Lakeshore Financial Planning, Inc. Reduced Holdings in Q4 2024

Lakeshore Financial Planning, Inc.

  • $234 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFIV
Dimensional ETF Tr

ETFs
-95.4K
- 31.72%
$34.86 - $37.97 $3.33M - $3.62M
205K $7.29B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-319
- 0.69%
$174.22 - $187.62 $55.6K - $59.9K
45.9K $8.04B
DFAT
Dimensional ETF Tr U S Target

ETFs
-2.36K
- 0.84%
$54.54 - $61.04 $129K - $144K
278K $15.5B
KO
Coca Cola CO

Consumer Defensive
-77
- 0.64%
$61.74 - $71.71 $4.75K - $5.52K
11.9K $741M
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
-16.7K
- 14.36%
$10.4 - $12.75 $174K - $213K
99.6K $1.17B
MDLZ
Mondelez International, Inc.

Consumer Defensive
-32
- 0.53%
$59.25 - $72.99 $1.9K - $2.34K
6.04K $361M
F
Ford Motor CO

Consumer Cyclical
-2.97K
- 9.87%
$9.69 - $11.4 $28.8K - $33.8K
27.1K $269M
GNTX
Gentex Corp

Consumer Cyclical
-1.19K
- 11.77%
$28.6 - $31.34 $33.9K - $37.2K
8.9K $256M
NEE
Nextera Energy Inc

Utilities
-26
- 0.87%
$69.77 - $85.43 $1.81K - $2.22K
2.97K $213M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-275
- 5.46%
$48.33 - $49.08 $13.3K - $13.5K
4.76K $231M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-161
- 0.42%
$61.68 - $67.87 $9.93K - $10.9K
37.9K $2.36B
PM
Philip Morris International Inc.

Consumer Defensive
-16
- 0.93%
$118.38 - $133.06 $1.89K - $2.13K
1.7K $205M
CINF
Cincinnati Financial Corp

Financial Services
-150
- 6.05%
$132.86 - $160.16 $19.9K - $24K
2.33K $335M
CMA
Comerica Inc

Financial Services
-247
- 3.36%
$57.88 - $72.73 $14.3K - $18K
7.11K $440M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-31
- 3.51%
$370.24 - $418.94 $11.5K - $13K
851 $342M
NVDA
Nvidia Corp

Technology
-250
- 6.0%
$117.0 - $148.88 $29.3K - $37.2K
3.92K $526M
BAC
Bank Of America Corp

Financial Services
-800
- 5.78%
$39.22 - $47.77 $31.4K - $38.2K
13K $573M
IWV
Ishares Russell 3000 ETF

ETFs
-12
- 0.13%
$323.08 - $349.08 $3.88K - $4.19K
9.22K $3.08B
AMZN
Amazon Com Inc

Consumer Cyclical
-30
- 1.08%
$180.88 - $232.93 $5.43K - $6.99K
2.75K $603M
GOOG
Alphabet Inc.

Communication Services
-6
- 0.16%
$163.08 - $198.16 $978 - $1.19K
3.83K $729M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-14
- 0.2%
$481.22 - $538.17 $6.74K - $7.53K
7.14K $3.65B
JPM
Jpmorgan Chase & CO

Financial Services
-269
- 2.51%
$205.18 - $250.29 $55.2K - $67.3K
10.5K $2.51B
SOFI
So Fi Technologies, Inc.

Financial Services
-23.1K
- 24.89%
$7.63 - $16.88 $176K - $390K
69.7K $1.07B
AAPL
Apple Inc.

Technology
-381
- 1.14%
$221.69 - $259.02 $84.5K - $98.7K
33K $8.27B
Activity Summary
Buys All Purchases 36 New Holdings 7 Increased Positions 29 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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