Plante Moran Financial Advisors, LLC
CIK 1424717 · Holdings on Jun 30, 2026 · First reported Aug 6, 2026
Top ten holdings
Q2 2026- VOO47.21%
- VXF11.49%
- IWP9.02%
- VEA7.83%
- AVUV6.49%
- VV4.34%
- VBR1.31%
- MUB1.19%
- SPY1.02%
- SCHM0.97%
Share classes counted separately90.87%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- VOOWeight decreased · -9.18 pp56.39% → 47.21%Shares +18.58K (+1.27%)
- IWPWeight increased · +9.02 pp0.00% → 9.02%Shares +1.32M (+556460.92%)
- AVUVWeight increased · +6.49 pp0.00% → 6.49%Shares +1.12M (+278286.32%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VOOVANGUARD S&P 500 ETFETF View history and evidence | $1.01B | 47.21% | 1.48M shares | 56.39% → 47.21%-9.18 pp +18.58K (+1.27%) | Added | ▾ |
| 02 | VXFVANGUARD EXTENDED MARKET ETFETF View history and evidence | $246.91M | 11.49% | 1.00M shares | 11.06% → 11.49%+0.43 pp +172.06K (+20.71%) | Added | ▾ |
| 03 | IWPISHARES RUSSELL MID-CAP GROWETF View history and evidence | $193.94M | 9.02% | 1.32M shares | 0.00% → 9.02%+9.02 pp +1.32M (+556460.92%) | Added | ▾ |
| 04 | VEAVANGUARD FTSE DEVELOPED ETFETF View history and evidence | $168.42M | 7.83% | 2.36M shares | 9.56% → 7.83%-1.73 pp +58.48K (+2.54%) | Added | ▾ |
| 05 | AVUVAVANTIS US SMALL CAP VALUEETF View history and evidence | $139.62M | 6.49% | 1.12M shares | 0.00% → 6.49%+6.49 pp +1.12M (+278286.32%) | Added | ▾ |
| 06 | VVVNGRD MRGSTR LRG-CAP ETF-USDETF View history and evidence | $93.28M | 4.34% | 271.22K shares | 5.55% → 4.34%-1.21 pp -15.83K (-5.51%) | Reduced | ▾ |
| 07 | VBRVNGRD MRNGST SL-CP VAL ETF-UETF View history and evidence | $28.19M | 1.31% | 116.03K shares | 1.84% → 1.31%-0.53 pp -14.74K (-11.27%) | Reduced | ▾ |
| 08 | MUBISHARES NATIONAL MUNI BOND EETF View history and evidence | $25.48M | 1.19% | 236.72K shares | 1.55% → 1.19%-0.36 pp +10.70K (+4.73%) | Added | ▾ |
| 09 | SPYSS SPDR S&P 500 ETF TRUST-USETF View history and evidence | $22.02M | 1.02% | 29.49K shares | 1.27% → 1.02%-0.25 pp -729 (-2.41%) | Reduced | ▾ |
| 10 | SCHMSCHWAB US MID CAP ETFETF View history and evidence | $20.85M | 0.97% | 565.59K shares | 1.21% → 0.97%-0.24 pp -39.16K (-6.48%) | Reduced | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 69
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| EXMOC EXXON MOBIL CORP | Non-derivative | -9,561 | -$1.62M | SEC filing ↗ | SEC filing ↗ |
| BMOP BNY MELN MUNIPL OPP ETF | Non-derivative | -53,275 | -$1.31M | SEC filing ↗ | SEC filing ↗ |
| TD TORONTO-DOMINION BANK | Non-derivative | -11,578 | -$1.08M | SEC filing ↗ | SEC filing ↗ |
3 / 69 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1424717 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-06
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 2149875744
}Research all 1,589 reported holdings.
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