Plante Moran Financial Advisors, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
PM Plante Moran Financial Advisors, LLC | Institutional Filer | ▼ 2.11% | $1.55B | 718 |
Current Portfolio Holdings
Showing all 718 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD S&P 500 ETF | — | 1.5M | $871.9M | 56.39% |
| 2 | VXF | VANGUARD EXTENDED MARKET ETF | — | 831K | $171.0M | 11.06% |
| 3 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | — | 2.3M | $147.7M | 9.56% |
| 4 | VV | VANGUARD LARGE-CAP ETF | — | 287K | $85.8M | 5.55% |
| 5 | VBR | VANGUARD SMALL CAP VALUE ETF | — | 131K | $28.4M | 1.84% |
| 6 | MUB | ISHARES NATIONAL MUNI BOND ETF | — | 226K | $24.0M | 1.55% |
| 7 | SPY | SPDR S&P 500 ETF Trust | — | 30K | $19.7M | 1.27% |
| 8 | SCHM | SCHWAB U.S. MID-CAP ETF | — | 605K | $18.7M | 1.21% |
| 9 | SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | — | 320K | $14.6M | 0.95% |
| 10 | AAPL | Apple Inc. | Technology | 49K | $12.4M | 0.81% |
| 11 | IVV | ISHARES CORE S&P 500 ETF | — | 14K | $9.4M | 0.61% |
| 12 | VTI | VANGUARD TOTAL STOCK MARKET ETF | — | 21K | $6.7M | 0.43% |
| 13 | MSFT | Microsoft Corporation | Technology | 15K | $5.6M | 0.36% |
| 14 | JNJ | Johnson & Johnson | Healthcare | 14K | $3.3M | 0.21% |
| 15 | VUG | VANGUARD GROWTH ETF | — | 8K | $3.3M | 0.21% |
Showing 1 to 15 of 718 holdings