Lakeshore Financial Planning, Inc. Reduced Holdings in Q1 2025

Lakeshore Financial Planning, Inc.

  • $240 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFAT
Dimensional ETF Tr U S Target

ETFs
-149K
- 53.51%
$50.44 - $58.1 $7.5M - $8.64M
129K $6.65B
DFIV
Dimensional ETF Tr

ETFs
-140K
- 68.38%
$35.33 - $40.77 $4.96M - $5.73M
65K $2.56B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-5.1K
- 11.12%
$169.43 - $182.84 $865K - $933K
40.8K $7.06B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-87
- 0.24%
$507.05 - $563.67 $44.1K - $49K
36.8K $18.9B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-3.35K
- 8.53%
$102.49 - $119.96 $343K - $402K
35.9K $3.75B
JPM
Jpmorgan Chase & CO

Financial Services
-2.08K
- 19.91%
$225.19 - $279.95 $469K - $583K
8.38K $2.06B
SOFI
So Fi Technologies, Inc.

Financial Services
-16K
- 22.95%
$11.18 - $18.03 $179K - $288K
53.7K $625M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-26.6K
- 4.59%
$27.01 - $28.54 $719K - $760K
553K $15.5B
IWM
Ishares Russell 2000 ETF

ETFs
-802
- 8.59%
$198.1 - $229.79 $159K - $184K
8.54K $1.7B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-494
- 1.3%
$57.21 - $65.8 $28.3K - $32.5K
37.5K $2.19B
NVDA
Nvidia Corp

Technology
-200
- 5.11%
$106.98 - $149.43 $21.4K - $29.9K
3.72K $403M
F
Ford Motor CO

Consumer Cyclical
-10.4K
- 38.48%
$9.12 - $10.43 $95.2K - $109K
16.7K $167M
COST
Costco Wholesale Corp

Consumer Defensive
-106
- 15.87%
$890.62 - $1076.86 $94.4K - $114K
562 $532M
PFE
Pfizer Inc

Healthcare
-2.06K
- 16.67%
$25.01 - $27.13 $51.5K - $55.8K
10.3K $261M
SPY
Spdr S&P 500 ETF Trust

ETFs
-83
- 10.91%
$551.42 - $612.93 $45.8K - $50.9K
678 $379M
CVX
Chevron Corp

Energy
-714
- 26.75%
$146.71 - $167.97 $105K - $120K
1.96K $327M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-59
- 6.93%
$360.07 - $417.26 $21.2K - $24.6K
792 $286M
META
Meta Platforms, Inc.

Communication Services
-75
- 10.12%
$576.36 - $736.67 $43.2K - $55.3K
666 $384M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-1.44K
- 23.92%
$56.12 - $68.15 $81K - $98.4K
4.59K $312M
RKT
Rocket Companies, Inc.

Financial Services
-3.39K
- 24.24%
$10.28 - $15.77 $34.9K - $53.5K
10.6K $128M
MUB
Ishares National Muni Bond ETF

ETFs
-242
- 9.45%
$104.71 - $107.69 $25.3K - $26.1K
2.32K $245M
WMT
Walmart Inc.

Consumer Defensive
-177
- 6.27%
$84.5 - $105.05 $15K - $18.6K
2.65K $232M
JNJ
Johnson & Johnson

Healthcare
-468
- 16.63%
$142.06 - $167.7 $66.5K - $78.5K
2.35K $389M
V
Visa Inc.

Financial Services
-49
- 5.5%
$306.92 - $362.71 $15K - $17.8K
842 $295M
MCD
Mcdonalds Corp

Consumer Cyclical
-97
- 3.84%
$279.74 - $321.29 $27.1K - $31.2K
2.43K $759M
AFL
Aflac Inc

Financial Services
-6
- 0.16%
$100.99 - $111.19 $606 - $667
3.8K $422M
PM
Philip Morris International Inc.

Consumer Defensive
-154
- 9.05%
$117.15 - $158.79 $18K - $24.5K
1.55K $246M
KO
Coca Cola CO

Consumer Defensive
-210
- 1.76%
$60.81 - $72.32 $12.8K - $15.2K
11.7K $838M
DTE
Dte Energy CO

Utilities
-11
- 0.19%
$117.6 - $138.27 $1.29K - $1.52K
5.74K $794M
XLF
Financial Sector Spdr

ETFs
-3.07K
- 0.74%
$47.32 - $52.19 $145K - $160K
410K $20.4B
Activity Summary
Buys All Purchases 29 New Holdings 6 Increased Positions 23 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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