Lakeshore Financial Planning, Inc.
Q2 2025 13F Holdings
- Locationst. clair shores, MI
- Num holdings
77
- Value ($000)
$248,822
- Date Filed07/14/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $50.88M | 20 % | 81,947 | ||
PULS PGIM ETF TR | PGIM ULTRA SH BD | 69344A107 | $31.84M | 13 % | 639,837 | ||
XLF SELECT SECTOR SPDR TR | FINANCIAL | 81369Y605 | $21.94M | 9 % | 418,951 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $21.06M | 9 % | 37,073 | ||
DFLV DIMENSIONAL ETF TRUST | US LARGE CAP VAL | 25434V666 | $15.76M | 6 % | 507,954 | ||
VANGUARD WORLD FD | HEALTH CAR ETF | 92204A504 | $13.33M | 5 % | 53,666 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $10.91M | 4 % | 21,933 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $10.43M | 4 % | 393,459 | ||
AAPL APPLE INC | COM | 037833100 | $8.02M | 3 % | 39,099 | ||
RSP INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $7.33M | 3 % | 40,351 |
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