Universe · entity
Plante Moran Financial Advisors, LLC
Institutional manager (13F) · CIK 1424717
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.5B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD S&P 500 ETF | $872M | 1,459,078 |
| 2 | VANGUARD EXTENDED MARKET ETF | $171M | 830,772 |
| 3 | VANGUARD FTSE DEVELOPED MARKETS ETF | $148M | 2,305,373 |
| 4 | VANGUARD LARGE-CAP ETF | $86M | 287,055 |
| 5 | VANGUARD SMALL CAP VALUE ETF | $28M | 130,776 |
| 6 | ISHARES NATIONAL MUNI BOND ETF | $24M | 226,022 |
| 7 | STATE STREET SPDR S&P 500 ETF | $20M | 30,216 |
| 8 | SCHWAB U.S. MID-CAP ETF | $19M | 604,751 |
| 9 | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $15M | 320,412 |
| 10 | APPLE INC COM | $12M | 49,049 |
| 11 | ISHARES CORE S&P 500 ETF | $9M | 14,377 |
| 12 | VANGUARD TOTAL STOCK MARKET ETF | $7M | 20,955 |
| 13 | MICROSOFT CORP COM | $6M | 15,139 |
| 14 | JOHNSON & JOHNSON COM | $3M | 13,577 |
| 15 | VANGUARD GROWTH ETF | $3M | 7,595 |
| 16 | AMAZON COM INC COM | $3M | 14,083 |
| 17 | ALPHABET INC CAP STK CL A | $3M | 9,738 |
| 18 | BERKSHIRE HATHAWAY INC DEL CL B NEW | $3M | 5,604 |
| 19 | JPMORGAN CHASE & CO COM | $3M | 8,965 |
| 20 | INVESCO QQQ TRUST SERIES I | $3M | 4,367 |
| 21 | ISHARES RUSSELL 1000 GROWTH ETF | $2M | 5,247 |
| 22 | ALPHABET INC CAP STK CL C | $2M | 7,599 |
| 23 | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $2M | 11,391 |
| 24 | DTE ENERGY CO COM | $2M | 11,421 |
| 25 | EXXON MOBIL CORP COM | $2M | 9,561 |
| 26 | ISHARES MSCI EAFE ETF | $2M | 16,333 |
| 27 | COSTCO WHOLESALE CORPORATION COM | $2M | 1,591 |
| 28 | INVESCO RAFI US 1000 ETF | $2M | 33,235 |
| 29 | VANGUARD MID-CAP GROWTH ETF | $2M | 6,061 |
| 30 | PEPSICO INC COM | $2M | 9,810 |
| 31 | BNY MELLON MUNICIPAL OPPORTUNITIES ETF | $1M | 53,275 |
| 32 | VANGUARD SMALL-CAP ETF | $1M | 4,749 |
| 33 | META PLATFORMS INC CL A | $1M | 2,169 |
| 34 | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $1M | 8,975 |
| 35 | VANGUARD MID-CAP ETF | $1M | 4,072 |
| 36 | VANGUARD SMALL-CAP GROWTH ETF | $1M | 3,865 |
| 37 | ISHARES ESG AWARE MSCI EAFE ETF | $1M | 12,203 |
| 38 | NVIDIA CORPORATION COM | $1M | 6,375 |
| 39 | SCHWAB US DIVIDEND EQUITY ETF | $1M | 35,489 |
| 40 | TORONTO DOMINION BK ONT COM NEW | $1M | 11,578 |
| 41 | ISHARES CORE S&P SMALL CAP ETF | $1M | 8,641 |
| 42 | ISHARES S&P MID-CAP 400 GROWTH ETF | $1M | 10,609 |
| 43 | VANGUARD INFORMATION TECHNOLOGY ETF | $1M | 1,514 |
| 44 | DIMENSIONAL US MARKETWIDE VALUE ETF | $1M | 21,496 |
| 45 | ISHARES CORE S&P MID-CAP ETF | $996k | 14,745 |
| 46 | PROCTER & GAMBLE CO COM | $973k | 6,738 |
| 47 | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $965k | 9,859 |
| 48 | SCHWAB U.S. LARGE-CAP ETF | $947k | 36,919 |
| 49 | ISHARES RUSSELL MIDCAP ETF | $923k | 9,496 |
| 50 | STRYKER CORPORATION COM | $907k | 2,761 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.