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  Name: Lakeshore Financial Planning Inc.
  City: St. Clair Shores
  State: MI
  Zip: 48080
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $197,581,000
  Total Value Change : $17,596,000
  Securities Held Change : 6
   
All Securities Held : 68
  New Positions : 7
  Closed Positions : 1
  Increased Positions : 26
  Unchanged Positions : 13
  Decreased Positions : 22

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Holdings Found : 13     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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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
   (IWV)1 Year Chart         IWV iShares Tr Russell 3000 Indx 13 - $306.68 $2,785,000 9,280 1.41% 245,000 0 0.019    Closed - End Fund - E...
   (CCCS)1 Year Chart         CCCS Dragoneer Growth Opportunit... 18 - $11.61 $1,391,000 116,320 0.7% 66,000 0 0.018    N/A
   (EFA)1 Year Chart         EFA iShares TR MSCI EAFE Indx FD 29 - $77.83 $485,000 6,068 0.25% 28,000 0 0.001    Closed - End Fund - E...
   (NOC)1 Year Chart         NOC Northrop Grumman Corp 30 - $424.09 $477,000 997 0.24% 10,000 0 0.001    Aerospace/Defense - M...
   (JNJ)1 Year Chart         JNJ Johnson & Johnson 34 - $145.54 $433,000 2,737 0.22% 4,000 0 0    Drug Manufacturers - ...
   (CINF)1 Year Chart         CINF Cincinnati Financial Corp 45 - $112.27 $308,000 2,478 0.16% 52,000 0 0    Property & Casualty I...
   (UNH)1 Year Chart         UNH Unitedhealth Group Inc 44 - $497.12 $308,000 622 0.16% -19,000 0 0.002    Health Care Plans
   (IWF)1 Year Chart         IWF iShares Russell 1000 Growth 51 - $363.10 $273,000 810 0.14% 27,000 0 0    Closed - End Fund - E...
   (IWD)1 Year Chart         IWD iShares Russell 1000 Value 58 - $172.79 $236,000 1,318 0.12% 18,000 0 0    Closed - End Fund - E...
   (EFX)1 Year Chart         EFX Equifax Inc 60 - $241.61 $227,000 847 0.11% 18,000 0 0.001    Business Services
   (V)1 Year Chart         V Visa Inc 61 - $270.66 $223,000 799 0.11% 15,000 0 0    Business Services
   (IXUS)1 Year Chart         IXUS Ishares Core Msci Total Int... 62 - $67.08 $218,000 3,206 0.11% 10,000 0 0    N/A
   (CNFR)1 Year Chart         CNFR Conifer Holdings, Inc. 68 - $0.92 $12,000 10,200 0.01% 1,000 0 0.12    N/A
      13 Records Found
  1    
Page 1 of 1
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