Filer Name: ADVYZON INVESTMENT MANAGEMENT, LLC
CIK: 2011872
Period: 2024-12-31
Filed At: 2025-02-03
Number of Holdings: 231
Portfolio Value: $0.26B

Advyzon Investment Management, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
VTI US VANGUARD TOTAL STOCK MKT ETF 101,370 $29M 11.33% - -
BND US VANGUARD TOTAL BOND MARKET 187,026 $13M 5.19% - -
SPDW US SPDR PORTFOLIO DEVELOPED WOR 349,134 $12M 4.60% - -
STXV US STRIVE 1000 VALUE ETF 398,821 $12M 4.54% - -
VO US VANGUARD MID-CAP ETF 43,102 $11M 4.39% - -
STXG US STRIVE 1000 GROWTH ETF 197,070 $9M 3.30% - -
SPEM US SPDR PORTFOLIO EMERGING MARK 190,601 $7M 2.82% - -
ANGL US VANECK FALLEN ANGEL HIGH YLD 214,932 $6M 2.38% - -
VTV US VANGUARD VALUE ETF 33,674 $6M 2.20% - -
BUXX US STRIVE ENHANCED INCOME SHORT 222,811 $5M 1.74% - -
VTEB US VANGUARD TAX-EXEMPT BOND ETF 78,003 $4M 1.51% - -
DSEP US FT VEST U.S. EQUITY DEEP BUF 94,107 $4M 1.47% - -
IVV US ISHARES CORE S&P 500 ETF 6,021 $4M 1.37% - -
MSFT US MICROSOFT CORP 8,034 $3M 1.31% - -
META US META PLATFORMS INC-CLASS A 5,225 $3M 1.18% - -
STXM US STRIVE MID-CAP ETF 113,689 $3M 1.14% - -
NVDA US NVIDIA CORP 20,975 $3M 1.09% - -
DFSV US DIMENSIONAL US SMALL CAP VAL 87,246 $3M 1.04% - -
QQQ US INVESCO QQQ TRUST SERIES 1 5,173 $3M 1.02% - -
AMZN US AMAZON.COM INC 11,095 $2M 0.94% - -
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