account_balance
Investment manager · 13F filer · SEC CIK 1424717
Plante Moran Financial Advisors, LLC
Reported value$2.2Bas of Sep 30, 2026
Positions744 72 new, 917 sold out
Top 10 weight91.4%VOO alone is 48%
FiledNov 435 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard S&P 500 ETF
48.0%
VXFVanguard Extended Market ETF
11.0%Added +4%
IWPiShares Russell Mid-Cap Growth ETF
9.8%Added +19%
VEAVanguard Ftse Developed Markets ETF
7.7%
AVUVAvantis U.S. Small Cap Value ETF
6.8%Added +13%
VVVanguard Morningstar Large-Cap ETF
4.2%Trimmed −4%
VBR1.2%
SPY1.0%SCHM
MUB
SPDW
VOOVanguard S&P 500 ETF
48.0%
VXFVanguard Extended Market ETF
11.0%Added +4%
IWPiShares Russell Mid-Cap Growth ETF
9.8%Added +19%
VEAVanguard Ftse Developed Markets ETF
7.7%
AVUVAvantis U.S. Small Cap Value ETF
6.8%
VV4.2%
VBR
SPYBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VOO Vanguard S&P 500 ETF 48.0% Held
VXF Vanguard Extended Market ETF 11.0% Added +4%
IWP iShares Russell Mid-Cap Growth ETF 9.8% Added +19%
VEA Vanguard Ftse Developed Markets ETF 7.7% Held
AVUV Avantis U.S. Small Cap Value ETF 6.8% Added +13%
VV Vanguard Morningstar Large-Cap ETF 4.2% Trimmed −4%
VBR Vanguard Morningstar Small-Cap Value ETF 1.2% Held
SPY SPDR S&P 500 ETF Trust 1.0% HeldSCHM Schwab U.S. Mid-Cap ETF 0.9% Trimmed −2%
MUB iShares National Muni Bond ETF 0.8% Trimmed −30%
SPDW State Street SPDR Portfolio Developed World Ex-US ETF 0.7% Trimmed −6%
AAPL Apple Inc. 0.6% Trimmed −12%What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.