0001580642-17-000146.txt : 20170110 0001580642-17-000146.hdr.sgml : 20170110 20170110143333 ACCESSION NUMBER: 0001580642-17-000146 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20161231 FILED AS OF DATE: 20170110 DATE AS OF CHANGE: 20170110 EFFECTIVENESS DATE: 20170110 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: 17520276 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 12-31-2016 12-31-2016 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 01-09-2017 0 115 142184 INFORMATION TABLE 2 infotable.xml ISHARES TR CORE S&P MCP ETF 464287507 1789 10821 SH SOLE 0 0 10821 ISHARES TR SP SMCP600VL ETF 464287879 5598 39980 SH SOLE 0 0 39980 ISHARES TR SP SMCP600GR ETF 464287887 2820 18799 SH SOLE 0 0 18799 ISHARES TR S&P 500 VAL ETF 464287408 1022 10082 SH SOLE 0 0 10082 ISHARES TR CORE S&P500 ETF 464287200 843 3747 SH SOLE 0 0 3747 ISHARES TR RUS 1000 VAL ETF 464287598 4685 41818 SH SOLE 0 0 41818 ISHARES TR RUS 1000 GRW ETF 464287614 5742 54740 SH SOLE 0 0 54740 ISHARES TR RUS 2000 VAL ETF 464287630 1825 15342 SH SOLE 0 0 15342 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 311 6411 SH SOLE 0 0 6411 NISOURCE INC COM 65473P105 224 10123 SH SOLE 0 0 10123 EVERSOURCE ENERGY COM 30040W108 285 5167 SH SOLE 0 0 5167 ONEOK INC NEW COM 682680103 329 5735 SH SOLE 0 0 5735 LIFE STORAGE INC COM 53223X107 333 3904 SH SOLE 0 0 3904 POWERSHARES QQQ TRUST UNIT SER 1 73935A104 966 8154 SH SOLE 0 0 8154 ALTRIA GROUP INC COM 02209S103 372 5505 SH SOLE 0 0 5505 ISHARES TR RUS 2000 GRW ETF 464287648 3040 19746 SH SOLE 0 0 19746 PFIZER INC COM 717081103 426 13125 SH SOLE 0 0 13125 ISHARES TR MSCI EAFE ETF 464287465 859 14873 SH SOLE 0 0 14873 CHEVRON CORP NEW COM 166764100 246 2087 SH SOLE 0 0 2087 AT&T INC COM 00206R102 613 14417 SH SOLE 0 0 14417 LOCKHEED MARTIN CORP COM 539830109 454 1816 SH SOLE 0 0 1816 ISHARES TR RUS MID-CAP ETF 464287499 258 1443 SH SOLE 0 0 1443 ISHARES TR RUS MD CP GR ETF 464287481 482 4947 SH SOLE 0 0 4947 ISHARES TR GLOBAL 100 ETF 464287572 730 9512 SH SOLE 0 0 9512 SELECT SECTOR SPDR TR SBI INT-ENERGY 81369Y506 1851 24577 SH SOLE 0 0 24577 ISHARES TR NA NAT RES 464287374 1034 28775 SH SOLE 0 0 28775 AUTOMATIC DATA PROCESSING IN COM 053015103 242 2358 SH SOLE 0 0 2358 EXXON MOBIL CORP COM 30231G102 405 4490 SH SOLE 0 0 4490 DOMINION RES INC VA NEW COM 25746U109 373 4876 SH SOLE 0 0 4876 PROCTER AND GAMBLE CO COM 742718109 1624 19315 SH SOLE 0 0 19315 GENERAL ELECTRIC CO COM 369604103 763 24135 SH SOLE 0 0 24135 MCDONALDS CORP COM 580135101 257 2108 SH SOLE 0 0 2108 JPMORGAN CHASE & CO COM 46625H100 655 7595 SH SOLE 0 0 7595 ISHARES TR 7-10 Y TR BD ETF 464287440 3314 31616 SH SOLE 0 0 31616 ISHARES TR 20 YR TR BD ETF 464287432 753 6321 SH SOLE 0 0 6321 ISHARES TR IBOXX INV CP ETF 464287242 