Lakeshore Financial Planning, Inc.
Q4 2024 13F Holdings
- Locationst. clair shores, MI
- Num holdings
79
- Value ($000)
$234,407
- Date Filed02/11/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $45.01M | 19 % | 76,459 | ||
PULS PGIM ETF TR | PGIM ULTRA SH BD | 69344A107 | $24.24M | 10 % | 489,228 | ||
XLF SELECT SECTOR SPDR TR | FINANCIAL | 81369Y605 | $19.98M | 9 % | 413,491 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $19.88M | 9 % | 36,890 | ||
DFLV DIMENSIONAL ETF TRUST | US LARGE CAP VAL | 25434V666 | $17.55M | 8 % | 584,486 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $15.84M | 7 % | 579,966 | ||
DFAT DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $15.47M | 7 % | 277,919 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $9.16M | 4 % | 21,721 | ||
AAPL APPLE INC | COM | 037833100 | $8.27M | 4 % | 33,005 | ||
RSP INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $8.04M | 3 % | 45,885 |
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