Lakeshore Financial Planning, Inc. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
LF Lakeshore Financial Planning, Inc. | Institutional Filer | ▼ 1.44% | $275.8M | 85 |
Current Portfolio Holdings
Showing all 85 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | — | 70K | $45.8M | 16.62% |
| 2 | PULS | PGIM ETF TR | — | 769K | $38.1M | 13.80% |
| 3 | DFLV | DIMENSIONAL ETF TRUST | — | 932K | $33.3M | 12.06% |
| 4 | XLF | Financial Select Sector SPDR Fund | — | 432K | $21.3M | 7.73% |
| 5 | VOO | VANGUARD INDEX FDS | — | 31K | $18.4M | 6.67% |
| 6 | VHT | VANGUARD WORLD FD | — | 57K | $15.4M | 5.59% |
| 7 | SCHD | SCHWAB STRATEGIC TR | — | 380K | $11.6M | 4.22% |
| 8 | AAPL | Apple Inc. | Technology | 38K | $9.7M | 3.51% |
| 9 | DFAT | DIMENSIONAL ETF TRUST | — | 130K | $8.1M | 2.94% |
| 10 | MSFT | Microsoft Corporation | Technology | 21K | $7.7M | 2.79% |
| 11 | RSP | INVESCO EXCHANGE TRADED FD T | — | 38K | $7.3M | 2.64% |
| 12 | IJR | ISHARES TR | — | 40K | $5.0M | 1.82% |
| 13 | QQQ | Invesco QQQ Trust | — | 8K | $4.4M | 1.59% |
| 14 | DFIV | DIMENSIONAL ETF TRUST | — | 67K | $3.5M | 1.28% |
| 15 | IYW | ISHARES TR | — | 18K | $3.3M | 1.21% |
Showing 1 to 15 of 85 holdings