Lakeshore Financial Planning, Inc. has filed its 13F form on May 10, 2024 for Q1 2024 where it was disclosed a total value porftolio of $198 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 $34.7B, Dimensional ETF Trust with a value of $18.1B, Dimensional ETF Tr with a value of $16.9B, Financial Sector Spdr with a value of $16.7B, and Vanguard Index Fds S&P 500 ETF with a value of $16.1B.
Examining the 13F form we can see an increase of $22.2B in the current position value, from $175B to 198B.
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.