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Timothy Monaco

@Lifeplan Financial, Llc

Latest period2024 - Q4ReportedManaged Assets$113.177MTotal holdings86
Assets growth rate-2.85%Assets growth rate (2-Q avg)2.23%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Lifeplan Financial, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 86 positions.

Assets under management

The assets under management (AUM) of Lifeplan Financial, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 113.177M in assets, with a quarterly growth rate of -2.85% and a 2-quarter average growth rate of 2.23%. The portfolio is managed by Timothy Monaco, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IAUIshares Gold Tr
Recent Activity
Decreased -4.49%
7.92%
$8.957M
180,918 shares@ $49.51 avg price
SPYGSpdr Ser Tr
Recent Activity
Decreased -5.05%
7.46%
$8.442M
96,037 shares@ $87.9 avg price
XLPSelect Sector Spdr Tr
Recent Activity
Increased 0.41%
6.61%
$7.474M
95,081 shares@ $78.61 avg price
XLBSelect Sector Spdr Tr
Recent Activity
Increased 2.36%
4.14%
$4.676M
55,571 shares@ $84.15 avg price
SWANAmplify Etf Tr
Recent Activity
Decreased -0.14%
3.64%
$4.111M
139,986 shares@ $29.37 avg price
VGITVanguard Scottsdale Fds
Recent Activity
Increased 2.73%
3.53%
$3.988M
68,765 shares@ $58.0 avg price
CRMSalesforce Inc
Recent Activity
Decreased -2.1%
2.45%
$2.77M
8,285 shares@ $334.33 avg price
IBDSIshares Tr
Recent Activity
Increased 1.72%
2.22%
$2.503M
104,481 shares@ $23.97 avg price
IBDUIshares Tr
Recent Activity
New Position
2.21%
$2.5M
109,647 shares@ $22.81 avg price
IBDRIshares Tr
Recent Activity
Increased 1.64%
2.21%
$2.5M
103,843 shares@ $24.07 avg price