Plante Moran Financial Advisors, LLC Q1 2024 Filing

Filed May 9, 2024

Portfolio Value

$930.7T

Holdings

846

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (846 positions)

#StockSharesValue% PortfolioType
101
CSCOCISCO SYS INC COM
7,395$369.1B0.04%
102
TSLATESLA INC COM
2,093$367.9B0.04%
103
VTVVANGUARD VALUE ETF
2,245$365.5B0.04%
104
SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF
3,934$364.8B0.04%
105
VBVANGUARD SMALL-CAP ETF
1,585$362.3B0.04%
106
RPGINVESCO S&P 500 PURE GROWTH ETF
9,750$358.0B0.04%
107
LDOSLEIDOS HOLDINGS INC COM
2,684$351.8B0.04%
108
CATCATERPILLAR INC COM
960$351.8B0.04%
109
VOEVANGUARD MID-CAP VALUE ETF
2,230$347.7B0.04%
110
EPDENTERPRISE PRODS PARTNERS L P COM
11,798$344.3B0.04%
111
MRSHMARSH & MCLENNAN COS INC COM
1,621$333.9B0.04%
112
INTCINTEL CORP COM
7,546$333.3B0.04%
113
EMREMERSON ELEC CO COM
2,925$331.8B0.04%
114
ETNEATON CORP PLC SHS
1,059$331.0B0.04%
115
VGTVANGUARD INFORMATION TECHNOLOGY ETF
626$328.0B0.04%
116
AQLTISHARES CORE MSCI EAFE ETF
4,393$326.0B0.04%
117
MAMASTERCARD INCORPORATED CL A
676$325.6B0.03%
118
RTXRTX CORPORATION COM
3,328$324.6B0.03%
119
PFEPFIZER INC COM
11,349$314.9B0.03%
120
AXPAMERICAN EXPRESS CO COM
1,382$314.7B0.03%
121
ARMARM HOLDINGS PLC SPONSORED ADR
2,500$312.5B0.03%
122
AQLTISHARES SELECT DIVIDEND ETF
2,524$310.9B0.03%
123
TJXTJX COS INC NEW COM
2,992$303.4B0.03%
124
EFVISHARES MSCI EAFE VALUE ETF
5,575$303.3B0.03%
125
SOSOUTHERN CO COM
4,223$303.0B0.03%
126
IAU*ISHARES GOLD TRUST
7,205$302.7B0.03%
127
ADMARCHER DANIELS MIDLAND CO COM
4,717$296.3B0.03%
128
IJKISHARES S&P MID-CAP 400 GROWTH ETF
3,184$290.5B0.03%
129
WMTWALMART INC COM
4,818$289.9B0.03%
130
CVSCVS HEALTH CORP COM
3,623$289.0B0.03%
131
JJACOBS SOLUTIONS INC COM
1,876$288.4B0.03%
132
FSLRFIRST SOLAR INC COM
1,706$288.0B0.03%
133
CLXCLOROX CO DEL COM
1,872$286.6B0.03%
134
KOCOCA COLA CO COM
4,651$284.5B0.03%
135
RCM1USDR1 RCM INC COM
22,002$283.4B0.03%
136
VHTVANGUARD HEALTH CARE ETF
1,033$279.4B0.03%
137
XLVHEALTH CARE SELECT SECTOR SPDR FUND
1,887$278.8B0.03%
138
BLDTOPBUILD CORP COM
629$277.2B0.03%
139
DTMDT MIDSTREAM INC COMMON STOCK
4,456$272.2B0.03%
140
ADBEADOBE INC COM
535$270.1B0.03%
141
EWEDWARDS LIFESCIENCES CORP COM
2,808$268.3B0.03%
142
CMACOMERICA INC COM
4,863$267.4B0.03%
143
GILDGILEAD SCIENCES INC COM
3,624$265.5B0.03%
144
FEXFIRST TRUST LARGE CAP CORE ALPHADEX FUND
2,669$264.9B0.03%
145
GEGE AEROSPACE COM NEW
1,505$264.2B0.03%
146
VEUVANGUARD FTSE ALL-WORLD EX-US INDEX FUND
4,428$259.7B0.03%
147
XLFFINANCIAL SELECT SECTOR SPDR FUND
6,159$259.4B0.03%
148
FTGCFIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND
10,831$256.9B0.03%
149
CGGRCAPITAL GROUP GROWTH ETF
