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Exchange Capital Management, Inc.
Period ended Jun 30, 2025 · Latest filing Jul 21, 2025
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2025: $670,015,969
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2025. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- Microsoft Corp · COM · 594918104 · shares: $35,797,250
- Vanguard Sector Index Fds Vanguard Information Tec · INF TECH ETF · 92204A702 · shares: $24,600,913
- Amazon.com Inc · COM · 023135106 · shares: $21,775,116
- Alphabet Inc. CL A · CL A · 02079K305 · shares: $20,531,681
- WisdomTree Dynamic Ccy Hdgd Intl Eq ETF · CURRNCY INT EQ · 97717X263 · shares: $17,515,257
- Berkshire Hathaway Inc · CL B NEW · 084670702 · shares: $14,909,357
- BlackRock Inc · COM · 09290D101 · shares: $12,833,459
- Vanguard Financials ETF · FINANCIALS ETF · 92204A405 · shares: $12,732,893
- iShares Currency Hedged MSCI EAFE · HDG MSCI EAFE · 46434V803 · shares: $12,356,924
- SPDR Portfolio S&P 400 Mid Cap ETF · PORTFOLIO S&P400 · 78464A847 · shares: $12,102,251
Reported holdings
206 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| SPDR SSGA MY2033 CORP BND ETF NV | SPDR SSGA MY2033 | 78470P747 | — | 66,095 shares | $1,633,855 |
| Schwab US Small-Cap ETF | US SML CAP ETF | 808524607 | — | 63,477 shares | $1,605,959 |
| WisdomTree EmMkts ex-Stt-Ownd EntrprsETF | EM EX ST-OWNED | 97717X578 | — | 45,901 shares | $1,582,672 |
| Applied Materials Inc | COM | 038222105 | — | 8,295 shares | $1,518,585 |
| Intercontinental Exchange Inc | COM | 45866F104 | — | 8,132 shares | $1,491,978 |
| SPDR SSGA MY2032 CORP BND ETF | SPDR SSGA MY2032 | 78470P754 | — | 59,411 shares | $1,466,252 |
| Invesco BulletShares 2030 Corp Bond ETF | INVSCO 30 CORP | 46138J460 | — | 85,197 shares | $1,429,606 |
| SPDR SSGA MY2031 CORP BND ETF | SPDR SSGA MY2031 | 78470P762 | — | 54,542 shares | $1,358,794 |
| Consumer Discret Sel Sect SPDR ETF | SBI CONS DISCR | 81369Y407 | — | 6,130 shares | $1,332,233 |
| S&Pglobal Inc Com | COM | 78409V104 | — | 2,516 shares | $1,326,664 |
| Eli Lilly and Co | COM | 532457108 | — | 1,702 shares | $1,326,493 |
| Industrial Select Sector SPDR ETF | COM | 81369Y704 | — | 8,979 shares | $1,324,592 |
| Clorox Co | COM | 189054109 | — | 10,871 shares | $1,305,281 |
| GlaxoSmithKline PLC | SPONSORED ADR | 37733W204 | — | 33,503 shares | $1,286,515 |
| QCR Holdings Inc | COM | 74727A104 | — | 18,250 shares | $1,239,175 |
| iShares Short-Term National Muni Bond | SHRT NAT MUN ETF | 464288158 | — | 11,487 shares | $1,221,474 |
| Domino s Pizza Inc | COM | 25754A201 | — | 2,682 shares | $1,208,509 |
| Ishares Ibonds Dec 2033 Term Treasury ETF | IBONDS DEC 2033 | 46436E148 | — | 49,151 shares | $1,204,692 |
| iShares iBonds 2025 Corp Bond ETF | IBONDS DEC25 ETF | 46434VBD1 | — | 47,115 shares | $1,186,349 |
| BNDBLXX BLMBRG 3 YR TRG US TR ETF | BLOOMBERG THREE | 09789C846 | — | 22,875 shares | $1,138,725 |
| Unilever PLC | SPON ADR NEW | 904767704 | — | 18,588 shares | $1,137,028 |
| Union Pacific Corp | COM | 907818108 | — | 4,892 shares | $1,125,436 |
| Workday Inc | CL A | 98138H101 | — | 4,516 shares | $1,083,840 |
| WisdomTree Emerging Mkts Qual Div Gr ETF | EM MKTS QTLY DIV | 97717W323 | — | 38,909 shares | $1,072,724 |
