13F Filings for Plante Moran Financial Advisors, LLC (CIK: 1424717)
View the most recent portfolio holdings disclosed by Plante Moran Financial Advisors, LLC in their 13F filing.
| Holding | Shares | Value | Portfolio Percent | Change Status | Change Amount |
|---|---|---|---|---|---|
| VOO - VANGUARD SP 500 ETF(Class: ETF) | 1.41M | $802.32M | 56.37% | Increased | 121.75K (9.0%, $139M) |
| VXF - VANGUARD EXTENDED MARKET ETF(Class: ETF) | 707.88K | $136.41M | 9.58% | Increased | 36.87K (5.0%, $20.83M) |
| VEA - VANGUARD FTSE DEVELOPED MARKETS ETF(Class: ETF) | 1.94M | $110.86M | 7.79% | Increased | 162.45K (9.0%, $20.27M) |
| VV - VANGUARD LARGE-CAP ETF(Class: ETF) | 329.51K | $94.01M | 6.61% | Increased | 175.14K (113.0%, $54.33M) |
| MUB - ISHARES NATIONAL MUNI BOND ETF(Class: ETF) | 261K | $27.27M | 1.92% | Decreased | 32.33K (11.0%, $3.66M) |
| VBR - VANGUARD SMALL CAP VALUE ETF(Class: ETF) | 115K | $22.43M | 1.58% | Increased | 37.86K (49.0%, $8.06M) |
| SPY - SPDR SP 500 ETF TRUST(Class: ETF) | 28.51K | $17.61M | 1.24% | Decreased | 192 (0.0%, $1.56M) |
| SCHM - SCHWAB U.S. MID-CAP ETF(Class: ETF) | 626.18K | $17.56M | 1.23% | Increased | 465.58K (289.0%, $13.36M) |
| SPDW - SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF(Class: ETF) | 346.67K | $14.04M | 0.99% | Increased | 9.18K (2.0%, $1.75M) |
| AAPL - APPLE INC COM(Class: Stock) | 61.79K | $12.68M | 0.89% | Decreased | 21.22K (25.0%, $5.76M) |
| MSFT - MICROSOFT CORP COM(Class: Stock) | 20.25K | $10.07M | 0.71% | Decreased | 1.37K (6.0%, $1.96M) |
| IVV - ISHARES CORE SP 500 ETF(Class: ETF) | 12.37K | $7.68M | 0.54% | Increased | 1.71K (16.0%, $1.69M) |
| VTI - VANGUARD TOTAL STOCK MARKET ETF(Class: ETF) | 19.48K | $5.92M | 0.42% | Increased | 603 (3.0%, $732.44K) |
| AMZN - AMAZON COM INC COM(Class: Stock) | 23.99K | $5.26M | 0.37% | Decreased | 211 (0.0%, $658.74K) |
| BRK.B - BERKSHIRE HATHAWAY INC DEL CL B NEW(Class: Stock) | 9.76K | $4.74M | 0.33% | Decreased | 2.45K (20.0%, $1.76M) |
| VUG - VANGUARD GROWTH ETF(Class: ETF) | 10.25K | $4.50M | 0.32% | Increased | 472 (4.0%, $868.05K) |
| JPM - JPMORGAN CHASE CO. COM(Class: Stock) | 12.63K | $3.66M | 0.26% | Decreased | 180 (1.0%, $519.69K) |
| PEP - PEPSICO INC COM(Class: Stock) | 27.29K | $3.60M | 0.25% | Increased | 322 (1.0%, $440.17K) |
| SYK - STRYKER CORPORATION COM(Class: Stock) | 8.30K | $3.28M | 0.23% | Increased | 2.13K (34.0%, $988.07K) |
| GOOGL - ALPHABET INC CAP STK CL A(Class: Stock) | 16.75K | $2.95M | 0.21% | Decreased | 1.12K (6.0%, $188.85K) |
| CBSH - COMMERCE BANCSHARES INC COM(Class: Stock) | 44.90K | $2.79M | 0.20% | New | 44.90K ($2.79M) |
| NVDA - NVIDIA CORPORATION COM(Class: Stock) | 15.15K | $2.39M | 0.17% | Decreased | 3.80K (20.0%, $340.08K) |
| IWF - ISHARES RUSSELL 1000 GROWTH ETF(Class: ETF) | 5.48K | $2.33M | 0.16% | Decreased | 662 (10.0%, $108.87K) |
| GOOG - ALPHABET INC CAP STK CL C(Class: Stock) | 12.41K | $2.20M | 0.15% | Decreased | 902 (6.0%, $121.59K) |
| QQQ - INVESCO QQQ TRUST SERIES I(Class: ETF) | 3.95K | $2.18M | 0.15% | Decreased | 85 (2.0%, $286.96K) |