Plante Moran Financial Advisors, LLC Q1 2025 Filing
Filed May 8, 2025
Portfolio Value
$1.2T
Holdings
801
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (801 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VOOVANGUARD S&P 500 ETF | 1,290,723 | $663.3B | 57.05% | |
| 2 | VXFVANGUARD EXTENDED MARKET ETF | 671,010 | $115.6B | 9.94% | |
| 3 | VEAVANGUARD FTSE DEVELOPED MARKETS ETF | 1,782,166 | $90.6B | 7.79% | |
| 4 | VVVANGUARD LARGE-CAP ETF | 154,372 | $39.7B | 3.41% | |
| 5 | MUBISHARES NATIONAL MUNI BOND ETF | 293,332 | $30.9B | 2.66% | |
| 6 | AAPLAPPLE INC COM | 83,015 | $18.4B | 1.59% | |
| 7 | SPYSPDR S&P 500 ETF TRUST | 28,699 | $16.1B | 1.38% | |
| 8 | VBRVANGUARD SMALL CAP VALUE ETF | 77,145 | $14.4B | 1.24% | |
| 9 | SPDWSPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 337,496 | $12.3B | 1.06% | |
| 10 | MSFTMICROSOFT CORP COM | 21,625 | $8.1B | 0.70% | |
| 11 | BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | 12,208 | $6.5B | 0.56% | |
| 12 | IVVISHARES CORE S&P 500 ETF | 10,659 | $6.0B | 0.52% | |
| 13 | VTIVANGUARD TOTAL STOCK MARKET ETF | 18,878 | $5.2B | 0.45% | |
| 14 | AMZNAMAZON COM INC COM | 24,203 | $4.6B | 0.40% | |
| 15 | SCHMSCHWAB U.S. MID-CAP ETF | 160,601 | $4.2B | 0.36% | |
| 16 | PEPPEPSICO INC COM | 26,966 | $4.0B | 0.35% | |
| 17 | VUGVANGUARD GROWTH ETF | 9,781 | $3.6B | 0.31% | |
| 18 | JPMJPMORGAN CHASE & CO. COM | 12,815 | $3.1B | 0.27% | |
| 19 | GOOGLALPHABET INC CAP STK CL A | 17,866 | $2.8B | 0.24% | |
| 20 | SYKSTRYKER CORPORATION COM | 6,167 | $2.3B | 0.20% | |
| 21 | PGPROCTER AND GAMBLE CO COM | 13,411 | $2.3B | 0.20% | |
| 22 | IWFISHARES RUSSELL 1000 GROWTH ETF | 6,139 | $2.2B | 0.19% | |
| 23 | GOOGALPHABET INC CAP STK CL C | 13,308 | $2.1B | 0.18% | |
| 24 | NVDANVIDIA CORPORATION COM | 18,953 | $2.1B | 0.18% | |
| 25 | JNJJOHNSON & JOHNSON COM | 11,844 | $2.0B | 0.17% | |
| 26 | NDQINVESCO QQQ TRUST SERIES I | 4,039 | $1.9B | 0.16% | |
| 27 | DTEDTE ENERGY CO COM | 12,532 | $1.7B | 0.15% | |
| 28 | GNTXGENTEX CORP COM | 68,800 | $1.6B | 0.14% | |
| 29 | METAMETA PLATFORMS INC CL A | 2,626 | $1.5B | 0.13% | |
| 30 | XOMEXXON MOBIL CORP COM | 11,111 | $1.3B | 0.11% | |
| 31 | HDHOME DEPOT INC COM | 3,565 | $1.3B | 0.11% | |
| 32 | COSTCOSTCO WHSL CORP NEW COM | 1,338 | $1.3B | 0.11% | |
| 33 | EFAISHARES MSCI EAFE ETF | 15,182 | $1.2B | 0.11% | |
| 34 | PRFINVESCO RAFI US 1000 ETF | 30,037 | $1.2B | 0.10% | |
| 35 | VTVVANGUARD VALUE ETF | 6,926 | $1.2B | 0.10% | |
| 36 | LLYELI LILLY & CO COM | 1,376 | $1.1B | 0.10% | |
| 37 | MCDMCDONALDS CORP COM | 3,568 | $1.1B | 0.10% | |
| 38 | VBKVANGUARD SMALL-CAP GROWTH ETF | 4,349 | $1.1B | 0.09% | |
| 39 | VVISA INC COM CL A | 3,084 | $1.1B | 0.09% | |
| 40 | ORCLORACLE CORP COM | 7,609 | $1.1B | 0.09% | |
| 41 | IBMINTERNATIONAL BUSINESS MACHS COM | 3,962 | $985.2M | 0.08% | |
| 42 | IWDISHARES RUSSELL 1000 VALUE ETF | 5,147 | $968.4M | 0.08% | |
| 43 | XLKTECHNOLOGY SELECT SECTOR SPDR FUND | 4,532 | $935.7M | 0.08% | |
| 44 | 4I1PHILIP MORRIS INTL INC COM | 5,708 | $906.0M | 0.08% | |
| 45 | ITOTISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 7,328 | $894.1M | 0.08% | |
| 46 | VGTVANGUARD INFORMATION TECHNOLOGY ETF | 1,646 | $892.5M | 0.08% | |
| 47 | FMBFIRST TRUST MANAGED MUNICIPAL ETF | 17,526 | $883.7M | 0.08% | |
| 48 | IVEISHARES S&P 500 VALUE ETF | 4,382 | $835.1M | 0.07% | |
| 49 | VOVANGUARD MID-CAP ETF | 3,091 | $799.3M | 0.07% | |
| 50 | BRK-BBERKSHIRE HATHAWAY INC DEL CL A | 1 | $798.4M | 0.07% | |
