Loading…
CIK 0001739485 • 6 13F filings • Apr 25, 2025 – Jul 21, 2026
Import this data to Google Sheets with:
=jivedata("lifeplan-financial-llc-0001739485-filer","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADOBE INC | COM | $452K | 0.3% | 1,291 SH | New |
| ADVANCED MICRO DEVICES INC | COM | $961K | 0.7%Prev: 0.7% | 4,488 SH | Increased-791 SH |
| ALPHABET INC | CAP STK CL A | $2.5M | 1.9%Prev: 1.6% | 7,950 SH | Increased-588 SH |
| AMAZON COM INC | COM | $1.3M | 1.0%Prev: 1.0% | 5,524 SH | Increased-12 SH |
| AMERICAN INTL GROUP INC | COM NEW | $384K | 0.3%Prev: 0.3% | 4,484 SH | Increased-12 SH |
| AMERICAN TOWER CORP NEW | COM | $951K | 0.7%Prev: 0.6% | 5,415 SH | Increased+1,403 SH |
| AMPLIFY ETF TR | BLACKSWAN GRWT | $4.6M | 3.5%Prev: 3.6% | 141,294 SH | Increased+186 SH |
| APPLE INC | COM | $882K | 0.7%Prev: 0.7% | 3,243 SH | Increased-81 SH |
| APPLIED MATLS INC | COM | $1.0M | 0.8%Prev: 0.7% | 3,960 SH | Increased-165 SH |
| AT&T INC | COM | $248K | 0.2%Prev: 0.2% | 10,001 SH | Decreased-56 SH |
| AUTODESK INC | COM | $1.1M | 0.8%Prev: 1.0% | 3,570 SH | Decreased-242 SH |
| BORGWARNER INC | COM | $324K | 0.2%Prev: 0.4% | 7,180 SH | Decreased-5,458 SH |
| CAPITAL ONE FINL CORP | COM | $298K | 0.2%Prev: 0.2% | 1,230 SH | Increased-1 SH |
| CATERPILLAR INC | COM | $1.2M | 0.9%Prev: 0.8% | 2,068 SH | Increased-103 SH |
| CHIPOTLE MEXICAN GRILL INC | COM | $366K | 0.3% | 9,904 SH | New |
| CITIGROUP INC | COM NEW | $1.2M | 0.9%Prev: 0.9% | 10,383 SH | Increased-1,156 SH |
| COCA COLA CO | COM | $453K | 0.3% | 6,477 SH | New |
| COLGATE PALMOLIVE CO | COM | $397K | 0.3% | 5,027 SH | New |
| COMCAST CORP NEW | CL A | $1.4M | 1.1%Prev: 1.0% | 46,737 SH | Increased+5,898 SH |
| CONSTELLATION BRANDS INC | CL A | $211K | 0.2%Prev: 0.3% | 1,530 SH | Decreased-1,532 SH |
| CORTEVA INC | COM | $1.2M | 0.9%Prev: 0.9% | 17,354 SH | Increased+614 SH |
| CVS HEALTH CORP | COM | $1.9M | 1.4%Prev: 1.3% | 23,319 SH | Increased+833 SH |
| DANAHER CORPORATION | COM | $617K | 0.5%Prev: 0.4% | 2,697 SH | Increased-28 SH |
| DUKE ENERGY CORP NEW | COM NEW | $1.3M | 1.0%Prev: 1.0% | 10,751 SH | Decreased+543 SH |
| EMERSON ELEC CO | COM | $735K | 0.6%Prev: 0.8% | 5,535 SH | Decreased-1,760 SH |
| EQUIFAX INC | COM | $534K | 0.4%Prev: 0.2% | 2,459 SH | Increased+1,467 SH |
| EXPEDIA GROUP INC | COM NEW | $1.2M | 1.0%Prev: 0.8% | 4,384 SH | Increased-109 SH |
| EXXON MOBIL CORP | COM | $743K | 0.6%Prev: 0.6% | 6,178 SH | Increased-314 SH |
| GENERAL DYNAMICS CORP | COM | $1.2M | 0.9%Prev: 1.0% | 3,574 SH | Decreased-2 SH |
| GILEAD SCIENCES INC | COM | $594K | 0.5%Prev: 0.5% | 4,839 SH | Decreased-657 SH |
