LIFEPLAN FINANCIAL GROUP, INC Information

10050 INNOVATION DRIVE, SUITE 140, DAYTON, Ohio, 45342, (937) 449-0345

Report Date: 09/30/2014

Position Statistics

Total Positions 70
New Positions 5
Increased Positions 29
Decreased Positions 23
Positions with Activity 52
Sold Out Positions 2
Total Mkt Value (in $ millions) 122

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials
Capital Goods 0.25%
Conglomerates
Consumer Cyclical 0.18%
Consumer/Non-Cyclical 1.22%
Energy 0.37%
Financial 92.94%
Healthcare 0.29%
Services 0.37%
Technology 1.28%
Transportation
Utilities 1.08%

5 New Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
VANGUARD BD INDEX FD INC LONG TERM BOND 4,929 4,929 New 53,758
DTE ENERGY CO COM 265 265 New 3,285
WISCONSIN ENERGY CORP COM 241 241 New 5,000
ISHARES TR RUS MID-CAP ETF 224 224 New 1,331
ISHARES GOLD TRUST ISHARES 151 151 New 13,014


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