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 51–77 of 77
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GS | GOLDMAN SACHS GROUP INC | 435 | $100K–$500K | SH |
| KMB | KIMBERLY-CLARK CORP | 2K | $100K–$500K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 1K | $100K–$500K | SH |
| V | VISA INC | 842 | $100K–$500K | SH |
| SRE | SEMPRA | 4K | $100K–$500K | SH |
| PM | PHILIP MORRIS INTL INC | 2K | $100K–$500K | SH |
| LLY | ELI LILLY & CO | 355 | $100K–$500K | SH |
| DIS | DISNEY WALT CO | 2K | $100K–$500K | SH |
| MGK | VANGUARD WORLD FD | 721 | $100K–$500K | SH |
| RKT | ROCKET COS INC | 18K | $100K–$500K | SH |
| CVX | CHEVRON CORP NEW | 2K | $100K–$500K | SH |
| WMT | WALMART INC | 3K | $100K–$500K | SH |
| TSCO | TRACTOR SUPPLY CO | 5K | $100K–$500K | SH |
| PFE | PFIZER INC | 10K | $100K–$500K | SH |
| IXUS | ISHARES TR | 3K | $100K–$500K | SH |
| ABBV | ABBVIE INC | 1K | $100K–$500K | SH |
| VTIP | VANGUARD MALVERN FDS | 5K | $100K–$500K | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 1K | $100K–$500K | SH |
| MUB | ISHARES TR | 2K | $100K–$500K | SH |
| XOM | EXXON MOBIL CORP | 2K | $100K–$500K | SH |
| DAL | DELTA AIR LINES INC DEL | 5K | $100K–$500K | SH |
| EFX | EQUIFAX INC | 847 | $100K–$500K | SH |
| SBUX | STARBUCKS CORP | 2K | $100K–$500K | SH |
| UNH | UNITEDHEALTH GROUP INC | 662 | $100K–$500K | SH |
| VZ | VERIZON COMMUNICATIONS INC | 5K | $100K–$500K | SH |
| F | FORD MTR CO | 17K | $100K–$500K | SH |
| CNFR | CONIFER HLDGS INC | 10K | $1K–$15K | SH |