Lakeshore Financial Planning, Inc.
Q1 2025 13F Holdings
- Locationst. clair shores, MI
- Num holdings
78
- Value ($000)
$240,107
- Date Filed05/15/2025
- Form type13F-HR
- CIK0002000571
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $44.34M | 19 % | 78,909 | ||
PULS PGIM ETF TR | PGIM ULTRA SH BD | 69344A107 | $35.14M | 15 % | 706,620 | ||
XLF SELECT SECTOR SPDR TR | FINANCIAL | 81369Y605 | $20.44M | 9 % | 410,419 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $18.91M | 8 % | 36,803 | ||
DFLV DIMENSIONAL ETF TRUST | US LARGE CAP VAL | 25434V666 | $18.28M | 8 % | 597,822 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $15.47M | 6 % | 553,339 | ||
VANGUARD WORLD FD | HEALTH CAR ETF | 92204A504 | $13.63M | 6 % | 51,490 | ||
AAPL APPLE INC | COM | 037833100 | $8.55M | 4 % | 38,510 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $8.33M | 4 % | 22,184 | ||
RSP INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $7.06M | 3 % | 40,781 |
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