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| Name: |
Lakeshore Financial Planning Inc. |
| City: |
St. Clair Shores |
| State: |
MI |
| Zip: |
48080 |
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data |
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| Holdings
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
SOFI |
SoFi Technologies, Inc |
23 |
New |
$6.46 |
$608,000 |
83,306 |
0.31% |
608,000 |
83,306 |
0.01 |
N/A |
|
|
BRK.B |
Berkshire Hathaway B |
47 |
New |
$405.54 |
$292,000 |
694 |
0.15% |
292,000 |
694 |
0 |
Property & Casualty I... |
|
|
TGT |
Target Corp |
57 |
New |
$141.16 |
$236,000 |
1,329 |
0.12% |
236,000 |
1,329 |
0.001 |
Discount, Variety Stores |
|
|
XOM |
Exxon Mobil Corp |
63 |
New |
$109.11 |
$212,000 |
1,827 |
0.11% |
212,000 |
1,827 |
0 |
Integrated Oil & Gas |
|
|
MRK |
Merck & Co Inc |
64 |
New |
$131.20 |
$210,000 |
1,592 |
0.11% |
210,000 |
1,592 |
0 |
Drug Manufacturers - ... |
|
|
CLF |
Cleveland-Cliffs Inc |
66 |
New |
$14.91 |
$200,000 |
8,811 |
0.1% |
200,000 |
8,811 |
0.002 |
Steel & Iron |
|
|
RKT |
Rock-Tenn Co A |
67 |
New |
$14.69 |
$182,000 |
12,496 |
0.09% |
182,000 |
12,496 |
0.012 |
Paper & Paper Products |
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