LifePlan Financial, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| RTX Corp | $827.0K | 0.6% |
| SCHWAB STRATEGIC TR | $815.2K | 0.6% |
| JOHNSON & JOHNSON | $807.9K | 0.6% |
| ISHARES TR | $774.9K | 0.6% |
| SCHWAB STRATEGIC TR | $764.5K | 0.6% |
| Merck & Co., Inc. | $751.1K | 0.6% |
| EXXON MOBIL CORP | $743.5K | 0.6% |
| EMERSON ELECTRIC CO | $734.6K | 0.6% |
| SCHWAB STRATEGIC TR | $673.2K | 0.5% |
| ISHARES TR | $629.0K | 0.5% |
| DANAHER CORP /DE | $617.4K | 0.5% |
| SCHWAB STRATEGIC TR | $606.8K | 0.5% |
| QUALCOMM INC/DE | $594.7K | 0.5% |
| GILEAD SCIENCES, INC. | $593.9K | 0.5% |
| Mondelez International, Inc. | $588.3K | 0.5% |
| VANGUARD INTL EQUITY INDEX F | $559.3K | 0.4% |
| EQUIFAX INC | $533.6K | 0.4% |
| COCA COLA CO | $452.8K | 0.3% |
| ADOBE INC. | $451.8K | 0.3% |
| COLGATE PALMOLIVE CO | $397.2K | 0.3% |
| AMERICAN INTERNATIONAL GROUP, INC. | $383.6K | 0.3% |
| Chipotle Mexican Grill Inc | $366.4K | 0.3% |
| Johnson Controls International plc | $336.5K | 0.3% |
| THERMO FISHER SCIENTIFIC INC. | $330.3K | 0.3% |
| BORGWARNER INC | $323.5K | 0.2% |
| HORMEL FOODS CORP /DE | $318.1K | 0.2% |
| Motorola Solutions, Inc. | $315.5K | 0.2% |
| CAPITAL ONE FINANCIAL CORP | $298.1K | 0.2% |
| Kenvue Inc. | $297.6K | 0.2% |
| LOCKHEED MARTIN CORP | $292.6K | 0.2% |
| AT&T INC. | $248.4K | 0.2% |
| SPDR GOLD TR | $242.9K | 0.2% |
| Ventas, Inc. | $233.1K | 0.2% |
| ISHARES TR | $225.1K | 0.2% |
| LAM RESEARCH CORP | $216.4K | 0.2% |
| CONSTELLATION BRANDS, INC. | $211.1K | 0.2% |