Lakeshore Financial Planning, Inc. - Portfolio overview

Lakeshore Financial Planning, Inc. has 95 reported holdings in this dataset, with the latest filing dated 2026-05-07.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 16.46%
2. PULS - PGIM ETF TR, 13.66%
3. DFLV - DIMENSIONAL ETF TRUST, 11.94%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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