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Size ($ in 1000's)
At 12/31/2023: $179,985
At 09/30/2023: $175,399
Lakeshore Financial Planning Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Lakeshore Financial Planning Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Lakeshore Financial Planning Inc. top holdings by largest position size, as per the latest 13f filing made by Lakeshore Financial Planning Inc..
In the Lakeshore Financial Planning Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Lakeshore Financial Planning Inc. in that top holding, then the share count change between reporting periods, and finally the Lakeshore Financial Planning Inc. top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| ISHARES TR (IVV) |
63,626 |
-46 |
$30,389 | | IVV | 63,626 | -46 | $30,389 | | DIMENSIONAL ETF TRUST (DFLV) |
609,521 |
-16,053 |
$16,488 | | DFLV | 609,521 | -16,053 | $16,488 | | DIMENSIONAL ETF TRUST (DFIV) |
456,387 |
+5,566 |
$15,681 | | DFIV | 456,387 | +5,566 | $15,681 | | DIMENSIONAL ETF TRUST (DFAT) |
292,678 |
-21,337 |
$15,316 | | DFAT | 292,678 | -21,337 | $15,316 | | SCHWAB STRATEGIC TR |
193,368 |
-22,415 |
$14,721 | | SCHD | 193,368 | -22,415 | $14,721 | | VANGUARD INDEX FDS (VOO) |
33,487 |
-89 |
$14,627 | | VOO | 33,487 | -89 | $14,627 | | SELECT SECTOR SPDR TR (XLF) |
388,731 |
-8,099 |
$14,616 | | XLF | 388,731 | -8,099 | $14,616 | | MICROSOFT CORP |
20,961 |
-197 |
$7,882 | | MSFT | 20,961 | -197 | $7,882 | | INVESCO EXCHANGE TRADED FD T (RSP) |
47,724 |
-36,869 |
$7,531 | | RSP | 47,724 | -36,869 | $7,531 | | APPLE INC |
33,030 |
-711 |
$6,359 | | AAPL | 33,030 | -711 | $6,359 | | PGIM ETF TR (PULS) |
110,488 |
+24,220 |
$5,457 | | PULS | 110,488 | +24,220 | $5,457 | | ISHARES TR (IJR) |
32,405 |
-10,169 |
$3,508 | | IJR | 32,405 | -10,169 | $3,508 | | ISHARES TR (IWV) |
9,280 |
-909 |
$2,540 | | IWV | 9,280 | -909 | $2,540 | | INVESCO QQQ TR |
5,698 |
+290 |
$2,334 | | QQQ | 5,698 | +290 | $2,334 | | ISHARES TR (IJH) |
7,654 |
-1,525 |
$2,121 | | IJH | 7,654 | -1,525 | $2,121 | | JPMORGAN CHASE & CO |
10,782 |
-72 |
$1,834 | | JPM | 10,782 | -72 | $1,834 | | ISHARES TR (IWM) |
8,886 |
-954 |
$1,784 | | IWM | 8,886 | -954 | $1,784 | | CCC INTELLIGENT SOLUTIONS HL |
116,320 |
-20,000 |
$1,325 | | CCCS | 116,320 | -20,000 | $1,325 | | MCDONALDS CORP |
2,601 |
-2,033 |
$771 | | MCD | 2,601 | -2,033 | $771 | | DIMENSIONAL ETF TRUST (DFUS) |
14,055 |
UNCH |
$728 | | DFUS | 14,055 | UNCH | $728 | | COCA COLA CO |
12,053 |
-283 |
$710 | | KO | 12,053 | -283 | $710 | | DTE ENERGY CO |
5,483 |
+1 |
$605 | | DTE | 5,483 | +1 | $605 | | HOME DEPOT INC |
1,536 |
+2 |
$532 | | HD | 1,536 | +2 | $532 | | AFLAC INC |
6,366 |
+4 |
$525 | | AFL | 6,366 | +4 | $525 | | SOUTHERN CO |
7,347 |
-137 |
$515 | | SO | 7,347 | -137 | $515 | | ALPHABET INC |
3,650 |
-240 |
$514 | | GOOG | 3,650 | -240 | $514 | | NORTHROP GRUMMAN CORP |
997 |
UNCH |
$467 | | NOC | 997 | UNCH | $467 | | ISHARES TR (EFA) |
6,068 |
UNCH |
$457 | | EFA | 6,068 | UNCH | $457 | | MONDELEZ INTL INC |
6,201 |
-66 |
$449 | | MDLZ | 6,201 | -66 | $449 | | COSTCO WHSL CORP NEW |
667 |
+1 |
$440 | | COST | 667 | +1 | $440 | | JOHNSON & JOHNSON |
2,737 |
-214 |
$429 | | JNJ | 2,737 | -214 | $429 | | PROCTER AND GAMBLE CO |
2,876 |
-869 |
$421 | | PG | 2,876 | -869 | $421 | | FORD MTR CO DEL |
33,807 |
-2,426 |
$412 | | F | 33,807 | -2,426 | $412 | | COMERICA INC |
7,210 |
-436 |
$402 | | CMA | 7,210 | -436 | $402 | | BANK AMERICA CORP |
11,735 |
-860 |
$395 | | BAC | 11,735 | -860 | $395 | | ISHARES TR (MUB) |
3,637 |
UNCH |
$394 | | MUB | 3,637 | UNCH | $394 | | GENTEX CORP |
11,000 |
-1,000 |
$359 | | GNTX | 11,000 | -1,000 | $359 | | AMAZON COM INC |
2,350 |
-503 |
$357 | | AMZN | 2,350 | -503 | $357 | | UNITEDHEALTH GROUP INC |
622 |
+1 |
$327 | | UNH | 622 | +1 | $327 | | WASTE MGMT INC DEL |
1,818 |
+2 |
$326 | | WM | 1,818 | +2 | $326 | | SEMPRA |
3,973 |
+200 |
$297 | | SRE | 3,973 | +200 | $297 | | KIMBERLY CLARK CORP |
2,334 |
+2 |
$284 | | KMB | 2,334 | +2 | $284 | | SPDR S&P 500 ETF TR (SPY) |
559 |
-670 |
$266 | | SPY | 559 | -670 | $266 | | FIFTH THIRD BANCORP |
7,538 |
+7,538 |
$260 | | FITB | 7,538 | +7,538 | $260 | | CINCINNATI FINL CORP |
2,478 |
-114 |
$256 | | CINF | 2,478 | -114 | $256 | | CHEVRON CORP NEW |
1,667 |
-368 |
$249 | | CVX | 1,667 | -368 | $249 | | PEPSICO INC |
1,460 |
-72 |
$248 | | PEP | 1,460 | -72 | $248 | | ISHARES TR (IWF) |
810 |
-14 |
$246 | | IWF | 810 | -14 | $246 | | VANGUARD MALVERN FDS (VTIP) |
5,004 |
+64 |
$238 | | VTIP | 5,004 | +64 | $238 | | ISHARES TR (IYW) |
1,912 |
+3 |
$235 | | IYW | 1,912 | +3 | $235 |
See Full List: All Stocks Held By Lakeshore Financial Planning Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Lakeshore Financial Planning Inc.
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