The Analysis of Lakeshore Financial Planning, Inc.'s Holdings
Currently, Lakeshore Financial Planning, Inc. holds 83 types of securities in its portfolio with a total value $269.4M. In the most recent quarter, they have increased their positions in PULS (+92.3K shares, valued at $4.6M), DFLV (+10.0K shares, valued at $330.1K), VHT (+1.2K shares, valued at $322.7K); decreased their positions in VOO (-1.4K shares, valued at $862.3K), IYW (-964 shares, valued at $188.8K), NVDA (-976 shares, valued at $182.1K); initiated new positions in PSH (+5.9K shares, valued at $299.3K), TSLA (+626 shares, valued at $278.4K), XLY (+919 shares, valued at $220.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR82.3K shares0.48%2025-09-302025-11-14
PULS PGIM ETF TR732.2K shares14.43%2025-09-302025-11-14 XLF SELECT SECTOR SPDR TR423.9K shares1.19%2025-09-302025-11-14 VOO VANGUARD INDEX FDS35.7K shares-3.80%2025-09-302025-11-14 DFLV DIMENSIONAL ETF TRUST518.0K shares1.98%2025-09-302025-11-14 VHT VANGUARD WORLD FD54.9K shares2.32%2025-09-302025-11-14 MSFT MICROSOFT CORP21.7K shares-1.29%2025-09-302025-11-14 SCHD SCHWAB STRATEGIC TR388.0K shares-1.39%2025-09-302025-11-14 AAPL APPLE INC38.6K shares-1.16%2025-09-302025-11-14 RSP INVESCO EXCHANGE TRADED FD T39.5K shares-2.14%2025-09-302025-11-14 DFAT DIMENSIONAL ETF TRUST123.9K shares0.62%2025-09-302025-11-14 IJR ISHARES TR37.5K shares3.87%2025-09-302025-11-14 QQQ INVESCO QQQ TR7.4K shares-1.52%2025-09-302025-11-14 IWV ISHARES TR9.1K shares-0.27%2025-09-302025-11-14 DFIV DIMENSIONAL ETF TRUST66.1K shares1.71%2025-09-302025-11-14 IYW ISHARES TR15.2K shares-5.95%2025-09-302025-11-14 JPM JPMORGAN CHASE & CO.8.4K shares0.06%2025-09-302025-11-14 IVW ISHARES TR21.5K shares-3.21%2025-09-302025-11-14 IJH ISHARES TR37.0K shares-0.68%2025-09-302025-11-14 IWM ISHARES TR8.1K shares-4.65%2025-09-302025-11-14 DFUS DIMENSIONAL ETF TRUST26.2K shares-7.08%2025-09-302025-11-14 GOOG ALPHABET INC4.4K shares7.11%2025-09-302025-11-14 PAAA PGIM ETF TR19.7K shares0.00%2025-09-302025-11-14 CCC CCC INTELLIGENT SOLUTIONS HL99.6K shares0.00%2025-09-302025-11-14 NVDA NVIDIA CORPORATION4.7K shares-17.27%2025-09-302025-11-14 SOFI SOFI TECHNOLOGIES INC32.6K shares-10.82%2025-09-302025-11-14 DTE DTE ENERGY CO5.7K shares0.02%2025-09-302025-11-14 SO SOUTHERN CO8.2K shares0.65%2025-09-302025-11-14 MCD MCDONALDS CORP2.4K shares-0.41%2025-09-302025-11-14 KO COCA COLA CO10.9K shares-3.42%2025-09-302025-11-14 HD HOME DEPOT INC1.8K shares6.70%2025-09-302025-11-14 BAC BANK AMERICA CORP12.2K shares-6.95%2025-09-302025-11-14 NOC NORTHROP GRUMMAN CORP997 shares0.00%2025-09-302025-11-14 AMZN AMAZON COM INC2.7K shares0.00%2025-09-302025-11-14 MGK VANGUARD WORLD FD1.5K shares107.49%2025-09-302025-11-14 SPY SPDR S&P 500 ETF TR894 shares-6.78%2025-09-302025-11-14 