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The Analysis of Lakeshore Financial Planning, Inc.'s Holdings & P&L

Currently, Lakeshore Financial Planning, Inc. holds 85 types of securities in its portfolio with a total value $275.8M. In the most recent quarter, they have increased their positions in DFLV (+415.2K shares, valued at $14.8M), SOFI (+50.8K shares, valued at $806.9K), PULS (+11.6K shares, valued at $574.4K); decreased their positions in IVV (-12.6K shares, valued at $8.2M), N/A (-6.1K shares, valued at $3.7M), MSFT (-814 shares, valued at $301.3K); initiated new positions in HOOD (+6.2K shares, valued at $426.2K), IFRA (+7.1K shares, valued at $404.6K), VYM (+1.6K shares, valued at $239.2K).

1M P&L

+6.5M+2.49%

3M P&L

+6.0M+2.28%

HY P&L

+15.4M+6.13%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A204.2M

83.6%

2Consumer Electronics9.7M

4.0%

3Software - Infrastructure8.0M

3.3%

Top Industries by Stock Count

1N/A30 stocks

37.5%

2Drug Manufacturers - General4 stocks

5.0%

3Discount Stores3 stocks

3.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR70.2K shares-15.18%2026-03-312026-05-07

PULS PGIM ETF TR768.9K shares1.53%2026-03-312026-05-07

DFLV DIMENSIONAL ETF TRUST931.6K shares80.41%2026-03-312026-05-07

XLF SELECT SECTOR SPDR TR431.7K shares0.71%2026-03-312026-05-07

VANGUARD INDEX FDS VANGUARD INDEX FDS30.8K shares-16.61%2026-03-312026-05-07

VHT VANGUARD WORLD FD56.6K shares0.82%2026-03-312026-05-07

SCHD SCHWAB STRATEGIC TR379.7K shares-0.59%2026-03-312026-05-07

AAPL APPLE INC38.1K shares-0.21%2026-03-312026-05-07

Sponsored

DFAT DIMENSIONAL ETF TRUST129.9K shares5.52%2026-03-312026-05-07

MSFT MICROSOFT CORP20.8K shares-3.77%2026-03-312026-05-07

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T38.0K shares0.04%2026-03-312026-05-07

IJR ISHARES TR40.5K shares6.92%2026-03-312026-05-07

INVESCO QQQ TR INVESCO QQQ TR7.6K shares2.25%2026-03-312026-05-07

DFIV DIMENSIONAL ETF TRUST66.8K shares0.43%2026-03-312026-05-07

IYW ISHARES TR18.4K shares-1.79%2026-03-312026-05-07

IWV ISHARES TR8.9K shares-2.30%2026-03-312026-05-07

Sponsored

IVW ISHARES TR22.1K shares-2.75%2026-03-312026-05-07

JPM JPMORGAN CHASE & CO8.5K shares0.67%2026-03-312026-05-07

IJH ISHARES TR36.1K shares0.00%2026-03-312026-05-07

IWM ISHARES TR8.3K shares2.14%2026-03-312026-05-07

DFUS DIMENSIONAL ETF TRUST26.3K shares3.20%2026-03-312026-05-07

SOFI SOFI TECHNOLOGIES INC92.3K shares122.54%2026-03-312026-05-07

PAAA PGIM ETF TR21.6K shares9.61%2026-03-312026-05-07

ALPHABET INC ALPHABET INC3.7K shares-20.33%2026-03-312026-05-07

Sponsored

PSH PGIM ETF TR20.0K shares42.08%2026-03-312026-05-07

FITB FIFTH THIRD BANCORP19.7K shares160.44%2026-03-312026-05-07

DTE DTE ENERGY CO5.9K shares2.28%2026-03-312026-05-07

KO COCA COLA CO10.6K shares-0.03%2026-03-312026-05-07

SO SOUTHERN CO8.3K shares0.58%2026-03-312026-05-07

XOM EXXON MOBIL CORP4.7K shares92.74%2026-03-312026-05-07

NVDA NVIDIA CORPORATION4.3K shares-23.71%2026-03-312026-05-07

MCD MCDONALDS CORP2.3K shares-0.04%2026-03-312026-05-07

Sponsored

AMZN AMAZON COM INC3.4K shares5.60%2026-03-312026-05-07

NOC NORTHROP GRUMMAN CORP1.0K shares0.00%2026-03-312026-05-07

MGK VANGUARD WORLD FD1.7K shares8.09%2026-03-312026-05-07

EFA ISHARES TR6.1K shares0.00%2026-03-312026-05-07

COST COSTCO WHOLESALE CORPORATION566 shares0.00%2026-03-312026-05-07

HD HOME DEPOT INC1.7K shares0.00%2026-03-312026-05-07

JNJ JOHNSON & JOHNSON2.1K shares-0.96%2026-03-312026-05-07

WM WASTE MGMT INC DEL2.0K shares-0.05%2026-03-312026-05-07

Sponsored

SPY STATE STR SPDR S&P 500 ETF T673 shares-27.16%2026-03-312026-05-07

PG PROCTER & GAMBLE CO3.0K shares0.37%2026-03-312026-05-07

HOOD ROBINHOOD MKTS INC6.2K sharesnew addition2026-03-312026-05-07

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL881 shares0.00%2026-03-312026-05-07

