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Plante Moran Financial Advisors, LLC

Q1 2025 Holdings

Filed 2025-05-08 | 801 holdings | $1.2B | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Vanguard S&P 500 ETF(VOO)ETF922908363$663.3M1,290,72357.0%
Vanguard Extended Market ETF(VXF)ETF922908652$115.6M671,0109.9%
Vanguard Ftse Developed Markets ETF(VEA)ETF921943858$90.6M1,782,1667.8%
Vanguard Large-Cap ETF(VV)ETF922908637$39.7M154,3723.4%
Ishares National Muni Bond ETF(MUB)ETF464288414$30.9M293,3322.7%
Apple Inc COM(AAPL)Stock037833100$18.4M83,0151.6%
Spdr S&P 500 ETF Trust(SPY)ETF78462F103$16.1M28,6991.4%
Vanguard Small Cap Value ETF(VBR)ETF922908611$14.4M77,1451.2%
Spdr Portfolio Developed World Ex-US ETF(SPDW)ETF78463X889$12.3M337,4961.1%
Microsoft Corp COM(MSFT)Stock594918104$8.1M21,6250.7%
Berkshire Hathaway Inc del CL B New(BRK/B)Stock084670702$6.5M12,2080.6%
Ishares Core S&P 500 ETF(IVV)ETF464287200$6.0M10,6590.5%
Vanguard Total Stock Market ETF(VTI)ETF922908769$5.2M18,8780.4%
Amazon COM Inc COM(AMZN)Stock023135106$4.6M24,2030.4%
Schwab U.S. Mid-Cap ETF(SCHM)ETF808524508$4.2M160,6010.4%
Pepsico Inc COM(PEP)Stock713448108$4.0M26,9660.3%
Vanguard Growth ETF(VUG)ETF922908736$3.6M9,7810.3%
JPMorgan Chase & Co. COM(JPM)Stock46625H100$3.1M12,8150.3%
Alphabet Inc Cap STK CL A(GOOGL)Stock02079K305$2.8M17,8660.2%
Stryker Corporation COM(SYK)Stock863667101$2.3M6,1670.2%
Procter and Gamble Co COM(PG)Stock742718109$2.3M13,4110.2%
Ishares Russell 1000 Growth ETF(IWF)ETF464287614$2.2M6,1390.2%
Alphabet Inc Cap STK CL C(GOOG)Stock02079K107$2.1M13,3080.2%
Nvidia Corporation COM(NVDA)Stock67066G104$2.1M18,9530.2%
Johnson & Johnson COM(JNJ)Stock478160104$2.0M11,8440.2%
Invesco QQQ Trust Series I(QQQ)ETF46090E103$1.9M4,0390.2%
DTE Energy Co COM(DTE)Stock233331107$1.7M12,5320.1%
Gentex Corp COM(GNTX)Stock371901109$1.6M68,8000.1%
Meta Platforms Inc CL A(META)Stock30303M102$1.5M2,6260.1%
Exxon Mobil Corp COM(XOM)Stock30231G102$1.3M11,1110.1%
Home Depot Inc COM(HD)Stock437076102$1.3M3,5650.1%
Costco Whsl Corp New COM(COST)Stock22160K105$1.3M1,3380.1%
Ishares Msci Eafe ETF(EFA)ETF464287465$1.2M15,1820.1%
Invesco Rafi US 1000 ETF(PRF)ETF46137V613$1.2M30,0370.1%
Vanguard Value ETF(VTV)ETF922908744$1.2M6,9260.1%
ELI Lilly & Co COM(LLY)Stock532457108$1.1M1,3760.1%
Mcdonalds Corp COM(MCD)Stock580135101$1.1M3,5680.1%
Vanguard Small-Cap Growth ETF(VBK)ETF922908595$1.1M4,3490.1%
Visa Inc COM CL A(V)Stock92826C839$1.1M3,0840.1%
Oracle Corp COM(ORCL)Stock68389X105$1.1M7,6090.1%
International Business Machs COM(IBM)Stock459200101$985.2K3,9620.1%
Ishares Russell 1000 Value ETF(IWD)ETF464287598$968.4K5,1470.1%
Technology Select Sector Spdr Fund(XLK)ETF81369Y803$935.7K4,5320.1%
Philip Morris Intl Inc COM(PM)Stock718172109$906.0K5,7080.1%
Ishares Core S&P Total U.S. Stock Market ETF(ITOT)ETF464287150$894.1K7,3280.1%
Vanguard Information Technology ETF(VGT)ETF92204A702$892.5K1,6460.1%
First Trust Managed Municipal ETF(FMB)ETF33739N108$883.7K17,5260.1%
Ishares S&P 500 Value ETF(IVE)ETF464287408$835.1K4,3820.1%
Vanguard Mid-Cap ETF(VO)ETF922908629$799.3K3,0910.1%
Berkshire Hathaway Inc del CL A(BRK/A)Stock084670108$798.4K10.1%
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