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Plante Moran Financial Advisors, LLC

Q4 2017 Holdings

Filed 2018-02-01 | 885 holdings | $3.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Schwab US Large-Cap ETF(SCHX)ETF808524201$711,1140.0%
Lincoln National Corp(LNC)COM534187109$719180.0%
Schwab International Equity ET(SCHF)ETF808524805$712,0700.0%
Goldman Sachs Group Inc(GS)COM38141G104$722820.0%
Anthem Inc(ELV)COM036752103$723200.0%
Tegna Inc(TGNA)COM87901J105$735,1680.0%
Vantiv IncCOM92210H105$739890.0%
Dr Pepper Snapple Group IncCOM26138E109$747600.0%
Occidental Petroleum Corp(OXY)COM674599105$751,0220.0%
Ecolab Inc(ECL)COM278865100$765630.0%
American Tower Corp(AMT)COM03027X100$765360.0%
iShares Tips Bond(TIP)ETF464287176$776730.0%
Vodafone Group PLC ADR(VOD)ADR92857W308$772,4180.0%
Marathon Petroleum Corp(MPC)COM56585A102$771,1680.0%
Omnicom Group Inc(OMC)COM681919106$781,0730.0%
CME Group Inc Class A(CME)COM12572Q105$795440.0%
Taiwan Semiconductor Manufactu(TSM)ADR874039100$832,0850.0%
Air Products & Chemicals Inc(APD)COM009158106$835030.0%
Energy Transfer Equity LP(ET)Exchange Traded29273V100$834,8000.0%
Manulife Financial Corp(MFC)COM56501R106$833,9850.0%
Paccar Inc(PCAR)COM693718108$831,1640.0%
PayPal Holdings Inc(PYPL)COM70450Y103$831,1300.0%
Olin Corp(OLN)COM680665205$842,3540.0%
ABB Ltd ADR(ABJA)ADR000375204$843,1440.0%
Norfolk Southern Corp(NSC)COM655844108$845810.0%
JH Premium Dividend Fund(PDT)Closed End41013T105$844,8970.0%
First Trust Senior Loan ETF(FTSL)ETF33738D309$851,7650.0%
Columbia Banking System Inc(COLB)COM197236102$851,9470.0%
Consumer Staples Select Sector(XLP)ETF81369Y308$851,4930.0%
First Trust Low Duration Oppor(LMBS)ETF33739Q200$851,6470.0%
BlackRock Inc(BLKCHF)COM09247X101$851660.0%
Diageo PLC ADR(DGED)ADR25243Q205$865920.0%
Kayne Anderson MidstreamEnergyClosed End48661E108$866,2650.0%
Applied Materials Inc(AMAT)COM038222105$861,6830.0%
Baxter International Inc(BAX)COM071813109$861,3320.0%
First Trust Preferred Securiti(FPE)ETF33739E108$884,3900.0%
Time Warner IncCOM887317303$899700.0%
First Trust Managed Municipal(FMB)ETF33739N108$891,6700.0%
Global Pmts Inc Com(GPN)COM37940X102$909000.0%
Broadcom Ltd(AVGO)COMY09827109$923590.0%
EV Tax Advantaged Dividend Inc(XEVTX)Closed End27828G107$934,0000.0%
iShares S&P 500 Growth(IVW)ETF464287309$936070.0%
Robert Half International Inc(RHI)COM770323103$941,7000.0%
Schwab Fundamental U.S. Large(FNDX)ETF808524771$962,5750.0%
Medtronic Inc(MDT)COMG5960L103$961,1910.0%
Citigroup Inc(C)COM172967424$971,3070.0%
Express ScriptsCOM30219G108$971,2930.0%
Total SA ADR(TTEN)ADR89151E109$981,7680.0%
iShares Msci Emerging Markets(EEM)ETF464287234$982,0750.0%
Ameriprise Financial Inc(AMP)COM03076C106$995840.0%
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