LF
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Lakeshore Financial Planning, Inc.13F | |
| Lakeshore Financial Planning, Inc. | |
| Last update 2025-07-14 | 77 Stocks (1 new) |
| Value $249.00 Mil | Turnover 3 % |
Lakeshore Financial Planning, ... Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 81,947 | 50,879.9 | +3.85% | 20.450 | +0.76% | 0.010 | +16.09% | +8.31% | 642,461.0 | ||
PULS | PGIM Ultra Short Bond ETF | 639,837 | 31,838.3 | -9.45% | 12.800 | -1.38% | 0.270 | +0.22% | +0.34% | 11,864.4 | ||
XLF | Financial Select Sector SPDR | 418,951 | 21,940.5 | +2.08% | 8.820 | +0.18% | 0.040 | +9.99% | +9.81% | 52,098.6 | ||
VOO | Vanguard S&P 500 ETF | 37,073 | 21,058.4 | +0.73% | 8.460 | +0.06% | 0.000 | +16.09% | +8.25% | 664,077.8 | ||
DFLV | Dimensional US Large Cap Value ETF | 507,954 | 15,756.7 | -15.03% | 6.330 | -1.14% | 0.430 | +9.86% | +6.13% | 3,824.4 | ||
VHT | Vanguard Health Care ETF | 53,666 | 13,327.4 | +4.23% | 5.360 | +0.22% | 0.090 | -0.12% | -1.40% | 15,463.1 | ||
MSFT | Microsoft Corp | 21,933 | 10,909.9 | -1.13% | 4.380 | -0.04% | 0.000 | +32.15% | +21.67% | 3,797,138.0 | Software | |
SCHD | Schwab US Dividend Equity ETF | 393,459 | 10,426.7 | -28.89% | 4.190 | -1.86% | 0.020 | +6.11% | -0.15% | 71,237.6 | ||
AAPL | Apple Inc | 39,099 | 8,021.7 | +1.53% | 3.220 | +0.05% | 0.000 | +2.72% | -14.43% | 3,192,682.2 | Hardware | |
RSP | Invesco S&P 500 Equal Weight ETF | 40,351 | 7,333.4 | -1.05% | 2.950 | -0.03% | 0.010 | +11.41% | +6.62% | 74,989.8 |
Lakeshore Financial Planning, Inc.'s Historical Top Holdings Breakdowns
Lakeshore Financial Planning, Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SCHD | Schwab US Dividend Equity ETF | 2025-06-30 | Reduce Reduce | -1.86% | 24.32 ($26.14) 27.96 | $27.28 | 4.36% | Reduce -28.89% | 393,459 | -159,880 | |
PULS | PGIM Ultra Short Bond ETF | 2025-06-30 | Reduce Reduce | -1.38% | 49.39 ($49.59) 49.76 | $49.72 | 0.26% | Reduce -9.45% | 639,837 | -66,783 | |
DFLV | Dimensional US Large Cap Value ETF | 2025-06-30 | Reduce Reduce | -1.14% | 26.9 ($29.62) 31.02 | $31.87 | 7.60% | Reduce -15.03% | 507,954 | -89,868 | |
IYW | iShares U.S. Technology ETF | 2025-06-30 | Add Add | +0.99% | 122.57 ($151.41) 173.27 | $179.47 | 18.53% | Add 728.58% | 16,207 | 14,251 | |
IVV | iShares Core S&P 500 ETF | 2025-06-30 | Add Add | +0.76% | 498.8 ($573.99) 620.9 | $637.58 | 11.08% | Add 3.85% | 81,947 | 3,038 | |
IVW | iShares S&P 500 Growth ETF | 2025-06-30 | Add Add | +0.42% | 82.96 ($98.88) 110.1 | $113.29 | 14.57% | Add 73.72% | 22,243 | 9,439 | |
VHT | Vanguard Health Care ETF | 2025-06-30 | Add Add | +0.22% | 236.71 ($247.43) 264.73 | $250.14 | 1.10% | Add 4.23% | 53,666 | 2,176 | |
XLF | Financial Select Sector SPDR | 2025-06-30 | Add Add | +0.18% | 43.92 ($49.5) 52.37 | $53.07 | 7.21% | Add 2.08% | 418,951 | 8,532 | |
DFAT | Dimensional U.S. Targeted Value ETF | 2025-06-30 | Reduce Reduce | -0.13% | 44.8 ($50.94) 53.97 | $55.90 | 9.74% | Reduce -4.69% | 123,150 | -6,064 | |
NVDA | NVIDIA Corp | 2025-06-30 | Add Add | +0.12% | 94.31 ($125.57) 157.99 | $173.74 | 38.36% | Add 52.05% | 5,650 | 1,934 |
Lakeshore Financial Planning, Inc. Total Holding History ($B)
Lakeshore Financial Planning, Inc.'s Asset Allocation
Lakeshore Financial Planning, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Lakeshore Financial Planning, Inc.'s Hypothetical Growth since 2025-06-30
Lakeshore Financial Planning, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Lakeshore Financial Planning, Inc.'s Holdings Heat Map
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Lakeshore Financial Planning, Inc.'s Holdings Bubble Chart
Lakeshore Financial Planning, Inc. News
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