8,029$256.8B0.03%
150
GWWGRAINGER W W INC COM
250$254.3B0.03%
151
XLYCONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND
1,375$252.8B0.03%
152
DOVDOVER CORP COM
1,395$247.2B0.03%
153
DGROISHARES CORE DIVIDEND GROWTH ETF
4,226$245.4B0.03%
154
VTVANGUARD TOTAL WORLD STOCK ETF
2,220$245.3B0.03%
155
EFGISHARES MSCI EAFE GROWTH ETF
2,307$239.4B0.03%
156
IMCVISHARES MORNINGSTAR MID-CAP VALUE ETF
3,300$239.4B0.03%
157
IWSISHARES RUSSELL MID-CAP VALUE ETF
1,903$238.5B0.03%
158
FMBFIRST TRUST MANAGED MUNICIPAL ETF
4,571$234.8B0.03%
159
AEEAMEREN CORP COM
3,150$233.0B0.03%
160
INTUINTUIT COM
344$223.6B0.02%
161
SPTMSPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF
3,419$219.3B0.02%
162
FTNTFORTINET INC COM
3,205$218.9B0.02%
163
PHPARKER-HANNIFIN CORP COM
392$217.9B0.02%
164
SCHBSCHWAB U.S. BROAD MARKET ETF
3,555$217.0B0.02%
165
CAMBRIDGE BANCORP COM
3,165$215.7B0.02%
166
NOWSERVICENOW INC COM
280$213.5B0.02%
167
CACCCREDIT ACCEP CORP MICH COM
387$213.4B0.02%
168
FITBFIFTH THIRD BANCORP COM
5,687$211.6B0.02%
169
PRAPROASSURANCE CORP COM
16,375$210.6B0.02%
170
IMCBISHARES MORNINGSTAR MID-CAP ETF
2,884$210.0B0.02%
171
DEDEERE & CO COM
504$207.0B0.02%
172
DENNDENNYS CORP COM
23,052$206.5B0.02%
173
IYHISHARES U.S. HEALTHCARE ETF
3,335$206.4B0.02%
174
RPMRPM INTL INC COM
1,722$204.8B0.02%
175
FANGDIAMONDBACK ENERGY INC COM
1,026$203.4B0.02%
176
TTTRANE TECHNOLOGIES PLC SHS
664$199.3B0.02%
177
DFACDIMENSIONAL U.S. CORE EQUITY 2 ETF
6,090$194.6B0.02%
178
YUMYUM BRANDS INC COM
1,363$189.0B0.02%
179
IWVISHARES RUSSELL 3000 ETF
605$181.5B0.02%
180
FNDXSCHWAB FUNDAMENTAL US LARGE CO. INDEX ETF
2,672$180.1B0.02%
181
IWNISHARES RUSSELL 2000 VALUE ETF
1,125$178.7B0.02%
182
ONEQFIDELITY NASDAQ COMPOSITE INDEX ETF
2,700$173.9B0.02%
183
FNDFSCHWAB FUNDAMENTAL INTERNATIONAL LARGE CO. INDEX ETF
4,850$172.7B0.02%
184
KELKELLANOVA COM
2,935$168.1B0.02%
185
IJSISHARES S&P SMALL-CAP 600 VALUE ETF
1,624$166.9B0.02%
186
ALNYALNYLAM PHARMACEUTICALS INC COM
1,100$164.4B0.02%
187
NUENUCOR CORP COM
824$163.1B0.02%
188
DRIDARDEN RESTAURANTS INC COM
971$162.3B0.02%
189
ALSALLSTATE CORP COM
929$160.6B0.02%
190
SBUXSTARBUCKS CORP COM
1,752$160.1B0.02%
191
SCHDSCHWAB US DIVIDEND EQUITY ETF
1,969$158.7B0.02%
192
BACBANK AMERICA CORP COM
4,177$158.4B0.02%
193
ANDEANDERSONS INC COM
2,750$157.8B0.02%
194
CNRCANADIAN NATL RY CO COM
1,190$156.7B0.02%
195
DDDUPONT DE NEMOURS INC COM
2,040$156.4B0.02%
196
IYWISHARES U.S. TECHNOLOGY ETF
1,158$156.4B0.02%
197
UPSUNITED PARCEL SERVICE INC CL B
1,050$156.1B0.02%
198
NKENIKE INC CL B
1,636$153.8B0.02%
199
CWSTCASELLA WASTE SYS INC CL A
1,549$153.2B0.02%
200
HBANHUNTINGTON BANCSHARES INC COM
10,720$149.5B0.02%
PreviousPage 2 of 9Next