0001580642-16-011446.txt : 20161005 0001580642-16-011446.hdr.sgml : 20161005 20161005165431 ACCESSION NUMBER: 0001580642-16-011446 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20160930 FILED AS OF DATE: 20161005 DATE AS OF CHANGE: 20161005 EFFECTIVENESS DATE: 20161005 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: 161923055 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 09-30-2016 09-30-2016 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 10-05-2016 0 109 145698 INFORMATION TABLE 2 infotable.xml ISHARES TR CORE S&P MCP ETF 464287507 232 1497 SH SOLE 0 0 1497 ISHARES TR CORE S&P SCP ETF 464287804 206 1662 SH SOLE 0 0 1662 ISHARES TR SP SMCP600VL ETF 464287879 5127 41080 SH SOLE 0 0 41080 ISHARES TR SP SMCP600GR ETF 464287887 2578 18800 SH SOLE 0 0 18800 ISHARES TR S&P 500 VAL ETF 464287408 942 9918 SH SOLE 0 0 9918 ISHARES TR CORE S&P500 ETF 464287200 423 1946 SH SOLE 0 0 1946 ISHARES TR RUS 1000 VAL ETF 464287598 4545 43035 SH SOLE 0 0 43035 ISHARES TR RUS 1000 GRW ETF 464287614 5666 54393 SH SOLE 0 0 54393 ISHARES TR RUS 2000 VAL ETF 464287630 1865 17801 SH SOLE 0 0 17801 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 380 7759 SH SOLE 0 0 7759 NISOURCE INC COM 65473P105 244 10123 SH SOLE 0 0 10123 EVERSOURCE ENERGY COM 30040W108 280 5167 SH SOLE 0 0 5167 ONEOK INC NEW COM 682680103 295 5735 SH SOLE 0 0 5735 POWERSHARES QQQ TRUST UNIT SER 1 73935A104 990 8341 SH SOLE 0 0 8341 ALTRIA GROUP INC COM 02209S103 318 5025 SH SOLE 0 0 5025 ISHARES TR RUS 2000 GRW ETF 464287648 3004 20173 SH SOLE 0 0 20173 PFIZER INC COM 717081103 445 13125 SH SOLE 0 0 13125 ISHARES TR MSCI EAFE ETF 464287465 879 14870 SH SOLE 0 0 14870 CHEVRON CORP NEW COM 166764100 203 1969 SH SOLE 0 0 1969 AT&T INC COM 00206R102 553 13617 SH SOLE 0 0 13617 LOCKHEED MARTIN CORP COM 539830109 457 1905 SH SOLE 0 0 1905 ISHARES TR RUS MID-CAP ETF 464287499 251 1442 SH SOLE 0 0 1442 ISHARES TR RUS MD CP GR ETF 464287481 491 5043 SH SOLE 0 0 5043 ISHARES TR GLOBAL 100 ETF 464287572 312 4158 SH SOLE 0 0 4158 SELECT SECTOR SPDR TR SBI INT-ENERGY 81369Y506 3074 43538 SH SOLE 0 0 43538 ISHARES TR NA NAT RES 464287374 944 27380 SH SOLE 0 0 27380 AUTOMATIC DATA PROCESSING IN COM 053015103 208 2358 SH SOLE 0 0 2358 EXXON MOBIL CORP COM 30231G102 392 4490 SH SOLE 0 0 4490 DOMINION RES INC VA NEW COM 25746U109 362 4876 SH SOLE 0 0 4876 PROCTER & GAMBLE CO COM 742718109 1687 18793 SH SOLE 0 0 18793 GENERAL ELECTRIC CO COM 369604103 700 23626 SH SOLE 0 0 23626 MCDONALDS CORP COM 580135101 245 2128 SH SOLE 0 0 2128 JPMORGAN CHASE & CO COM 46625H100 518 7773 SH SOLE 0 0 7773 ISHARES TR 7-10 Y TR BD ETF 464287440 