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Plante Moran Financial Advisors, LLC

Q2 2024 Holdings

Filed 2024-08-12 | 813 holdings | $1.0B | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Vanguard S&P 500 ETF(VOO)ETF922908363$499.2M998,14549.9%
Vanguard Ftse Developed Markets ETF(VEA)ETF921943858$86.7M1,754,4518.7%
Vanguard Extended Market ETF(VXF)ETF922908652$77.2M457,5767.7%
Ishares National Muni Bond ETF(MUB)ETF464288414$42.4M398,0524.2%
Vanguard Large-Cap ETF(VV)ETF922908637$41.8M167,2794.2%
Apple Inc COM(AAPL)Stock037833100$20.7M98,4202.1%
Spdr S&P 500 ETF Trust(SPY)ETF78462F103$16.6M30,4631.7%
Spdr Portfolio Developed World Ex-US ETF(SPDW)ETF78463X889$15.5M441,4331.5%
Vanguard Small Cap Value ETF(VBR)ETF922908611$15.1M82,4951.5%
Microsoft Corp COM(MSFT)Stock594918104$11.8M26,3711.2%
Ishares Core S&P 500 ETF(IVV)ETF464287200$8.6M15,6270.9%
Pepsico Inc COM(PEP)Stock713448108$8.2M49,5810.8%
Berkshire Hathaway Inc del CL B New(BRK/B)Stock084670702$5.8M14,2230.6%
Nvidia Corporation COM(NVDA)Stock67066G104$5.2M42,4790.5%
Amazon COM Inc COM(AMZN)Stock023135106$4.5M23,0550.4%
Vanguard Total Stock Market ETF(VTI)ETF922908769$4.2M15,8860.4%
Vanguard Growth ETF(VUG)ETF922908736$3.6M9,6710.4%
Alphabet Inc Cap STK CL A(GOOGL)Stock02079K305$3.4M18,7860.3%
Schwab U.S. Mid-Cap ETF(SCHM)ETF808524508$3.2M40,9680.3%
Stryker Corporation COM(SYK)Stock863667101$3.1M9,1790.3%
JPMorgan Chase & Co. COM(JPM)Stock46625H100$3.1M15,2040.3%
Exxon Mobil Corp COM(XOM)Stock30231G102$2.7M23,2250.3%
Alphabet Inc Cap STK CL C(GOOG)Stock02079K107$2.6M14,4000.3%
Mcdonalds Corp COM(MCD)Stock580135101$2.5M9,6300.2%
Procter and Gamble Co COM(PG)Stock742718109$2.3M14,1620.2%
Gentex Corp COM(GNTX)Stock371901109$2.3M68,8000.2%
Amgen Inc COM(AMGN)Stock031162100$2.3M7,2440.2%
Johnson & Johnson COM(JNJ)Stock478160104$2.3M15,4480.2%
Ishares Russell 1000 Growth ETF(IWF)ETF464287614$2.2M6,1140.2%
Abbvie Inc COM(ABBV)Stock00287Y109$2.0M11,4480.2%
Meta Platforms Inc CL A(META)Stock30303M102$1.8M3,6650.2%
Berkshire Hathaway Inc del CL A(BRK/A)Stock084670108$1.8M30.2%
Merck & Co Inc COM(MRK)Stock58933Y105$1.8M14,2800.2%
Visa Inc COM CL A(V)Stock92826C839$1.8M6,6800.2%
Chevron Corp New COM(CVX)Stock166764100$1.6M10,2450.2%
DTE Energy Co COM(DTE)Stock233331107$1.5M13,4760.1%
ELI Lilly & Co COM(LLY)Stock532457108$1.5M1,6450.1%
Ishares Msci Eafe ETF(EFA)ETF464287465$1.5M18,7680.1%
Invesco QQQ Trust Series I(QQQ)ETF46090E103$1.3M2,8130.1%
Home Depot Inc COM(HD)Stock437076102$1.3M3,8030.1%
Costco Whsl Corp New COM(COST)Stock22160K105$1.2M1,4640.1%
Unitedhealth Group Inc COM(UNH)Stock91324P102$1.2M2,4430.1%
Abbott Labs COM(ABT)Stock002824100$1.2M11,8040.1%
Invesco Ftse Rafi US 1000 ETF(PRF)ETF46137V613$1.1M29,9200.1%
Oracle Corp COM(ORCL)Stock68389X105$1.1M7,7190.1%
Vanguard Small-Cap Growth ETF(VBK)ETF922908595$1.1M4,3230.1%
Technology Select Sector Spdr Fund(XLK)ETF81369Y803$1.0M4,4590.1%
Ishares Core S&P Small Cap ETF(IJR)ETF464287804$920.3K8,6280.1%
International Business Machs COM(IBM)Stock459200101$915.4K5,2930.1%
Spdr Portfolio S&P 500 Growth ETF(SPYG)ETF78464A409$901.7K11,2530.1%
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