CIK 2000571
Lakeshore Financial Planning, Inc.
Institutional 13F holdings & portfolio
Holdings
77
Portfolio Value
$1M+
Latest Report
Jun 30, 2025
Report Periods
1
Holdings
13F filings as of Jun 30, 2025 · Showing 1–50 of 77
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IVV | ISHARES TR | 82K | $1M+ | SH |
| PULS | PGIM ETF TR | 640K | $1M+ | SH |
| XLF | SELECT SECTOR SPDR TR | 419K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 37K | $1M+ | SH |
| DFLV | DIMENSIONAL ETF TRUST | 508K | $1M+ | SH |
| VHT | VANGUARD WORLD FD | 54K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 22K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 393K | $1M+ | SH |
| AAPL | APPLE INC | 39K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 40K | $1M+ | SH |
| DFAT | DIMENSIONAL ETF TRUST | 123K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 7K | $1M+ | SH |
| IJR | ISHARES TR | 36K | $1M+ | SH |
| IWV | ISHARES TR | 9K | $1M+ | SH |
| IYW | ISHARES TR | 16K | $1M+ | SH |
| DFIV | DIMENSIONAL ETF TRUST | 65K | $1M+ | SH |
| IVW | ISHARES TR | 22K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 8K | $1M+ | SH |
| IJH | ISHARES TR | 37K | $1M+ | SH |
| DFUS | DIMENSIONAL ETF TRUST | 28K | $1M+ | SH |
| IWM | ISHARES TR | 9K | $1M+ | SH |
| PAAA | PGIM ETF TR | 20K | $1M+ | SH |
| CCCS | CCC INTELLIGENT SOLUTIONS HL | 100K | $500K+ | SH |
| NVDA | NVIDIA CORPORATION | 6K | $500K+ | SH |
| KO | COCA COLA CO | 11K | $500K+ | SH |
| DTE | DTE ENERGY CO | 6K | $500K+ | SH |
| SO | SOUTHERN CO | 8K | $500K+ | SH |
| GOOG | ALPHABET INC | 4K | $500K+ | SH |
| MCD | MCDONALDS CORP | 2K | $500K+ | SH |
| SOFI | SOFI TECHNOLOGIES INC | 37K | $500K+ | SH |
| BAC | BANK AMERICA CORP | 13K | $500K+ | SH |
| AMZN | AMAZON COM INC | 3K | $500K+ | SH |
| HD | HOME DEPOT INC | 2K | $500K+ | SH |
| SPY | SPDR S&P 500 ETF TR | 959 | $500K+ | SH |
| COST | COSTCO WHSL CORP NEW | 562 | $500K+ | SH |
| EFA | ISHARES TR | 6K | $500K+ | SH |
| NOC | NORTHROP GRUMMAN CORP | 997 | $100K–$500K | SH |
| META | META PLATFORMS INC | 655 | $100K–$500K | SH |
| PG | PROCTER AND GAMBLE CO | 3K | $100K–$500K | SH |
| WM | WASTE MGMT INC DEL | 2K | $100K–$500K | SH |
| ORCL | ORACLE CORP | 2K | $100K–$500K | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 867 | $100K–$500K | SH |
| CMA | COMERICA INC | 7K | $100K–$500K | SH |
| AFL | AFLAC INC | 4K | $100K–$500K | SH |
| IWF | ISHARES TR | 894 | $100K–$500K | SH |
| CINF | CINCINNATI FINL CORP | 2K | $100K–$500K | SH |
| JNJ | JOHNSON & JOHNSON | 2K | $100K–$500K | SH |
| DTM | DT MIDSTREAM INC | 3K | $100K–$500K | SH |
| FITB | FIFTH THIRD BANCORP | 8K | $100K–$500K | SH |
| MDLZ | MONDELEZ INTL INC | 5K | $100K–$500K | SH |