Plante Moran Financial Advisors, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| VANGUARD S&P 500 ETF | $882.14M | 55.9% |
| VANGUARD EXTENDED MARKET ETF | $159.89M | 10.1% |
| VANGUARD FTSE DEVELOPED MARKETS ETF | $142.59M | 9.0% |
| VANGUARD LARGE-CAP ETF | $96.66M | 6.1% |
| VANGUARD SMALL CAP VALUE ETF | $28.97M | 1.8% |
| ISHARES NATIONAL MUNI BOND ETF | $25.43M | 1.6% |
| SPDR S&P 500 ETF TRUST | $19.59M | 1.2% |
| SCHWAB U.S. MID-CAP ETF | $18.90M | 1.2% |
| SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $15.53M | 1.0% |
| Apple Inc. | $15.00M | 0.9% |
| ISHARES CORE S&P 500 ETF | $9.96M | 0.6% |
| MICROSOFT CORP | $7.67M | 0.5% |
| VANGUARD TOTAL STOCK MARKET ETF | $6.57M | 0.4% |
| Amazon.com Inc | $5.49M | 0.3% |
| Alphabet Inc. | $4.67M | 0.3% |
| VANGUARD GROWTH ETF | $4.01M | 0.3% |
| ISHARES RUSSELL 1000 GROWTH ETF | $3.60M | 0.2% |
| Alphabet Inc. | $3.52M | 0.2% |
| JOHNSON & JOHNSON | $3.29M | 0.2% |
| JPMORGAN CHASE & CO | $3.14M | 0.2% |
| Warren E. Buffett | $2.90M | 0.2% |
| VANGUARD MID-CAP GROWTH ETF | $2.74M | 0.2% |
| STRYKER CORP | $2.66M | 0.2% |
| INVESCO QQQ TRUST SERIES I | $2.49M | 0.2% |
| ISHARES GOLD TRUST | $2.15M | 0.1% |
| ELI LILLY & Co | $1.68M | 0.1% |
| ISHARES MSCI EAFE ETF | $1.61M | 0.1% |
| INVESCO RAFI US 1000 ETF | $1.56M | 0.1% |
| DTE ENERGY CO | $1.50M | 0.1% |
| VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $1.47M | 0.1% |
| PROCTER & GAMBLE Co | $1.44M | 0.1% |
| PEPSICO INC | $1.44M | 0.1% |
| HOME DEPOT, INC. | $1.42M | 0.1% |
| Meta Platforms Inc | $1.41M | 0.1% |
| EXXON MOBIL CORP | $1.34M | 0.1% |
| ISHARES CORE S&P MID-CAP ETF | $1.32M | 0.1% |
| STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $1.29M | 0.1% |
| MCDONALD'S CORP | $1.26M | 0.1% |
| VANGUARD SMALL-CAP ETF | $1.21M | 0.1% |
| COSTCO WHOLESALE CORP /NEW | $1.20M | 0.1% |
| ISHARES CORE U.S. AGGREGATE BOND ETF | $1.17M | 0.1% |
| VANGUARD INFORMATION TECHNOLOGY ETF | $1.14M | 0.1% |
| VANGUARD MID-CAP ETF | $1.14M | 0.1% |
| INTERNATIONAL BUSINESS MACHINES CORP | $1.12M | 0.1% |
| ORACLE CORP | $1.12M | 0.1% |
| CHEVRON CORP | $1.11M | 0.1% |
| VANGUARD SMALL-CAP GROWTH ETF | $1.10M | 0.1% |
| TORONTO DOMINION BK ONT COM NEW | $1.09M | 0.1% |
| STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $1.08M | 0.1% |
| NVIDIA Corp | $1.05M | 0.1% |