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.

Fund Profile
Filing Period:
Fund Name: Lakeshore Financial Planning, Inc.
Portfolio Value $234,406,626
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 76,459 $45,012,744 19.2%
2.
Pgim Etf Tr - PGIM ULTRA SH BD
 489,228 $24,241,335 10.34%
3.
Sector Spdr Trust
 XLB 413,491 $19,984,148 8.52%
4.
Vanguard Index Fds - S&P 500 ETF SHS
 36,890 $19,877,065 8.47%
5.
Dimensional Etf Trust
 584,486 $17,552,134 7.48%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)