LifePlan Financial, LLC
CIK 1739485 · Holdings on Dec 31, 2023 · First reported Jan 30, 2024
Top ten holdings
Q4 2023- IAU7.53%
- SPYG7.12%
- XLP4.75%
- XLB4.28%
- SWAN3.80%
- VGIT3.21%
- XLE2.79%
- IBDT2.30%
- IBDS2.29%
- IBDR2.27%
Share classes counted separately40.34%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IAUISHARES GOLD TRUSTISHARES NEW View history and evidence | $7.52M | 7.53% | 192.71K shares | Prior unavailable — | — | ↗▾ |
| 02 | SPYGSS SPDR P S&P 500 GROWTH ETFPRTFLO S&P500 GW View history and evidence | $7.11M | 7.12% | 109.22K shares | Prior unavailable — | — | ↗▾ |
| 03 | XLPSS CONSUMER STAPLES SEL SECTSBI CONS STPLS View history and evidence | $4.74M | 4.75% | 65.86K shares | Prior unavailable — | — | ↗▾ |
| 04 | XLBSS MATERIALS SELECT SECTORSBI MATERIALS View history and evidence | $4.27M | 4.28% | 49.91K shares | Prior unavailable — | — | ↗▾ |
| 05 | SWANAMPLIFY BLCKSWN GROW TRSRYBLACKSWAN GRWT View history and evidence | $3.79M | 3.80% | 142.68K shares | Prior unavailable — | — | ↗▾ |
| 06 | VGITVANGUARD INTERMEDIATE-TERM TINTER TERM TREAS View history and evidence | $3.21M | 3.21% | 54.11K shares | Prior unavailable — | — | ↗▾ |
| 07 | XLESS ENERGY SELECT SECTORENERGY View history and evidence | $2.78M | 2.79% | 33.19K shares | Prior unavailable — | — | ↗▾ |
| 08 | IBDTISHARES IBONDS DEC 2028 ETFIBDS DEC28 ETF View history and evidence | $2.29M | 2.30% | 91.47K shares | Prior unavailable — | — | ↗▾ |
| 09 | IBDSISHRS IBNDS DEC 27 CORP ETFIBONDS 27 ETF View history and evidence | $2.28M | 2.29% | 95.46K shares | Prior unavailable — | — | ↗▾ |
| 10 | IBDRISHARES IBONDS DEC 2026 TERMIBONDS DEC2026 View history and evidence | $2.27M | 2.27% | 94.86K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1739485 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-01-30
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 99847938
}Research all 89 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.