Plante Moran Financial Advisors, LLC Q4 2020 Filing
Filed February 9, 2021
Portfolio Value
$323.8M
Holdings
919
Report Date
Q4 2020
Filing Type
13F-HR
All Holdings (919 positions)
| Stock | Value |
|---|---|
PEPPEPSICO INC COM | $54.3M |
SYKSTRYKER CORPORATION COM | $28.1M |
VOOVANGUARD S&P 500 ETF | $20.7M |
YUMYUM BRANDS INC COM | $19.4M |
AAPLAPPLE INC COM | $13.5M |
YUMCYUM CHINA HLDGS INC COM | $10.3M |
SPYSPDR S&P 500 ETF | $9.8M |
VEAVANGUARD FTSE DEVELOPED MARKETS ETF | $7.9M |
BRK-BBERKSHIRE HATHAWAY INC DEL CL A | $7.7M |
MSFTMICROSOFT CORP COM | $6.6M |
IVVISHARES CORE S&P 500 ETF | $5.9M |
AMZNAMAZON COM INC COM | $4.4M |
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | $3.8M |
VXFVANGUARD EXTENDED MARKET INDEX FUND | $3.4M |
VUGVANGUARD GROWTH INDEX FUND | $3.1M |
GQ9SPDR GOLD SHARES | $2.6M |
MRKMERCK & CO. INC COM | $2.5M |
NOCNORTHROP GRUMMAN CORP COM | $2.4M |
IWFISHARES RUSSELL 1000 GROWTH ETF | $2.3M |
VVISA INC COM CL A | $2.2M |
GLGLOBE LIFE INC COM | $2.2M |
XOMEXXON MOBIL CORP COM | $1.8M |
PGPROCTER AND GAMBLE CO COM | $1.7M |
VIGVANGUARD DIVIDEND APPRECIATION INDEX FUND | $1.6M |
ABBVABBVIE INC COM | $1.6M |
BF/BBROWN FORMAN CORP CL B | $1.6M |
VBRVANGUARD SMALL-CAP VALUE INDEX FUND | $1.5M |
CMSCMS ENERGY CORP COM | $1.5M |
GOOGLALPHABET INC CAP STK CL A | $1.5M |
VBKVANGUARD SMALL-CAP GROWTH INDEX FUND | $1.5M |
GOOGALPHABET INC CAP STK CL C | $1.4M |
IJHISHARES S&P MIDCAP FUND | $1.4M |
JNJJOHNSON & JOHNSON COM | $1.3M |
JPMJPMORGAN CHASE & CO COM | $1.3M |
ABTABBOTT LABS COM | $1.3M |
IWRISHARES RUSSELL MID-CAP ETF | $1.2M |
INTCINTEL CORP COM | $1.2M |
DISDISNEY WALT CO COM | $1.1M |
DTEDTE ENERGY CO COM | $1.1M |
OEFISHARES S&P 100 ETF | $1.1M |
PFEPFIZER INC COM | $1.1M |
JBLUJETBLUE AWYS CORP COM | $1.1M |
HDHOME DEPOT INC COM | $1.0M |
IWMISHARES RUSSELL 2000 ETF | $1.0M |
BF/ABROWN FORMAN CORP CL A | $985K |
ADPAUTOMATIC DATA PROCESSING INC COM | $954K |
PRFINVESCO FTSE RAFI US 1000 ETF | $935K |
SDYSPDR S&P DIVIDEND ETF | $864K |
SBUXSTARBUCKS CORP COM | $842K |
UNHUNITEDHEALTH GROUP INC COM | $838K |
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND | $835K |
TDTORONTO DOMINION BK ONT COM NEW | $826K |
EFAISHARES MSCI EAFE ETF | $826K |
MAMASTERCARD INCORPORATED CL A | $804K |
VGTVANGUARD INFORMATION TECHNOLOGY INDEX FUND | $776K |
BACVERIZON COMMUNICATIONS INC COM | $765K |
CVXCHEVRON CORP NEW COM | $704K |
SPYGSPDR PORTFOLIO S&P 500 GROWTH ETF | $684K |
AWMSKYWORKS SOLUTIONS INC COM | $680K |
BABOEING CO COM | $673K |
IWDISHARES RUSSELL 1000 VALUE ETF | $665K |
AMATAPPLIED MATLS INC COM | $654K |
TSLATESLA INC COM | $634K |
IBMINTERNATIONAL BUSINESS MACHS COM | $625K |
METAFACEBOOK INC CL A | $623K |
AGGISHARES CORE U.S. AGGREGATE BOND ETF | $622K |
MCDMCDONALDS CORP COM | $616K |
IJRISHARES S&P SMALL-CAP FUND | $609K |
NVDANVIDIA CORPORATION COM | $599K |
VTVVANGUARD VALUE INDEX FUND | $576K |
KOCOCA COLA CO COM | $564K |
IWBISHARES RUSSELL 1000 ETF | $556K |
WMTWALMART INC COM | $545K |
CVSCVS HEALTH CORP COM | $537K |
COSTCOSTCO WHSL CORP NEW COM | $535K |
LUVSOUTHWEST AIRLS CO COM | $531K |
CMCSACOMCAST CORP NEW CL A | $523K |
AMTAMERICAN TOWER CORP NEW COM | $515K |
RTXRAYTHEON TECHNOLOGIES CORP COM | $504K |
BXBLACKSTONE GROUP INC COM CL A | $492K |
AMGNAMGEN INC COM | $490K |
MDLZMONDELEZ INTL INC CL A | $482K |
TTTRANE TECHNOLOGIES PLC SHS | $479K |
FFORD MTR CO DEL COM | $476K |
HONHONEYWELL INTL INC COM | $463K |
NEENEXTERA ENERGY INC COM | $460K |
CRWDCROWDSTRIKE HLDGS INC CL A | $454K |
ADBEADOBE SYSTEMS INCORPORATED COM | $449K |
IVWISHARES S&P 500 GROWTH ETF | $441K |
ORCLORACLE CORP COM | $439K |
MDYSPDR S&P MIDCAP 400 ETF | $439K |
IUSGISHARES CORE S&P U.S. GROWTH ETF | $439K |
CSCOCISCO SYS INC COM | $431K |
TXNTEXAS INSTRS INC COM | $430K |
BMYBRISTOL-MYERS SQUIBB CO COM | $425K |
CLXCLOROX CO DEL COM | $411K |
XPOXPO LOGISTICS INC COM | $406K |
TAT&T INC COM | $404K |
BRBROADRIDGE FINL SOLUTIONS INC COM | $401K |
4I1PHILIP MORRIS INTL INC COM | $398K |
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