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Home > Institutional Investor > Lifeplan Investment Advisors, Inc. > Profile

Instuitional Investor - Lifeplan Investment Advisors, Inc.

Fund Profile
Filing Period:
Fund Name: Lifeplan Investment Advisors, Inc.
Portfolio Value $161,657,956
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 108,452 $10,508,999 6.5%
2.
Vanguard Index Fds - S&P 500 ETF SHS
 19,051 $10,264,949 6.34%
3.
Ishares Trust
 IEF 10,669 $6,280,627 3.88%
4.
Vanguard Index Fds - SM CP VAL ETF
 24,878 $4,930,304 3.04%
5.
Schwab Strategic Trust
 FNDF 178,044 $4,741,324 2.93%
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)