3805 34012 SH SOLE 0 0 34012 ISHARES TR 20 YR TR BD ETF 464287432 2988 21730 SH SOLE 0 0 21730 ISHARES TR IBOXX INV CP ETF 464287242 2491 20224 SH SOLE 0 0 20224 VANGUARD INDEX FDS TOTAL STK MKT 922908769 280 2513 SH SOLE 0 0 2513 NEXTERA ENERGY INC COM 65339F101 372 3045 SH SOLE 0 0 3045 ALLIANT ENERGY CORP COM 018802108 267 6980 SH SOLE 0 0 6980 DTE ENERGY CO COM 233331107 419 4477 SH SOLE 0 0 4477 RYDEX ETF TRUST GUG S&P500 EQ WT 78355W106 7814 93478 SH SOLE 0 0 93478 SIMON PPTY GROUP INC NEW COM 828806109 278 1343 SH SOLE 0 0 1343 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1429 37975 SH SOLE 0 0 37975 ISHARES TR CORE US AGGBD ET 464287226 3358 29867 SH SOLE 0 0 29867 ISHARES TR TIPS BD ETF 464287176 576 4942 SH SOLE 0 0 4942 STANLEY BLACK & DECKER INC COM 854502101 289 2349 SH SOLE 0 0 2349 REYNOLDS AMERICAN INC COM 761713106 709 15030 SH SOLE 0 0 15030 SPDR GOLD TRUST GOLD SHS 78463V107 1449 11535 SH SOLE 0 0 11535 WEC ENERGY GROUP INC COM 92939U106 304 5085 SH SOLE 0 0 5085 VANGUARD WORLD FDS ENERGY ETF 92204A306 472 4834 SH SOLE 0 0 4834 VANGUARD INDEX FDS VALUE ETF 922908744 2693 30951 SH SOLE 0 0 30951 VANGUARD INDEX FDS MID CAP ETF 922908629 1713 13232 SH SOLE 0 0 13232 VANGUARD INDEX FDS SM CP VAL ETF 922908611 3313 29939 SH SOLE 0 0 29939 VANGUARD INDEX FDS REIT ETF 922908553 2855 32912 SH SOLE 0 0 32912 PACKAGING CORP AMER COM 695156109 332 4086 SH SOLE 0 0 4086 VANGUARD INDEX FDS GROWTH ETF 922908736 4842 43118 SH SOLE 0 0 43118 PENNSYLVANIA RL ESTATE INVT SH BEN INT 709102107 287 12465 SH SOLE 0 0 12465 VANGUARD INDEX FDS SML CP GRW ETF 922908595 2838 21538 SH SOLE 0 0 21538 ISHARES TR EAFE GRWTH ETF 464288885 365 5333 SH SOLE 0 0 5333 FIRST TR VALUE LINE DIVID IN SHS 33734H106 1732 64131 SH SOLE 0 0 64131 ISHARES SILVER TRUST ISHARES 46428Q109 2221 122006 SH SOLE 0 0 122006 BANK MONTREAL QUE COM 063671101 229 3488 SH SOLE 0 0 3488 ISHARES TR CORE S&P TTL STK 464287150 327 6603 SH SOLE 0 0 6603 NAVIDEA BIOPHARMACEUTICALS I COM 63937X103 26 28810 SH SOLE 0 0 28810 SPDR INDEX SHS FDS DJ INTL RL ETF 78463X863 307 7359 SH SOLE 0 0 7359 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 472 10381 SH SOLE 0 0 10381 POWERSHARES ETF TRUST DWA MOMENTUM PTF 73935X153 2101 49542 SH SOLE 0 0 49542 ISHARES TR IBOXX HI YD ETF 464288513 793 9092 SH SOLE 0 0 9092 ISHARES TR 1-3 YR CR BD ETF 464288646 324 3061 SH SOLE 0 0 3061 ISHARES TR 10-20 YR TRS ETF 464288653 2449 16909 SH SOLE 0 0 16909 FIRST TR EXCHANGE TRADED FD DJ INTERNT IDX 33733E302 3393 41600 SH SOLE 0 0 41600 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 2097 24926 SH SOLE 0 0 24926 ISHARES TR U.S. PFD STK