account_balance

Investment manager · 13F filer · SEC CIK 2000571

Lakeshore Financial Planning, Inc.

Reported value$323Mas of Sep 30, 2026

Positions97 10 new, 5 sold out

Top 10 weight74.7%IVV alone is 19%

FiledOct 1313 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

IVViShares Tr

19.1%

PULSPgim ETF Tr

12.9%Added +10%

DFLVDimensional ETF Trust

9.6%

VOOVanguard Index FDS

7.4%

XLFSelect Sector SPDR Tr

7.1%

VHTVanguard World Fd

5.0%

AAPLApple Inc.

3.9%

SCHDSchwab Strategic Tr

3.7%

MSFTMicrosoft Corp

3.4%

DFATDimensional ETF Trust

2.6%

RSPInvesco Exchange Traded Fd T

2.4%

QQQ1.8%

IVViShares Tr

19.1%

PULSPgim ETF Tr

12.9%+10%

DFLVDimensional ETF Trust

9.6%

VOOVanguard Index FDS

7.4%

XLFSelect Sector SPDR Tr

7.1%

VHTVanguard World Fd

5.0%

AAPL3.9%

SCHD3.7%

MSFT

DFAT

RSP2.4%

QQQ

Boxes 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

IVV iShares Tr 19.1% Held

PULS Pgim ETF Tr 12.9% Added +10%

DFLV Dimensional ETF Trust 9.6% Held

VOO Vanguard Index FDS 7.4% Held

XLF Select Sector SPDR Tr 7.1% Held

VHT Vanguard World Fd 5.0% Held

AAPL Apple Inc. 3.9% Held

SCHD Schwab Strategic Tr 3.7% Held

MSFT Microsoft Corp 3.4% Held

DFAT Dimensional ETF Trust 2.6% Held

RSP Invesco Exchange Traded Fd T 2.4% Trimmed −3%

QQQ Invesco QQQ Tr 1.8% Added +2%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 13, 2026, compared with the Jul 13, 2026 filing

add_circleNew

VTV $643K
OEF $474K
VTI $394K
IEFA $363K

arrow_upwardAdded

RXT +290%
SO +21%
IWM +18%
IJH +16%

arrow_downwardTrimmed

RSP −3%

remove_circleSold out

XOM $643K
SYM $351K
PNW $227K
FLEX $227K

Lakeshore Financial Planning, Inc.

Where the money is

Biggest moves since Jun 30, 2026

Free weekly email