Lakeshore Financial Planning, Inc.
All holdings · as of Dec 31, 2025
| 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% |
| COCA COLA CO | $743.3K | 0.3% |
| DTE ENERGY CO | $742.0K | 0.3% |
| Amazon.com Inc | $741.6K | 0.3% |
| SOUTHERN CO | $722.6K | 0.3% |
| MCDONALD'S CORP | $717.9K | 0.3% |
| PGIM ETF TR | $710.6K | 0.3% |
| BANK OF AMERICA CORP /DE | $676.8K | 0.2% |
| VANGUARD WORLD FD | $632.8K | 0.2% |
| SPDR S&P 500 ETF TR | $630.1K | 0.2% |
| ISHARES TR | $582.7K | 0.2% |
| HOME DEPOT, INC. | $578.0K | 0.2% |
| Northrop Grumman Corp | $570.2K | 0.2% |
| COMERICA INCCMA | $561.7K | 0.2% |
| ORACLE CORP | $559.9K | 0.2% |
| Rocket Companies, Inc. | $532.9K | 0.2% |
| COSTCO WHOLESALE CORP /NEW | $488.4K | 0.2% |
| CCC Intelligent Solutions Holdings Inc. | $465.2K | 0.2% |
| WASTE MANAGEMENT INC | $445.9K | 0.2% |
| Warren E. Buffett | $442.8K | 0.2% |
| JOHNSON & JOHNSON | $429.0K | 0.2% |
| PROCTER & GAMBLE Co | $423.7K | 0.2% |
| Meta Platforms Inc | $400.0K | 0.1% |
| Netflix Inc | $399.4K | 0.1% |
| CINCINNATI FINANCIAL CORP | $380.2K | 0.1% |
| ISHARES TR | $367.8K | 0.1% |