Lakeshore Financial Planning, Inc.

13F Portfolio Filings

Most recent 13F
Q2 2024
Location
St. Clair Shores, MI
CIK
0002000571
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2024 68 204,820 IVV, DFLV, VOO, DFIV 13F-HR 7/25/2024 000117266124002902
Q1 2024 68 197,580 IVV, DFLV, DFIV, XLF 13F-HR 5/10/2024 000117266124002143
Q4 2023 62 179,986 IVV, DFLV, DFIV, DFAT 13F-HR 2/13/2024 000117266124000869
Q3 2023 62 175,398 IVV, DFLV, SCHD, DFIV 13F-HR 11/14/2023 000117266123003965