Companies 0 See All

Hedge Funds 0 See All

Insiders 0 See All

Institutional Investors 0 See All

Click here to see all results for

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	$310,651,642

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Ishares Trust	IEF	80,686	$60,428,902	19.45%
2.	Pgim Etf Tr - PGIM ULTRA SH BD		767,769	$38,043,087	12.25%
3.	Dimensional Etf Trust	DFAC	767,113	$30,331,720	9.76%
4.	Vanguard Index Fds - S&P 500 ETF SHS		34,551	$23,731,153	7.64%
5.	Sector Spdr Trust	XLE	432,788	$23,201,912	7.47%