Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LAKESHORE FINANCIAL PLANNING INC | 05-10-2024 | 03-31-2024 | 68 | 197,580,258 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 1 | $34,713,693 | 66,024 | 0.02 | 0.02 | 2,352 | 3.69 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | 2 | $18,056,559 | 602,086 | 0.01 | 0.01 | -23,488 | -3.75 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 3 | $16,861,997 | 458,828 | 0.01 | 0.01 | 8,007 | 1.78 | 03-31-2024 |
| SELECT SECTOR SPDR TR | FINANCIAL | 4 | $16,708,680 | 396,689 | 0.01 | 0.01 | -141 | -0.04 | 03-31-2024 |
