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Size ($ in 1000's)
At 03/31/2024: $735,355 At 12/31/2023: $707,946
LVZ Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from LVZ Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the LVZ Inc. top holdings by largest position size, as per the latest 13f filing made by LVZ Inc..
In the LVZ Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by LVZ Inc. in that top holding, then the share count change between reporting periods, and finally the LVZ Inc. top holding position size
for that row.
Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
FIRST TR EXCHANGE TRADED FD (SDVY) |
2,693,387 |
+2,693,387 |
$93,784 | SDVY | 2,693,387 | +2,693,387 | $93,784 | ISHARES TR (IVW) |
978,251 |
-100,430 |
$82,604 | IVW | 978,251 | -100,430 | $82,604 | ISHARES TR (IVE) |
429,611 |
-21,382 |
$80,256 | IVE | 429,611 | -21,382 | $80,256 | ISHARES TR (IJH) |
1,103,721 |
+613,111 |
$67,040 | IJH | 1,103,721 | +613,111 | $67,040 | DIMENSIONAL ETF TRUST (DUHP) |
2,023,901 |
+856,386 |
$63,975 | DUHP | 2,023,901 | +856,386 | $63,975 | DIMENSIONAL ETF TRUST (DFAI) |
1,871,358 |
+17,412 |
$56,552 | DFAI | 1,871,358 | +17,412 | $56,552 | FIRST TR EXCHNG TRADED FD VI (FIXD) |
1,261,715 |
+82,418 |
$55,011 | FIXD | 1,261,715 | +82,418 | $55,011 | ISHARES TR (LQD) |
383,347 |
+16,928 |
$41,754 | LQD | 383,347 | +16,928 | $41,754 | ISHARES TR (IJR) |
357,599 |
-330,533 |
$39,522 | IJR | 357,599 | -330,533 | $39,522 | ISHARES TR (AGG) |
294,553 |
+15,523 |
$28,849 | AGG | 294,553 | +15,523 | $28,849 | NORTHERN LTS FD TR IV |
190,922 |
+23,305 |
$7,429 | BIBL | 190,922 | +23,305 | $7,429 | ISHARES TR (IVV) |
10,628 |
-559 |
$5,587 | IVV | 10,628 | -559 | $5,587 | NORTHERN LTS FD TR IV |
174,725 |
+8,015 |
$4,103 | IBD | 174,725 | +8,015 | $4,103 | DIMENSIONAL ETF TRUST (DFUS) |
69,796 |
-2,727 |
$3,977 | DFUS | 69,796 | -2,727 | $3,977 | DIMENSIONAL ETF TRUST (DFCF) |
80,487 |
+4,811 |
$3,376 | DFCF | 80,487 | +4,811 | $3,376 | APPLE INC |
19,658 |
+181 |
$3,371 | AAPL | 19,658 | +181 | $3,371 | NORTHERN LTS FD TR IV |
83,271 |
-26,552 |
$2,999 | ISMD | 83,271 | -26,552 | $2,999 | TIMOTHY PLAN |
69,558 |
-1,485 |
$2,929 | TPLC | 69,558 | -1,485 | $2,929 | ISHARES TR (HYG) |
36,906 |
-3,820 |
$2,869 | HYG | 36,906 | -3,820 | $2,869 | FIRST TRUST LRGCP GWT ALPHAD (FTC) |
23,143 |
-2,348 |
$2,853 | FTC | 23,143 | -2,348 | $2,853 | TIMOTHY PLAN |
103,854 |
+2,298 |
$2,830 | TPIF | 103,854 | +2,298 | $2,830 | FIRST TR LRG CP VL ALPHADEX (FTA) |
36,562 |
+1,163 |
$2,793 | FTA | 36,562 | +1,163 | $2,793 | ISHARES TR (IJJ) |
23,049 |