2653 22643 SH SOLE 0 0 22643 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2206 19128 SH SOLE 0 0 19128 NEXTERA ENERGY INC COM 65339F101 426 3569 SH SOLE 0 0 3569 ALLIANT ENERGY CORP COM 018802108 264 6980 SH SOLE 0 0 6980 DTE ENERGY CO COM 233331107 441 4477 SH SOLE 0 0 4477 RYDEX ETF TRUST GUG S&P500 EQ WT 78355W106 7659 88404 SH SOLE 0 0 88404 PUBLIC STORAGE COM 74460D109 241 1079 SH SOLE 0 0 1079 SIMON PPTY GROUP INC NEW COM 828806109 239 1343 SH SOLE 0 0 1343 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2135 59675 SH SOLE 0 0 59675 ISHARES TR CORE US AGGBD ET 464287226 1954 18083 SH SOLE 0 0 18083 ISHARES TR TIPS BD ETF 464287176 1513 13373 SH SOLE 0 0 13373 STANLEY BLACK & DECKER INC COM 854502101 269 2349 SH SOLE 0 0 2349 REYNOLDS AMERICAN INC COM 761713106 825 14714 SH SOLE 0 0 14714 CINTAS CORP COM 172908105 272 2353 SH SOLE 0 0 2353 SPDR GOLD TRUST GOLD SHS 78463V107 757 6909 SH SOLE 0 0 6909 WEC ENERGY GROUP INC COM 92939U106 298 5085 SH SOLE 0 0 5085 VANGUARD WORLD FDS ENERGY ETF 92204A306 498 4759 SH SOLE 0 0 4759 VANGUARD INDEX FDS VALUE ETF 922908744 2956 31779 SH SOLE 0 0 31779 VANGUARD INDEX FDS MID CAP ETF 922908629 1710 12988 SH SOLE 0 0 12988 VANGUARD INDEX FDS SM CP VAL ETF 922908611 3588 29652 SH SOLE 0 0 29652 VANGUARD INDEX FDS REIT ETF 922908553 2679 32465 SH SOLE 0 0 32465 PACKAGING CORP AMER COM 695156109 347 4086 SH SOLE 0 0 4086 TORONTO DOMINION BK ONT COM NEW 891160509 266 5396 SH SOLE 0 0 5396 VANGUARD INDEX FDS GROWTH ETF 922908736 4633 41561 SH SOLE 0 0 41561 PENNSYLVANIA RL ESTATE INVT SH BEN INT 709102107 236 12465 SH SOLE 0 0 12465 VANGUARD INDEX FDS SML CP GRW ETF 922908595 2765 20764 SH SOLE 0 0 20764 ISHARES TR EAFE GRWTH ETF 464288885 339 5321 SH SOLE 0 0 5321 FIRST TR VALUE LINE DIVID IN SHS 33734H106 1933 68955 SH SOLE 0 0 68955 ISHARES SILVER TRUST ISHARES 46428Q109 1058 70021 SH SOLE 0 0 70021 BANK MONTREAL QUE COM 063671101 251 3488 SH SOLE 0 0 3488 ISHARES TR CORE S&P TTL STK 464287150 1452 28306 SH SOLE 0 0 28306 NAVIDEA BIOPHARMACEUTICALS I COM 63937X103 18 28810 SH SOLE 0 0 28810 SPDR INDEX SHS FDS DJ INTL RL ETF 78463X863 252 6989 SH SOLE 0 0 6989 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 436 9866 SH SOLE 0 0 9866 POWERSHARES ETF TRUST DWA MOMENTUM PTF 73935X153 1193 28406 SH SOLE 0 0 28406 ISHARES TR IBOXX HI YD ETF 464288513 1233 14243 SH SOLE 0 0 14243 ISHARES TR 1-3 YR CR BD ETF 464288646 448 4273 SH SOLE 0 0 4273 ISHARES TR 10-20 YR TRS ETF 464288653 1496 11254 SH SOLE 0 0 11254 FIRST TR EXCHANGE TRADED FD DJ INTERNT IDX 33733E302 1949 24412 SH SOLE 0 0 24412 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 1857 22989 SH SOLE 0 0 22989 ISHARES TR U.S. PFD STK ETF 464288687 395 10622 SH SOLE 0 0 10622 RYDEX ETF TRUST GUG S&P SC500 EQ 