Institutions / Lakeshore Financial Planning, Inc. / Holdings
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Lakeshore Financial Planning, Inc.

All holdings · as of Dec 31, 2025

86 positions

CompanyClassValueShares% of portfolio
PRESURANCE HOLDINGS INC—$7.3K10,2000.0%
ISHARES TR—$202.7K1,8920.1%
UNITEDHEALTH GROUP INC—$202.7K6140.1%
Mondelez International, Inc.—$203.2K3,7750.1%
PEPSICO INC—$210.0K1,4630.1%
Mastercard Inc—$211.8K3710.1%
ISHARES TR—$212.4K1,2650.1%
NEXTERA ENERGY INC—$213.7K2,6620.1%
GILEAD SCIENCES, INC.—$215.2K1,7540.1%
ISHARES TR—$216.4K1,0290.1%
SPDR GOLD TR—$216.8K5470.1%
SPDR SERIES TRUST—$217.6K2,7130.1%
SELECT SECTOR SPDR TR—$219.7K1,8400.1%
AMERICAN EXPRESS CO—$224.3K6060.1%
VANGUARD MALVERN FDS—$233.1K4,7140.1%
KIMBERLY CLARK CORP—$234.7K2,3270.1%
TRACTOR SUPPLY CO /DE—$240.3K4,8050.1%
Philip Morris International Inc.—$248.1K1,5470.1%
Walt Disney Co—$248.5K2,1850.1%
iShares MSCI UAE ETF—$256.0K3,0240.1%
PFIZER INC—$256.3K10,2930.1%
FORD MOTOR CO—$267.2K20,3690.1%
VANGUARD SPECIALIZED FUNDS—$273.4K1,2440.1%
Tesla Inc—$281.5K6260.1%
CHEVRON CORP—$284.9K1,8690.1%
INTERNATIONAL BUSINESS MACHINES CORP—$286.6K9680.1%
EXXON MOBIL CORP—$293.4K2,4380.1%
AbbVie Inc.—$313.1K1,3710.1%
DELTA AIR LINES, INC.—$314.6K4,5330.1%
Visa Inc—$324.1K9240.1%
DT Midstream, Inc.—$336.2K2,8090.1%
Walmart Inc.—$339.9K3,0510.1%
THE GOLDMAN SACHS GROUP, INC.—$344.6K3920.1%
Sempra—$348.3K3,9450.1%
FIFTH THIRD BANCORP—$353.6K7,5540.1%
AFLAC INC—$360.5K3,2690.1%
ISHARES TR—$367.8K7770.1%
CINCINNATI FINANCIAL CORP—$380.2K2,3280.1%
Netflix Inc—$399.4K4,2600.1%
Meta Platforms Inc—$400.0K6060.1%
PROCTER & GAMBLE Co—$423.7K2,9570.2%
JOHNSON & JOHNSON—$429.0K2,0730.2%
Warren E. Buffett—$442.8K8810.2%
WASTE MANAGEMENT INC—$445.9K2,0300.2%
CCC Intelligent Solutions Holdings Inc.—$465.2K58,5200.2%
COSTCO WHOLESALE CORP /NEW—$488.4K5660.2%
Rocket Companies, Inc.—$532.9K27,5270.2%
ORACLE CORP—$559.9K2,8730.2%
COMERICA INCCMACommon Stock$561.7K6,4610.2%
Northrop Grumman Corp—$570.2K1,0000.2%
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