Plante Moran Financial Advisors
$1.5B Assets Reported
882 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VOO | VANGUARD S&P 500 ETF | 1,459,078 | $872M | 56.4% |
| VXF | VANGUARD EXTENDED MARKET ETF | 830,772 | $171M | 11.1% |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 2,305,373 | $148M | 9.6% |
| VV | VANGUARD LARGE-CAP ETF | 287,055 | $86M | 5.5% |
| VBR | VANGUARD SMALL CAP VALUE ETF | 130,776 | $28M | 1.8% |
| MUB | ISHARES NATIONAL MUNI BOND ETF | 226,022 | $24M | 1.6% |
| SPY | STATE STREET SPDR S&P 500 ETF | 30,216 | $20M | 1.3% |
| SCHM | SCHWAB U.S. MID-CAP ETF | 604,751 | $19M | 1.2% |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 320,412 | $15M | 0.9% |
| AAPL | APPLE INC COM | 49,049 | $12M | 0.8% |
Track Plante Moran Financial Advisors's 13F portfolio: $1.5B in reported holdings, 882 positions. Top holdings, AUM, and quarterly changes on SentiSense.