Institutions / Lakeshore Financial Planning, Inc.
Lakeshore Financial Planning, Inc.
CIK 2000571 · Institution · as of Dec 31, 2025
Portfolio value
$279.86M
Positions
86
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 86 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $56.67M | 20.3% |
| PGIM ETF Tr | $37.56M | 13.4% |
| Select Sector SPDR Tr | $23.48M | 8.4% |
| Vanguard Index Fds | $23.17M | 8.3% |
| Dimensional ETF Trust | $17.67M | 6.3% |
| Vanguard World Fd | $16.16M | 5.8% |
| Schwab Strategic Tr | $10.48M | 3.7% |
| Microsoft Corp | $10.45M | 3.7% |
| Apple Inc. | $10.39M | 3.7% |
| Dimensional ETF Trust | $7.33M | 2.6% |
| Invesco Exchange Traded Fd T | $7.27M | 2.6% |
| Invesco Qqq Tr | $4.57M | 1.6% |
| iShares Tr | $4.55M | 1.6% |
| iShares Tr | $3.74M | 1.3% |
| iShares Tr | $3.52M | 1.3% |
| Dimensional ETF Trust | $3.32M | 1.2% |
| iShares Tr | $2.80M | 1.0% |
| JPMorgan Chase & Co | $2.71M | 1.0% |
| iShares Tr | $2.38M | 0.9% |
| iShares Tr | $2.00M | 0.7% |
| Dimensional ETF Trust | $1.89M | 0.7% |
| Alphabet Inc. | $1.46M | 0.5% |
| SoFi Technologies, Inc. | $1.09M | 0.4% |
| NVIDIA Corp | $1.06M | 0.4% |
| PGIM ETF Tr | $1.01M | 0.4% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.