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
President
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