Lakeshore Financial Planning, Inc.: 13F holdings
CIK 20005712026Q2
| Positions | 92 |
|---|
| Reported value | $310.7m |
|---|
| Filed | 2026-07-13 |
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Change since last quarter
| Positions | 92 (+7 vs prior quarter) |
|---|
| Reported value | $310.7m (+12.6%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 80,686 | $60.4m | 19.5% |
| PULS PGIM ETF TR | 767,769 | $38.0m | 12.2% |
| WSBC DIMENSIONAL ETF TRUST | 767,113 | $30.3m | 9.8% |
| VOO VANGUARD INDEX FDS | 34,551 | $23.7m | 7.6% |
| XLF SELECT SECTOR SPDR TR | 432,788 | $23.2m | 7.5% |
| VHT VANGUARD WORLD FD | 51,457 | $15.4m | 5.0% |
| SCHD SCHWAB STRATEGIC TR | 363,303 | $11.5m | 3.7% |
| AAPL APPLE INC | 37,537 | $10.9m | 3.5% |
| DIMENSIONAL ETF TRUST | 128,433 | $9.0m | 2.9% |
| RSP INVESCO EXCHANGE TRADED FD T | 37,547 | $8.0m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2000571")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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