| Fidelity MSCI Consumer Staples ETF | CONSMR STAPLES | 316092303 | — | 20,562 shares | $1,051,736 |
| CME Group Inc | COM | 12572Q105 | — | 3,771 shares | $1,039,363 |
| Masco Corp | COM | 574599106 | — | 16,079 shares | $1,034,844 |
| WisdomTree Emerging Markets SmCp Div ETF | EMG MKTS SMCAP | 97717W281 | — | 18,225 shares | $1,006,749 |
| ASML Holding NV | N Y REGISTRY SHS | N07059210 | — | 1,243 shares | $996,128 |
| Schwab US Broad Market ETF | US BRD MKT ETF | 808524102 | — | 39,842 shares | $949,433 |
| SPDR SSGA MY2026 MUNI BND ETF IV | SPDR SSGA MY2026 | 78470P721 | — | 37,678 shares | $936,863 |
| Autodesk Inc. | COM | 052769106 | — | 3,008 shares | $931,187 |
| Nike Inc | CL B | 654106103 | — | 12,665 shares | $899,728 |
| Linde plc | SHS | G54950103 | — | 1,876 shares | $880,182 |
| iShares National AMT-Free Muni Bond | NATIONAL MUN ETF | 464288414 | — | 8,324 shares | $869,692 |
| SPDR SSGA MY2027 MUNI BND ETF NV | SPDR SSGA MY2027 | 78470P713 | — | 34,988 shares | $860,880 |
| Invesco BulletShares 2029 Corp Bond ETF | BULETSHS 2029 | 46138J577 | — | 44,830 shares | $838,321 |
| Fidelity MSCI Materials ETF | MSCI MATLS INDEX | 316092881 | — | 16,543 shares | $824,979 |
| Oracle Corporation | COM | 68389X105 | — | 3,756 shares | $821,174 |
| Vanguard Small-Cap ETF | SMALL CP ETF | 922908751 | — | 3,436 shares | $814,292 |
| iShares Global Clean Energy | GL CLEAN ENE ETF | 464288224 | — | 61,183 shares | $802,106 |
| Pfizer Inc | COM | 717081103 | — | 33,079 shares | $801,826 |
| Coca-Cola Co | COM | 191216100 | — | 11,327 shares | $801,419 |
| Vanguard Sector Index Fds Vanguard Energy Etf | ENERGY ETF | 92204A306 | — | 6,557 shares | $781,019 |
| NextEra Energy Inc | COM | 65339F101 | — | 11,170 shares | $775,421 |
| SPDR SSGA My2030 Municipal Bond ETF | SPDR SSGA MY2030 | 78470P671 | — | 31,663 shares | $775,110 |
| Canadian National Railway Co | COM | 136375102 | — | 7,038 shares | $732,234 |
| SPDR SSGA MY2028 MUNI BND ETF | SPDR SSGA MY2028 | 78470P697 | — | 28,138 shares | $688,115 |
| General Electric Co | COM | 369604301 | — | 2,613 shares | $672,560 |
| Charles Schwab Corp | COM | 808513105 | — | 7,365 shares | $671,983 |
| Vanguard Tax-Exempt Bond ETF | TAX EXEMPT BD | 922907746 | — | 13,669 shares | $670,191 |
| Invesco BulletShares 2028 Corp Bond ETF | INVSCO BLSH 28 | 46138J643 | — | 32,321 shares | $662,257 |
| Broadcom Inc Com | COM | 11135F101 | — | 2,219 shares | $611,734 |
| iShares iBonds 2025 Muni Bond ETF | IBONDS DEC 25 | 46435U432 | — | 22,710 shares | $607,799 |
| 3M Co | COM | 88579Y101 | — | 3,881 shares | $590,853 |
| Wal-Mart Stores Inc | COM | 931142103 | — | 6,034 shares | $589,998 |
| SPDR SSGA My2029 Municipal Bond ETF | SPDR SSGA MY2029 | 78470P689 | — | 24,170 shares | $589,990 |
| BNDBLXX BLMBRG 6 MNTH TRG US TR ETF | BLOOMBERG SIX MN | 09789C788 | — | 11,692 shares | $588,594 |
| Invesco BulletShares 2026 Corp Bond ETF | BULSHS 2026 CB | 46138J791 | — | 29,883 shares | $583,316 |
| CMS Energy Corp | COM | 125896100 | — | 8,360 shares | $579,210 |
| Invesco BulletShares 2027 Corp Bond ETF | BULSHS 2027 CB | 46138J783 | — | 28,130 shares | $552,755 |
| AT&T Inc | COM | 00206R102 | — | 17,931 shares | $518,916 |
