LVZ, Inc. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
LI LVZ, Inc. | Institutional Filer | ▼ 2.03% | $876.3M | 161 |
Current Portfolio Holdings
Showing all 161 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IVE | ISHARES TR | — | 573K | $120.9M | 13.80% |
| 2 | IVW | ISHARES TR | — | 1.0M | $118.5M | 13.52% |
| 3 | DFAI | DIMENSIONAL ETF TRUST | — | 2.9M | $112.8M | 12.88% |
| 4 | SDVY | FIRST TR EXCHANGE TRADED FD | — | 2.7M | $105.4M | 12.03% |
| 5 | FTCB | FIRST TR EXCHANGE-TRADED FD | — | 3.2M | $67.9M | 7.75% |
| 6 | JQUA | J P MORGAN EXCHANGE TRADED F | — | 1.0M | $62.4M | 7.12% |
| 7 | JBND | J P MORGAN EXCHANGE TRADED F | — | 967K | $52.0M | 5.93% |
| 8 | AGG | ISHARES TR | — | 350K | $34.7M | 3.96% |
| 9 | DUHP | DIMENSIONAL ETF TRUST | — | 687K | $25.3M | 2.88% |
| 10 | DFUS | DIMENSIONAL ETF TRUST | — | 117K | $8.3M | 0.95% |
| 11 | DFCF | DIMENSIONAL ETF TRUST | — | 177K | $7.5M | 0.85% |
| 12 | ITOT | ISHARES TR | — | 51K | $7.2M | 0.82% |
| 13 | AAPL | Apple Inc. | Technology | 25K | $6.2M | 0.71% |
| 14 | DXUV | DIMENSIONAL ETF TRUST | — | 104K | $6.2M | 0.71% |
| 15 | BIBL | NORTHERN LTS FD TR IV | — | 109K | $5.1M | 0.59% |
Showing 1 to 15 of 161 holdings