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Disclosery

13F-HR filed by Lakeshore Financial Planning, Inc.

Lakeshore Financial Planning, Inc. filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-05-15, with 78 holding rows worth $240,107,118.

Accession
0001172661-25-002098
Filer
CIK 2000571
Filed
2025-05-15
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2025

A holdings report, 78 entries on the cover page, a total value of $240,107,118 stated on the cover page (in dollars after the unit check, H1), rows summing to $240,107,118 with VALUE read as dollars as filed, 13F file number 028-23446. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
ISHARES TR CORE S&P 500 ETF464287200SHS78,909$44,341,757dollars as filed
PGIM ETF TR69344A107PGIM ULTRA SH BD706,620$35,140,267dollars as filed
Financial Select Sector SPDR Fund81369Y605SHS410,419$20,443,068dollars as filed
Vanguard S&P 500 ETF922908363COM36,803$18,913,781dollars as filed
Dimensional US Large Cap Value ETF25434V666SHS597,822$18,275,456dollars as filed
SCHD808524797COM553,339$15,471,464dollars as filed
VANGUARD HEALTH CARE ETF92204A504ETF51,490$13,631,051dollars as filed
Apple Inc037833100COM38,510$8,554,900dollars as filed
Microsoft Corp594918104COM22,184$8,328,414dollars as filed
INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF46137V357COM40,781$7,064,559dollars as filed
DIMENSIONAL ETF TRUST25434V609US TARGETED VLU129,214$6,653,316dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS35,896$3,753,832dollars as filed
INVESCO QQQ TR46090E103COM7,148$3,351,995dollars as filed
ISHARES TR464287689RUSSELL 3000 ETF9,179$2,915,618dollars as filed
Dimensional International Value ETF25434V807SHS64,957$2,556,749dollars as filed
IJH464287507COM37,454$2,185,441dollars as filed
JPMorgan Chase & Co46625H100COM8,380$2,056,009dollars as filed
iShares Russell 2000 ETF464287655SHS8,535$1,702,673dollars as filed
DIMENSIONAL ETF TRUST25434V401US EQUI MARK ETF25,974$1,570,908dollars as filed
iShares S&P 500 Growth ETF464287309SHS12,804$1,188,595dollars as filed
PGIM69344A834MUTUAL FUNDS -19,702$1,010,910dollars as filed
CCC INTELLIGENT SOLUTIONS HLD COM12510Q100Stock99,620$899,569dollars as filed
Coca-Cola Company191216100COM11,692$837,536dollars as filed
DTE ENERGY CO COM233331107Stock5,741$794,066dollars as filed
McDonalds Corporation580135101COM2,430$759,059dollars as filed
Southern Company842587107COM8,113$746,099dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM4,347$679,320dollars as filed
SOFI TECHNOLOGIES INC COM83406F102Stock53,715$624,705dollars as filed
Home Depot, Inc437076102COM1,628$597,102dollars as filed
Bank of America Corp060505104COM13,499$563,376dollars as filed
Costco Wholesale Corporation22160K105COM562$531,667dollars as filed
Amazon.com, Inc023135106COM2,748$522,834dollars as filed
NORTHROP GRUMMAN CORP COM666807102Stock997$510,474dollars as filed
Procter & Gamble Co742718109COM2,914$496,730dollars as filed
ISHARES TR464287465MSCI EAFE ETF6,068$495,938dollars as filed
Berkshire Hathaway Inc084670702COM867$461,747dollars as filed
Waste Management, Inc.94106L109COM1,967$455,515dollars as filed
COMERICAINC200340107COM7,248$428,236dollars as filed
AFLAC INC COM001055102Stock3,798$422,445dollars as filed
NVIDIA Corp67066G104COM3,716$402,742dollars as filed
Johnson & Johnson478160104COM2,346$389,223dollars as filed
META PLATFORMS INC CL A30303M102COM666$383,856dollars as filed
SPY78462F103SHS678$379,266dollars as filed
UnitedHealth Group Inc91324P102COM660$345,990dollars as filed
CINCINNATI FINL CORP COM172062101Stock2,328$343,892dollars as filed
KIMBERLY-CLARK CORP COM494368103Stock2,371$337,273dollars as filed
Chevron Corporation166764100COM1,955$327,052dollars as filed
Mondelez International,Inc. Class A609207105COM4,593$311,696dollars as filed
FIFTH THIRD BANCORP COM316773100Stock7,542$295,648dollars as filed
Visa Inc92826C839COM842$295,087dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK792$285,983dollars as filed
Oracle Corporation68389X105COM2,012$281,404dollars as filed
SEMPRA COM816851109Stock3,928$280,347dollars as filed
AbbVie,Inc.00287Y109COM1,328$278,457dollars as filed
DT MIDSTREAM INC COMMON STOCK23345M107Stock2,869$276,850dollars as filed
iShares U.S. Technology ETF464287721SHS1,956$274,767dollars as filed
TRACTOR SUPPLY CO COM892356106Stock4,805$264,756dollars as filed
Pfizer Inc.717081103COM10,285$260,639dollars as filed
International Business Machines Corporation459200101COM1,037$258,214dollars as filed
EXXON MOBIL CORP30231G102COM2,072$246,439dollars as filed
Philip Morris International Inc.718172109COM1,547$245,555dollars as filed
ISHARES TR464288414NATIONAL MUN ETF2,319$244,515dollars as filed
Goldman Sachs Group,Inc.38141G104COM435$237,636dollars as filed
VANGUARD MALVERN FDS922020805SHS4,759$237,609dollars as filed
Walmart Inc.931142103COM2,647$232,380dollars as filed
Starbucks Corporation855244109COM2,292$224,850dollars as filed
ISHARES TR46432F834COM3,206$223,811dollars as filed
Vanguard Mega Cap Growth ETF921910816SHS721$222,702dollars as filed
PepsiCo,Inc.713448108COM1,444$216,680dollars as filed
Walt Disney Co254687106COM2,181$215,367dollars as filed
Eli Lilly and Company532457108COM260$214,737dollars as filed
NextEra Energy,Inc.65339F101COM2,968$210,402dollars as filed
Verizon Communications Inc92343V104COM4,635$210,244dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS1,067$206,987dollars as filed
EQUIFAX INC COM294429105Stock847$206,295dollars as filed
FORD MTR CO COM345370860Stock16,688$167,396dollars as filed
ROCKET COS INC77311W101COM CL A10,603$127,978dollars as filed
PRESURANCE HLDGS INC20731J102EQUITY10,200$5,212dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001172661-25-002098this filing2025-05-15acceptance time not in the bulk data set