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Home > Institutional Investor > Lakeshore Financial Planning, Inc. > Profile

Instuitional Investor - Lakeshore Financial Planning, Inc.

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Lakeshore Financial Planning, Inc.
Portfolio Value	$248,822,442

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Ishares Trust	IEF	81,947	$50,879,896	20.45%
2.	Pgim Etf Tr - PGIM ULTRA SH BD		639,837	$31,838,256	12.8%
3.	Sector Spdr Trust	XLB	418,951	$21,940,489	8.82%
4.	Vanguard Index Fds - S&P 500 ETF SHS		37,073	$21,058,391	8.46%
5.	Dimensional Etf Trust		507,954	$15,756,730	6.33%