LVZ, Inc.
162 holdingsFiling period: 2026-03-31Current AUM: $962.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVE | ISHARES TR | 572.7K | $120.9M | $132.7M | 13.79% | -19,418 | 2026-03-31 |
| 2 | IVW | ISHARES TR | 1.05M | $118.5M | $141.7M | 14.73% | +28.0K | 2026-03-31 |
| 3 | DFAI | DIMENSIONAL ETF TRUST | 2.90M | $112.8M | $121.9M | 12.67% | +1.03M | 2026-03-31 |
| 4 | SDVY | FIRST TR EXCHANGE TRADED FD | 2.67M | $105.4M | $117.1M | 12.17% | -130,839 | 2026-03-31 |
| 5 | FTCB | FIRST TR EXCHANGE-TRADED FD | 3.24M | $67.9M | $66.4M | 6.90% | +142.7K | 2026-03-31 |
| 6 | JQUA | J P MORGAN EXCHANGE TRADED F | 1.02M | $62.4M | $73.5M | 7.63% | +15.8K | 2026-03-31 |
| 7 | JBND | J P MORGAN EXCHANGE TRADED F | 967.0K | $52.0M | $50.9M | 5.29% | +29.9K | 2026-03-31 |
| 8 | AGG | ISHARES TR | 349.7K | $34.7M | $34.1M | 3.54% | +11.7K | 2026-03-31 |
| 9 | DUHP | DIMENSIONAL ETF TRUST | 687.3K | $25.3M | $28.3M | 2.94% | -1,132,508 | 2026-03-31 |
| 10 | DFUS | DIMENSIONAL ETF TRUST | 117.2K | $8.3M | $9.6M | 0.99% | +15.3K | 2026-03-31 |
| 11 | DFCF | DIMENSIONAL ETF TRUST | 177.2K | $7.5M | $7.4M | 0.76% | +25.3K | 2026-03-31 |
| 12 | ITOT | ISHARES TR | 50.7K | $7.2M | $8.3M | 0.86% | +3.3K | 2026-03-31 |
| 13 | AAPL | APPLE INC | 24.6K | $6.2M | $7.6M | 0.79% | -1,040 | 2026-03-31 |
| 14 | DXUV | DIMENSIONAL ETF TRUST | 104.4K | $6.2M | $7.1M | 0.74% | +12.0K | 2026-03-31 |
| 15 | BIBL | NORTHERN LTS FD TR IV | 108.8K | $5.1M | $5.9M | 0.62% | -41,548 | 2026-03-31 |
| 16 | RDVY | FIRST TR EXCHANGE TRADED FD | 72.9K | $5.0M | $5.9M | 0.61% | +7.2K | 2026-03-31 |
| 17 | IVV | ISHARES TR | 7.3K | $4.7M | $5.4M | 0.57% | -1,028 | 2026-03-31 |
| 18 | TPIF | TIMOTHY PLAN | 129.9K | $4.7M | $4.9M | 0.51% | +44.6K | 2026-03-31 |
| 19 | IBD | NORTHERN LTS FD TR IV | 195.3K | $4.7M | $4.6M | 0.48% | +13.3K | 2026-03-31 |
| 20 | ELCV | STRATEGY SHS | 152.8K | $4.4M | $4.8M | 0.50% | -5,679 | 2026-03-31 |
| 21 | FTC | FIRST TR EXCHANGE-TRADED ALP | 27.3K | $4.2M | $4.8M | 0.50% | +4.0K | 2026-03-31 |
| 22 | TPLC | TIMOTHY PLAN | 86.1K | $4.0M | $4.3M | 0.45% | +1.0K | 2026-03-31 |
| 23 | FDT | FIRST TR EXCH TRD ALPHDX FD | 43.0K | $3.7M | $3.9M | 0.40% | +17.2K | 2026-03-31 |
| 24 | FTGS | FIRST TR EXCHANGE-TRADED FD | 84.1K | $2.9M | $3.2M | 0.33% | -23,796 | 2026-03-31 |
| 25 | AMZN | AMAZON COM INC | 13.5K | $2.8M | $3.7M | 0.38% | +27 | 2026-03-31 |
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