The Analysis of Lakeshore Financial Planning, Inc.'s Holdings
Currently, Lakeshore Financial Planning, Inc. holds 86 types of securities in its portfolio with a total value $279.9M. In the most recent quarter, they have increased their positions in PULS (+25.2K shares, valued at $1.2M), N/A (+1.3K shares, valued at $799.0K), IYW (+3.5K shares, valued at $700.4K); decreased their positions in CCC (-41.1K shares, valued at $326.7K), N/A (-1.5K shares, valued at $296.5K), SCHD (-6.0K shares, valued at $165.3K); initiated new positions in NFLX (+4.3K shares, valued at $399.4K), AXP (+606 shares, valued at $224.3K), SPYM (+2.7K shares, valued at $217.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR82.7K shares0.49%2025-12-312026-02-17
PULS PGIM ETF TR757.3K shares3.44%2025-12-312026-02-17 XLF SELECT SECTOR SPDR TR428.7K shares1.12%2025-12-312026-02-17 DFLV DIMENSIONAL ETF TRUST516.4K shares-0.31%2025-12-312026-02-17 VHT VANGUARD WORLD FD56.1K shares2.22%2025-12-312026-02-17 SCHD SCHWAB STRATEGIC TR382.0K shares-1.55%2025-12-312026-02-17 MSFT MICROSOFT CORP21.6K shares-0.21%2025-12-312026-02-17 AAPL APPLE INC38.2K shares-1.10%2025-12-312026-02-17 DFAT DIMENSIONAL ETF TRUST123.1K shares-0.68%2025-12-312026-02-17 IJR ISHARES TR37.8K shares0.96%2025-12-312026-02-17 IYW ISHARES TR18.8K shares23.01%2025-12-312026-02-17 IWV ISHARES TR9.1K shares-0.20%2025-12-312026-02-17 DFIV DIMENSIONAL ETF TRUST66.5K shares0.66%2025-12-312026-02-17 IVW ISHARES TR22.7K shares5.55%2025-12-312026-02-17 JPM JPMORGAN CHASE & CO.8.4K shares-0.01%2025-12-312026-02-17 IJH ISHARES TR36.1K shares-2.44%2025-12-312026-02-17 IWM ISHARES TR8.1K shares0.01%2025-12-312026-02-17 DFUS DIMENSIONAL ETF TRUST25.5K shares-2.81%2025-12-312026-02-17 ALPHABET INC ALPHABET INC4.6K shares6.23%2025-12-312026-02-17 SOFI SOFI TECHNOLOGIES INC41.5K shares27.33%2025-12-312026-02-17 NVDA NVIDIA CORPORATION5.7K shares21.80%2025-12-312026-02-17 PAAA PGIM ETF TR19.7K shares0.00%2025-12-312026-02-17 KO COCA COLA CO10.6K shares-2.73%2025-12-312026-02-17 DTE DTE ENERGY CO5.8K shares0.09%2025-12-312026-02-17 AMZN AMAZON COM INC3.2K shares16.92%2025-12-312026-02-17 SO SOUTHERN CO8.3K shares0.75%2025-12-312026-02-17 MCD MCDONALDS CORP2.3K shares-3.53%2025-12-312026-02-17 PSH PGIM ETF TR14.1K shares139.44%2025-12-312026-02-17 BAC BANK AMERICA CORP12.3K shares0.89%2025-12-312026-02-17 MGK VANGUARD WORLD FD1.5K shares2.47%2025-12-312026-02-17 SPY SPDR S&P 500 ETF TR924 shares3.36%2025-12-312026-02-17 EFA ISHARES TR6.1K shares0.00%2025-12-312026-02-17 HD HOME DEPOT INC1.7K shares-4.11%2025-12-312026-02-17 NOC NORTHROP GRUMMAN CORP1.0K shares0.30%2025-12-312026-02-17 CMA COMERICA INC6.5K shares-8.25%2025-12-312026-02-17 ORCL ORACLE CORP2.9K shares42.72%2025-12-312026-02-17 RKT