS ETF 464288588 322 3018 SH SOLE 0 0 3018 ISHARES TR U.S. PFD STK ETF 464288687 389 9936 SH SOLE 0 0 9936 ISHARES TR 3-7 YR TR BD ETF 464288661 1640 13275 SH SOLE 0 0 13275 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 6056 146572 SH SOLE 0 0 146572 ISHARES TR NATIONAL MUN ETF 464288414 789 7167 SH SOLE 0 0 7167 POWERSHARES ETF TR II SOVEREIGN DEBT 73936T573 369 12624 SH SOLE 0 0 12624 ISHARES TR JP MOR EM MK ETF 464288281 1224 10707 SH SOLE 0 0 10707 ISHARES TR INTERM CR BD ETF 464288638 1512 13771 SH SOLE 0 0 13771 SPDR SERIES TRUST BLOOMBERG BRCLYS 78464A417 2997 80556 SH SOLE 0 0 80556 FIRST TR EXCHANGE TRADED FD INDLS PROD DUR 33734X150 276 7815 SH SOLE 0 0 7815 FIRST TR EXCHANGE TRADED FD UTILITIES ALPH 33734X184 484 17811 SH SOLE 0 0 17811 POWERSHARES ETF TRUST II DWA DEVMKTMOM PT 73936Q108 562 21877 SH SOLE 0 0 21877 STREAMLINE HEALTH SOLUTIONS COM 86323X106 128 120000 SH SOLE 0 0 120000 FIRST TR NASDAQ100 TECH INDE SHS 337345102 556 8907 SH SOLE 0 0 8907 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 441 5040 SH SOLE 0 0 5040 VANGUARD SCOTTSDALE FDS INT-TERM GOV 92206C706 777 12018 SH SOLE 0 0 12018 TELUS CORP COM 87971M103 414 11979 SH SOLE 0 0 11979 SPDR SERIES TRUST BLOMBRG BRC INTL 78464A151 568 17068 SH SOLE 0 0 17068 POWERSHARES ETF TRUST II INTL CORP BOND 73936Q835 703 26766 SH SOLE 0 0 26766 VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 921932885 684 5826 SH SOLE 0 0 5826 ISHARES TR CORE HIGH DV ETF 46429B663 269 3237 SH SOLE 0 0 3237 POWERSHARES ETF TR II S&P500 LOW VOL 73937B779 2076 46405 SH SOLE 0 0 46405 ISHARES TR FLTG RATE BD ETF 46429B655 323 6351 SH SOLE 0 0 6351 FLEXSHARES TR MORNSTAR UPSTR 33939L407 2440 85396 SH SOLE 0 0 85396 ISHARES TR MIN VOL USA ETF 46429B697 404 8256 SH SOLE 0 0 8256 ISHARES EM HGHYL BD ETF 464286285 204 4071 SH SOLE 0 0 4071 ARROW ETF TR ARROW DJ GLB YLD 04273H104 474 25888 SH SOLE 0 0 25888 ISHARES INC CORE MSCI EMKT 46434G103 564 11273 SH SOLE 0 0 11273 ISHARES TR CORE MSCI EAFE 46432F842 644 10574 SH SOLE 0 0 10574 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 3389 62339 SH SOLE 0 0 62339 FIRST TR EXCHANGE TRADED FD DORSEY WRT 5 ETF 33738R605 277 11174 SH SOLE 0 0 11174 ISHARES TR HDG MSCI EAFE 46434V803 4249 149490 SH SOLE 0 0 149490 J P MORGAN EXCHANGE TRADED F DIV RTN INT EQ 46641Q209 1152 20507 SH SOLE 0 0 20507