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Plante Moran Financial Advisors, LLC

Q4 2018 Holdings

Filed 2019-01-29 | 919 holdings | $4.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Waste Management Inc(WM)COM94106L109$1071,1980.0%
Lockheed Martin Corp(LMT)COM539830109$1094180.0%
PayPal Holdings Inc(PYPL)COM70450Y103$1091,2960.0%
Ford Motor Co(F)COM345370860$10914,2080.0%
iShares Msci Japan(EWJ)ETF46434G822$1092,1480.0%
Dun & Bradstreet CorpCOM26483E100$1117800.0%
Vanguard Mid-Cap ETF(VO)ETF922908629$1118040.0%
Gentex Corp(GNTX)COM371901109$1115,5000.0%
iShares National Muni Bond(MUB)ETF464288414$1131,0350.0%
DowDuPont IncCOM26078J100$1152,1510.0%
Chubb Ltd(CB)COMH1467J104$1168970.0%
The Kraft Heinz Co(KHC)COM500754106$1162,7060.0%
Eversource Energy Inc(ES)COM30040W108$1191,8350.0%
Phillips 66(PSX)COM718546104$1191,3810.0%
Humana Inc(HUM)COM444859102$1194170.0%
Bristol-Myers Squibb Company(BMY)COM110122108$1192,2890.0%
Vanguard Large-Cap ETF(VV)ETF922908637$1201,0440.0%
Lowe's Companies Inc(LOW)COM548661107$1211,3140.0%
ProShares Large Cap Core Plus(CSM)ETF74347R248$1222,0200.0%
iShares S&P 500 Growth(IVW)ETF464287309$1228070.0%
TJX Companies(TJX)COM872540109$1222,7260.0%
American Express Co(AXP)COM025816109$1221,2760.0%
Medtronic Inc(MDT)COMG5960L103$1231,3570.0%
BP PLC ADR(BP)ADR055622104$1253,3040.0%
First Trust Senior Loan ETF(FTSL)ETF33738D309$1262,7650.0%
Edwards Lifesciences Corp(EW)COM28176E108$1278260.0%
Jacobs Engineering Group Inc(JECUSD)COM469814107$1292,1990.0%
iShares Silver Trust(SLV)ETF46428Q109$1298,8530.0%
Paychex Inc(PAYX)COM704326107$1301,9980.0%
Estee Lauder Cos Inc Class A(EL)COM518439104$1309980.0%
General Electric CoCOM369604103$13117,2540.0%
iShares S&P Small-Cap 600 Grow(IJT)ETF464287887$1328180.0%
Altria Group Inc(MO)COM02209S103$1322,6660.0%
Diageo PLC ADR(DGED)ADR25243Q205$1339390.0%
Technology Select Sector Spdr(XLK)ETF81369Y803$1422,2990.0%
Dover Corp(DOV)COM260003108$1452,0440.0%
Vanguard Extended Market ETF(VXF)ETF922908652$1461,4600.0%
First Trust Low Duration Oppor(LMBS)ETF33739Q200$1482,8970.0%
Utilities Select Sector Spdr E(XLU)ETF81369Y886$1492,8200.0%
EV Tax-Managed Buy-Write Opps(ETV)Closed End27828Y108$15011,1000.0%
iShares Gold Trust(IAUUSD)ETF464285105$15112,2590.0%
iShares US Healthcare(IYH)ETF464287762$1518350.0%
iShares Morningstar Mid-Cap Va(IMCV)ETF464288406$1531,1000.0%
Archer-Daniels Midland Co(ADM)COM039483102$1543,7640.0%
Charles Schwab Corp(SCHW)COM808513105$1543,7080.0%
O'Reilly Automotive Inc(ORLY)COM67103H107$1554500.0%
Arista Networks Inc(ANETEUR)COM040413106$1577460.0%
Financial Select Sector Spdr E(XLF)ETF81369Y605$1586,6340.0%
Crane Co(CR1USD)COM224399105$1632,2530.0%
Nvidia Corp(NVDA)COM67066G104$1631,2230.0%
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