Fund HoldingsPlante Moran Financial Advisors, LLC

Total Portfolio Value
$1.16B
Total Bought
$36.01M
Total Sold
$43.20M
Net Transaction
-$7.20M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
VANGUARD EXTENDED MARKET ETF545,426671,010+125,584103,620115,5889.94%+11,968
BERKSHIRE HATHAWAY INC DEL CL B NEW012,208+12,20806,5020.56%+6,502
SCHWAB U.S. MID-CAP ETF0160,601+160,60104,2080.36%+4,208
XPO INC COM(XPO)02,626+2,62602830.02%+283
INVESCO S&P 500 EQUAL WEIGHT ETF
S&P500 EQL WGT
01,509+1,50902610.02%+261
VANGUARD TOTAL STOCK MARKET ETF17,14318,878+1,7354,9685,1880.45%+220
PHILIP MORRIS INTL INC COM(PM)05,708+5,70809060.08%+906
ALNYLAM PHARMACEUTICALS INC COM(ALNY)01,285+1,28503470.03%+347
VANGUARD VALUE ETF6,0226,926+9041,0201,1950.10%+175
NETFLIX INC COM(NFLX)223396+1731993690.03%+171
GE AEROSPACE COM NEW(GE)01,644+1,64403290.03%+329
COSTCO WHSL CORP NEW COM(COST)01,338+1,33801,2650.11%+1,265
ELI LILLY & CO COM(LLY)01,376+1,37601,1370.10%+1,137
BOSTON SCIENTIFIC CORP COM(BSX)01,334+1,33401350.01%+135
PROASSURANCE CORP COM016,375+16,37503820.03%+382
BERKSHIRE HATHAWAY INC DEL CL A01+107980.07%+798
COCA COLA CO COM(KO)05,654+5,65404050.03%+405
ACCENTURE PLC IRELAND SHS CLASS A
SHS CLASS A
230561+331811750.02%+94
ONEOK INC NEW COM(OKE)1,9822,902+9201992880.02%+89
T-MOBILE US INC COM(TMUS)406666+260901780.02%+88
FORD MTR CO COM(F)030,119+30,11903020.03%+302
ARM HOLDINGS PLC SPONSORED ADS04,210+4,21004500.04%+450
AXON ENTERPRISE INC COM(AXON)240425+1851432240.02%+81
DELTA AIR LINES INC DEL COM NEW(DAL)2,8425,734+2,8921722500.02%+78
TORONTO DOMINION BK ONT COM NEW(TD)011,578+11,57806940.06%+694
AON PLC SHS CL A(AON)1,8951,89506817560.07%+76
UNITED RENTALS INC COM(URI)0120+1200750.01%+75
PALO ALTO NETWORKS INC COM(PANW)0882+88201510.01%+151
SCHWAB U.S. BROAD MARKET ETF014,084+14,08403030.03%+303
ISHARES GOLD TRUST(IAU)07,066+7,06604170.04%+417
OREILLY AUTOMOTIVE INC COM(ORLY)045+450640.01%+64
MONDELEZ INTL INC CL A(MDLZ)08,954+8,95406080.05%+608
INTUITIVE SURGICAL INC COM NEW340485+1451772400.02%+63
CISCO SYS INC COM(CSCO)07,899+7,89904870.04%+487
RTX CORPORATION COM(RTX)03,112+3,11204120.04%+412
MCKESSON CORP COM(MCK)0234+23401570.01%+157
T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF
CAP APPRECIATION
01,707+1,7070550.00%+55
M & T BK CORP COM(MTB)0630+63001130.01%+113
ALLSTATE CORP COM(ALL)01,206+1,20602500.02%+250
RAYMOND JAMES FINL INC COM(RJF)0375+3750520.00%+52
T. ROWE PRICE VALUE ETF
VALUE ETF
01,546+1,5460490.00%+49
FIRST CTZNS BANCSHARES INC N C CL A(FCNCA)026+260480.00%+48
DUOLINGO INC CL A COM(DUOL)0155+1550480.00%+48
IRON MTN INC DEL COM(IRM)0555+5550480.00%+48
FISERV INC COM(FISV)815970+1551672140.02%+47
NVR INC COM(NVR)06+60430.00%+43
SPDR PORTFOLIO S&P 500 ETF
ST STR P500ETF
08,421+8,42105540.05%+554
WALMART INC COM(WMT)4,3824,982+6003964370.04%+41
SPOTIFY TECHNOLOGY S A SHS(SPOT)075+750410.00%+41
