0001580642-16-008067.txt : 20160412 0001580642-16-008067.hdr.sgml : 20160412 20160412103550 ACCESSION NUMBER: 0001580642-16-008067 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20160331 FILED AS OF DATE: 20160412 DATE AS OF CHANGE: 20160412 EFFECTIVENESS DATE: 20160412 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: 161566549 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 03-31-2016 03-31-2016 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 04-11-2016 0 97 140758 INFORMATION TABLE 2 infotable.xml ISHARES TR SP SMCP600VL ETF 464287879 4411 38924 SH SOLE 0 0 38924 ISHARES TR SP SMCP600GR ETF 464287887 2100 16904 SH SOLE 0 0 16904 ISHARES TR S&P 500 VAL ETF 464287408 853 9482 SH SOLE 0 0 9482 ISHARES TR CORE S&P500 ETF 464287200 372 1802 SH SOLE 0 0 1802 ISHARES TR RUS 1000 VAL ETF 464287598 4303 43548 SH SOLE 0 0 43548 ISHARES TR RUS 1000 GRW ETF 464287614 5308 53197 SH SOLE 0 0 53197 ISHARES TR RUS 2000 VAL ETF 464287630 1789 19196 SH SOLE 0 0 19196 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 305 6153 SH SOLE 0 0 6153 NISOURCE INC COM 65473P105 238 10123 SH SOLE 0 0 10123 EVERSOURCE ENERGY COM 30040W108 301 5167 SH SOLE 0 0 5167 SOVRAN SELF STORAGE INC COM 84610H108 479 4061 SH SOLE 0 0 4061 POWERSHARES QQQ TRUST UNIT SER 1 73935A104 1090 9979 SH SOLE 0 0 9979 ALTRIA GROUP INC COM 02209S103 254 4056 SH SOLE 0 0 4056 ISHARES TR RUS 2000 GRW ETF 464287648 2733 20610 SH SOLE 0 0 20610 PFIZER INC COM 717081103 335 11293 SH SOLE 0 0 11293 ISHARES TR MSCI EAFE ETF 464287465 833 14581 SH SOLE 0 0 14581 AT&T INC COM 00206R102 367 9380 SH SOLE 0 0 9380 LOCKHEED MARTIN CORP COM 539830109 411 1856 SH SOLE 0 0 1856 ISHARES TR RUS MID-CAP ETF 464287499 221 1358 SH SOLE 0 0 1358 ISHARES TR RUS MD CP GR ETF 464287481 465 5051 SH SOLE 0 0 5051 ISHARES TR GLOBAL 100 ETF 464287572 334 4644 SH SOLE 0 0 4644 SELECT SECTOR SPDR TR SBI INT-ENERGY 81369Y506 2017 32583 SH SOLE 0 0 32583 ISHARES TR NA NAT RES 464287374 635 21367 SH SOLE 0 0 21367 AUTOMATIC DATA PROCESSING IN COM 053015103 212 2358 SH SOLE 0 0 2358 EXXON MOBIL CORP COM 30231G102 364 4352 SH SOLE 0 0 4352 DOMINION RES INC VA NEW COM 25746U109 366 4876 SH SOLE 0 0 4876 PROCTER & GAMBLE CO COM 742718109 1510 18346 SH SOLE 0 0 18346 GENERAL ELECTRIC CO COM 369604103 680 21377 SH SOLE 0 0 21377 KIMBERLY CLARK CORP COM 494368103 202 1502 SH SOLE 0 0 1502 MCDONALDS CORP COM 580135101 267 2128 SH SOLE 0 0 2128 JPMORGAN CHASE & CO COM 46625H100 460 7773 SH SOLE 0 0 7773 ISHARES TR 7-10 Y TR BD ETF 464287440 5922 53669 SH SOLE 0 0 53669 ISHARES TR 20 YR TR BD ETF 464287432 4995 38241 SH SOLE 0 0 38241 ISHARES TR IBOXX INV CP ETF 464287242 2123 17865 SH SOLE 0 0 17865 NEXTERA ENERGY INC COM 65339F101 360 3045 SH SOLE 0 0 3045 APPLE INC COM 037833100 1002 9189 SH SOLE 0 0 9189 ALLIANT ENERGY CORP COM 018802108 259 3490 SH SOLE 0 0 3490 DTE ENERGY CO COM 233331107 406 4477 SH SOLE 0 0 4477 RYDEX ETF TRUST GUG S&P500 EQ WT 78355W106 8282 105464 SH SOLE 0 0 105464 PUBLIC STORAGE COM 74460D109 215 778 SH SOLE 0 0 778 SIMON PPTY GROUP INC NEW COM 828806109 279 1343 SH SOLE 0 0 1343 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1116 32271 SH SOLE 0 0 32271 ISHARES TR CORE US AGGBD ET 464287226 4065 36681 SH SOLE 0 0 36681 ISHARES TR TIPS BD ETF 464287176 411 3582 SH SOLE 0 0 3582 STANLEY BLACK & DECKER INC COM 854502101 247 2349 SH SOLE 0 0 2349 REYNOLDS AMERICAN INC COM 761713106 834 16584 SH SOLE 0 0 16584 WEC ENERGY GROUP INC COM 92939U106 305 5085 SH SOLE 0 0 5085 VANGUARD WORLD FDS ENERGY ETF 92204A306 386 4500 SH