- New Purchases: ESGU, GOVT, SPLG, SPMD, VXF, XLY, JKK, NIO, VWOB, WKHS, QLTA, NKLA, ARLO, USHY, VTIP, FB, SRNE, VSS, ALNY, NVAX, PII, GD, ACAD,
- Added Positions: ANGL, LQD, HEFA, VBR, VBK, VGT, IWY, QQQ, SCHD, DGRO, VCLT, SPY, GLD, VCSH, IJS, BIV, VV, AAPL, IJR, SHYG, CWB, VO, VGIT, PG, TLT, TLH, IHI, VB, VLUE, IAGG, TSLA, IXN, GUNR, AGZ, DAL, XLI, LIN, IYG, MRK, HD, NLY, SIRI, HYLB, JPM, JPIN, AMT, IWM, MMM, XSLV, XMLV, SUN, BRK.B, BA, SCI, ITOT, GOOGL, DIS, IWR, FITB, AOR, AOM, ACCO, V, IAU, DHR, ET, VOE, DES,
- Reduced Positions: VEA, RSP, IWF, IJT, VUG, HYG, D, IGIB, JNK, IWD, SHY, IVW, VDE, VEU, FLOT, EFA, SPTM, SPTL, USRT, SPYV, T, XLE, MBB, USIG, EMB, XAR, SPTS, IEMG, SCHE, MTUM, IGLB, IOO, INTC, NWL, MSFT, IWN, PEP, SLYG, SIZE, SPYG, IPAC, IEF, VTI, VWO, IPKW, FV, QUAL, GPMT, IBND, JPEM, SCHH, WOOD, ITM, VYM, PFF, SPEM, SHV, DON, PBA, CPRT, VAW, BSX, AGG, IYM, KO, IYR,
- Sold Out: ELR, EMM, RYT, SCIU, VPU, BICK, FDT, FNI, FSZ, HYMB, GRA, CRCQQ, CRON, CGC, NVV1, RAD, CB,
For the details of LifePlan Financial Group, Inc's stock buys and sells, go to https://www.gurufocus.com/guru/lifeplan+financial+group%2C+inc/current-portfolio/portfolio
These are the top 5 holdings of LifePlan Financial Group, Inc- ISHARES TRUST (LQD) - 103,796 shares, 6.30% of the total portfolio. Shares added by 3.81%
- ISHARES TRUST (IWF) - 39,526 shares, 3.86% of the total portfolio. Shares reduced by 4.63%
- ISHARES TRUST (IVV) - 24,262 shares, 3.67% of the total portfolio. Shares added by 0.96%
- VANGUARD INDEX FDS (VUG) - 31,901 shares, 3.27% of the total portfolio. Shares reduced by 4.21%
- Vanguard Total International Bond ETF (BNDX) - 121,956 shares, 3.20% of the total portfolio. Shares added by 0.98%
LifePlan Financial Group, Inc initiated holding in iShares MSCI USA ESG Optimized ETF. The purchase prices were between $70.41 and $81.56, with an estimated average price of $75.29. The stock is now traded at around $74.43. The impact to a portfolio due to this purchase was 2.79%. The holding were 81,331 shares as of .
New Purchase: ISHARES TRUST (GOVT)LifePlan Financial Group, Inc initiated holding in ISHARES TRUST. The purchase prices were between $27.79 and $28.25, with an estimated average price of $27.99. The stock is now traded at around $27.62. The impact to a portfolio due to this purchase was 2.46%. The holding were 195,736 shares as of .
New Purchase: SPDR SERIES TRUST (SPLG)LifePlan Financial Group, Inc initiated holding in SPDR SERIES TRUST. The purchase prices were between $36.49 and $42.03, with an estimated average price of $38.92. The stock is now traded at around $38.38. The impact to a portfolio due to this purchase was 2.15%. The holding were 121,432 shares as of .
New Purchase: SPDR SERIES TRUST (SPMD)LifePlan Financial Group, Inc initiated holding in SPDR SERIES TRUST. The purchase prices were between $30.67 and $34.54, with an estimated average price of $32.83. The stock is now traded at around $33.34. The impact to a portfolio due to this purchase was 0.18%. The holding were 12,384 shares as of .
New Purchase: VANGUARD INDEX FDS (VXF)LifePlan Financial Group, Inc initiated holding in VANGUARD INDEX FDS. The purchase prices were between $118.34 and $135.96, with an estimated average price of $127.22. The stock is now traded at around $130.35. The impact to a portfolio due to this purchase was 0.07%. The holding were 1,200 shares as of .
