Lakeshore Financial Planning, Inc.
13F Portfolio Filings
Most recent 13F
Q4 2023
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
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