-2,813 |
$2,726 | IJJ | 23,049 | -2,813 | $2,726 | ISHARES TR (ITOT) |
23,105 |
-2,179 |
$2,664 | ITOT | 23,105 | -2,179 | $2,664 | TIMOTHY PLAN |
65,885 |
+1,873 |
$2,383 | TPHD | 65,885 | +1,873 | $2,383 | ISHARES TR (OEF) |
9,531 |
-620 |
$2,358 | OEF | 9,531 | -620 | $2,358 | AMAZON COM INC |
12,882 |
-229 |
$2,324 | AMZN | 12,882 | -229 | $2,324 | FIDELITY COVINGTON TRUST |
40,660 |
-2,526 |
$2,320 | FVAL | 40,660 | -2,526 | $2,320 | FIDELITY COVINGTON TRUST |
39,219 |
-2,281 |
$2,312 | FQAL | 39,219 | -2,281 | $2,312 | ISHARES TR (IPAC) |
35,671 |
-1,950 |
$2,258 | IPAC | 35,671 | -1,950 | $2,258 | ISHARES INC (FM) |
77,153 |
-3,660 |
$2,210 | FM | 77,153 | -3,660 | $2,210 | FIRST TR LRGE CP CORE ALPHA (FEX) |
21,762 |
+9,843 |
$2,160 | FEX | 21,762 | +9,843 | $2,160 | DIMENSIONAL ETF TRUST (DFAS) |
33,971 |
-4,028 |
$2,118 | DFAS | 33,971 | -4,028 | $2,118 | FRANKLIN TEMPLETON ETF TR (INCM) |
71,635 |
+1,320 |
$1,868 | INCM | 71,635 | +1,320 | $1,868 | FIRST TR MID CAP CORE ALPHAD (FNX) |
15,820 |
-24,344 |
$1,793 | FNX | 15,820 | -24,344 | $1,793 | FIRST TR EXCH TRD ALPHDX FD (FDT) |
29,947 |
+1,024 |
$1,681 | FDT | 29,947 | +1,024 | $1,681 | MICROSOFT CORP |
3,195 |
+178 |
$1,344 | MSFT | 3,195 | +178 | $1,344 | FIRST TR EXCHANGE TRADED FD (HYLS) |
32,347 |
-7,794 |
$1,334 | HYLS | 32,347 | -7,794 | $1,334 | SELECT SECTOR SPDR TR (XLV) |
8,725 |
+8,725 |
$1,289 | XLV | 8,725 | +8,725 | $1,289 | ISHARES TR (IEFA) |
16,789 |
-758 |
$1,246 | IEFA | 16,789 | -758 | $1,246 | SELECT SECTOR SPDR TR (XLC) |
15,053 |
+15,053 |
$1,229 | XLC | 15,053 | +15,053 | $1,229 | J P MORGAN EXCHANGE TRADED F (JPST) |
24,103 |
+1,641 |
$1,216 | JPST | 24,103 | +1,641 | $1,216 | SOUTHERN CO |
16,461 |
-26 |
$1,181 | SO | 16,461 | -26 | $1,181 | STRYKER CORPORATION |
3,175 |
+859 |
$1,136 | SYK | 3,175 | +859 | $1,136 | CASS INFORMATION SYS INC |
22,827 |
UNCH |
$1,100 | CASS | 22,827 | UNCH | $1,100 | FIRST TR SML CP CORE ALPHA F (FYX) |
11,713 |
-10,947 |
$1,092 | FYX | 11,713 | -10,947 | $1,092 | ISHARES U S ETF TR (NEAR) |
21,442 |
-65 |
$1,082 | NEAR | 21,442 | -65 | $1,082 | JPMORGAN CHASE & CO |
5,258 |
+30 |
$1,053 | JPM | 5,258 | +30 | $1,053 | FIDELITY COVINGTON TRUST |
22,038 |
-6,977 |
$999 | FDVV | 22,038 | -6,977 | $999 | SELECT SECTOR SPDR TR (XLI) |
7,012 |
+7,012 |
$883 | XLI | 7,012 | +7,012 | $883 |
See Full List: All Stocks Held By LVZ Inc.
— Including: Biggest new positions Biggest exits Biggest increased positions Biggest decreased positions
See Details: Top 10 Stocks Held By LVZ Inc.
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