§ 13F · FUND PROFILE
Lakeshore Financial Planning, Inc..
AUM · $311M (13F)Positions · 92Turnover · n/a · Q2Filed · Jul 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 81K | $60M | — | — |
| 2 | PULS | PGIM ETF TR | 768K | $38M | — | — |
| 3 | DFLV | DIMENSIONAL ETF TRUST | 767K | $30M | — | — |
| 4 | VOO | VANGUARD INDEX FDS | 35K | $24M | — | — |
| 5 | XLF | SELECT SECTOR SPDR TR | 433K | $23M | — | — |
| 6 | VHT | VANGUARD WORLD FD | 51K | $15M | — | — |
| 7 | SCHD | SCHWAB STRATEGIC TR | 363K | $12M | — | — |
| 8 | AAPL | APPLE INC | 38K | $11M | — | — |
| 9 | DFAT | DIMENSIONAL ETF TRUST | 128K | $9M | — | — |
| 10 | RSP | INVESCO EXCHANGE TRADED FD T | 38K | $8M | — | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LAKESHORE SIGNAL
AC read
Lakeshore Financial Planning, Inc. is a Other fund managing $311 million in assets. The fund runs a portfolio of 92 positions.
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