Lakeshore Financial Planning, Inc.
Q3 2025 13F Holdings
- Locationst. clair shores, MI
- Num holdings
83
- Value ($000)
$269,443
- Date Filed11/14/2025
- Form type13F-HR
- CIK0002000571
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | CORE S&P500 ETF | 464287200 | $55.11M | 21 % | 82,339 | ||
PGIM ETF TR | PGIM ULTRA SH BD | 69344A107 | $36.48M | 14 % | 732,162 | ||
SELECT SECTOR SPDR TR | FINANCIAL | 81369Y605 | $22.84M | 9 % | 423,944 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $21.84M | 8 % | 35,665 | ||
DIMENSIONAL ETF TRUST | US LARGE CAP VAL | 25434V666 | $17.04M | 6 % | 517,987 | ||
VANGUARD WORLD FD | HEALTH CAR ETF | 92204A504 | $14.25M | 5 % | 54,909 | ||
MICROSOFT CORP | COM | 594918104 | $11.22M | 4 % | 21,651 | ||
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $10.59M | 4 % | 388,009 | ||
APPLE INC | COM | 037833100 | $9.84M | 4 % | 38,645 | ||
INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $7.49M | 3 % | 39,487 |
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