| MarketAxess Holdings Inc | COM | 57060D108 | — | 2,270 shares | $506,982 |
| Fidelity MSCI Utilities ETF | MSCI UTILS INDEX | 316092865 | — | 9,242 shares | $486,148 |
| Teradyne Inc | COM | 880770102 | — | 5,225 shares | $469,832 |
| iShares MSCI Emerging Mkts ex China ETF | MSCI EMRG CHN | 46434G764 | — | 7,401 shares | $467,299 |
| Global X S&P 500 Catholic Values ETF | S&P 500 CATHOLIC | 37954Y889 | — | 6,148 shares | $463,867 |
| Chevron Corp | COM | 166764100 | — | 3,200 shares | $458,208 |
| Core Laboratories NV | COM | 21867A105 | — | 35,489 shares | $408,833 |
| DIMENSIONAL U S CORE EQUITY 2 ETF | US CORE EQUITY 2 | 25434V708 | — | 11,387 shares | $408,110 |
| FIDELITY WISE ORIGIN BITCOIN FUND | SHS | 315948109 | — | 4,300 shares | $404,157 |
| Financial Select Sector SPDR ETF | SBI INT-FINL | 81369Y605 | — | 7,569 shares | $396,389 |
| iShares iBonds 2029 Muni Bond ETF | IBONDS DEC 2029 | 46436E163 | — | 15,629 shares | $394,320 |
| Caterpillar Inc | COM | 149123101 | — | 1,011 shares | $392,480 |
| Comerica Inc | COM | 200340107 | — | 6,518 shares | $388,799 |
| iShares iBonds 2026 Muni Bond ETF | IBONDS DEC 26 | 46435U259 | — | 14,899 shares | $381,757 |
| iShares iBonds 2028 Muni Bond ETF | IBONDS DEC 28 | 46435U325 | — | 14,484 shares | $368,038 |
| Verizon Communications Inc | COM | 92343V104 | — | 8,375 shares | $362,372 |
| iShares iBonds 2027 Muni Bond ETF | IBONDS DEC 27 | 46435U283 | — | 13,951 shares | $353,658 |
| Health Care Select Sector SPDR ETF | SBI HEALTHCARE | 81369Y209 | — | 2,559 shares | $344,928 |
| Vanguard 500 ETF | S&P 500 ETF SHS | 922908363 | — | 602 shares | $341,954 |
| Ge Vernova Llc Com | COM | 36828A101 | — | 633 shares | $334,952 |
| Materials Select Sector SPDR ETF | SBI MATERIALS | 81369Y100 | — | 3,726 shares | $327,145 |
| ISHARES IBONDS DEC 2030 TRM TRSY ETF | IBOND DEC 2030 | 46436E593 | — | 16,239 shares | $322,182 |
| Abbvie Inc | COM | 00287Y109 | — | 1,716 shares | $318,524 |
| Invesco FTSE RAFI US 1000 ETF | FTSE RAFI 1000 | 46137V613 | — | 7,485 shares | $316,391 |
| SPDR S&P Bank ETF | S&P BK ETF | 78464A797 | — | 5,495 shares | $306,401 |
| Stryker Corporation | COM | 863667101 | — | 754 shares | $298,305 |
| PowerShares Dynamic Large Cap Growth ETF | DYNMC LRG GWTH | 46137V746 | — | 2,532 shares | $297,358 |
| Southern Co | COM | 842587107 | — | 3,120 shares | $286,510 |
| iShares Russell 1000 Growth | RUS 1000 GRW ETF | 464287614 | — | 653 shares | $277,251 |
| Vanguard FTSE Developed Markets ETF | VAN FTSE DEV MKT | 921943858 | — | 4,729 shares | $269,621 |
| Johnson Controls Inc | COM | G51502105 | — | 2,507 shares | $264,789 |
| UnitedHealth Group Inc | COM | 91324P102 | — | 838 shares | $261,431 |
| Schwab Short-Term US Treasury ETF | SHT TM US TRES | 808524862 | — | 10,651 shares | $259,664 |
| iShares Russell Mid-Cap | RUS MID CAP ETF | 464287499 | — | 2,794 shares | $256,964 |
| NVIDIA Corp | COM | 67066G104 | — | 1,586 shares | $250,578 |
| ISHARES IBONDS TERM TREASURY ETF | IBONDS 28 TRM TS | 46436E833 | — | 11,179 shares | $249,962 |
| Palo Alto Networks Inc | COM | 697435105 | — | 1,217 shares | $249,047 |
| iShares MSCI ACWI ETF | MSCI ACWI ETF | 464288257 | — | 1,865 shares | $239,805 |