ROCKET COS INC27.5K shares83.51%2025-12-312026-02-17 COST COSTCO WHSL CORP NEW566 shares0.71%2025-12-312026-02-17 CCC CCC INTELLIGENT SOLUTIONS HL58.5K shares-41.26%2025-12-312026-02-17 WM WASTE MGMT INC DEL2.0K shares3.05%2025-12-312026-02-17 JNJ JOHNSON & JOHNSON2.1K shares-2.40%2025-12-312026-02-17 PG PROCTER AND GAMBLE CO3.0K shares4.71%2025-12-312026-02-17 META META PLATFORMS INC606 shares2.54%2025-12-312026-02-17 NFLX NETFLIX INC4.3K sharesnew addition2025-12-312026-02-17 CINF CINCINNATI FINL CORP2.3K shares0.00%2025-12-312026-02-17 IWF ISHARES TR777 shares-11.60%2025-12-312026-02-17 AFL AFLAC INC3.3K shares0.09%2025-12-312026-02-17 FITB FIFTH THIRD BANCORP7.6K shares0.05%2025-12-312026-02-17 SRE SEMPRA3.9K shares0.13%2025-12-312026-02-17 GS GOLDMAN SACHS GROUP INC392 shares-9.89%2025-12-312026-02-17 WMT WALMART INC3.1K shares15.26%2025-12-312026-02-17 DTM DT MIDSTREAM INC2.8K shares-2.23%2025-12-312026-02-17 V VISA INC924 shares9.74%2025-12-312026-02-17 DAL DELTA AIR LINES INC DEL4.5K shares0.07%2025-12-312026-02-17 ABBV ABBVIE INC1.4K shares2.54%2025-12-312026-02-17 XOM EXXON MOBIL CORP2.4K shares17.55%2025-12-312026-02-17 IBM INTERNATIONAL BUSINESS MACHS968 shares-4.72%2025-12-312026-02-17 CVX CHEVRON CORP NEW1.9K shares2.13%2025-12-312026-02-17 TSLA TESLA INC626 shares0.00%2025-12-312026-02-17 VIG VANGUARD SPECIALIZED FUNDS1.2K shares3.84%2025-12-312026-02-17 F FORD MTR CO20.4K shares-1.90%2025-12-312026-02-17 PFE PFIZER INC10.3K shares0.05%2025-12-312026-02-17 IXUS ISHARES TR3.0K shares0.00%2025-12-312026-02-17 DIS DISNEY WALT CO2.2K shares0.14%2025-12-312026-02-17 PM PHILIP MORRIS INTL INC1.5K shares0.00%2025-12-312026-02-17 TSCO TRACTOR SUPPLY CO4.8K shares0.00%2025-12-312026-02-17 KMB KIMBERLY-CLARK CORP2.3K shares-1.94%2025-12-312026-02-17 VTIP VANGUARD MALVERN FDS4.7K shares-1.61%2025-12-312026-02-17 AXP AMERICAN EXPRESS CO606 sharesnew addition2025-12-312026-02-17 XLY SELECT SECTOR SPDR TR1.8K shares100.22%2025-12-312026-02-17 SPYM SPDR SERIES TRUST2.7K sharesnew addition2025-12-312026-02-17 GLD SPDR GOLD TR547 sharesnew addition2025-12-312026-02-17 IWD ISHARES TR1.0K shares0.19%2025-12-312026-02-17 GILD GILEAD SCIENCES INC1.8K sharesnew addition2025-12-312026-02-17 NEE NEXTERA ENERGY INC2.7K sharesnew addition2025-12-312026-02-17 IUSG ISHARES TR1.3K shares0.00%2025-12-312026-02-17 MA MASTERCARD INCORPORATED371 sharesnew addition2025-12-312026-02-17 PEP PEPSICO INC1.5K shares-0.95%2025-12-312026-02-17 MDLZ MONDELEZ INTL INC3.8K shares-12.60%2025-12-312026-02-17 UNH UNITEDHEALTH GROUP INC614 shares3.72%2025-12-312026-02-17 MUB ISHARES TR1.9K shares-3.81%2025-12-312026-02-17 PRHI PRESURANCE HOLDINGS INC10.2K shares0.00%2025-12-312026-02-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available