EFA ISHARES TR6.1K shares0.00%2025-09-302025-11-14 ORCL ORACLE CORP2.0K shares0.00%2025-09-302025-11-14 COST COSTCO WHSL CORP NEW562 shares0.00%2025-09-302025-11-14 CMA COMERICA INC7.0K shares0.66%2025-09-302025-11-14 BRK.B BERKSHIRE HATHAWAY INC DEL867 shares0.00%2025-09-302025-11-14 WM WASTE MGMT INC DEL2.0K shares0.05%2025-09-302025-11-14 PG PROCTER AND GAMBLE CO2.8K shares-3.85%2025-09-302025-11-14 META META PLATFORMS INC591 shares-9.77%2025-09-302025-11-14 IWF ISHARES TR879 shares-1.68%2025-09-302025-11-14 JNJ JOHNSON & JOHNSON2.1K shares-3.93%2025-09-302025-11-14 CINF CINCINNATI FINL CORP2.3K shares0.00%2025-09-302025-11-14 AFL AFLAC INC3.3K shares-9.55%2025-09-302025-11-14 SRE SEMPRA3.9K shares0.13%2025-09-302025-11-14 GS GOLDMAN SACHS GROUP INC435 shares0.00%2025-09-302025-11-14 FITB FIFTH THIRD BANCORP7.5K shares0.04%2025-09-302025-11-14 DTM DT MIDSTREAM INC2.9K shares0.03%2025-09-302025-11-14 ABBV ABBVIE INC1.3K shares0.22%2025-09-302025-11-14 PSH PGIM ETF TR5.9K sharesnew addition2025-09-302025-11-14 KMB KIMBERLY-CLARK CORP2.4K shares0.08%2025-09-302025-11-14 RKT ROCKET COS INC15.0K shares-18.91%2025-09-302025-11-14 V VISA INC842 shares0.00%2025-09-302025-11-14 IBM INTERNATIONAL BUSINESS MACHS1.0K shares0.20%2025-09-302025-11-14 CVX CHEVRON CORP NEW1.8K shares0.00%2025-09-302025-11-14 TSLA TESLA INC626 sharesnew addition2025-09-302025-11-14 TSCO TRACTOR SUPPLY CO4.8K shares0.00%2025-09-302025-11-14 WMT WALMART INC2.6K shares0.00%2025-09-302025-11-14 MDLZ MONDELEZ INTL INC4.3K shares-6.01%2025-09-302025-11-14 PFE PFIZER INC10.3K shares0.17%2025-09-302025-11-14 VIG VANGUARD SPECIALIZED FUNDS1.2K shares7.25%2025-09-302025-11-14 DAL DELTA AIR LINES INC DEL4.5K shares0.04%2025-09-302025-11-14 PM PHILIP MORRIS INTL INC1.5K shares0.00%2025-09-302025-11-14 DIS DISNEY WALT CO2.2K shares0.00%2025-09-302025-11-14 IXUS ISHARES TR3.0K shares-5.68%2025-09-302025-11-14 F FORD MTR CO20.8K shares25.28%2025-09-302025-11-14 VTIP VANGUARD MALVERN FDS4.8K shares0.50%2025-09-302025-11-14 XOM EXXON MOBIL CORP2.1K shares0.00%2025-09-302025-11-14 XLY SELECT SECTOR SPDR TR919 sharesnew addition2025-09-302025-11-14 EFX EQUIFAX INC847 shares0.00%2025-09-302025-11-14 KR KROGER CO3.1K sharesnew addition2025-09-302025-11-14 MUB ISHARES TR2.0K shares-9.31%2025-09-302025-11-14 IWD ISHARES TR1.0K sharesnew addition2025-09-302025-11-14 IUSG ISHARES TR1.3K sharesnew addition2025-09-302025-11-14 PEP PEPSICO INC1.5K sharesnew addition2025-09-302025-11-14 UNH UNITEDHEALTH GROUP INC592 shares-10.57%2025-09-302025-11-14 VZ VERIZON COMMUNICATIONS INC4.6K shares0.00%2025-09-302025-11-14 PRHI PRESURANCE HOLDINGS INC10.2K shares0.00%2025-09-302025-11-14 NAK NORTHERN DYNASTY MINERALS LT10.0K sharesnew addition2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available