ETF 464288687 362 9173 SH SOLE 0 0 9173 RYDEX ETF TRUST GUG S&P SC500 EQ 78355W882 341 3914 SH SOLE 0 0 3914 RYDEX ETF TRUST GUG S&P500EQWTTE 78355W817 362 3435 SH SOLE 0 0 3435 ISHARES TR 3-7 YR TR BD ETF 464288661 1294 10224 SH SOLE 0 0 10224 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 4844 129476 SH SOLE 0 0 129476 ISHARES TR NATIONAL MUN ETF 464288414 800 7097 SH SOLE 0 0 7097 SPDR SERIES TRUST BRCLYS INTL ETF 78464A516 305 10592 SH SOLE 0 0 10592 POWERSHARES ETF TR II SOVEREIGN DEBT 73936T573 408 13320 SH SOLE 0 0 13320 RYDEX ETF TRUST GUG S&P500EQWTHC 78355W841 337 2167 SH SOLE 0 0 2167 ISHARES TR JP MOR EM MK ETF 464288281 257 2194 SH SOLE 0 0 2194 ISHARES TR INTERM CR BD ETF 464288638 528 4746 SH SOLE 0 0 4746 SPDR SERIES TRUST BRC HGH YLD BD 78464A417 3034 82630 SH SOLE 0 0 82630 FIRST TR EXCHANGE TRADED FD CONSUMR DISCRE 33734X101 3127 88714 SH SOLE 0 0 88714 FIRST TR EXCHANGE TRADED FD CONSUMR STAPLE 33734X119 3232 69617 SH SOLE 0 0 69617 FIRST TR EXCHANGE TRADED FD UTILITIES ALPH 33734X184 3211 123852 SH SOLE 0 0 123852 POWERSHARES ETF TRUST II DWA DEVMKTMOM PT 73936Q108 4486 189439 SH SOLE 0 0 189439 RYDEX ETF TRUST GUG S&P500 EWCON 78355W874 329 2689 SH SOLE 0 0 2689 RYDEX ETF TRUST GUG S&P500EQWTFI 78355W858 240 7673 SH SOLE 0 0 7673 STREAMLINE HEALTH SOLUTIONS COM 86323X106 221 120000 SH SOLE 0 0 120000 ISHARES TR INTL TREA BD ETF 464288117 2310 23004 SH SOLE 0 0 23004 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 382 4268 SH SOLE 0 0 4268 ISHARES 10+ YR CR BD ETF 464289511 220 3470 SH SOLE 0 0 3470 VANGUARD SCOTTSDALE FDS INT-TERM GOV 92206C706 855 12809 SH SOLE 0 0 12809 TELUS CORP COM 87971M103 395 11979 SH SOLE 0 0 11979 SPDR SERIES TRUST BRCLY INTL CRP 78464A151 718 21496 SH SOLE 0 0 21496 POWERSHARES ETF TRUST II INTL CORP BOND 73936Q835 986 37036 SH SOLE 0 0 37036 VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 921932885 658 6289 SH SOLE 0 0 6289 POWERSHARES ETF TR II S&P500 LOW VOL 73937B779 482 11611 SH SOLE 0 0 11611 FLEXSHARES TR MORNSTAR UPSTR 33939L407 2379 86414 SH SOLE 0 0 86414 ISHARES TR MIN VOL USA ETF 46429B697 271 5956 SH SOLE 0 0 5956 ISHARES EM MKTS CURR ETF 464286517 2215 48274 SH SOLE 0 0 48274 ARROW ETF TR ARROW DJ GLB YLD 04273H104 607 31783 SH SOLE 0 0 31783 ISHARES TR USA MOMENTUM FCT 46432F396 210 2711 SH SOLE 0 0 2711 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 2429 43351 SH SOLE 0 0 43351 FIRST TR EXCHANGE TRADED FD DORSEY WRT 5 ETF 33738R605 265 11554 SH SOLE 0 0 11554 ISHARES TR HDG MSCI EAFE 46434V803 231 9330 SH SOLE 0 0 9330 J P MORGAN EXCHANGE TRADED F DIV RTN INT EQ 46641Q209 542 10359 SH SOLE 0 0 10359