Lakeshore Financial Planning, Inc.
Q1 2026 13F Holdings
- Locationst. clair shores, MI
- Num holdings
85
- Value ($000)
$275,848
- Date Filed 05/07/2026
- Form type13F-HR
- CIK 0002000571
- 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 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | CORE S&P500 ETF | 464287200 | $45.85M | 17 % | 70,186 | ||
PGIM ETF TR | PGIM ULTRA SH BD | 69344A107 | $38.06M | 14 % | 768,939 | ||
DIMENSIONAL ETF TRUST | US LARGE CAP VAL | 25434V666 | $33.27M | 12 % | 931,589 | ||
SELECT SECTOR SPDR TR | STATE STREET FIN | 81369Y605 | $21.31M | 8 % | 431,723 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $18.41M | 7 % | 30,803 | ||
VANGUARD WORLD FD | HEALTH CAR ETF | 92204A504 | $15.41M | 6 % | 56,591 | ||
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $11.65M | 4 % | 379,709 | ||
APPLE INC | COM | 037833100 | $9.68M | 4 % | 38,137 | ||
DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $8.11M | 3 % | 129,865 | ||
MICROSOFT CORP | COM | 594918104 | $7.7M | 3 % | 20,791 |
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