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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 2025-06-30, filed 2025-07-14, with 77 holding rows worth $248,822,442.

Accession
0001172661-25-002569
Filer
CIK 2000571
Filed
2025-07-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2025

A holdings report, 77 entries on the cover page, a total value of $248,822,442 stated on the cover page (in dollars after the unit check, H1), rows summing to $248,822,442 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 ETF464287200SHS81,947$50,879,896dollars as filed
PGIM ETF TR69344A107PGIM ULTRA SH BD639,837$31,838,256dollars as filed
Financial Select Sector SPDR Fund81369Y605SHS418,951$21,940,489dollars as filed
Vanguard S&P 500 ETF922908363COM37,073$21,058,391dollars as filed
Dimensional US Large Cap Value ETF25434V666SHS507,954$15,756,730dollars as filed
VANGUARD HEALTH CARE ETF92204A504ETF53,666$13,327,373dollars as filed
Microsoft Corp594918104COM21,933$10,909,921dollars as filed
SCHD808524797COM393,459$10,426,734dollars as filed
Apple Inc037833100COM39,099$8,021,717dollars as filed
INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF46137V357COM40,351$7,333,348dollars as filed
DIMENSIONAL ETF TRUST25434V609US TARGETED VLU123,150$6,645,153dollars as filed
INVESCO QQQ TR46090E103COM7,480$4,126,447dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS36,078$3,942,964dollars as filed
ISHARES TR464287689RUSSELL 3000 ETF9,149$3,211,299dollars as filed
iShares U.S. Technology ETF464287721SHS16,207$2,808,289dollars as filed
Dimensional International Value ETF25434V807SHS64,988$2,783,418dollars as filed
iShares S&P 500 Growth ETF464287309SHS22,243$2,448,956dollars as filed
JPMorgan Chase & Co46625H100COM8,417$2,440,502dollars as filed
IJH464287507COM37,239$2,309,569dollars as filed
DIMENSIONAL ETF TRUST25434V401US EQUI MARK ETF28,239$1,892,575dollars as filed
iShares Russell 2000 ETF464287655SHS8,512$1,836,783dollars as filed
PGIM69344A834MUTUAL FUNDS -19,702$1,013,667dollars as filed
CCC INTELLIGENT SOLUTIONS HLD COM12510Q100Stock99,620$937,424dollars as filed
NVIDIA Corp67066G104COM5,650$892,649dollars as filed
Coca-Cola Company191216100COM11,317$800,622dollars as filed
DTE ENERGY CO COM233331107Stock5,747$761,149dollars as filed
Southern Company842587107COM8,171$750,276dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM4,076$722,957dollars as filed
McDonalds Corporation580135101COM2,445$714,359dollars as filed
SOFI TECHNOLOGIES INC COM83406F102Stock36,515$664,938dollars as filed
Bank of America Corp060505104COM13,107$620,215dollars as filed
Amazon.com, Inc023135106COM2,748$602,882dollars as filed
Home Depot, Inc437076102COM1,642$602,096dollars as filed
SPY78462F103SHS959$592,518dollars as filed
Costco Wholesale Corporation22160K105COM562$556,580dollars as filed
ISHARES TR464287465MSCI EAFE ETF6,068$542,419dollars as filed
NORTHROP GRUMMAN CORP COM666807102Stock997$498,481dollars as filed
META PLATFORMS INC CL A30303M102COM655$483,450dollars as filed
Procter & Gamble Co742718109COM2,937$467,871dollars as filed
Waste Management, Inc.94106L109COM1,969$450,508dollars as filed
Oracle Corporation68389X105COM2,013$440,135dollars as filed
Berkshire Hathaway Inc084670702COM867$421,163dollars as filed
COMERICAINC200340107COM6,996$417,272dollars as filed
AFLAC INC COM001055102Stock3,611$380,813dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK894$379,574dollars as filed
CINCINNATI FINL CORP COM172062101Stock2,328$346,686dollars as filed
Johnson & Johnson478160104COM2,211$337,801dollars as filed
DT MIDSTREAM INC COMMON STOCK23345M107Stock2,872$315,603dollars as filed
FIFTH THIRD BANCORP COM316773100Stock7,547$310,389dollars as filed
Mondelez International,Inc. Class A609207105COM4,595$309,875dollars as filed
Goldman Sachs Group,Inc.38141G104COM435$307,872dollars as filed
KIMBERLY-CLARK CORP COM494368103Stock2,371$305,732dollars as filed
International Business Machines Corporation459200101COM1,014$299,147dollars as filed
Visa Inc92826C839COM842$298,954dollars as filed
SEMPRA COM816851109Stock3,935$298,126dollars as filed
Philip Morris International Inc.718172109COM1,547$281,758dollars as filed
Eli Lilly and Company532457108COM355$276,735dollars as filed
Walt Disney Co254687106COM2,182$270,593dollars as filed
Vanguard Mega Cap Growth ETF921910816SHS721$264,009dollars as filed
ROCKET COS INC77311W101COM CL A18,497$262,288dollars as filed
Chevron Corporation166764100COM1,830$262,039dollars as filed
Walmart Inc.931142103COM2,647$258,824dollars as filed
TRACTOR SUPPLY CO COM892356106Stock4,805$253,560dollars as filed
Pfizer Inc.717081103COM10,271$248,981dollars as filed
ISHARES TR46432F834COM3,206$247,855dollars as filed
AbbVie,Inc.00287Y109COM1,334$247,563dollars as filed
VANGUARD MALVERN FDS922020805SHS4,767$239,663dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS1,117$228,616dollars as filed
ISHARES TR464288414NATIONAL MUN ETF2,169$226,617dollars as filed
EXXON MOBIL CORP30231G102COM2,074$223,532dollars as filed
DELTA AIR LINES INC COM NEW247361702Stock4,528$222,687dollars as filed
EQUIFAX INC COM294429105Stock847$219,686dollars as filed
Starbucks Corporation855244109COM2,297$210,432dollars as filed
UnitedHealth Group Inc91324P102COM662$206,470dollars as filed
Verizon Communications Inc92343V104COM4,629$200,296dollars as filed
FORD MTR CO COM345370860Stock16,574$179,830dollars as filed
PRESURANCE HLDGS INC20731J102EQUITY10,200$7,395dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001172661-25-002569this filing2025-07-14acceptance time not in the bulk data set