LifePlan Financial, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| ISHARES GOLD TR | $11.49M | 8.8% |
| SPDR SERIES TRUST | $9.52M | 7.3% |
| SELECT SECTOR SPDR TR | $8.01M | 6.1% |
| SELECT SECTOR SPDR TR | $6.24M | 4.8% |
| AMPLIFY ETF TR | $4.59M | 3.5% |
| VANGUARD SCOTTSDALE FDS | $4.31M | 3.3% |
| ISHARES TR | $2.71M | 2.1% |
| ISHARES TR | $2.70M | 2.1% |
| ISHARES TR | $2.68M | 2.1% |
| ISHARES TR | $2.67M | 2.0% |
| Salesforce Inc | $2.62M | 2.0% |
| MICROSOFT CORP | $2.58M | 2.0% |
| Alphabet Inc. | $2.49M | 1.9% |
| SELECT SECTOR SPDR TR | $2.21M | 1.7% |
| Medtronic plc | $2.20M | 1.7% |
| VANGUARD SCOTTSDALE FDS | $2.17M | 1.7% |
| iShares MSCI UAE ETF | $2.16M | 1.7% |
| NXP Semiconductors N.V. | $2.09M | 1.6% |
| ISHARES TR | $2.02M | 1.5% |
| US BANCORP \DE | $1.97M | 1.5% |
| CVS HEALTH Corp | $1.85M | 1.4% |
| PayPal Holdings, Inc. | $1.74M | 1.3% |
| VANGUARD WORLD FD | $1.63M | 1.2% |
| ISHARES TR | $1.53M | 1.2% |
| Comcast Corp. | $1.40M | 1.1% |
| Palo Alto Networks Inc | $1.34M | 1.0% |
| VERIZON COMMUNICATIONS INC | $1.34M | 1.0% |
| Walmart Inc. | $1.30M | 1.0% |
| Amazon.com Inc | $1.28M | 1.0% |
| Duke Energy Corp | $1.26M | 1.0% |
| Expedia Group Inc | $1.24M | 1.0% |
| CITIGROUP INC | $1.21M | 0.9% |
| GENERAL DYNAMICS CORP | $1.20M | 0.9% |
| SLB LIMITED/NV | $1.20M | 0.9% |
| CATERPILLAR INC | $1.18M | 0.9% |
| Corteva, Inc. | $1.16M | 0.9% |
| S&P Global Inc. | $1.10M | 0.8% |
| Autodesk, Inc. | $1.06M | 0.8% |
| APPLIED MATERIALS INC /DE | $1.02M | 0.8% |
| TERADYNE, INC | $1.01M | 0.8% |
| VANGUARD SCOTTSDALE FDS | $996.9K | 0.8% |
| SCHWAB STRATEGIC TR | $992.1K | 0.8% |
| VANGUARD INDEX FDS | $983.8K | 0.8% |
| ADVANCED MICRO DEVICES INC | $961.1K | 0.7% |
| HASBRO, INC. | $960.1K | 0.7% |
| American Tower Corp | $950.7K | 0.7% |
| NIKE, Inc. | $927.4K | 0.7% |
| Apple Inc. | $881.6K | 0.7% |
| MCDONALD'S CORP | $878.7K | 0.7% |
| TARGET CORP | $834.1K | 0.6% |