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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
AAPLApple Inc
Recent Activity
Decreased -5.2%
0.53%
$597,753
2,387 shares@ $250.43 avg price
CTSHCognizant Technology Solutio
Recent Activity
Decreased -0.68%
0.51%
$569,521
7,406 shares@ $76.9 avg price
GLWCorning Inc
Recent Activity
Decreased -1.6%
0.5%
$558,835
11,760 shares@ $47.52 avg price
EXPEExpedia Group Inc
Recent Activity
Decreased -14.35%
0.48%
$540,357
2,900 shares@ $186.33 avg price
TAt&t Inc
Recent Activity
Decreased -6.72%
0.48%
$533,478
23,429 shares@ $22.77 avg price
BDXBecton Dickinson & Co
Recent Activity
Decreased -2.87%
0.44%
$497,810
2,194 shares@ $226.9 avg price
MASMasco Corp
Recent Activity
Decreased -0.79%
0.41%
$460,892
6,351 shares@ $72.57 avg price
VEUVanguard Intl Equity Index F
Recent Activity
Decreased -6.99%
0.41%
$454,630
7,919 shares@ $57.42 avg price
CMECme Group Inc
Recent Activity
Decreased -1.15%
0.39%
$436,825
1,881 shares@ $232.24 avg price
FISFidelity Natl Information Sv
Recent Activity
Decreased -49.92%
0.37%
$417,460
5,169 shares@ $80.77 avg price