Fund HoldingsPlante Moran Financial Advisors, LLC

Total Portfolio Value
$1.17B
Total Bought
$177.58M
Total Sold
$16.86M
Net Transaction
+$160.72M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
VANGUARD S&P 500 ETF998,1451,199,671+201,526499,202633,02653.99%+133,824
VANGUARD EXTENDED MARKET ETF457,576515,262+57,68677,23493,7728.00%+16,538
VANGUARD FTSE DEVELOPED MARKETS ETF01,784,071+1,784,071094,2178.04%+94,217
APPLE INC COM(AAPL)98,420101,307+2,88720,72923,6052.01%+2,875
VANGUARD LARGE-CAP ETF167,279166,289-99041,75643,7823.73%+2,026
JPMORGAN CHASE & CO. COM(JPM)15,20423,333+8,1293,0754,9200.42%+1,845
VANGUARD SMALL CAP VALUE ETF079,518+79,518015,9661.36%+15,966
BERKSHIRE HATHAWAY INC DEL CL B NEW014,227+14,22706,5480.56%+6,548
ISHARES CORE S&P 500 ETF15,62715,840+2138,5529,1370.78%+585
INTERNATIONAL BUSINESS MACHS COM(IBM)06,310+6,31001,3950.12%+1,395
LOWES COS INC COM(LOW)01,772+1,77204800.04%+480
JOHNSON & JOHNSON COM(JNJ)15,44816,554+1,1062,2582,6830.23%+425
EVERGY INC COM(EVRG)05,860+5,86003630.03%+363
SCHWAB U.S. MID-CAP ETF042,556+42,55603,5360.30%+3,536
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
ST STR PO EX ETF
0420,962+420,962015,8111.35%+15,811
FEDERATED HERMES TOTAL RETURN BOND ETF
TOTA RETU BD ETF
012,227+12,22703150.03%+315
DTE ENERGY CO COM(DTB)014,076+14,07601,8070.15%+1,807
ABBVIE INC COM(ABBV)011,478+11,47802,2670.19%+2,267
SCHWAB U.S. LARGE-CAP ETF010,521+10,52107140.06%+714
BERKSHIRE HATHAWAY INC DEL CL A03+302,0740.18%+2,074
PEPSICO INC COM(PEP)049,401+49,40108,4010.72%+8,401
ACUITY BRANDS INC COM(AYI)0804+80402210.02%+221
EXXON MOBIL CORP COM23,22524,610+1,3852,6742,8840.25%+210
EASTERN BANKSHARES INC COM(EBC)012,722+12,72202090.02%+209
MANULIFE FINL CORP COM(MFC)07,751+7,75102290.02%+229
ELEVANCE HEALTH INC COM(ELV)0487+48702530.02%+253
TESLA INC COM(TSLA)02,007+2,00705250.04%+525
MCDONALDS CORP COM(MCD)08,691+8,69102,6470.23%+2,647
TECK RESOURCES LTD CL B(TECK)03,474+3,47401810.02%+181
NEXTERA ENERGY INC COM(NEE)9,65210,108+4566838540.07%+171
STRYKER CORPORATION COM(SYK)09,118+9,11803,2940.28%+3,294
VULCAN MATLS CO COM(VMC)0719+71901800.02%+180
SCHWAB U.S. LARGE-CAP GROWTH ETF5,3946,714+1,3205447000.06%+156
UNITEDHEALTH GROUP INC COM(UNH)2,4432,379-641,2441,3910.12%+147
KKR & CO INC COM(KKR)01,107+1,10701450.01%+145
AMERICAN EXPRESS CO COM(AXP)01,646+1,64604460.04%+446
ENTEGRIS INC COM(ENTG)01,236+1,23601390.01%+139
ARMSTRONG WORLD INDS INC NEW COM(AWI)01,019+1,01901340.01%+134
AERCAP HOLDINGS NV SHS(AER)01,356+1,35601280.01%+128
ALLISON TRANSMISSION HLDGS INC COM(ALSN)01,333+1,33301280.01%+128
PHILIP MORRIS INTL INC COM(PM)5,7085,811+1035787060.06%+127
FIDELITY NATL INFORMATION SVCS COM(FIS)01,489+1,48901250.01%+125
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF5,0535,753+7006007230.06%+122
ABBOTT LABS COM011,809+11,80901,3460.11%+1,346
OTIS WORLDWIDE CORP COM(OTIS)01,385+1,38501440.01%+144
