LifePlan Financial, LLC
- SEC CIK
- 0001739485
- 最新申報
- 2026/7/21
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/1/30 申報。只含多頭部位。
- 持股檔數
- 89
- 2023 年第 3 季沒有申報
- 總值
- $9,985 萬
- 2023 年第 3 季沒有申報
LifePlan Financial, LLC 沒有申報 2023 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| IAUiShares Gold Trust | ETF | 192,713 | $752.2 萬 | 7.5% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 109,216 | $710.6 萬 | 7.1% | – | – | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 65,863 | $474.4 萬 | 4.8% | – | – | – |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 49,912 | $426.9 萬 | 4.3% | – | – | – |
| Amplify ETF Tr032108888 | BLACKSWAN GRWT | 142,680 | $379.0 萬 | 3.8% | – | – | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 54,112 | $321.0 萬 | 3.2% | – | – | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 33,194 | $278.3 萬 | 2.8% | – | – | – |
| iShares Ibonds Dec 2028 Term Corporate ETF46435U515 | ETF | 91,470 | $229.5 萬 | 2.3% | – | – | – |
| iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9 | ETF | 95,457 | $228.4 萬 | 2.3% | – | – | – |
| iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0 | ETF | 94,860 | $226.7 萬 | 2.3% | – | – | – |
| iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1 | ETF | 91,332 | $226.1 萬 | 2.3% | – | – | – |
| MSFTMicrosoft Corp | Stock | 5,256 | $197.6 萬 | 2.0% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 6,953 | $183.0 萬 | 1.8% | – | – | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 47,146 | $177.3 萬 | 1.8% | – | – | – |
| CVSCVS Health Corp | Stock | 20,019 | $158.1 萬 | 1.6% | – | – | 歷史 |
| Vanguard World FD921910816 | MEGA GRWTH IND | 5,912 | $153.4 萬 | 1.5% | – | – | – |
| MDTMedtronic plc | Stock | 18,173 | $149.7 萬 | 1.5% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 9,666 | $135.0 萬 | 1.4% | – | – | 歷史 |
| iShares Tr464289875 | CORE 40 MODE ETF | 32,342 | $134.3 萬 | 1.3% | – | – | – |
| iShares Tr46434VBG4 | IBONDS DEC24 ETF | 52,717 | $131.3 萬 | 1.3% | – | – | – |
| FISFidelity National Information Services, Inc. | Stock | 21,270 | $127.8 萬 | 1.3% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 8,397 | $127.6 萬 | 1.3% | – | – | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 20,609 | $126.6 萬 | 1.3% | – | – | 歷史 |
| CMCSAComcast Corp | Stock | 28,652 | $125.6 萬 | 1.3% | – | – | 歷史 |
| KHCKraft Heinz Co | Stock | 33,635 | $124.4 萬 | 1.2% | – | – | 歷史 |
| iShares Tr46429B333 | GNMA BOND ETF | 26,844 | $118.8 萬 | 1.2% | – | – | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 25,384 | $117.7 萬 | 1.2% | – | – | – |
| BWABorgwarner Inc | COM | 31,187 | $111.8 萬 | 1.1% | – | – | 歷史 |
| SLBSLB Limited | Stock | 20,512 | $106.7 萬 | 1.1% | – | – | 歷史 |
| TERTeradyne, Inc | Stock | 9,225 | $100.1 萬 | 1.0% | – | – | 歷史 |
| WFCWells Fargo & Company | Stock | 20,095 | $98.9 萬 | 1.0% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 12,663 | $98.0 萬 | 1.0% | – | – | – |
| iShares Ibonds Dec 2029 Term Corporate ETF46436E205 | ETF | 41,862 | $96.6 萬 | 1.0% | – | – | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 19,313 | $93.6 萬 | 0.9% | – | – | – |
| AIGAmerican International Group, Inc. | Stock | 12,918 | $87.5 萬 | 0.9% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 3,751 | $87.3 萬 | 0.9% | – | – | – |
| PANWPalo Alto Networks Inc | Stock | 2,918 | $86.0 萬 | 0.9% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 5,818 | $84.1 萬 | 0.8% | – | – | 歷史 |
| ECLEcolab Inc. | Stock | 4,229 | $83.9 萬 | 0.8% | – | – | 歷史 |
| INTCIntel Corp | Stock | 16,434 | $82.6 萬 | 0.8% | – | – | 歷史 |
