| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2023 | ||||||||
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.