Lakeshore Financial Planning, Inc. Top Holdings and 13F Report (2025) About Lakeshore Financial Planning, Inc.Investment ActivityLakeshore Financial Planning, Inc. has $234.41 million in total holdings as of December 31, 2024.Lakeshore Financial Planning, Inc. owns shares of 79 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 9.11% of the portfolio was purchased this quarter.About 2.18% of the portfolio was sold this quarter.This quarter, Lakeshore Financial Planning, Inc. has purchased 74 new stocks and bought additional shares in 29 stocks.Lakeshore Financial Planning, Inc. sold shares of 25 stocks and completely divested from 2 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $45,012,744PGIM Ultra Short Bond ETF $24,241,335Financial Select Sector SPDR Fund $19,984,148Vanguard S&P 500 ETF $19,877,065Dimensional US Large Cap Value ETF $17,552,134 Largest New Holdings this Quarter Pfizer $327,488 HoldingBLACKROCK INC $267,504 HoldingTractor Supply $254,953 HoldingTesla $252,804 HoldingThe Goldman Sachs Group $227,903 Holding Largest Purchases this Quarter Schwab US Dividend Equity ETF 385,667 shares (about $10.54M)PGIM Ultra Short Bond ETF 114,581 shares (about $5.68M)iShares Core S&P 500 ETF 2,986 shares (about $1.76M)Vanguard S&P 500 ETF 944 shares (about $508.65K)Pfizer 12,343 shares (about $327.49K) Largest Sales this Quarter Dimensional International Value ETF 95,423 shares (about $3.39M)SoFi Technologies 23,098 shares (about $355.71K)CCC Intelligent Solutions 16,700 shares (about $195.89K)Dimensional U.S. Targeted Value ETF 2,363 shares (about $131.53K)Apple 381 shares (about $95.42K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLakeshore Financial Planning, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$45,012,744$1,757,910 ▲4.1%76,45919.2%ETFPULSPGIM Ultra Short Bond ETF$24,241,335$5,677,509 ▲30.6%489,22810.3%ETFXLFFinancial Select Sector SPDR Fund$19,984,148$226,572 ▲1.1%413,4918.5%ETFVOOVanguard S&P 500 ETF$19,877,065$508,646 ▲2.6%36,8908.5%ETFDFLVDimensional US Large Cap Value ETF$17,552,134$34,745 ▲0.2%584,4867.5%ETFSCHDSchwab US Dividend Equity ETF$15,844,774$10,536,491 ▲198.5%579,9666.8%ETFDFATDimensional U.S. Targeted Value ETF$15,469,068$131,525 ▼-0.8%277,9196.6%ETFMSFTMicrosoft$9,156,458$21,499 ▲0.2%21,7213.9%Computer and TechnologyAAPLApple$8,265,912$95,419 ▼-1.1%33,0053.5%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$8,040,496$55,899 ▼-0.7%45,8853.4%ETFDFIVDimensional International Value ETF$7,288,697$3,385,643 ▼-31.7%205,4293.1%ETFIJRiShares Core S&P Small-Cap ETF$4,521,757$113,496 ▲2.6%39,2431.9%ETFQQQInvesco QQQ$3,650,862$7,158 ▼-0.2%7,1411.6%FinanceIWViShares Russell 3000 ETF$3,081,117$4,011 ▼-0.1%9,2181.3%ETFJPMJPMorgan Chase & Co.$2,508,387$64,490 ▼-2.5%10,4631.1%FinanceIJHiShares Core S&P Mid-Cap ETF$2,364,540$10,032 ▼-0.4%37,9481.0%ETFIWMiShares Russell 2000 ETF$2,063,256$52,813 ▲2.6%9,3370.9%FinanceDFUSDimensional U.S. Equity ETF$1,642,710$227,396 ▲16.1%25,7680.7%ETFCCCSCCC Intelligent Solutions$1,168,543$195,891 ▼-14.4%99,6200.5%Computer and TechnologyIVWiShares S&P 500 Growth ETF$1,091,955$262,861 ▲31.7%10,7550.5%ETFSOFISoFi Technologies$1,073,611$355,709 ▼-24.9%69,7150.5%FinanceKOCoca-Cola$741,153$4,795 ▼-0.6%11,9020.3%Consumer StaplesMCDMcDonald's$732,552$13,625 ▲1.9%2,5270.3%Retail/WholesaleGOOGAlphabet$728,793$1,143 ▼-0.2%3,8260.3%Computer and TechnologyDTEDTE