Lakeshore Financial Planning, Inc. has filed its 13F form on July 25, 2024 for Q2 2024 where it was disclosed a total value porftolio of $205 Billion distributed in 68 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $37.4B, Dimensional ETF Trust with a value of $17.1B, Vanguard Index Fds S&P 500 ETF with a value of $16.8B, Dimensional ETF Tr with a value of $16.8B, and Financial Sector Spdr with a value of $16.6B.
Examining the 13F form we can see an increase of $7.24B in the current position value, from $198B to 205B.
Lakeshore Financial Planning, Inc. is based out at St. Clair Shores, MI
Below you can find more details about Lakeshore Financial Planning, Inc. portfolio as well as his latest detailed transactions.
