Long-term investor
Lakeshore Financial Planning, Inc. @lakeshorefinancialplanni
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002000571).
Record
- Tracked since 2025-06-30 (434 days), 61 trades recorded
- Returns: week n/a · month n/a · 90 days +9.9% · 6 months +8.3% · 1 year +15.1% · all +15.1%
- Max drawdown -3.3% · Sharpe 0.83 · win rate 35% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IVV · 19.5% · long · since 2025-06-30
- PULS · 12.2% · long · since 2025-06-30
- DFLV · 9.8% · long · since 2025-06-30
- VOO · 7.6% · long · since 2025-06-30
- XLF · 7.5% · long · since 2025-06-30
- VHT · 5.0% · long · since 2025-06-30
- SCHD · 3.7% · long · since 2025-06-30
- AAPL · 3.5% · long · since 2025-06-30
- DFAT · 2.9% · long · since 2025-06-30
- RSP · 2.6% · long · since 2025-06-30
- MSFT · 2.6% · long · since 2025-06-30
- IJR · 2.0% · long · since 2025-06-30