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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
AMZNAmazon Com Inc
Recent Activity
Decreased -10.22%
1.06%
$1.193M
5,436 shares@ $219.39 avg price
ADSKAutodesk Inc
Recent Activity
Decreased -1.13%
0.94%
$1.057M
3,577 shares@ $295.58 avg price
VCSHVanguard Scottsdale Fds
Recent Activity
Decreased -4.54%
0.88%
$990,961
12,703 shares@ $78.01 avg price
CCitigroup Inc
Recent Activity
Decreased -6.47%
0.88%
$989,683
14,060 shares@ $70.39 avg price
RTXRtx Corporation
Recent Activity
Decreased -2.54%
0.87%
$983,389
8,498 shares@ $115.73 avg price
CVSCvs Health Corp
Recent Activity
Decreased -3.98%
0.84%
$945,518
21,063 shares@ $44.89 avg price
VOVanguard Index Fds
Recent Activity
Decreased -7.86%
0.84%
$941,095
3,563 shares@ $264.13 avg price
VTRVentas Inc
Recent Activity
Decreased -3.26%
0.78%
$874,811
14,855 shares@ $58.9 avg price
MCDMcdonalds Corp
Recent Activity
Decreased -6.55%
0.75%
$839,521
2,896 shares@ $289.89 avg price
DGROIshares Tr
Recent Activity
Decreased -9.81%
0.62%
$696,945
11,362 shares@ $61.34 avg price