Plante Moran Financial Advisors, LLC Q2 2025 Filing
Filed August 5, 2025
Portfolio Value
$1.4T
Holdings
772
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (772 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VOOVANGUARD S&P 500 ETF | 1,412,471 | $802.3B | 56.37% | |
| 2 | VXFVANGUARD EXTENDED MARKET ETF | 707,882 | $136.4B | 9.58% | |
| 3 | VEAVANGUARD FTSE DEVELOPED MARKETS ETF | 1,944,613 | $110.9B | 7.79% | |
| 4 | VVVANGUARD LARGE-CAP ETF | 329,513 | $94.0B | 6.61% | |
| 5 | MUBISHARES NATIONAL MUNI BOND ETF | 261,003 | $27.3B | 1.92% | |
| 6 | VBRVANGUARD SMALL CAP VALUE ETF | 115,003 | $22.4B | 1.58% | |
| 7 | SPYSPDR S&P 500 ETF TRUST | 28,507 | $17.6B | 1.24% | |
| 8 | SCHMSCHWAB U.S. MID-CAP ETF | 626,183 | $17.6B | 1.23% | |
| 9 | SPDWSPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 346,673 | $14.0B | 0.99% | |
| 10 | AAPLAPPLE INC COM | 61,792 | $12.7B | 0.89% | |
| 11 | MSFTMICROSOFT CORP COM | 20,253 | $10.1B | 0.71% | |
| 12 | IVVISHARES CORE S&P 500 ETF | 12,366 | $7.7B | 0.54% | |
| 13 | VTIVANGUARD TOTAL STOCK MARKET ETF | 19,481 | $5.9B | 0.42% | |
| 14 | AMZNAMAZON COM INC COM | 23,992 | $5.3B | 0.37% | |
| 15 | BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | 9,755 | $4.7B | 0.33% | |
| 16 | VUGVANGUARD GROWTH ETF | 10,253 | $4.5B | 0.32% | |
| 17 | JPMJPMORGAN CHASE & CO. COM | 12,635 | $3.7B | 0.26% | |
| 18 | PEPPEPSICO INC COM | 27,288 | $3.6B | 0.25% | |
| 19 | SYKSTRYKER CORPORATION COM | 8,300 | $3.3B | 0.23% | |
| 20 | GOOGLALPHABET INC CAP STK CL A | 16,748 | $3.0B | 0.21% | |
| 21 | CBSHCOMMERCE BANCSHARES INC COM | 44,900 | $2.8B | 0.20% | |
| 22 | NVDANVIDIA CORPORATION COM | 15,154 | $2.4B | 0.17% | |
| 23 | IWFISHARES RUSSELL 1000 GROWTH ETF | 5,477 | $2.3B | 0.16% | |
| 24 | GOOGALPHABET INC CAP STK CL C | 12,406 | $2.2B | 0.15% | |
| 25 | NDQINVESCO QQQ TRUST SERIES I | 3,954 | $2.2B | 0.15% | |
| 26 | VOTVANGUARD MID-CAP GROWTH ETF | 6,787 | $1.9B | 0.14% | |
| 27 | PGPROCTER AND GAMBLE CO COM | 11,052 | $1.8B | 0.12% | |
| 28 | METAMETA PLATFORMS INC CL A | 2,238 | $1.7B | 0.12% | |
| 29 | DTEDTE ENERGY CO COM | 11,639 | $1.5B | 0.11% | |
| 30 | JNJJOHNSON & JOHNSON COM | 9,947 | $1.5B | 0.11% | |
| 31 | ORCLORACLE CORP COM | 6,881 | $1.5B | 0.11% | |
| 32 | COSTCOSTCO WHSL CORP NEW COM | 1,514 | $1.5B | 0.11% | |
| 33 | EFAISHARES MSCI EAFE ETF | 16,490 | $1.5B | 0.10% | |
| 34 | VTVVANGUARD VALUE ETF | 7,830 | $1.4B | 0.10% | |
| 35 | HDHOME DEPOT INC COM | 3,734 | $1.4B | 0.10% | |
| 36 | LLYELI LILLY & CO COM | 1,756 | $1.4B | 0.10% | |
| 37 | VCITVANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | 16,328 | $1.4B | 0.10% | |
| 38 | XOMEXXON MOBIL CORP COM | 12,133 | $1.3B | 0.09% | |
| 39 | MCDMCDONALDS CORP COM | 4,442 | $1.3B | 0.09% | |
| 40 | PRFINVESCO RAFI US 1000 ETF | 29,452 | $1.2B | 0.09% | |
| 41 | VOVANGUARD MID-CAP ETF | 4,206 | $1.2B | 0.08% | |
| 42 | XLKTECHNOLOGY SELECT SECTOR SPDR FUND | 4,607 | $1.2B | 0.08% | |
| 43 | VBKVANGUARD SMALL-CAP GROWTH ETF | 4,168 | $1.2B | 0.08% | |
| 44 | VBVANGUARD SMALL-CAP ETF | 4,678 | $1.1B | 0.08% | |
| 45 | VGTVANGUARD INFORMATION TECHNOLOGY ETF | 1,644 | $1.1B | 0.08% | |
| 46 | VVISA INC COM CL A | 3,006 | $1.1B | 0.07% | |
| 47 | ITOTISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 7,439 | $1.0B | 0.07% | |
| 48 | IJRISHARES CORE S&P SMALL CAP ETF | 8,480 | $926.7M | 0.07% | |
| 49 | SPYGSPDR PORTFOLIO S&P 500 GROWTH ETF | 9,695 | $924.1M | 0.06% | |
