Lakeshore Financial Planning, Inc. 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0002000571 · St. Clair Shores, MI

As of Sep 30, 2025, Lakeshore Financial Planning, Inc. reported 83 positions worth $269.4M in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
ISHARES CORE S&P 500 ETF	IVV	—	82,339	$55.1M	20.45%
PGIM ULTRA SHORT BOND ETF	PULS	—	732,162	$36.5M	13.54%
THE FINANCIAL SELECT SECTOR SPDR FUND	XLF	Equity	423,944	$22.8M	8.48%
VANGUARD 500 INDEX FUND	VOO	—	35,665	$21.8M	8.11%
DIMENSIONAL ETF TRUST	DFLV	—	517,987	7.0M	6.32%
VANGUARD HEALTH CARE INDEX FUND	VHT	—	54,909	4.3M	5.29%
MICROSOFT CORP	MSFT	Technology	21,651	1.2M	4.16%
SCHWAB US DIVIDEND EQUITY ETF	SCHD	Equity	388,009	0.6M	3.93%
APPLE INC	AAPL	Technology	38,645	$9.8M	3.65%
INVESCO S&P 500 EQUAL WEIGHT ETF	RSP	—	39,487	$7.5M	2.78%
DIMENSIONAL US TARGETED VALUE ETF	DFAT	—	123,911	$7.2M	2.68%
ISHARES CORE S&P SMALL-CAP ETF	IJR	—	37,474	$4.5M	1.65%
INVESCO QQQ TRUST SERIES 1	QQQ	—	7,366	$4.4M	1.64%
ISHARES RUSSELL 3000 ETF	IWV	—	9,124	$3.5M	1.28%
DIMENSIONAL INTERNATIONAL VALUE ETF	DFIV	—	66,101	$3.0M	1.13%
ISHARES US TECHNOLOGY ETF	IYW	—	15,243	$3.0M	1.11%
JPMORGAN CHASE & CO	JPM	Financial Services	8,422	$2.7M	0.99%
ISHARES S&P 500 GROWTH ETF	IVW	—	21,528	$2.6M	0.96%
ISHARES CORE S&P MID-CAP ETF	IJH	—	36,984	$2.4M	0.90%
ISHARES RUSSELL 2000 ETF	IWM	—	8,116	$2.0M	0.73%
DIMENSIONAL US EQUITY MARKET ETF	DFUS	—	26,239	.9M	0.71%
ALPHABET INC	GOOG	Equity	4,366	.1M	0.39%
PGIM AAA CLO ETF	PAAA	—	19,702	.0M	0.38%
CCC INTELLIGENT SOLUTIONS HOLDINGS INC	CCC	Technology	99,620	$907.5K	0.34%
NVIDIA CORP	NVDA	Technology	4,674	$872.1K	0.32%