StockDriftsStockDriftsTop 50 Lakeshore Financial Planning, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 16.62% | 70.2K | $45.8M | -15.18%(-12.56K) | $466.97(+60.27%) | 2026-03-31 | |
| PULS | PGIM ETF TR | 13.8% | 768.9K | $38.1M | +1.53%(+11.60K) | $49.66(-0.18%) | 2026-03-31 | |
| DFLV | DIMENSIONAL ETF TRUST | 12.06% | 931.6K | $33.3M | +80.41%(+415.21K) | $29.64(+33.98%) | 2026-03-31 | |
| XLF | SELECT SECTOR SPDR TR | 7.73% | 431.7K | $21.3M | +0.71%(+3.04K) | $34.98(+58.99%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 6.67% | 30.8K | $18.4M | -16.61%(-6.14K) | $418.58(+63.61%) | 2026-03-31 | |
| VHT | VANGUARD WORLD FD | 5.59% | 56.6K | $15.4M | +0.82%(+462) | $259.44(+18.88%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 4.22% | 379.7K | $11.6M | -0.59%(-2.27K) | $24.22(+33.76%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.51% | 38.1K | $9.7M | -0.21%(-82) | $175.00(+76.36%) | 2026-03-31 | |
| DFAT | DIMENSIONAL ETF TRUST | 2.94% | 129.9K | $8.1M | +5.52%(+6.79K) | $46.88(+48.42%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.79% | 20.8K | $7.7M | -3.77%(-814) | $333.52(+17.08%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.39% | +45.78% |
| Top 20 Holdings Unweighted | +13.96% | +47.98% |
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