| 50 | DISDISNEY WALT CO COM | 7,215 | $894.7M | 0.06% | |
| 51 | IBMINTERNATIONAL BUSINESS MACHS COM | 3,019 | $890.0M | 0.06% | |
| 52 | IWDISHARES RUSSELL 1000 VALUE ETF | 4,510 | $875.9M | 0.06% | |
| 53 | IWRISHARES RUSSELL MIDCAP ETF | 9,437 | $867.9M | 0.06% | |
| 54 | TDTORONTO DOMINION BK ONT COM NEW | 11,578 | $850.4M | 0.06% | |
| 55 | MARMARRIOTT INTL INC NEW CL A | 2,960 | $808.6M | 0.06% | |
| 56 | IJHISHARES CORE S&P MID-CAP ETF | 12,796 | $793.6M | 0.06% | |
| 57 | TILTFLEXSHARES MORNINGSTAR US MARKET FACTOR TILT INDEX FUND | 3,538 | $792.5M | 0.06% | |
| 58 | SCHXSCHWAB U.S. LARGE-CAP ETF | 32,118 | $785.0M | 0.06% | |
| 59 | DFATDIMENSIONAL U.S. TARGETED VALUE ETF | 14,347 | $774.1M | 0.05% | |
| 60 | DFUVDIMENSIONAL US MARKETWIDE VALUE ETF | 18,289 | $773.3M | 0.05% | |
| 61 | VIGVANGUARD DIVIDEND APPRECIATION ETF | 3,622 | $741.3M | 0.05% | |
| 62 | BRK-BBERKSHIRE HATHAWAY INC DEL CL A | 1 | $728.8M | 0.05% | |
| 63 | CVXCHEVRON CORP NEW COM | 5,025 | $719.5M | 0.05% | |
| 64 | IWVISHARES RUSSELL 3000 ETF | 2,006 | $704.1M | 0.05% | |
| 65 | 4I1PHILIP MORRIS INTL INC COM | 3,843 | $699.9M | 0.05% | |
| 66 | IVEISHARES S&P 500 VALUE ETF | 3,525 | $688.9M | 0.05% | |
| 67 | AONAON PLC SHS CL A | 1,895 | $676.1M | 0.05% | |
| 68 | YUMYUM BRANDS INC COM | 4,330 | $641.7M | 0.05% | |
| 69 | IWBISHARES RUSSELL 1000 ETF | 1,875 | $636.7M | 0.04% | |
| 70 | AVGOBROADCOM INC COM | 2,275 | $627.1M | 0.04% | |
| 71 | DHRDANAHER CORPORATION COM | 3,091 | $610.6M | 0.04% | |
| 72 | TSLATESLA INC COM | 1,846 | $586.4M | 0.04% | |
| 73 | AMGNAMGEN INC COM | 2,091 | $583.7M | 0.04% | |
| 74 | NEENEXTERA ENERGY INC COM | 8,286 | $575.2M | 0.04% | |
| 75 | MDYSPDR S&P MIDCAP 400 ETF TRUST | 989 | $560.2M | 0.04% | |
| 76 | SPYMSPDR PORTFOLIO S&P 500 ETF | 7,662 | $557.0M | 0.04% | |
| 77 | SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF | 18,727 | $547.0M | 0.04% | |
| 78 | IVWISHARES S&P 500 GROWTH ETF | 4,888 | $538.2M | 0.04% | |
| 79 | IWMISHARES RUSSELL 2000 ETF | 2,479 | $534.9M | 0.04% | |
| 80 | MDLZMONDELEZ INTL INC CL A | 7,861 | $530.1M | 0.04% | |
| 81 | CSCOCISCO SYS INC COM | 7,624 | $529.0M | 0.04% | |
| 82 | SCHWSCHWAB CHARLES CORP COM | 5,778 | $527.2M | 0.04% | |
| 83 | IJKISHARES S&P MID-CAP 400 GROWTH ETF | 5,629 | $512.1M | 0.04% | |
| 84 | DTMDT MIDSTREAM INC COMMON STOCK | 4,639 | $509.9M | 0.04% | |
| 85 | ABTABBOTT LABS COM | 3,691 | $502.0M | 0.04% | |
| 86 | WMTWALMART INC COM | 5,064 | $495.2M | 0.03% | |
| 87 | ABBVABBVIE INC COM | 2,574 | $477.8M | 0.03% | |
| 88 | VYMVANGUARD HIGH DIVIDEND YIELD INDEX ETF | 3,582 | $477.5M | 0.03% | |
| 89 | SDYSPDR S&P DIVIDEND ETF | 3,501 | $475.2M | 0.03% | |
| 90 | CMSCMS ENERGY CORP COM | 6,825 | $472.8M | 0.03% | |
| 91 | FNDFSCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | 11,687 | $467.7M | 0.03% | |
| 92 | IJTISHARES S&P SMALL-CAP 600 GROWTH ETF | 3,492 | $464.6M | 0.03% | |
| 93 | NFLXNETFLIX INC COM | 342 | $458.0M | 0.03% | |
| 94 | RPGINVESCO S&P 500 PURE GROWTH ETF | 9,750 | $446.3M | 0.03% | |
| 95 | TJXTJX COS INC NEW COM | 3,541 | $437.3M | 0.03% | |
| 96 | ALNYALNYLAM PHARMACEUTICALS INC COM | 1,285 | $419.0M | 0.03% | |
| 97 | MAMASTERCARD INCORPORATED CL A | 743 | $417.6M | 0.03% | |
| 98 | UNHUNITEDHEALTH GROUP INC COM | 1,291 | $402.7M | 0.03% | |
| 99 | VOEVANGUARD MID-CAP VALUE ETF | 2,437 | $400.8M | 0.03% | |
| 100 | SOSOUTHERN CO COM | 4,350 | $399.5M | 0.03% |
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