| HASBRO INC | COM | $960K | 0.7%Prev: 0.8% | 11,709 SH | Increased-902 SH |
| HORMEL FOODS CORP | COM | $318K | 0.2%Prev: 0.3% | 13,422 SH | Decreased |
| ISHARES GOLD TR | ISHARES NEW | $11.5M | 8.8%Prev: 8.8% | 141,610 SH | Increased-10,919 SH |
| ISHARES TR | CORE 40/60 MODER | $1.5M | 1.2%Prev: 1.2% | 31,999 SH | Decreased-792 SH |
| ISHARES TR | CORE DIV GRWTH | $775K | 0.6%Prev: 0.6% | 11,162 SH | Decreased-357 SH |
| ISHARES TR | CORE S&P SCP ETF | $225K | 0.2%Prev: 0.2% | 1,873 SH | Decreased-59 SH |
| ISHARES TR | GNMA BOND ETF | $2.2M | 1.7%Prev: 1.7% | 48,603 SH | Increased+636 SH |
| ISHARES TR | IBDS DEC28 ETF | $2.7M | 2.1%Prev: 2.1% | 105,207 SH | Increased+862 SH |
| ISHARES TR | IBONDS 27 ETF | $2.7M | 2.0%Prev: 2.1% | 109,919 SH | Increased+1,064 SH |
| ISHARES TR | IBONDS DEC 2030 | $2.7M | 2.1%Prev: 2.1% | 122,362 SH | Increased+2,900 SH |
| ISHARES TR | IBONDS DEC 2031 | $629K | 0.5% | 29,738 SH | New |
| ISHARES TR | IBONDS DEC 29 | $2.7M | 2.1%Prev: 2.1% | 115,595 SH | Increased+1,928 SH |
| ISHARES TR | IBONDS DEC2026 | $2.0M | 1.5%Prev: 2.1% | 83,254 SH | Decreased-25,311 SH |
| JOHNSON & JOHNSON | COM | $808K | 0.6%Prev: 0.6% | 3,904 SH | Increased+106 SH |
| JOHNSON CTLS INTL PLC | SHS | $336K | 0.3%Prev: 0.3% | 2,810 SH | Decreased-563 SH |
| KENVUE INC | COM | $298K | 0.2%Prev: 0.2% | 17,250 SH | Increased-1,020 SH |
| LAM RESEARCH CORP | COM NEW | $216K | 0.2%Prev: 0.2% | 1,264 SH | Increased-290 SH |
| LOCKHEED MARTIN CORP | COM | $293K | 0.2%Prev: 0.3% | 605 SH | Decreased-81 SH |
| MCDONALDS CORP | COM | $879K | 0.7%Prev: 0.7% | 2,875 SH | Decreased-164 SH |
| MEDTRONIC PLC | SHS | $2.2M | 1.7%Prev: 1.8% | 22,926 SH | Decreased-301 SH |
| MERCK & CO INC | COM | $751K | 0.6%Prev: 0.5% | 7,136 SH | Increased+43 SH |
| MICROSOFT CORP | COM | $2.6M | 2.0%Prev: 2.2% | 5,344 SH | Decreased-119 SH |
| MONDELEZ INTL INC | CL A | $588K | 0.5%Prev: 0.6% | 10,928 SH | Decreased-572 SH |
| MOTOROLA SOLUTIONS INC | COM NEW | $315K | 0.2%Prev: 0.3% | 823 SH | Decreased-143 SH |
| NIKE INC | CL B | $927K | 0.7%Prev: 0.8% | 14,556 SH | Decreased-119 SH |
| NXP SEMICONDUCTORS N V | COM | $2.1M | 1.6%Prev: 1.6% | 9,624 SH | Increased+1,024 SH |
| PALO ALTO NETWORKS INC | COM | $1.3M | 1.0%Prev: 1.2% | 7,256 SH | Decreased-34 SH |
| PAYPAL HLDGS INC | COM | $1.7M | 1.3%Prev: 1.5% | 29,759 SH | Decreased+2,128 SH |
| QUALCOMM INC | COM | $595K | 0.5%Prev: 0.3% | 3,477 SH | Increased+1,065 SH |
| RTX CORPORATION | COM | $827K | 0.6%Prev: 0.6% | 4,509 SH | Increased-127 SH |
| S&P GLOBAL INC | COM | $1.1M | 0.8%Prev: 0.8% | 2,100 SH | Increased+23 SH |
| SALESFORCE INC | COM | $2.6M | 2.0%Prev: 1.7% | 9,884 SH | Increased+718 SH |