78355W882 276 3120 SH SOLE 0 0 3120 RYDEX ETF TRUST GUG S&P500EQWTTE 78355W817 316 2912 SH SOLE 0 0 2912 ISHARES TR 3-7 YR TR BD ETF 464288661 1246 10174 SH SOLE 0 0 10174 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 4778 130768 SH SOLE 0 0 130768 ISHARES TR NATIONAL MUN ETF 464288414 752 6950 SH SOLE 0 0 6950 SPDR SERIES TRUST BLOMBERG INTL TR 78464A516 232 8940 SH SOLE 0 0 8940 POWERSHARES ETF TR II SOVEREIGN DEBT 73936T573 373 13188 SH SOLE 0 0 13188 RYDEX ETF TRUST GUG S&P500EQWTHC 78355W841 251 1722 SH SOLE 0 0 1722 ISHARES TR JP MOR EM MK ETF 464288281 1307 11855 SH SOLE 0 0 11855 ISHARES TR INTERM CR BD ETF 464288638 735 6794 SH SOLE 0 0 6794 SPDR SERIES TRUST BLOOMBERG BRCLYS 78464A417 2800 76817 SH SOLE 0 0 76817 FIRST TR EXCHANGE TRADED FD CONSUMR DISCRE 33734X101 238 6697 SH SOLE 0 0 6697 FIRST TR EXCHANGE TRADED FD CONSUMR STAPLE 33734X119 1906 41666 SH SOLE 0 0 41666 FIRST TR EXCHANGE TRADED FD UTILITIES ALPH 33734X184 1934 72361 SH SOLE 0 0 72361 POWERSHARES ETF TRUST II DWA DEVMKTMOM PT 73936Q108 2420 113139 SH SOLE 0 0 113139 RYDEX ETF TRUST GUG S&P500 EWCON 78355W874 256 2144 SH SOLE 0 0 2144 STREAMLINE HEALTH SOLUTIONS COM 86323X106 150 120000 SH SOLE 0 0 120000 FIRST TR NASDAQ100 TECH INDE SHS 337345102 1644 31223 SH SOLE 0 0 31223 ISHARES TR INTL TREA BD ETF 464288117 1362 15169 SH SOLE 0 0 15169 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 421 4912 SH SOLE 0 0 4912 ISHARES 10+ YR CR BD ETF 464289511 220 3740 SH SOLE 0 0 3740 VANGUARD SCOTTSDALE FDS INT-TERM GOV 92206C706 852 13323 SH SOLE 0 0 13323 TELUS CORP COM 87971M103 382 11979 SH SOLE 0 0 11979 SPDR SERIES TRUST BLOMBRG BRC INTL 78464A151 652 21128 SH SOLE 0 0 21128 POWERSHARES ETF TRUST II INTL CORP BOND 73936Q835 759 30978 SH SOLE 0 0 30978 VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 921932885 690 6202 SH SOLE 0 0 6202 POWERSHARES ETF TR II S&P500 LOW VOL 73937B779 1405 33784 SH SOLE 0 0 33784 FLEXSHARES TR MORNSTAR UPSTR 33939L407 2446 85356 SH SOLE 0 0 85356 ISHARES TR MIN VOL USA ETF 46429B697 1049 23205 SH SOLE 0 0 23205 ISHARES EM MKTS CURR ETF 464286517 859 20054 SH SOLE 0 0 20054 ISHARES EM HGHYL BD ETF 464286285 1256 25810 SH SOLE 0 0 25810 ARROW ETF TR ARROW DJ GLB YLD 04273H104 542 29391 SH SOLE 0 0 29391 ISHARES TR CORE MSCI EAFE 46432F842 398 7415 SH SOLE 0 0 7415 ISHARES TR USA MOMENTUM FCT 46432F396 924 12181 SH SOLE 0 0 12181 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 2739 50453 SH SOLE 0 0 50453 FIRST TR EXCHANGE TRADED FD DORSEY WRT 5 ETF 33738R605 267 11554 SH SOLE 0 0 11554 ISHARES TR HDG MSCI EAFE 46434V803 816 31249 SH SOLE 0 0 31249 J P MORGAN EXCHANGE TRADED F DIV RTN INT EQ 46641Q209 627 12812 SH SOLE 0 0 12812 RYDEX ETF TRUST GUGGENHEIM SP 78355W486 241 9149 SH SOLE 0 0 9149