Plante Moran Financial Advisors, LLC
CIK Number: 0001424717
Main Sectors:
Top Industries:
Filing Date: Aug 5, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&P 50... | 615.21 | +0.10% | 1.41M | +9.43% | 802.32M | 436.42 | 56.37% | Share |
| 2 | VXF | Vanguard Extend... | 211.42 | +0.67% | 707.88K | +5.50% | 136.41M | 166.77 | 9.58% | Share |
| 3 | VEA | Vanguard Develo... | 60.50 | +0.22% | 1.94M | +9.12% | 110.86M | 43.9 | 7.79% | Share |
| 4 | VV | Vanguard Large ... | 309.29 | +0.08% | 329.51K | +113.45% | 94.01M | 234.92 | 6.61% | Share |
| 5 | MUB | iShares Nationa... | 106.37 | -0.02% | 261K | -11.02% | 27.27M | 106.34 | 1.92% | Share |
| 6 | VBR | Vanguard Small ... | 209.98 | +0.24% | 115K | +49.07% | 22.43M | 180.75 | 1.58% | Share |
| 7 | SPY | SPDR S&P 500 ET... | 669.16 | +0.11% | 28.51K | -0.67% | 17.61M | 294.54 | 1.24% | Share |
| 8 | SCHM | Schwab U.S. Mid... | 29.93 | +0.52% | 626.18K | +289.90% | 17.56M | 27.02 | 1.23% | Share |
| 9 | SPDW | SPDR Portfolio ... | 43.20 | +0.17% | 346.67K | +2.72% | 14.04M | 28.31 | 0.99% | Share |
| 10 | AAPL | Apple Inc. | 257.13 | +0.66% | 61.79K | -25.57% | 12.68M | 74.38 | 0.89% | Share |
| 11 | MSFT | Microsoft Corpo... | 515.74 | -0.76% | 20.25K | -6.34% | 10.07M | 145.9 | 0.71% | Share |
| 12 | IVV | iShares Core S&... | 672.48 | +0.10% | 12.37K | +16.01% | 7.68M | 378.16 | 0.54% | Share |
| 13 | VTI | Vanguard Total ... | 329.77 | +0.14% | 19.48K | +3.19% | 5.92M | 221.27 | 0.42% | Share |
| 14 | AMZN | Amazon.com, Inc... | 222.41 | +0.81% | 23.99K | -0.87% | 5.26M | 134.53 | 0.37% | Share |
| 15 | BRK-B | Berkshire Hatha... | 495.96 | -0.45% | 9.76K | -20.09% | 4.74M | 201.42 | 0.33% | Share |
| 16 | VUG | Vanguard Growth... | 483.23 | +0.28% | 10.25K | +4.83% | 4.5M | 216.96 | 0.32% | Share |
| 17 | JPM | JPMorgan Chase ... | 307.56 | -1.01% | 12.63K | -1.4% | 3.66M | 157.92 | 0.26% | Share |
| 18 | PEP | PepsiCo, Inc. | 142.31 | -0.58% | 27.29K | +1.19% | 3.6M | 139.58 | 0.25% | Share |
| 19 | SYK | Stryker Corpora... | 366.40 | +0.62% | 8.3K | +34.59% | 3.28M | 218.65 | 0.23% | Share |
| 20 | GOOGL | Alphabet Inc. | 245.69 | +0.32% | 16.75K | -6.26% | 2.95M | 88.46 | 0.21% | Share |
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