LF
LifePlan Financial Portfolio holdings
AUM
$126M
1-Year Est. Return
11.79%
1 Year Est. Return
+11.79%
AUM
$126M
AUM Growth
+$5.54M
(+4.6%)
Holding
92
Top Buys
| 1 | +$738K | |
| 2 | +$674K | |
| 3 | +$619K | |
| 4 |
Merck
MRK
|
+$595K |
| 5 |
S&P Global
SPGI
|
+$493K |
Top Sells
| 1 | +$720K | |
| 2 | +$632K | |
| 3 | +$536K | |
| 4 |
BorgWarner
BWA
|
+$502K |
| 5 |
CME Group
CME
|
+$472K |
Sector Composition
| 1 | Technology | 11.41% |
| 2 | Healthcare | 5.29% |
| 3 | Financials | 5.04% |
| 4 | Consumer Discretionary | 4.46% |
| 5 | Communication Services | 3.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
AT&T
T
$172B
| $284K | 0.23% |
10,057
-12,133
|
|
||
77
Capital One
COF
$152B
| $262K | 0.21% |
1,231
-143
|
|
||
78
Equifax
EFX
$26.6B
| $254K | 0.2% |
992
-135
|
|
||
79
iShares Core S&P Small-Cap ETF
IJR
$90.4B
| $230K | 0.18% |
1,932
-16
|
|
||
80
Ventas
VTR
$36.6B
| $229K | 0.18% |
3,278
-4,125
|
|
||
81
SPDR Gold Trust
GLD
$145B
| $218K | 0.17% |
+613
|
|
||
82
Lam Research
LRCX
$206B
| $208K | 0.16% |
+1,554
|
|
||
83
Crown Castle
CCI
$39.6B
| $204K | 0.16% |
2,119
-93
|
|
||
84
Becton Dickinson
BDX
$57.3B
| – | – |
-2,015
|
|
||
85
Berkshire Hathaway Class B
BRK.B
$1.09T
| – | – |
-557
|
|
||
86
Cigna
CI
$74B
| – | – |
-681
|
|
||
|
87
CME Group
CME
$98.1B
| – | – |
-1,711
|
|
||
88
Cognizant
CTSH
$40.5B
| – | – |
-6,869
|
|
||
89
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$2.34B
| – | – |
-28,601
|
|
||
90
Masco
MAS
$13.3B
| – | – |
-6,367
|
|
||
91
Tyson Foods
TSN
$21B
| – | – |
-6,413
|
|
||
92
Wells Fargo
WFC
$292B
| – | – |
-2,635
|
|