| 51 | SPYGSPDR PORTFOLIO S&P 500 GROWTH ETF | 9,695 | $779.2M | 0.07% | |
| 52 | IJRISHARES CORE S&P SMALL CAP ETF | 7,241 | $757.1M | 0.07% | |
| 53 | AONAON PLC SHS CL A | 1,895 | $756.3M | 0.07% | |
| 54 | DFUVDIMENSIONAL US MARKETWIDE VALUE ETF | 18,289 | $753.7M | 0.06% | |
| 55 | IWRISHARES RUSSELL MIDCAP ETF | 8,823 | $750.6M | 0.06% | |
| 56 | CVXCHEVRON CORP NEW COM | 4,439 | $742.6M | 0.06% | |
| 57 | ADPAUTOMATIC DATA PROCESSING INC COM | 2,409 | $736.1M | 0.06% | |
| 58 | TILTFLEXSHARES MORNINGSTAR US MARKET FACTOR TILT INDEX FUND | 3,538 | $727.9M | 0.06% | |
| 59 | DFATDIMENSIONAL U.S. TARGETED VALUE ETF | 14,036 | $722.7M | 0.06% | |
| 60 | SCHXSCHWAB U.S. LARGE-CAP ETF | 31,563 | $696.9M | 0.06% | |
| 61 | TDTORONTO DOMINION BK ONT COM NEW | 11,578 | $694.0M | 0.06% | |
| 62 | VCITVANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | 8,428 | $689.0M | 0.06% | |
| 63 | VBVANGUARD SMALL-CAP ETF | 3,078 | $682.5M | 0.06% | |
| 64 | UNHUNITEDHEALTH GROUP INC COM | 1,293 | $677.2M | 0.06% | |
| 65 | AMGNAMGEN INC COM | 2,151 | $670.2M | 0.06% | |
| 66 | DISDISNEY WALT CO COM | 6,633 | $654.7M | 0.06% | |
| 67 | MARMARRIOTT INTL INC NEW CL A | 2,726 | $649.3M | 0.06% | |
| 68 | MDLZMONDELEZ INTL INC CL A | 8,954 | $607.5M | 0.05% | |
| 69 | NEENEXTERA ENERGY INC COM | 8,403 | $595.7M | 0.05% | |
| 70 | VIGVANGUARD DIVIDEND APPRECIATION ETF | 3,069 | $595.4M | 0.05% | |
| 71 | MDYSPDR S&P MIDCAP 400 ETF TRUST | 1,096 | $584.7M | 0.05% | |
| 72 | DHRDANAHER CORPORATION COM | 2,820 | $578.1M | 0.05% | |
| 73 | IJHISHARES CORE S&P MID-CAP ETF | 9,568 | $558.3M | 0.05% | |
| 74 | BRBROADRIDGE FINL SOLUTIONS INC COM | 2,301 | $558.0M | 0.05% | |
| 75 | SPYMSPDR PORTFOLIO S&P 500 ETF | 8,421 | $553.8M | 0.05% | |
| 76 | CMSCMS ENERGY CORP COM | 7,113 | $534.2M | 0.05% | |
| 77 | SCHWSCHWAB CHARLES CORP COM | 6,769 | $529.9M | 0.05% | |
| 78 | IWMISHARES RUSSELL 2000 ETF | 2,579 | $514.4M | 0.04% | |
| 79 | DTMDT MIDSTREAM INC COMMON STOCK | 5,104 | $492.5M | 0.04% | |
| 80 | CSCOCISCO SYS INC COM | 7,899 | $487.5M | 0.04% | |
| 81 | TRVTRAVELERS COMPANIES INC COM | 1,828 | $483.4M | 0.04% | |
| 82 | TSLATESLA INC COM | 1,863 | $482.8M | 0.04% | |
| 83 | ABBVABBVIE INC COM | 2,296 | $481.1M | 0.04% | |
| 84 | SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF | 19,049 | $477.0M | 0.04% | |
| 85 | AVGOBROADCOM INC COM | 2,733 | $457.6M | 0.04% | |
| 86 | IWBISHARES RUSSELL 1000 ETF | 1,489 | $456.7M | 0.04% | |
| 87 | IVWISHARES S&P 500 GROWTH ETF | 4,888 | $453.8M | 0.04% | |
| 88 | ARMARM HOLDINGS PLC SPONSORED ADS | 4,210 | $449.6M | 0.04% | |
| 89 | BF/ABROWN FORMAN CORP CL A | 13,404 | $448.6M | 0.04% | |
| 90 | SDYSPDR S&P DIVIDEND ETF | 3,281 | $445.2M | 0.04% | |
| 91 | MAMASTERCARD INCORPORATED CL A | 800 | $438.6M | 0.04% | |
| 92 | WMTWALMART INC COM | 4,982 | $437.4M | 0.04% | |
| 93 | IJTISHARES S&P SMALL-CAP 600 GROWTH ETF | 3,492 | $434.8M | 0.04% | |
| 94 | ABTABBOTT LABS COM | 3,275 | $434.4M | 0.04% | |
| 95 | TJXTJX COS INC NEW COM | 3,541 | $431.3M | 0.04% | |
| 96 | VOTVANGUARD MID-CAP GROWTH ETF | 1,749 | $427.9M | 0.04% | |
| 97 | IAU*ISHARES GOLD TRUST | 7,066 | $416.6M | 0.04% | |
| 98 | VYMVANGUARD HIGH DIVIDEND YIELD INDEX ETF | 3,224 | $415.8M | 0.04% | |
| 99 | SCHDSCHWAB US DIVIDEND EQUITY ETF | 14,776 | $413.1M | 0.04% | |
| 100 | RTXRTX CORPORATION COM | 3,112 | $412.2M | 0.04% |
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