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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	$275,847,888

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Ishares Trust	IEF	70,186	$45,849,589	16.62%
2.	Pgim Etf Tr - PGIM ULTRA SH BD		768,939	$38,062,681	13.8%
3.	Dimensional Etf Trust		931,589	$33,267,141	12.06%
4.	Sector Spdr Trust	XLE	431,723	$21,314,380	7.73%
5.	Vanguard Index Fds - S&P 500 ETF SHS		30,803	$18,406,874	6.67%