Long-term investor
Lifeplan Financial, LLC @lifeplanfinancialllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001739485).
Record
- Tracked since 2025-06-30 (454 days), 72 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +33.4%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 78464A409 · 7.6% · long · since 2025-06-30
- IAU · 6.9% · long · since 2025-06-30
- 81369Y308 · 6.6% · long · since 2025-06-30
- 81369Y100 · 5.3% · long · since 2025-06-30
- 032108888 · 3.4% · long · since 2025-06-30
- 92206C706 · 3.2% · long · since 2025-06-30
- 46435UAA9 · 2.0% · long · since 2025-06-30
- 46435U515 · 2.0% · long · since 2025-06-30
- 46436E205 · 2.0% · long · since 2025-06-30
- 46436E726 · 2.0% · long · since 2025-06-30
- AMD · 1.9% · long · since 2025-06-30
- NXPI · 1.8% · long · since 2025-06-30