IFRA ISHARES TR7.1K sharesnew addition2026-03-312026-05-07

DTM DT MIDSTREAM INC2.9K shares1.96%2026-03-312026-05-07

WMT WALMART INC3.1K shares0.00%2026-03-312026-05-07

NFLX NETFLIX INC.3.9K shares-7.51%2026-03-312026-05-07

Sponsored

SRE SEMPRA3.8K shares-3.95%2026-03-312026-05-07

CINF CINCINNATI FINL CORP2.3K shares0.00%2026-03-312026-05-07

VIG VANGUARD SPECIALIZED FUNDS1.7K shares36.25%2026-03-312026-05-07

AFL AFLAC INC3.3K shares0.03%2026-03-312026-05-07

CCC CCC INTELLIGENT SOLUTIONS HL58.5K shares0.00%2026-03-312026-05-07

BAC BANK AMERICA CORP7.2K shares-41.82%2026-03-312026-05-07

META META PLATFORMS INC606 shares0.00%2026-03-312026-05-07

CVX CHEVRON CORPORATION1.7K shares-11.08%2026-03-312026-05-07

Sponsored

GS GOLDMAN SACHS GROUP INC392 shares0.00%2026-03-312026-05-07

IWF ISHARES TR777 shares0.00%2026-03-312026-05-07

DAL DELTA AIR LINES INC4.5K shares0.04%2026-03-312026-05-07

ABBV ABBVIE INC1.4K shares0.15%2026-03-312026-05-07

ORCL ORACLE CORP2.0K shares-31.36%2026-03-312026-05-07

PFE PFIZER INC10.2K shares-1.04%2026-03-312026-05-07

IXUS ISHARES TR3.0K shares0.00%2026-03-312026-05-07

PM PHILIP MORRIS INTL INC1.5K shares0.00%2026-03-312026-05-07

Sponsored

PEP PEPSICO INC1.6K shares9.36%2026-03-312026-05-07

NEE NEXTERA ENERGY INC2.7K shares0.00%2026-03-312026-05-07

V VISA INC810 shares-12.34%2026-03-312026-05-07

GILD GILEAD SCIENCES INC1.8K shares-0.06%2026-03-312026-05-07

VYM VANGUARD WHITEHALL FDS1.6K sharesnew addition2026-03-312026-05-07

VTIP VANGUARD MALVERN FDS4.7K shares-0.08%2026-03-312026-05-07

GLD SPDR GOLD TR547 shares0.00%2026-03-312026-05-07

F FORD MTR CO20.4K shares0.12%2026-03-312026-05-07

Sponsored

IBM INTERNATIONAL BUSINESS MACHS968 shares0.00%2026-03-312026-05-07

TSLA TESLA INC626 shares0.00%2026-03-312026-05-07

KR KROGER CO3.1K sharesnew addition2026-03-312026-05-07

KLAC KLA CORP151 sharesnew addition2026-03-312026-05-07

IWD ISHARES TR1.0K shares-0.10%2026-03-312026-05-07

TSCO TRACTOR SUPPLY CO4.8K shares0.00%2026-03-312026-05-07

KMB KIMBERLY-CLARK CORP2.2K shares-6.02%2026-03-312026-05-07

DIS DISNEY WALT CO2.2K shares0.05%2026-03-312026-05-07

Sponsored

MDLZ MONDELEZ INTL INC3.6K shares-3.34%2026-03-312026-05-07

SBUX STARBUCKS CORP2.3K sharesnew addition2026-03-312026-05-07

SPYM SPDR SERIES TRUST2.7K shares0.00%2026-03-312026-05-07

TGT TARGET CORP1.7K sharesnew addition2026-03-312026-05-07

XLY SELECT SECTOR SPDR TR1.8K shares0.00%2026-03-312026-05-07

IVV

ISHARES TR

-15.18%

Shares70.2K

Event2026-03-31

Filed2026-05-07

PULS

PGIM ETF TR

1.53%

Shares768.9K

Event2026-03-31

Filed2026-05-07

DFLV

DIMENSIONAL ETF TRUST

80.41%

Shares931.6K

Event2026-03-31

Filed2026-05-07

XLF

SELECT SECTOR SPDR TR

0.71%

Shares431.7K

Event2026-03-31

Filed2026-05-07

VANGUARD INDEX FDS

-16.61%

Shares30.8K

Event2026-03-31

Filed2026-05-07

VHT

VANGUARD WORLD FD

0.82%

Shares56.6K

Event2026-03-31

Filed2026-05-07

SCHD

SCHWAB STRATEGIC TR

-0.59%

Shares379.7K

Event2026-03-31

Filed2026-05-07

AAPL

APPLE INC

-0.21%

Shares38.1K

Event2026-03-31

Filed2026-05-07

DFAT

DIMENSIONAL ETF TRUST

5.52%

Shares129.9K

Event2026-03-31

Filed2026-05-07

MSFT

MICROSOFT CORP

-3.77%

Shares20.8K

Event2026-03-31

Filed2026-05-07

INVESCO EXCHANGE TRADED FD T

0.04%

Shares38.0K

Event2026-03-31

