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Home > Institutional Investor > Lifeplan Financial, Llc > Profile

Instuitional Investor - Lifeplan Financial, Llc

Fund Profile
Filing Period:
Fund Name: Lifeplan Financial, Llc
Portfolio Value $130,394,024
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IAU 141,610 $11,494,443 8.82%
2.
Spdr Series Trust
 89,196 $9,517,213 7.3%
3.
Sector Spdr Trust
 XLB 103,151 $8,012,770 6.15%
4.
Sector Spdr Trust
 XLB 137,664 $6,243,062 4.79%
5.
Amplify Etf Tr
 141,294 $4,587,816 3.52%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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