ISHARES BITCOIN TRUST ETF(IBIT)1,0412,028+98755950.01%+40
AERCAP HOLDINGS NV SHS(AER)0378+3780390.00%+39
DIMENSIONAL US MARKETWIDE VALUE ETF
US MKTWIDE VALUE
018,289+18,28907540.06%+754
T. ROWE PRICE GROWTH ETF
GROWTH ETF
01,097+1,0970380.00%+38
ARES MANAGEMENT CORPORATION CL A COM STK(ARES)0675+6750990.01%+99
STARBUCKS CORP COM(SBUX)01,671+1,67101640.01%+164
EQT CORP COM(EQT)01,134+1,1340610.01%+61
VISTRA CORP COM(VST)0300+3000350.00%+35
TRI CONTL CORP COM(TY)01,105+1,1050340.00%+34
SPDR GOLD SHARES(GLD)01,237+1,23703560.03%+356
VANGUARD TOTAL INTERNATIONAL STOCK ETF01,856+1,85601150.01%+115
BROADRIDGE FINL SOLUTIONS INC COM(BR)2,3232,301-225255580.05%+33
ATLASSIAN CORPORATION CL A0150+1500320.00%+32
YUM BRANDS INC COM(YUM)01,363+1,36302150.02%+215
STRIVE 500 ETF
STRIVE 500 ETF
0855+8550310.00%+31
ISHARES RUSSELL 1000 VALUE ETF05,147+5,14709680.08%+968
SONY GROUP CORP SPONSORED ADR(SONY)07,075+7,07501800.02%+180
TRADEWEB MKTS INC CL A(TW)0200+2000300.00%+30
DEERE & CO COM(DE)604608+42562860.02%+30
SCHWAB US DIVIDEND EQUITY ETF14,09514,776+6813854130.04%+28
REPUBLIC SVCS INC COM(RSG)0332+3320800.01%+80
SCHWAB CHARLES CORP COM(SCHW)6,7906,769-215035300.05%+27
PRUDENTIAL FINL INC COM(PFH)0582+5820650.01%+65
AGNICO EAGLE MINES LTD COM(AEM)0311+3110340.00%+34
AFLAC INC COM(AFL)01,965+1,96502190.02%+219
UTILITIES SELECT SECTOR SPDR FUND
ST STR UTIL ETF
0310+3100240.00%+24
POLARIS INC COM(PII)0597+5970240.00%+24
HOWMET AEROSPACE INC COM(HWM)0188+1880240.00%+24
VERTIV HOLDINGS CO COM CL A(VRT)0335+3350240.00%+24
ANALOG DEVICES INC COM(ADI)0530+53001070.01%+107
CHAMPION HOMES INC COM(SKY)0250+2500240.00%+24
VANGUARD MEGA CAP GROWTH ETF0185+1850570.00%+57
WHEATON PRECIOUS METALS CORP COM(WPM)0654+6540510.00%+51
WISDOMTREE U.S. LARGECAP DIVIDEND FUND(WT)0280+2800220.00%+22
SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF7,4767,47602482700.02%+22
ATMOS ENERGY CORP COM(ATO)0761+76101180.01%+118
JOHN HANCOCK MULTIFACTOR MID CAP ETF
MULTIFACTOR MI
0376+3760220.00%+22
NXP SEMICONDUCTORS N V COM
COM
0110+1100210.00%+21
DARDEN RESTAURANTS INC COM(DRI)0971+97102020.02%+202
VANECK URANIUM AND NUCLEAR ETF
URANI NUCLE ETF
0266+2660190.00%+19
ARBOR REALTY TRUST INC COM01,613+1,6130190.00%+19
CROWDSTRIKE HLDGS INC CL A(CRWD)0165+1650580.01%+58
3M CO COM(MMM)01,050+1,05001540.01%+154
CREDIT ACCEP CORP MICH COM(CACC)0387+38702000.02%+200
AMERICAN ELEC PWR CO INC COM0625+6250680.01%+68
FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND
FST TR GLB FD
010,831+10,83102760.02%+276
NORTHROP GRUMMAN CORP COM(NOC)079+790400.00%+40
GENERAL DYNAMICS CORP COM(GD)0490+49001340.01%+134
VERTEX PHARMACEUTICALS INC COM(VRTX)0191+1910930.01%+93
ISHARES CORE U.S. AGGREGATE BOND ETF0154+1540150.00%+15
VERONA PHARMA PLC SPONSORED ADS0892+8920570.00%+57
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