Lakeshore Financial Planning, Inc.
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| AFLAC INC | $360.5K | 0.1% |
| FIFTH THIRD BANCORP | $353.6K | 0.1% |
| Sempra | $348.3K | 0.1% |
| THE GOLDMAN SACHS GROUP, INC. | $344.6K | 0.1% |
| Walmart Inc. | $339.9K | 0.1% |
| DT Midstream, Inc. | $336.2K | 0.1% |
| Visa Inc | $324.1K | 0.1% |
| DELTA AIR LINES, INC. | $314.6K | 0.1% |
| AbbVie Inc. | $313.1K | 0.1% |
| EXXON MOBIL CORP | $293.4K | 0.1% |
| INTERNATIONAL BUSINESS MACHINES CORP | $286.6K | 0.1% |
| CHEVRON CORP | $284.9K | 0.1% |
| Tesla Inc | $281.5K | 0.1% |
| VANGUARD SPECIALIZED FUNDS | $273.4K | 0.1% |
| FORD MOTOR CO | $267.2K | 0.1% |
| PFIZER INC | $256.3K | 0.1% |
| iShares MSCI UAE ETF | $256.0K | 0.1% |
| Walt Disney Co | $248.5K | 0.1% |
| Philip Morris International Inc. | $248.1K | 0.1% |
| TRACTOR SUPPLY CO /DE | $240.3K | 0.1% |
| KIMBERLY CLARK CORP | $234.7K | 0.1% |
| VANGUARD MALVERN FDS | $233.1K | 0.1% |
| AMERICAN EXPRESS CO | $224.3K | 0.1% |
| SELECT SECTOR SPDR TR | $219.7K | 0.1% |
| SPDR SERIES TRUST | $217.6K | 0.1% |
| SPDR GOLD TR | $216.8K | 0.1% |
| ISHARES TR | $216.4K | 0.1% |
| GILEAD SCIENCES, INC. | $215.2K | 0.1% |
| NEXTERA ENERGY INC | $213.7K | 0.1% |
| ISHARES TR | $212.4K | 0.1% |
| Mastercard Inc | $211.8K | 0.1% |
| PEPSICO INC | $210.0K | 0.1% |
| Mondelez International, Inc. | $203.2K | 0.1% |
| UNITEDHEALTH GROUP INC | $202.7K | 0.1% |
| ISHARES TR | $202.7K | 0.1% |
| PRESURANCE HOLDINGS INC | $7.3K | 0.0% |