本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
LifePlan Financial Group, Inc (CIK 1583104) reported $232.3M across 593 reported positions in its SEC 13F filing for 2020-09-30. Largest positions: LQD ($14.0M, 6.02%), IWF ($8.6M, 3.69%), IVV ($8.2M, 3.51%), VUG ($7.3M, 3.13%), BNDX ($7.1M, 3.06%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | LQD | ISHARES TR | $14.0M | 6.02% | 103,796 | Added |
| 2 | IWF | ISHARES TR | $8.6M | 3.69% | 39,526 | Trimmed |
| 3 | IVV | ISHARES TR | $8.2M | 3.51% | 24,262 | Added |
| 4 | VUG | VANGUARD INDEX FDS | $7.3M | 3.13% | 31,901 | Trimmed |
| 5 | BNDX | VANGUARD CHARLOTTE FDS | $7.1M | 3.06% | 121,956 | Added |
| 6 | VBR | VANGUARD INDEX FDS | $6.3M | 2.70% | 56,752 | Added |
| 7 | ESGU | ISHARES TR | $6.2M | 2.67% | 81,331 | Added |
| 8 | VGIT | VANGUARD SCOTTSDALE FDS | $5.9M | 2.56% | 84,279 | Added |
| 9 | EFG | ISHARES TR | $5.8M | 2.51% | 64,908 | Added |
| 10 | GOVT | ISHARES TR | $5.5M | 2.36% | 195,736 | Added |
| 11 | VBK | VANGUARD INDEX FDS | $5.4M | 2.34% | 25,321 | Added |
| 12 | IJS | ISHARES TR | $5.2M | 2.23% | 42,352 | Added |
| 13 | VEA | VANGUARD TAX-MANAGED INTL FD | $5.1M | 2.21% | 125,609 | Trimmed |
| 14 | SPYM | SPDR SER TR | $4.8M | 2.06% | 121,432 | Trimmed |
| 15 | IJT | ISHARES TR | $4.2M | 1.80% | 23,707 | Trimmed |
| 16 | IWD | ISHARES TR | $4.2M | 1.80% | 35,356 | Trimmed |
| 17 | SYE | SSGA ACTIVE ETF TR | $3.5M | 1.51% | 39,892 | Added |
| 18 | IWO | ISHARES TR | $3.2M | 1.39% | 14,598 | Trimmed |
| 19 | VNQ | VANGUARD INDEX FDS | $3.2M | 1.39% | 40,884 | Added |
| 20 | FVD | FIRST TR VALUE LINE DIVID IN | $3.1M | 1.34% | 98,949 | Trimmed |
| 21 | IGSB | ISHARES TR | $3.0M | 1.31% | 55,260 | Added |
| 22 | RSPM | INVESCO EXCHANGE TRADED FD T | $3.0M | 1.28% | 25,444 | Added |
| 23 | IJR | ISHARES TR | $2.9M | 1.26% | 41,571 | Added |
| 24 | USMV | ISHARES TR | $2.9M | 1.24% | 45,326 | Trimmed |
| 25 | QQQ | INVESCO QQQ TR | $2.9M | 1.23% | 10,298 | Added |
来源：SEC 13F 申报文件 · 截至 2020-09-30