Plante Moran Financial Advisors, LLC
1,594 holdingsFiling period: 2026-06-30Current AUM: $2.14Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD S&P 500 ETF | 1.48M | $1.01B | $1.03B | 48.07% | +18.6K | 2026-06-30 |
| 2 | VXF | VANGUARD EXTENDED MARKET ETF | 1.00M | $246.9M | $235.8M | 11.02% | +172.1K | 2026-06-30 |
| 3 | IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | 1.32M | $193.9M | $179.2M | 8.37% | +1.32M | 2026-06-30 |
| 4 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 2.36M | $168.4M | $169.1M | 7.90% | +58.5K | 2026-06-30 |
| 5 | AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | 1.12M | $139.6M | $138.7M | 6.48% | +1.12M | 2026-06-30 |
| 6 | VV | VANGUARD LARGE-CAP ETF | 271.2K | $93.3M | $94.7M | 4.43% | -15,831 | 2026-06-30 |
| 7 | VBR | VANGUARD SMALL CAP VALUE ETF | 116.0K | $28.2M | $27.9M | 1.31% | -14,743 | 2026-06-30 |
| 8 | MUB | ISHARES NATIONAL MUNI BOND ETF | 236.7K | $25.5M | $24.4M | 1.14% | +10.7K | 2026-06-30 |
| 9 | SPY | STATE STREET SPDR S&P 500 ETF | 29.5K | $22.0M | $22.3M | 1.04% | -729 | 2026-06-30 |
| 10 | SCHM | SCHWAB U.S. MID-CAP ETF | 565.6K | $20.9M | $19.6M | 0.92% | -39,160 | 2026-06-30 |
| 11 | SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 313.3K | $15.8M | $15.9M | 0.74% | -7,130 | 2026-06-30 |
| 12 | AAPL | APPLE INC COM | 44.7K | $12.9M | $14.8M | 0.69% | -4,357 | 2026-06-30 |
| 13 | IVV | ISHARES CORE S&P 500 ETF | 15.0K | $11.2M | $11.4M | 0.53% | +615 | 2026-06-30 |
| 14 | VTI | VANGUARD TOTAL STOCK MARKET ETF | 24.1K | $8.9M | $9.0M | 0.42% | +3.1K | 2026-06-30 |
| 15 | MSFT | MICROSOFT CORP COM | 13.7K | $5.1M | $6.8M | 0.32% | -1,449 | 2026-06-30 |
| 16 | VUG | VANGUARD GROWTH ETF | 46.2K | $4.0M | $4.0M | 0.19% | +38.6K | 2026-06-30 |
| 17 | BRK-B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 7.3K | $3.6M | $3.6M | 0.17% | +1.7K | 2026-06-30 |
| 18 | QQQ | INVESCO QQQ TRUST SERIES I | 4.8K | $3.6M | $3.4M | 0.16% | +470 | 2026-06-30 |
| 19 | GOOGL | ALPHABET INC CAP STK CL A | 9.6K | $3.4M | $3.3M | 0.15% | -166 | 2026-06-30 |
| 20 | AMZN | AMAZON COM INC COM | 13.4K | $3.2M | $3.3M | 0.16% | -690 | 2026-06-30 |
| 21 | IWF | ISHARES RUSSELL 1000 GROWTH ETF | 20.7K | $2.6M | $2.5M | 0.12% | +15.5K | 2026-06-30 |
| 22 | GOOG | ALPHABET INC CAP STK CL C | 7.2K | $2.5M | $2.5M | 0.11% | -402 | 2026-06-30 |
| 23 | JPM | JPMORGAN CHASE & CO COM | 7.3K | $2.4M | $2.6M | 0.12% | -1,689 | 2026-06-30 |
| 24 | JNJ | JOHNSON & JOHNSON COM | 8.9K | $2.3M | $2.4M | 0.11% | -4,672 | 2026-06-30 |
| 25 | EFA | ISHARES MSCI EAFE ETF | 17.9K | $1.9M | $1.9M | 0.09% | +1.6K | 2026-06-30 |
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