Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2021 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 1 | Q3 2023 | 15.6% |
DIMENSIONAL ETF TRUST | 1 | Q3 2023 | 8.8% |
SCHWAB STRATEGIC TR | 1 | Q3 2023 | 8.7% |
DIMENSIONAL ETF TRUST | 1 | Q3 2023 | 8.4% |
DIMENSIONAL ETF TRUST | 1 | Q3 2023 | 8.2% |
VANGUARD INDEX FDS | 1 | Q3 2023 | 7.5% |
SELECT SECTOR SPDR TR | 1 | Q3 2023 | 7.5% |
INVESCO EXCHANGE TRADED FD T | 1 | Q3 2023 | 6.8% |
MICROSOFT CORP | 1 | Q3 2023 | 3.8% |
APPLE INC | 1 | Q3 2023 | 3.3% |
View Lakeshore Financial Planning, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-02-14 |
13F-HR | 2023-11-14 |
View Lakeshore Financial Planning, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.