Lakeshore Financial Planning, Inc.
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationst. clair shores, MI
- CIK0002000571
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
79 | $234.41M | IVV, PULS, XLF, VOO | 13F-HR | Feb 11, 2025 | 000117266125000644 | ||
74 | $227.01M | IVV, VOO, PULS, XLF | 13F-HR | Oct 31, 2024 | 000117266124004429 | ||
68 | $204.82M | IVV, DFLV, VOO, DFIV | 13F-HR | Jul 25, 2024 | 000117266124002902 | ||
68 | $197.58M | IVV, DFLV, DFIV, XLF | 13F-HR | May 10, 2024 | 000117266124002143 | ||
62 | $179.99M | IVV, DFLV, DFIV, DFAT | 13F-HR | Feb 14, 2024 | 000117266124000869 | ||
62 | $175.40M | IVV, DFLV, SCHD, DFIV | 13F-HR | Nov 14, 2023 | 000117266123003965 |