Filed2026-05-07

IJR

ISHARES TR

6.92%

Shares40.5K

Event2026-03-31

Filed2026-05-07

INVESCO QQQ TR

2.25%

Shares7.6K

Event2026-03-31

Filed2026-05-07

DFIV

DIMENSIONAL ETF TRUST

0.43%

Shares66.8K

Event2026-03-31

Filed2026-05-07

IYW

ISHARES TR

-1.79%

Shares18.4K

Event2026-03-31

Filed2026-05-07

IWV

ISHARES TR

-2.30%

Shares8.9K

Event2026-03-31

Filed2026-05-07

IVW

ISHARES TR

-2.75%

Shares22.1K

Event2026-03-31

Filed2026-05-07

JPM

JPMORGAN CHASE & CO

0.67%

Shares8.5K

Event2026-03-31

Filed2026-05-07

IJH

ISHARES TR

0.00%

Shares36.1K

Event2026-03-31

Filed2026-05-07

IWM

ISHARES TR

2.14%

Shares8.3K

Event2026-03-31

Filed2026-05-07

DFUS

DIMENSIONAL ETF TRUST

3.20%

Shares26.3K

Event2026-03-31

Filed2026-05-07

SOFI

SOFI TECHNOLOGIES INC

122.54%

Shares92.3K

Event2026-03-31

Filed2026-05-07

PAAA

PGIM ETF TR

9.61%

Shares21.6K

Event2026-03-31

Filed2026-05-07

ALPHABET INC

-20.33%

Shares3.7K

Event2026-03-31

Filed2026-05-07

PSH

PGIM ETF TR

42.08%

Shares20.0K

Event2026-03-31

Filed2026-05-07

FITB

FIFTH THIRD BANCORP

160.44%

Shares19.7K

Event2026-03-31

Filed2026-05-07

DTE

DTE ENERGY CO

2.28%

Shares5.9K

Event2026-03-31

Filed2026-05-07

COCA COLA CO

-0.03%

Shares10.6K

Event2026-03-31

Filed2026-05-07

SOUTHERN CO

0.58%

Shares8.3K

Event2026-03-31

Filed2026-05-07

XOM

EXXON MOBIL CORP

92.74%

Shares4.7K

Event2026-03-31

Filed2026-05-07

NVDA

NVIDIA CORPORATION

-23.71%

Shares4.3K

Event2026-03-31

Filed2026-05-07

MCD

MCDONALDS CORP

-0.04%

Shares2.3K

Event2026-03-31

Filed2026-05-07

AMZN

AMAZON COM INC

5.60%

Shares3.4K

Event2026-03-31

Filed2026-05-07

NOC

NORTHROP GRUMMAN CORP

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-07

MGK

VANGUARD WORLD FD

8.09%

Shares1.7K

Event2026-03-31

Filed2026-05-07

EFA

ISHARES TR

0.00%

Shares6.1K

Event2026-03-31

Filed2026-05-07

COST

COSTCO WHOLESALE CORPORATION

0.00%

Shares566

Event2026-03-31

Filed2026-05-07

HOME DEPOT INC

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-07

JNJ

JOHNSON & JOHNSON

-0.96%

Shares2.1K

Event2026-03-31

Filed2026-05-07

WASTE MGMT INC DEL

-0.05%

Shares2.0K

Event2026-03-31

Filed2026-05-07

SPY

STATE STR SPDR S&P 500 ETF T

-27.16%

Shares673

Event2026-03-31

Filed2026-05-07

PROCTER & GAMBLE CO

0.37%

Shares3.0K

Event2026-03-31

Filed2026-05-07

HOOD

ROBINHOOD MKTS INC

New

Shares6.2K

Event2026-03-31

Filed2026-05-07

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares881

Event2026-03-31

Filed2026-05-07

IFRA

ISHARES TR

New

Shares7.1K

Event2026-03-31

Filed2026-05-07

DTM

DT MIDSTREAM INC

1.96%

Shares2.9K

Event2026-03-31

Filed2026-05-07

WMT

WALMART INC

0.00%

Shares3.1K

Event2026-03-31

Filed2026-05-07

NFLX

NETFLIX INC.

-7.51%

Shares3.9K

Event2026-03-31

Filed2026-05-07

SRE

SEMPRA

-3.95%

Shares3.8K

Event2026-03-31

Filed2026-05-07

CINF

CINCINNATI FINL CORP

0.00%

Shares2.3K

Event2026-03-31

Filed2026-05-07

VIG

VANGUARD SPECIALIZED FUNDS

36.25%

Shares1.7K

Event2026-03-31

Filed2026-05-07

AFL

AFLAC INC

0.03%

Shares3.3K

Event2026-03-31

Filed2026-05-07

CCC

CCC INTELLIGENT SOLUTIONS HL

0.00%

Shares58.5K

Event2026-03-31

Filed2026-05-07

BAC

BANK AMERICA CORP

-41.82%

Shares7.2K

Event2026-03-31

Filed2026-05-07