| EMREmerson Electric Co | Stock | 8,367 | $81.4 萬 | 0.8% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 20,356 | $76.7 萬 | 0.8% | – | – | 歷史 |
| CCitigroup Inc | Stock | 14,199 | $73.0 萬 | 0.7% | – | – | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 12,545 | $70.8 萬 | 0.7% | – | – | – |
| USBUS Bancorp DE | COM NEW | 15,883 | $68.7 萬 | 0.7% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,915 | $68.3 萬 | 0.7% | – | – | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 12,396 | $66.7 萬 | 0.7% | – | – | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 14,086 | $66.5 萬 | 0.7% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 8,550 | $65.1 萬 | 0.7% | – | – | – |
| NKENIKE, Inc. | Stock | 5,954 | $64.6 萬 | 0.6% | – | – | 歷史 |
| EFXEquifax Inc | COM | 2,475 | $61.2 萬 | 0.6% | – | – | 歷史 |
| MMM3M Co | Stock | 5,378 | $58.8 萬 | 0.6% | – | – | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 7,722 | $58.2 萬 | 0.6% | – | – | – |
| EXPEExpedia Group, Inc. | Stock | 3,727 | $56.6 萬 | 0.6% | – | – | 歷史 |
| ADSKAutodesk, Inc. | COM | 2,261 | $55.1 萬 | 0.6% | – | – | 歷史 |
| DUKDuke Energy CORP | Stock | 5,629 | $54.6 萬 | 0.5% | – | – | 歷史 |
| BDXBecton Dickinson & Co | Stock | 2,208 | $53.8 萬 | 0.5% | – | – | 歷史 |
| KMXCarMax Inc | COM | 6,909 | $53.0 萬 | 0.5% | – | – | 歷史 |
| CTSHCognizant Technology Solutions Corp | CL A | 6,926 | $52.3 萬 | 0.5% | – | – | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 3,492 | $51.5 萬 | 0.5% | – | – | 歷史 |
| CICigna Group | Stock | 1,645 | $49.2 萬 | 0.5% | – | – | 歷史 |
| TYLTyler Technologies Inc | COM | 1,161 | $48.5 萬 | 0.5% | – | – | 歷史 |
| MASMasco Corp | COM | 7,139 | $47.8 萬 | 0.5% | – | – | 歷史 |
| TAT&T Inc. | Stock | 27,847 | $46.7 萬 | 0.5% | – | – | 歷史 |
| VTRVentas, Inc. | REIT | 9,284 | $46.3 萬 | 0.5% | – | – | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 8,099 | $45.5 萬 | 0.5% | – | – | – |
| HRLHormel Foods Corp | COM | 13,886 | $44.6 萬 | 0.4% | – | – | 歷史 |
| RTXRTX Corp | Stock | 5,254 | $44.2 萬 | 0.4% | – | – | 歷史 |
| GDGeneral Dynamics Corp | Stock | 1,654 | $42.9 萬 | 0.4% | – | – | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 2,860 | $41.8 萬 | 0.4% | – | – | 歷史 |
| WELLWelltower Inc. | REIT | 4,302 | $38.8 萬 | 0.4% | – | – | 歷史 |
| TSNTyson Foods, Inc. | Stock | 6,755 | $36.3 萬 | 0.4% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 6,687 | $33.8 萬 | 0.3% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 1,099 | $32.6 萬 | 0.3% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 5,068 | $30.8 萬 | 0.3% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 1,917 | $30.2 萬 | 0.3% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,830 | $28.3 萬 | 0.3% | – | – | 歷史 |
| SUISun Communities Inc | COM | 2,085 | $27.9 萬 | 0.3% | – | – | 歷史 |
| PSXPhillips 66 | Stock | 1,954 | $26.0 萬 | 0.3% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 8,864 | $25.5 萬 | 0.3% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 543 | $24.6 萬 | 0.2% | – | – | 歷史 |
| KKellanova | Stock | 4,266 | $23.8 萬 | 0.2% | – | – | 歷史 |
| VEEVVeeva Systems Inc | Stock | 1,233 | $23.7 萬 | 0.2% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 1,452 | $22.8 萬 | 0.2% | – | – | 歷史 |
| DVADavita Inc. | COM | 2,138 | $22.4 萬 | 0.2% | – | – | 歷史 |
| LRCXLam Research Corp | COM | 279 | $21.9 萬 | 0.2% | – | – | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 1,985 | $21.5 萬 | 0.2% | – | – | – |
| GILDGilead Sciences, Inc. | Stock | 2,552 | $20.7 萬 | 0.2% | – | – | 歷史 |
| COFCapital One Financial Corp | Stock | 1,546 | $20.3 萬 | 0.2% | – | – | 歷史 |