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 | $235 |
See Full List: All Stocks Held By Lakeshore Financial Planning Inc.
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Lakeshore Financial Planning Inc.
Size ($ 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 |