Filer Name: LVZ, INC.
CIK: 1574408
Period: 2024-12-31
Filed At: 2025-02-06
Number of Holdings: 149
Portfolio Value: $0.78B

Lvz, Inc. Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
SDVY US FIRST TRUST SMID CAP RISING 2,726,811 $98M 12.54% 0.7% -
IVW US ISHARES S&P 500 GROWTH ETF 946,392 $96M 12.32% -0.7% -
IVE US ISHARES S&P 500 VALUE ETF 436,966 $83M 10.70% 1.6% -
DUHP US DIMENSIONAL US HIGH PROFI ET 2,035,836 $69M 8.82% 1.0% -
IJH US ISHARES CORE S&P MIDCAP ETF 1,069,019 $67M 8.54% -2.9% -
FTCB US FT CORE INVESTMENT GRADE ETF 2,753,129 $57M 7.29% 100.0% -
DFAI US DIMENSIONAL INTERNATIONAL CO 1,940,769 $57M 7.27% 2.8% -
JBND US JPMORGAN ACTIVE BOND ETF 846,946 $44M 5.68% 100.0% -
IJR US ISHARES CORE S&P SMALL-CAP E 340,728 $39M 5.03% -4.6% -
AGG US ISHARES CORE U.S. AGGREGATE 311,825 $30M 3.87% 5.6% -
BIBL US INSPIRE 100 ETF 185,499 $7M 0.93% 2.2% -
AAPL US APPLE INC 24,354 $6M 0.78% 3.3% -
ITOT US ISHARES CORE S&P TOTAL U.S. 45,399 $6M 0.75% 29.5% -
IVV US ISHARES CORE S&P 500 ETF 9,169 $5M 0.69% -4.8% -
DFUS US DIMENSIONAL US EQ MKT ETF 83,460 $5M 0.68% 12.9% -
DFCF US DIMENSIONAL CORE FIXED INC 115,282 $5M 0.61% 26.7% -
IBD US INSPIRE CORPORATE BOND ETF 185,393 $4M 0.56% 8.6% -
IJJ US ISHARES S&P MID-CAP 400 VALU 28,096 $4M 0.45% 13.3% -
FTC US FIRST TRUST LARGE CAP GROWTH 22,250 $3M 0.39% -2.2% -
ISMD US INSPIRE SMALL/MID CAP ETF 78,940 $3M 0.38% 0.5% -
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