New Purchase: SELECT SECTOR SPDR (XLY)LifePlan Financial Group, Inc initiated holding in SELECT SECTOR SPDR. The purchase prices were between $129 and $153.76, with an estimated average price of $141.44. The stock is now traded at around $142.97. The impact to a portfolio due to this purchase was 0.02%. The holding were 320 shares as of .
Added: VanEck Vectors Fallen Angel High Yield Bond ETF (ANGL)LifePlan Financial Group, Inc added to a holding in VanEck Vectors Fallen Angel High Yield Bond ETF by 32.31%. The purchase prices were between $28.25 and $30.48, with an estimated average price of $29.73. The stock is now traded at around $29.89. The impact to a portfolio due to this purchase was 0.29%. The holding were 87,601 shares as of .
Added: ISHARES TRUST (HEFA)LifePlan Financial Group, Inc added to a holding in ISHARES TRUST by 22.91%. The purchase prices were between $26.72 and $28.26, with an estimated average price of $27.72. The stock is now traded at around $26.58. The impact to a portfolio due to this purchase was 0.22%. The holding were 95,517 shares as of .
Added: VANGUARD WORLD FDS (VGT)LifePlan Financial Group, Inc added to a holding in VANGUARD WORLD FDS by 1460.38%. The purchase prices were between $279.37 and $338.36, with an estimated average price of $301.01. The stock is now traded at around $297.99. The impact to a portfolio due to this purchase was 0.11%. The holding were 827 shares as of .
Added: ISHARES TRUST (IWY)LifePlan Financial Group, Inc added to a holding in ISHARES TRUST by 97.20%. The purchase prices were between $108.01 and $131.36, with an estimated average price of $117.57. The stock is now traded at around $116.60. The impact to a portfolio due to this purchase was 0.07%. The holding were 2,534 shares as of .
Added: ISHARES TRUST (DGRO)LifePlan Financial Group, Inc added to a holding in ISHARES TRUST by 195.55%. The purchase prices were between $37.11 and $41.67, with an estimated average price of $39.49. The stock is now traded at around $38.96. The impact to a portfolio due to this purchase was 0.07%. The holding were 5,583 shares as of .
Added: SCHWAB STRATEGIC T (SCHD)LifePlan Financial Group, Inc added to a holding in SCHWAB STRATEGIC T by 22.67%. The purchase prices were between $50.37 and $58.54, with an estimated average price of $55.18. The stock is now traded at around $55.51. The impact to a portfolio due to this purchase was 0.07%. The holding were 14,283 shares as of .
Sold Out: SPDR Russell 1000 ETF (ELR)LifePlan Financial Group, Inc sold out a holding in SPDR Russell 1000 ETF. The sale prices were between $86.92 and $86.92, with an estimated average price of $86.92.
Sold Out: SPDR Russell Small Cap Complet (EMM)LifePlan Financial Group, Inc sold out a holding in SPDR Russell Small Cap Complet. The sale prices were between $82.85 and $82.85, with an estimated average price of $82.85.
Sold Out: Invesco S P 500 Equal Weight Technology ETF (RYT)LifePlan Financial Group, Inc sold out a holding in Invesco S P 500 Equal Weight Technology ETF. The sale prices were between $198 and $224.59, with an estimated average price of $208.06.
Sold Out: GLOBAL X FDS (SCIU)LifePlan Financial Group, Inc sold out a holding in GLOBAL X FDS. The sale prices were between $31.12 and $33.5, with an estimated average price of $32.92.
Sold Out: Vanguard Utilities ETF (VPU)LifePlan Financial Group, Inc sold out a holding in Vanguard Utilities ETF. The sale prices were between $124 and $134.49, with an estimated average price of $129.33.
Sold Out: First Trust Global BICK Index Fund (BICK)LifePlan Financial Group, Inc sold out a holding in First Trust Global BICK Index Fund. The sale prices were between $26.55 and $30.92, with an estimated average price of $29.31.
Reduced: Invesco S P 500 Equal Weight ETF (RSP)LifePlan Financial Group, Inc reduced to a holding in Invesco S P 500 Equal Weight ETF by 22.33%. The sale prices were between $100.38 and $113.96, with an estimated average price of $107.89. The stock is now traded at around $107.51. The impact to a portfolio due to this sale was -0.28%. LifePlan Financial Group, Inc still held 18,853 shares as of .
Reduced: Dominion Energy Inc (D)LifePlan Financial Group, Inc reduced to a holding in Dominion Energy Inc by 43.75%. The sale prices were between $73.58 and $82.69, with an estimated average price of $78.62. The stock is now traded at around $80.34. The impact to a portfolio due to this sale was -0.1%. LifePlan Financial Group, Inc still held 3,043 shares as of .
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