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Mark Romin

Lakeshore Financial Planning, Inc.

Assets Managed
$275.848M
Holdings
85
Last Quarter
2026 - Q1
Filed Date
2d ago
Growth Rate
-1.43%(2Q avg: 1.22%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Lakeshore Financial Planning, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 85 positions.

Assets under management

The assets under management (AUM) of Lakeshore Financial Planning, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 275.848M in assets, with a quarterly growth rate of -1.43% and a 2-quarter average growth rate of 1.22%. The portfolio is managed by Mark Romin, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -15.17%
16.63%
$45.85M
70,186 shares@ $653.26 avg price
PULS
Pgim Ultra Short Bond Etf
Recent Activity
Increased 1.54%
13.8%
$38.063M
768,939 shares@ $49.51 avg price
DFLV
Dim Us Large Cap Value Etf
Recent Activity
Increased 80.41%
12.06%
$33.267M
931,589 shares@ $35.72 avg price
XLF
Financial Select Sector Spdr
Recent Activity
Increased 0.71%
7.73%
$21.314M
431,723 shares@ $49.38 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -16.61%
6.68%
$18.407M
30,803 shares@ $597.57 avg price
VHT
Vanguard Health Care Etf
Recent Activity
Increased 0.83%
5.59%
$15.412M
56,591 shares@ $272.34 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Decreased -0.59%
4.23%
$11.65M
379,709 shares@ $30.69 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.21%
3.51%
$9.68M
38,137 shares@ $253.82 avg price
DFAT
Dimensional Us Target Value
Recent Activity
Increased 5.52%
2.95%
$8.11M
129,865 shares@ $62.46 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -3.76%
2.8%
$7.697M
20,791 shares@ $370.21 avg price

1-10 of 85