| SCHLUMBERGER LTD | COM STK | $1.2M | 0.9%Prev: 0.8% | 31,319 SH | Increased+3,079 SH |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $992K | 0.8%Prev: 0.8% | 40,710 SH | Decreased-499 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $673K | 0.5%Prev: 0.5% | 24,544 SH | Decreased-380 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $815K | 0.6%Prev: 0.7% | 30,294 SH | Decreased-1,206 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $607K | 0.5%Prev: 0.5% | 20,180 SH | Decreased-648 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $765K | 0.6%Prev: 0.6% | 26,844 SH | Decreased-581 SH |
| SELECT SECTOR SPDR TR | ENERGY | $2.2M | 1.7%Prev: 1.8% | 49,409 SH | Decreased+23,878 SH |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | $8.0M | 6.1%Prev: 6.2% | 103,151 SH | Increased+3,812 SH |
| SELECT SECTOR SPDR TR | SBI MATERIALS | $6.2M | 4.8%Prev: 4.7% | 137,664 SH | Increased+72,089 SH |
| SPDR GOLD TR | GOLD SHS | $243K | 0.2%Prev: 0.2% | 613 SH | Increased |
| SPDR SERIES TRUST | PRTFLO S&P500 GW | $9.5M | 7.3%Prev: 7.5% | 89,196 SH | Increased-1,487 SH |
| TARGET CORP | COM | $834K | 0.6%Prev: 0.6% | 8,533 SH | Increased-80 SH |
| TERADYNE INC | COM | $1.0M | 0.8%Prev: 0.9% | 5,234 SH | Decreased-3,125 SH |
| THERMO FISHER SCIENTIFIC INC | COM | $330K | 0.3%Prev: 0.3% | 570 SH | Increased-100 SH |
| US BANCORP DEL | COM NEW | $2.0M | 1.5%Prev: 1.4% | 36,969 SH | Increased+1,500 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $984K | 0.8%Prev: 0.8% | 3,390 SH | Decreased-92 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $559K | 0.4%Prev: 0.4% | 7,603 SH | Decreased-294 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $4.3M | 3.3%Prev: 3.4% | 71,843 SH | Increased+618 SH |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | $2.2M | 1.7%Prev: 1.7% | 46,158 SH | Increased+674 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $997K | 0.8%Prev: 0.8% | 12,503 SH | Decreased-213 SH |
| VANGUARD WORLD FD | MEGA GRWTH IND | $1.6M | 1.2%Prev: 1.3% | 3,947 SH | Decreased-185 SH |
| VENTAS INC | COM | $233K | 0.2%Prev: 0.2% | 3,013 SH | Increased-265 SH |
| VERIZON COMMUNICATIONS INC | COM | $1.3M | 1.0%Prev: 1.1% | 32,779 SH | Decreased+1,349 SH |
| WALMART INC | COM | $1.3M | 1.0%Prev: 1.0% | 11,655 SH | Increased-44 SH |
| 13F-HR |
| 0001739485-25-000006 |
| $126.2M |
| View |
| Jul 21, 2026 | Q2 2026 | 13F-HR | 0001739485-26-000004 | $142.8M | View |
| Jul 9, 2025 | Q2 2025 | 13F-HR | 0001739485-25-000003 | $120.7M | View |
| Apr 14, 2026 | Q1 2026 | 13F-HR | 0001739485-26-000002 | $135.3M | View |
| Apr 25, 2025 | Q1 2025 | 13F-HR | 0001739485-25-000002 | $114.7M | View |