Plante Moran Financial Advisors, LLC
720 holdingsFiling period: 2026-03-31Current AUM: $1.76Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD S&P 500 ETF | 1.46M | $871.9M | $1.00B | 56.90% | +52.4K | 2026-03-31 |
| 2 | VXF | VANGUARD EXTENDED MARKET ETF | 830.8K | $171.0M | $196.2M | 11.14% | +66.2K | 2026-03-31 |
| 3 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 2.31M | $147.7M | $162.8M | 9.25% | +22.8K | 2026-03-31 |
| 4 | VV | VANGUARD LARGE-CAP ETF | 287.1K | $85.8M | $98.6M | 5.60% | -19,987 | 2026-03-31 |
| 5 | VBR | VANGUARD SMALL CAP VALUE ETF | 130.8K | $28.4M | $32.0M | 1.82% | -5,992 | 2026-03-31 |
| 6 | MUB | ISHARES NATIONAL MUNI BOND ETF | 226.0K | $24.0M | $23.9M | 1.36% | -11,380 | 2026-03-31 |
| 7 | SPY | STATE STREET SPDR S&P 500 ETF | 30.2K | $19.6M | $22.6M | 1.28% | +1.5K | 2026-03-31 |
| 8 | SCHM | SCHWAB U.S. MID-CAP ETF | 604.8K | $18.7M | $21.0M | 1.19% | -23,730 | 2026-03-31 |
| 9 | SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 320.4K | $14.6M | $16.0M | 0.91% | -29,186 | 2026-03-31 |
| 10 | AAPL | APPLE INC COM | 49.0K | $12.4M | $15.2M | 0.86% | -6,124 | 2026-03-31 |
| 11 | IVV | ISHARES CORE S&P 500 ETF | 14.4K | $9.4M | $10.8M | 0.61% | -171 | 2026-03-31 |
| 12 | VTI | VANGUARD TOTAL STOCK MARKET ETF | 21.0K | $6.7M | $7.7M | 0.44% | +1.4K | 2026-03-31 |
| 13 | MSFT | MICROSOFT CORP COM | 15.1K | $5.6M | $7.0M | 0.40% | -727 | 2026-03-31 |
| 14 | JNJ | JOHNSON & JOHNSON COM | 13.6K | $3.3M | $3.5M | 0.20% | -2,302 | 2026-03-31 |
| 15 | VUG | VANGUARD GROWTH ETF | 7.6K | $3.3M | $3.9M | 0.22% | -632 | 2026-03-31 |
| 16 | AMZN | AMAZON COM INC COM | 14.1K | $2.9M | $3.8M | 0.22% | -9,720 | 2026-03-31 |
| 17 | GOOGL | ALPHABET INC CAP STK CL A | 9.7K | $2.8M | $3.5M | 0.20% | -5,176 | 2026-03-31 |
| 18 | BRK-B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 5.6K | $2.7M | $2.7M | 0.15% | -171 | 2026-03-31 |
| 19 | JPM | JPMORGAN CHASE & CO COM | 9.0K | $2.6M | $3.2M | 0.18% | -786 | 2026-03-31 |
| 20 | QQQ | INVESCO QQQ TRUST SERIES I | 4.4K | $2.5M | $3.0M | 0.17% | +309 | 2026-03-31 |
| 21 | IWF | ISHARES RUSSELL 1000 GROWTH ETF | 5.2K | $2.2M | $2.5M | 0.14% | -2,366 | 2026-03-31 |
| 22 | GOOG | ALPHABET INC CAP STK CL C | 7.6K | $2.2M | $2.7M | 0.15% | -3,631 | 2026-03-31 |
| 23 | VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | 11.4K | $1.7M | $1.8M | 0.10% | +1.2K | 2026-03-31 |
| 24 | DTE | DTE ENERGY CO COM | 11.4K | $1.7M | $1.6M | 0.09% | -199 | 2026-03-31 |
| 25 | XOM | EXXON MOBIL CORP COM | 9.6K | $1.6M | $1.5M | 0.08% | -1,539 | 2026-03-31 |
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