SOLE 0 0 4500 VANGUARD INDEX FDS VALUE ETF 922908744 2192 26603 SH SOLE 0 0 26603 VANGUARD INDEX FDS MID CAP ETF 922908629 1408 11616 SH SOLE 0 0 11616 VANGUARD INDEX FDS SM CP VAL ETF 922908611 2909 28550 SH SOLE 0 0 28550 VANGUARD INDEX FDS REIT ETF 922908553 2555 30483 SH SOLE 0 0 30483 PACKAGING CORP AMER COM 695156109 247 4086 SH SOLE 0 0 4086 VANGUARD INDEX FDS GROWTH ETF 922908736 4261 40026 SH SOLE 0 0 40026 PENNSYLVANIA RL ESTATE INVT SH BEN INT 709102107 262 11988 SH SOLE 0 0 11988 VANGUARD INDEX FDS SML CP GRW ETF 922908595 2531 21271 SH SOLE 0 0 21271 FIRST TR VALUE LINE DIVID IN SHS 33734H106 1355 52646 SH SOLE 0 0 52646 NAVIDEA BIOPHARMACEUTICALS I COM 63937X103 27 28810 SH SOLE 0 0 28810 SPDR INDEX SHS FDS DJ INTL RL ETF 78463X863 302 7288 SH SOLE 0 0 7288 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 430 9965 SH SOLE 0 0 9965 POWERSHARES ETF TRUST DWA MOMENTUM PTF 73935X153 2559 62748 SH SOLE 0 0 62748 ISHARES TR IBOXX HI YD ETF 464288513 353 4324 SH SOLE 0 0 4324 ISHARES TR 1-3 YR CR BD ETF 464288646 271 2571 SH SOLE 0 0 2571 ISHARES TR 10-20 YR TRS ETF 464288653 4676 33044 SH SOLE 0 0 33044 FIRST TR EXCHANGE TRADED FD DJ INTERNT IDX 33733E302 2681 39264 SH SOLE 0 0 39264 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 1706 20606 SH SOLE 0 0 20606 ISHARES TR U.S. PFD STK ETF 464288687 464 11879 SH SOLE 0 0 11879 RYDEX ETF TRUST GUG S&P SC500 EQ 78355W882 308 3470 SH SOLE 0 0 3470 RYDEX ETF TRUST GUG S&P500EQWTTE 78355W817 307 3269 SH SOLE 0 0 3269 ISHARES TR 3-7 YR TR BD ETF 464288661 1098 8716 SH SOLE 0 0 8716 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 4123 114923 SH SOLE 0 0 114923 ISHARES TR NATIONAL MUN ETF 464288414 797 7139 SH SOLE 0 0 7139 ISHARES TR GOV/CRED BD ETF 464288596 4720 41022 SH SOLE 0 0 41022 SPDR SERIES TRUST BRCLYS INTL ETF 78464A516 355 6375 SH SOLE 0 0 6375 POWERSHARES ETF TR II SOVEREIGN DEBT 73936T573 401 14169 SH SOLE 0 0 14169 RYDEX ETF TRUST GUG S&P500EQWTHC 78355W841 280 1942 SH SOLE 0 0 1942 ISHARES TR INTERM CR BD ETF 464288638 5303 48348 SH SOLE 0 0 48348 SPDR SERIES TRUST BRC HGH YLD BD 78464A417 2895 84528 SH SOLE 0 0 84528 FIRST TR EXCHANGE TRADED FD CONSUMR DISCRE 33734X101 2786 79185 SH SOLE 0 0 79185 FIRST TR EXCHANGE TRADED FD CONSUMR STAPLE 33734X119 2599 56353 SH SOLE 0 0 56353 FIRST TR EXCHANGE TRADED FD HLTH CARE ALPH 33734X143 351 6305 SH SOLE 0 0 6305 FIRST TR EXCHANGE TRADED FD UTILITIES ALPH 33734X184 3872 149025 SH SOLE 0 0 149025 POWERSHARES ETF TRUST II DWA DEVMKTMOM PT 73936Q108 5542 240313 SH SOLE 0 0 240313 RYDEX ETF TRUST GUG S&P500 EWCON 78355W874 280 2303 SH SOLE 0 0 2303 RYDEX ETF TRUST GUG S&P500EQWTFI 78355W858 296 7113 SH SOLE 0 0 7113 STREAMLINE HEALTH SOLUTIONS COM 86323X106 169 120000 SH SOLE 0 0 120000 ISHARES 10+ YR CR BD ETF 464289511 214 3611 SH SOLE 0 0 3611 VANGUARD SCOTTSDALE FDS INT-TERM GOV 92206C706 511 7704 SH SOLE 0 0 7704 TELUS CORP COM 87971M103 278 8558 SH SOLE 0 0 8558 SPDR SERIES TRUST BRCLY INTL CRP 78464A151 737 22435 SH SOLE 0 0 22435 POWERSHARES ETF TRUST II INTL CORP BOND 73936Q835 1141 43306 SH SOLE 0 0 43306 VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 921932885 641 6604 SH SOLE 0 0 6604 FLEXSHARES TR MORNSTAR UPSTR 33939L407 1709 70580 SH SOLE 0 0 70580 ARROW ETF TR ARROW DJ GLB YLD 04273H104 521 29391 SH SOLE 0 0 29391 FLEXSHARES TR READY ACC VARI 33939L886 205 2713 SH SOLE 0 0 2713 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 1468 26914 SH SOLE 0 0 26914 FIRST TR EXCHANGE TRADED FD DORSEY WRT 5 ETF 33738R605 240 11120 SH SOLE 0 0 11120