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Plante Moran Financial Advisors, LLC

Q3 2024 Holdings

Filed 2024-10-30 | 877 holdings | $1.2B | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Vanguard S&P 500 ETF(VOO)ETF922908363$633.0M1,199,67154.0%
Vanguard Ftse Developed Markets ETF(VEA)ETF921943858$94.2M1,784,0718.0%
Vanguard Extended Market ETF(VXF)ETF922908652$93.8M515,2628.0%
Vanguard Large-Cap ETF(VV)ETF922908637$43.8M166,2893.7%
Ishares National Muni Bond ETF(MUB)ETF464288414$40.9M376,5803.5%
Apple Inc COM(AAPL)Stock037833100$23.6M101,3072.0%
Vanguard Small Cap Value ETF(VBR)ETF922908611$16.0M79,5181.4%
Spdr S&P 500 ETF Trust(SPY)ETF78462F103$15.9M27,7971.4%
Spdr Portfolio Developed World Ex-US ETF(SPDW)ETF78463X889$15.8M420,9621.3%
Microsoft Corp COM(MSFT)Stock594918104$11.5M26,6641.0%
Ishares Core S&P 500 ETF(IVV)ETF464287200$9.1M15,8400.8%
Pepsico Inc COM(PEP)Stock713448108$8.4M49,4010.7%
Berkshire Hathaway Inc del CL B New(BRK/B)Stock084670702$6.5M14,2270.6%
JPMorgan Chase & Co. COM(JPM)Stock46625H100$4.9M23,3330.4%
Amazon COM Inc COM(AMZN)Stock023135106$4.3M22,8660.4%
Vanguard Total Stock Market ETF(VTI)ETF922908769$4.3M15,0460.4%
Nvidia Corporation COM(NVDA)Stock67066G104$3.9M31,7890.3%
Vanguard Growth ETF(VUG)ETF922908736$3.7M9,6050.3%
Schwab U.S. Mid-Cap ETF(SCHM)ETF808524508$3.5M42,5560.3%
Stryker Corporation COM(SYK)Stock863667101$3.3M9,1180.3%
Alphabet Inc Cap STK CL A(GOOGL)Stock02079K305$3.1M18,7770.3%
Exxon Mobil Corp COM(XOM)Stock30231G102$2.9M24,6100.2%
Johnson & Johnson COM(JNJ)Stock478160104$2.7M16,5540.2%
Mcdonalds Corp COM(MCD)Stock580135101$2.6M8,6910.2%
Procter and Gamble Co COM(PG)Stock742718109$2.4M13,8780.2%
Alphabet Inc Cap STK CL C(GOOG)Stock02079K107$2.4M14,1260.2%
Amgen Inc COM(AMGN)Stock031162100$2.3M7,2610.2%
Ishares Russell 1000 Growth ETF(IWF)ETF464287614$2.3M6,1070.2%
Abbvie Inc COM(ABBV)Stock00287Y109$2.3M11,4780.2%
Berkshire Hathaway Inc del CL A(BRK/A)Stock084670108$2.1M30.2%
Gentex Corp COM(GNTX)Stock371901109$2.0M68,8130.2%
DTE Energy Co COM(DTE)Stock233331107$1.8M14,0760.2%
Meta Platforms Inc CL A(META)Stock30303M102$1.5M2,6650.1%
ELI Lilly & Co COM(LLY)Stock532457108$1.5M1,6460.1%
Ishares Msci Eafe ETF(EFA)ETF464287465$1.4M16,9000.1%
Chevron Corp New COM(CVX)Stock166764100$1.4M9,5770.1%
International Business Machs COM(IBM)Stock459200101$1.4M6,3100.1%
Unitedhealth Group Inc COM(UNH)Stock91324P102$1.4M2,3790.1%
Home Depot Inc COM(HD)Stock437076102$1.4M3,4300.1%
Invesco QQQ Trust Series I(QQQ)ETF46090E103$1.4M2,8180.1%
Abbott Labs COM(ABT)Stock002824100$1.3M11,8090.1%
Costco Whsl Corp New COM(COST)Stock22160K105$1.3M1,4980.1%
Invesco Ftse Rafi US 1000 ETF(PRF)ETF46137V613$1.2M29,9200.1%
Oracle Corp COM(ORCL)Stock68389X105$1.2M7,0890.1%
Vanguard Small-Cap Growth ETF(VBK)ETF922908595$1.2M4,3230.1%
Visa Inc COM CL A(V)Stock92826C839$1.1M4,0410.1%
Technology Select Sector Spdr Fund(XLK)ETF81369Y803$1.0M4,5320.1%
Ishares Russell 1000 Value ETF(IWD)ETF464287598$980.8K5,1680.1%
Spdr Portfolio S&P 500 Growth ETF(SPYG)ETF78464A409$926.3K11,1680.1%
Ishares S&P 500 Value ETF(IVE)ETF464287408$858.7K4,3550.1%
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