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

Instuitional Investor - Lakeshore Financial Planning, Inc.

Fund Profile
Filing Period:
Fund Name: Lakeshore Financial Planning, Inc.
Portfolio Value $179,986,422
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 63,626 $30,388,950 16.88%
2.
Dimensional Etf Trust
 609,521 $16,487,547 9.16%
3.
Dimensional Etf Trust
 456,387 $15,681,479 8.71%
4.
Dimensional Etf Trust
 292,678 $15,315,836 8.5%
5.
Schwab Strategic Trust
 FNDF 193,368 $14,720,986 8.17%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)