Lifeplan-Financial

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  null,
  null,
  "GOOGL",
  "AIG",
  "T",
  "CAT",
  "CCI",
  "COF",
  "DUK",
  "EXPE",
  "GD",
  "GILD",
  "MCD",
  null,
  "QCOM",
  "EMR",
  null,
  null,
  "MDT",
  "MSFT",
  "MDLZ",
  "FIS",
  "HAS",
  "HRL",
  "KHC",
  "VGIT",
  "PANW",
  "PYPL",
  "AAPL",
  "PFE",
  "LMT",
  "VZ",
  "KVUE",
  "MAS",
  "SCHX",
  null,
  "SLB",
  "RTX",
  null,
  "SPYG",
  "AMT",
  "CI",
  "TMO",
  "TFC",
  "TSN",
  "VO",
  null,
  null,
  "XLB",
  "VTR",
  "ADSK",
  "AMD",
  "EFX",
  "AMZN",
  "MSI",
  null,
  "VEU",
  "USB",
  "MGK",
  null,
  "WMT",
  "WFC",
  "SCHD",
  null,
  "SCHA",
  "JCI",
  "NXPI",
  "TER",
  "CRM",
  "SWKS",
  "DGRO",
  "BRK-B",
  "BDX",
  "BWA",
  "C",
  "CME",
  "CMCSA",
  "CTSH",
  "STZ",
  "GLW",
  "CTVA",
  "CVS",
  "NKE",
  "XOM",
  "JNJ"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-25
Total Holdings: 89
Total Value: 114673023
Accession Number: 0001739485-25-000002
Form Type: 13F-HR
CIK: lifeplan-financial
Manager Name: Lifeplan-Financial

Data Enrichment

82% identified

73 identified16 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

89 positions • $114.7M total value

SEC FilingSEC DataHachi Filing

Manager:

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EQUIFAX INC

EFX|294429105

Shares:1.2K

Value:$281.1K

% of Portfolio:0.2% ($281.1K/$114.7M)

AMERICAN TOWER CORP /MA/

AMT|03027X100

Shares:1.2K

Value:$263.5K

% of Portfolio:0.2% ($263.5K/$114.7M)

TRUIST FINANCIAL CORP

TFC|89832Q109

Shares:6.2K

Value:$253.4K

% of Portfolio:0.2% ($253.4K/$114.7M)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:3.5K

Value:$252.7K

% of Portfolio:0.2% ($252.7K/$114.7M)

Cigna Group

CI|125523100

Shares:713

Value:$234.4K

% of Portfolio:0.2% ($234.4K/$114.7M)

CROWN CASTLE INC.

CCI|22822V101

Shares:2.2K

Value:$232.5K

% of Portfolio:0.2% ($232.5K/$114.7M)

SKYWORKS SOLUTIONS, INC.

SWKS|83088M102

Shares:3.6K

Value:$232.3K

% of Portfolio:0.2% ($232.3K/$114.7M)

CAPITAL ONE FINANCIAL CORP

COF|14040H105

Shares:1.2K

Value:$210.5K

% of Portfolio:0.2% ($210.5K/$114.7M)

CORNING INC /NY

GLW|219350105

Shares:4.5K

Value:$208.0K

% of Portfolio:0.2% ($208.0K/$114.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
EQUIFAX INC(EFXcusip294429105)	1.2K	QoQ -14.13% (-190) YoY -52.39% (-1.3K)	All Managers (Combined)	$281.1K	0.2% ($281.1K/$114.7M)	QoQ -17.94% (-$61.5K) YoY -56.65% (-$367.4K)
AMERICAN TOWER CORP /MA/(AMTcusip03027X100)	1.2K	QoQ NEW(+1.2K) YoY NEW(+1.2K)	All Managers (Combined)	$263.5K	0.2% ($263.5K/$114.7M)	QoQ NEW(+$263.5K) YoY NEW(+$263.5K)
TRUIST FINANCIAL CORP(TFCcusip89832Q109)	6.2K	QoQ -0.66% (-41) YoY NEW(+6.2K)	All Managers (Combined)	$253.4K	0.2% ($253.4K/$114.7M)	QoQ -5.76% (-$15.5K) YoY NEW(+$253.4K)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	3.5K	QoQ -23.74% (-1.1K) YoY -80.71% (-14.7K)	All Managers (Combined)	$252.7K	0.2% ($252.7K/$114.7M)	QoQ -22.06% (-$71.5K) YoY -76.11% (-$805.2K)
Cigna Group(CIcusip125523100)	713	QoQ -17.38% (-150) YoY -55.93% (-905)	All Managers (Combined)	$234.4K	0.2% ($234.4K/$114.7M)	QoQ -1.57% (-$3.8K) YoY -60.09% (-$353.0K)
CROWN CASTLE INC.(CCIcusip22822V101)	2.2K	QoQ -6.33% (-151) YoY NEW(+2.2K)	All Managers (Combined)	$232.5K	0.2% ($232.5K/$114.7M)	QoQ +7.56% (-$16.3K) YoY NEW(+$232.5K)
SKYWORKS SOLUTIONS, INC.(SWKScusip83088M102)	3.6K	QoQ -1.29% (-47) YoY NEW(+3.6K)	All Managers (Combined)	$232.3K	0.2% ($232.3K/$114.7M)	QoQ -28.06% (-$90.6K) YoY NEW(+$232.3K)
CAPITAL ONE FINANCIAL CORP(COFcusip14040H105)	1.2K	QoQ -5.01% (-62) YoY -21.88% (-329)	All Managers (Combined)	$210.5K	0.2% ($210.5K/$114.7M)	QoQ -4.49% (-$9.9K) YoY -5.93% (-$13.3K)
CORNING INC /NY(GLWcusip219350105)	4.5K	QoQ -61.36% (-7.2K) YoY -63.38% (-7.9K)	All Managers (Combined)	$208.0K	0.2% ($208.0K/$114.7M)	QoQ -62.78% (-$350.9K) YoY -49.14% (-$201.0K)