Plante Moran Financial Advisors, LLC
907 holdingsFiling period: 2026-06-30Current AUM: $2.15Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&P 500 ETF | 1.48M | $1.01B | $1.04B | 48.65% | +18.6K | 2026-06-30 |
| 2 | VXF | Vanguard Extended Market ETF | 1.00M | $246.9M | $230.9M | 10.75% | +172.1K | 2026-06-30 |
| 3 | IWP | iShares Russell Mid-Cap Growth ETF | 1.32M | $193.9M | $179.7M | 8.37% | +1.32M | 2026-06-30 |
| 4 | VEA | Vanguard Ftse Developed Markets ETF | 2.36M | $168.4M | $164.9M | 7.68% | +58.5K | 2026-06-30 |
| 5 | AVUV | Avantis U.S. Small Cap Value ETF | 1.12M | $139.6M | $135.4M | 6.31% | +1.12M | 2026-06-30 |
| 6 | VV | Vanguard Large-Cap ETF | 271.2K | $93.3M | $96.1M | 4.48% | -15,831 | 2026-06-30 |
| 7 | VBR | Vanguard Small Cap Value ETF | 116.0K | $28.2M | $27.7M | 1.29% | -14,743 | 2026-06-30 |
| 8 | MUB | iShares National Muni Bond ETF | 236.7K | $25.5M | $24.2M | 1.13% | +10.7K | 2026-06-30 |
| 9 | SPY | State Street Spdr S&P 500 ETF | 29.5K | $22.0M | $22.7M | 1.06% | -729 | 2026-06-30 |
| 10 | SCHM | Schwab U.S. Mid-Cap ETF | 565.6K | $20.9M | $19.6M | 0.91% | -39,160 | 2026-06-30 |
| 11 | SPDW | State Street Spdr Portfolio Developed World EX-US ETF | 313.3K | $15.8M | $15.5M | 0.72% | -7,130 | 2026-06-30 |
| 12 | AAPL | Apple Inc.com | 44.7K | $12.9M | $15.2M | 0.71% | -4,357 | 2026-06-30 |
| 13 | IVV | iShares Core S&P 500 ETF | 15.0K | $11.2M | $11.6M | 0.54% | +615 | 2026-06-30 |
| 14 | VTI | Vanguard Total Stock Market ETF | 24.1K | $8.9M | $9.1M | 0.42% | +3.1K | 2026-06-30 |
| 15 | MSFT | Microsoft Corp.com | 13.7K | $5.1M | $7.3M | 0.34% | -1,449 | 2026-06-30 |
| 16 | VUG | Vanguard Growth ETF | 46.2K | $4.0M | $4.1M | 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 | $3.5M | 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 | $3.5M | 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 | $2.4M | 0.11% | -402 | 2026-06-30 |
| 23 | JPM | JPMorgan Chase & Co.com | 7.3K | $2.4M | $2.4M | 0.11% | -1,689 | 2026-06-30 |
| 24 | JNJ | Johnson & Johnson.com | 8.9K | $2.3M | $2.3M | 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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