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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 $113,176,848
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IAU 180,918 $8,957,225 7.91%
2.
Spdr Series Trust
 96,037 $8,441,652 7.45%
3.
Sector Spdr Trust
 XLB 95,081 $7,474,317 6.6%
4.
Sector Spdr Trust
 XLB 55,571 $4,675,744 4.13%
5.
Amplify Etf Tr
 139,986 $4,110,759 3.63%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)