LENNOX INTL INC COM(LII)0196+19601180.01%+118
ORACLE CORP COM(ORCL)7,7197,089-6301,0901,2080.10%+118
ISHARES RUSSELL 1000 VALUE ETF05,168+5,16809810.08%+981
M & T BK CORP COM(MTB)0916+91601630.01%+163
CHURCHILL DOWNS INC COM(CHDN)0858+85801160.01%+116
NIKE INC CL B(NKE)02,683+2,68302370.02%+237
POST HLDGS INC COM(POST)0984+98401140.01%+114
CBRE GROUP INC CL A(CBRE)0903+90301120.01%+112
STERIS PLC SHS USD(STE)0455+45501100.01%+110
BLACKROCK INC COM(BLK)0113+11301070.01%+107
CISCO SYS INC COM(CSCO)08,349+8,34904440.04%+444
MOELIS & CO CL A(MC)01,553+1,55301060.01%+106
ISHARES CORE S&P MID-CAP ETF013,210+13,21008230.07%+823
AMPHENOL CORP NEW CL A02,116+2,11601380.01%+138
CROWN CASTLE INC COM(CCI)0919+91901090.01%+109
TEMPUR SEALY INTL INC COM(SGI)02,350+2,35001280.01%+128
POOL CORP COM(POOL)0271+27101020.01%+102
CMS ENERGY CORP COM(CMS)08,880+8,88006270.05%+627
KEYSIGHT TECHNOLOGIES INC COM(KEYS)0886+88601410.01%+141
TORONTO DOMINION BK ONT COM NEW(TD)011,578+11,57807320.06%+732
MEDTRONIC PLC SHS(MDT)02,106+2,10601900.02%+190
COPART INC COM(CPRT)02,910+2,91001520.01%+152
FISERV INC COM(FISV)0779+77901400.01%+140
AUTOMATIC DATA PROCESSING INC COM02,501+2,50106920.06%+692
CINCINNATI FINL CORP COM(CINF)01,630+1,63002220.02%+222
MONDELEZ INTL INC CL A(MDLZ)011,077+11,07708160.07%+816
APTARGROUP INC COM0565+5650910.01%+91
SKYWORKS SOLUTIONS INC COM(SWKS)01,081+1,08101070.01%+107
AON PLC SHS CL A(AON)01,895+1,89506560.06%+656
WATERS CORP COM(WAT)0238+2380860.01%+86
COSTCO WHSL CORP NEW COM(COST)1,4641,498+341,2451,3280.11%+83
HOME DEPOT INC COM(HD)03,430+3,43001,3900.12%+1,390
INVESCO FTSE RAFI US 1000 ETF
RAFI US 1000 ETF
029,920+29,92001,2160.10%+1,216
WINTRUST FINL CORP COM(WTFC)01,064+1,06401160.01%+116
NEWMARKET CORP COM(NEU)0141+1410780.01%+78
UNIFIRST CORP MASS COM(UNF)0387+3870770.01%+77
AFLAC INC COM(AFL)01,902+1,90202130.02%+213
AMGEN INC COM(AMGN)7,2447,261+172,2632,3390.20%+76
HASBRO INC COM(HAS)01,047+1,0470760.01%+76
BROWN FORMAN CORP CL B(BF-A)013,514+13,51406650.06%+665
VANGUARD SMALL-CAP GROWTH ETF04,323+4,32301,1560.10%+1,156
CAPITAL GROUP CORE BALANCED ETF
SHS
02,400+2,4000750.01%+75
ISHARES CORE S&P US VALUE ETF0777+7770740.01%+74
DT MIDSTREAM INC COMMON STOCK(DTM)4,4564,938+4823163880.03%+72
VANGUARD GROWTH ETF9,6719,605-663,6173,6880.31%+71
OLD DOMINION FREIGHT LINE INC COM(ODFL)0355+3550710.01%+71
PROCTER AND GAMBLE CO COM(PG)013,878+13,87802,4040.20%+2,404
KELLANOVA COM02,935+2,93502370.02%+237
ISHARES S&P 500 VALUE ETF04,355+4,35508590.07%+859
GRAYSCALE BITCOIN MINI TRUST (BTC)011,667+11,6670660.01%+66
BRUKER CORP COM(BRKR)0949+9490660.01%+66
BALL CORP COM0960+9600650.01%+65
TRAVELERS COMPANIES INC COM(TRV)02,023+2,02304740.04%+474
ISHARES RUSSELL 1000 GROWTH ETF06,107+6,10702,2920.20%+2,292
AMENTUM HOLDINGS INC COM01,876+1,8760610.01%+61
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