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Institutional Investment Manager
Plante Moran Financial Advisors, LLC
Plante Moran Financial Advisors, LLC (CIK: 0001424717) incorporated in Michigan, located at 3000 Town Center Dr., Southfield, MI. Institutional holdings reported to the SEC.

Institutional Holdings (2015Q2)
Portfolio Summary: 743 holdings with a total value of $139,888,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 DTE ENERGY CO 161,221 12,034,000 8.60%
2 SPDR S&P 500 ETF TR 32,604 6,712,000 4.80%
3 PEPSICO INC 54,789 5,114,000 3.66%
4 ANDERSONS INC COM 115,962 4,523,000 3.23%
5 JOHNSON & JOHNSON 46,171 4,500,000 3.22%
6 APPLE INC 32,571 4,085,000 2.92%
7 VANGUARD INDEX FDS 20,597 3,890,000 2.78%
8 STRYKER CORP 28,439 2,718,000 1.94%
9 INTEL CORP 84,908 2,582,000 1.85%
10 SPDR S&P MIDCAP 400 ETF TR 8,542 2,334,000 1.67%
11 BERKSHIRE HATHAWAY INC DEL 15,964 2,173,000 1.55%
12 INTERNATIONAL BUSINESS MACHS 11,587 1,885,000 1.35%
13 ISHARES TR 8,731 1,809,000 1.29%
14 ISHARES TR 11,980 1,797,000 1.28%
15 EATON CORP PLC 26,430 1,784,000 1.28%
16 COCA COLA CO 39,572 1,552,000 1.11%
17 GENERAL ELECTRIC CO 57,918 1,539,000 1.10%
18 MICROSOFT CORP 31,354 1,384,000 0.99%
19 ECHO GLOBAL LOGISTICS INC COM 40,056 1,308,000 0.94%
20 EXXON MOBIL CORP 15,700 1,306,000 0.93%
21 ISHARES TR 11,557 1,257,000 0.90%
22 PROCTER AND GAMBLE CO 16,025 1,254,000 0.90%
23 SPDR DOW JONES INDL AVRG ETF 6,943 1,221,000 0.87%
24 BROWN FORMAN CORP CL B 11,754 1,178,000 0.84%
25 UNIVERSAL LOGISTICS HLDGS IN 52,565 1,154,000 0.82%
26 VERIZON COMMUNICATIONS INC 23,717 1,105,000 0.79%
27 PFIZER INC 32,937 1,104,000 0.79%
28 PROASSURANCE CORP COM 23,889 1,104,000 0.79%
29 ISHARES TR 10,882 1,077,000 0.77%
30 ISHARES TR 14,323 1,076,000 0.77%
31 CHEVRON CORP NEW 10,618 1,024,000 0.73%
32 JPMORGAN CHASE & CO 14,303 969,000 0.69%
33 ISHARES TR 14,994 952,000 0.68%
34 MAGNA INTL INC 16,758 940,000 0.67%
35 VANGUARD INDEX FDS 8,787 940,000 0.67%
36 SPDR SER TR 12,022 916,000 0.65%
37 VANGUARD BD INDEX FDS 10,477 851,000 0.61%
38 AT&T INC 22,934 815,000 0.58%
39 ABBVIE INC 11,363 763,000 0.55%
40 BROWN FORMAN CORP 6,747 752,000 0.54%
41 UNION PAC CORP 7,890 752,000 0.54%
42 ISHARES RUSSELL 2000 GROWTH ETF 4,809 743,000 0.53%
43 ISHARES RUSSELL 2000 VALUE ETF 7,201 734,000 0.52%
44 SPDR GOLD TR 6,461 726,000 0.52%
45 MANPOWER INC 8,003 715,000 0.51%
46 KELLOGG CO 11,397 715,000 0.51%
47 3M CO 4,472 690,000 0.49%
48 ABBOTT LABS 13,821 678,000 0.48%
49 TORONTO DOMINION BK ONT 15,216 647,000 0.46%
50 ISHARES TR 3,758 640,000 0.46%
Page 1 of 15

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001424717-15-000007, filed 2015.07.22).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.