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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	$279,864,910

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Ishares Trust	IEF	82,743	$56,674,763	20.25%
2.	Pgim Etf Tr - PGIM ULTRA SH BD		757,336	$37,556,286	13.42%
3.	Sector Spdr Trust	XLB	428,680	$23,478,819	8.39%
4.	Vanguard Index Fds - S&P 500 ETF SHS		36,939	$23,166,091	8.28%
5.	Dimensional Etf Trust		516,378	$17,665,278	6.31%