Energy$694,799$27,178 ▲4.1%5,7520.3%UtilitiesSOSouthern$663,906$4,199 ▲0.6%8,0640.3%UtilitiesHDHome Depot$633,398$21,412 ▲3.5%1,6270.3%Retail/WholesaleCOSTCostco Wholesale$612,2020.0%6680.3%Retail/WholesaleAMZNAmazon.com$602,884$6,582 ▼-1.1%2,7480.3%Retail/WholesaleBACBank of America$572,694$35,164 ▼-5.8%13,0290.2%FinanceNVDANVIDIA$525,882$33,573 ▼-6.0%3,9160.2%Computer and TechnologyPGProcter & Gamble$485,598$168 ▲0.0%2,8950.2%Consumer StaplesNOCNorthrop Grumman$467,8820.0%9970.2%AerospaceEFAiShares MSCI EAFE ETF$458,8010.0%6,0680.2%FinanceSPYSPDR S&P 500 ETF Trust$446,007$89,084 ▲25.0%7610.2%FinanceCMAComerica$439,615$15,281 ▼-3.4%7,1060.2%FinanceMETAMeta Platforms$433,8630.0%7410.2%Computer and TechnologyJNJJohnson & Johnson$407,060$289 ▲0.1%2,8140.2%MedicalWMWaste Management$397,038$30,277 ▲8.3%1,9670.2%Business ServicesAFLAflac$393,567$310 ▲0.1%3,8040.2%FinanceBRK.BBerkshire Hathaway$392,9940.0%8670.2%FinanceCVXChevron$386,5780.0%2,6690.2%Oils/EnergyMDLZMondelez International$360,638$1,912 ▼-0.5%6,0370.2%Consumer StaplesSRESempra$344,174$439 ▲0.1%3,9230.1%UtilitiesIWFiShares Russell 1000 Growth ETF$341,745$12,449 ▼-3.5%8510.1%ETFORCLOracle$335,372$19,169 ▲6.1%2,0120.1%Computer and TechnologyCINFCincinnati Financial$334,534$21,555 ▼-6.1%2,3280.1%FinanceUNHUnitedHealth Group$334,1720.0%6600.1%MedicalPFEPfizer$327,488$327,488 ▲New Holding12,3430.1%MedicalFITBFifth Third Bancorp$318,8770.0%7,5420.1%FinanceIYWiShares U.S. Technology ETF$312,0760.0%1,9560.1%ManufacturingKMBKimberly-Clark$310,7600.0%2,3710.1%Consumer StaplesDTMDT Midstream$285,197$11,535 ▲4.2%2,8680.1%Oils/EnergyVVisa$281,5920.0%8910.1%Business ServicesMUBiShares National Muni Bond ETF$272,875$11,081 ▼-3.9%2,5610.1%ETFFFord Motor$268,565$29,394 ▼-9.9%27,1270.1%Auto/Tires/TrucksBLACKROCK INC$267,504$267,504 ▲New Holding2600.1%COMGNTXGentex$255,697$34,103 ▼-11.8%8,9000.1%Auto/Tires/TrucksWMTWalmart$255,1480.0%2,8240.1%Retail/WholesaleTSCOTractor Supply$254,953$254,953 ▲New Holding4,8050.1%Retail/WholesaleTSLATesla$252,804$252,804 ▲New Holding6260.1%Auto/Tires/TrucksDISWalt Disney$242,6920.0%2,1780.1%Consumer DiscretionaryABBVAbbVie$235,993$178 ▲0.1%1,3270.1%MedicalVTIPVanguard Short-Term Inflation-Protected Securities ETF$230,561$13,323 ▼-5.5%4,7590.1%ManufacturingIBMInternational Business Machines$227,956$220 ▲0.1%1,0360.1%Computer and TechnologyGSThe Goldman Sachs Group$227,903$227,903 ▲New Holding3980.1%FinanceTGTTarget$226,362$40,726 ▲21.9%1,6730.1%Retail/WholesaleXOMExxon Mobil$222,753$108 ▲0.0%2,0700.1%Oils/EnergyPEPPepsiCo$218,5600.0%1,4360.1%Consumer StaplesEFXEquifax$215,8580.0%8470.1%Business ServicesNEENextEra Energy$212,776$1,864 ▼-0.9%2,9680.1%UtilitiesIXUSiShares Core MSCI Total International Stock ETF$212,0450.0%3,2060.1%ManufacturingSBUXStarbucks$208,887$365 ▲0.2%2,2890.1%Retail/WholesaleXLYConsumer Discretionary Select Sector SPDR Fund$206,306$206,306 ▲New Holding9190.1%FinancePMPhilip Morris International$204,746$1,926 ▼-0.9%1,7010.1%Consumer StaplesRYJInvesco Bloomberg Analyst Rating Improvers ETF$203,9130.0%2,9500.1%ETFRKTRocket Companies$157,595$28,150 ▲21.7%13,9960.1%FinanceNUNU$108,780$108,780 ▲New Holding10,5000.0%FinanceCNFRConifer$11,9340.0%10,2000.0%FinanceLLYEli Lilly and Company$0$318,938 ▼-100.0%00.0%MedicalBLKBlackRock$0$262,698 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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