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Plante Moran Financial Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Plante Moran Financial Advisors, LLC

报告期 2026-03-31 · CIK 0001424717

持仓数

718

前50大市值合计

$1.48B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

VOO VANGUARD S&P 500 ETF

ETF

$871.9M

1,459,078

59.1%

VXF VANGUARD EXTENDED MARKET ETF

ETF

$171.0M

830,772

11.6%

VEA VANGUARD FTSE DEVELOPED MARKETS ETF

ETF

$147.7M

2,305,373

10.0%

VV VANGUARD LARGE-CAP ETF

ETF

$85.8M

287,055

5.8%

VBR VANGUARD SMALL CAP VALUE ETF

ETF

$28.4M

130,776

1.9%

MUB ISHARES NATIONAL MUNI BOND ETF

ETF

$24.0M

226,022

1.6%

SPY STATE STREET SPDR S&P 500 ETF

ETF

$19.7M

30,216

1.3%

SCHM SCHWAB U.S. MID-CAP ETF

ETF

$18.7M

604,751

1.3%

SPDW STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF

ETF

$14.6M

320,412

1.0%

AAPL APPLE INC COM

Stock

$12.4M

49,049

0.8%

IVV ISHARES CORE S&P 500 ETF

ETF

$9.4M

14,377

0.6%

VTI VANGUARD TOTAL STOCK MARKET ETF

ETF

$6.7M

20,955

0.5%

MSFT MICROSOFT CORP COM

Stock

$5.6M

15,139

0.4%

JNJ JOHNSON & JOHNSON COM

Stock

$3.3M

13,577

0.2%

VUG VANGUARD GROWTH ETF

ETF

$3.3M

7,595

0.2%

AMZN AMAZON COM INC COM

Stock

$2.9M

14,083

0.2%

GOOGL ALPHABET INC CAP STK CL A

Stock

$2.8M

9,738

0.2%

BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW

Stock

$2.7M

5,604

0.2%

JPM JPMORGAN CHASE & CO COM

Stock

$2.6M

8,965

0.2%

QQQ INVESCO QQQ TRUST SERIES I

ETF

$2.5M

4,367

0.2%

IWF ISHARES RUSSELL 1000 GROWTH ETF

ETF

$2.2M

5,247

0.2%

GOOG ALPHABET INC CAP STK CL C

Stock

$2.2M

7,599

0.1%

VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF

ETF

$1.7M

11,391

0.1%

DTE DTE ENERGY CO COM

Stock

$1.7M

11,421

0.1%

— EXXON MOBIL CORP COM

Stock

$1.6M

9,561

0.1%

EFA ISHARES MSCI EAFE ETF

ETF

$1.6M

16,333

0.1%

COST COSTCO WHOLESALE CORPORATION COM

Stock

$1.6M

1,591

0.1%

PRF INVESCO RAFI US 1000 ETF

ETF

$1.6M

33,235

0.1%

VOT VANGUARD MID-CAP GROWTH ETF

ETF

$1.6M

6,061

0.1%

PEP PEPSICO INC COM

Stock

$1.5M

9,810

0.1%

BMOP BNY MELLON MUNICIPAL OPPORTUNITIES ETF

ETF

$1.3M

53,275

0.1%

VB VANGUARD SMALL-CAP ETF

ETF

$1.2M

4,749

0.1%

META META PLATFORMS INC CL A

Stock

$1.2M

2,169

0.1%

XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF

ETF

$1.2M

8,975

0.1%

VO VANGUARD MID-CAP ETF

ETF

$1.2M

4,072

0.1%

VBK VANGUARD SMALL-CAP GROWTH ETF

ETF

$1.2M

3,865

0.1%

ESGD ISHARES ESG AWARE MSCI EAFE ETF

ETF

$1.2M

12,203

0.1%

NVDA NVIDIA CORPORATION COM

Stock

$1.1M

6,375

0.1%

SCHD SCHWAB US DIVIDEND EQUITY ETF

ETF

$1.1M

35,489

0.1%

TD TORONTO DOMINION BK ONT COM NEW

Stock

$1.1M

11,578

0.1%

IJR ISHARES CORE S&P SMALL CAP ETF

ETF

$1.1M

8,641

0.1%

IJK ISHARES S&P MID-CAP 400 GROWTH ETF

ETF

$1.1M

10,609

0.1%

VGT VANGUARD INFORMATION TECHNOLOGY ETF

ETF

$1.1M

1,514

0.1%

DFUV DIMENSIONAL US MARKETWIDE VALUE ETF

ETF

$1.0M

21,496

0.1%

IJH ISHARES CORE S&P MID-CAP ETF

ETF

$995.7K

14,745

0.1%

PG PROCTER & GAMBLE CO COM

Stock

$973.2K

6,738

0.1%

SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF

ETF

$965.3K

9,859

0.1%

SCHX SCHWAB U.S. LARGE-CAP ETF

ETF

$946.6K

36,919

0.1%

IWR ISHARES RUSSELL MIDCAP ETF

ETF

$923.3K

9,496

0.1%

SYK STRYKER CORPORATION COM

Stock

$907.2K

2,761

0.1%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

90%前 6 大占比

VOO59.1%VXF11.6%VEA10.0%VV5.8%VBR1.9%MUB1.6%