Universe · entity
LVZ, Inc.
Institutional manager (13F) · CIK 1574408
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $823M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR | $121M | 572,662 |
| 2 | ISHARES TR | $119M | 1,047,836 |
| 3 | DIMENSIONAL ETF TRUST | $113M | 2,896,421 |
| 4 | FIRST TR EXCHANGE TRADED FD | $105M | 2,674,296 |
| 5 | FIRST TR EXCHANGE-TRADED FD | $68M | 3,240,435 |
| 6 | J P MORGAN EXCHANGE TRADED F | $62M | 1,017,280 |
| 7 | J P MORGAN EXCHANGE TRADED F | $52M | 967,020 |
| 8 | ISHARES TR | $35M | 349,732 |
| 9 | DIMENSIONAL ETF TRUST | $25M | 687,262 |
| 10 | DIMENSIONAL ETF TRUST | $8M | 117,174 |
| 11 | DIMENSIONAL ETF TRUST | $7M | 177,221 |
| 12 | ISHARES TR | $7M | 50,677 |
| 13 | APPLE INC | $6M | 24,561 |
| 14 | DIMENSIONAL ETF TRUST | $6M | 104,420 |
| 15 | NORTHERN LTS FD TR IV | $5M | 108,758 |
| 16 | FIRST TR EXCHANGE TRADED FD | $5M | 72,915 |
| 17 | ISHARES TR | $5M | 7,261 |
| 18 | TIMOTHY PLAN | $5M | 129,895 |
| 19 | NORTHERN LTS FD TR IV | $5M | 195,296 |
| 20 | STRATEGY SHS | $4M | 152,754 |
| 21 | FIRST TR EXCHANGE-TRADED ALP | $4M | 27,328 |
| 22 | TIMOTHY PLAN | $4M | 86,077 |
| 23 | FIRST TR EXCH TRD ALPHDX FD | $4M | 43,000 |
| 24 | FIRST TR EXCHANGE-TRADED FD | $3M | 84,114 |
| 25 | AMAZON COM INC | $3M | 13,536 |
| 26 | ISHARES TR | $3M | 41,550 |
| 27 | FRANKLIN TEMPLETON ETF TR | $3M | 93,303 |
| 28 | SOUTHERN CO | $2M | 22,280 |
| 29 | MICROSOFT CORP | $2M | 5,773 |
| 30 | SPDR SERIES TRUST | $2M | 86,433 |
| 31 | SELECT SECTOR SPDR TR | $2M | 14,591 |
| 32 | JPMORGAN CHASE & CO | $2M | 6,500 |
| 33 | DIMENSIONAL ETF TRUST | $2M | 26,111 |
| 34 | ISHARES TR | $2M | 19,773 |
| 35 | STRYKER CORPORATION | $2M | 4,921 |
| 36 | ISHARES TR | $2M | 20,976 |
| 37 | COSTCO WHOLESALE CORPORATION | $2M | 1,517 |
| 38 | NVIDIA CORPORATION | $2M | 8,642 |
| 39 | FIRST TR EXCHANGE TRADED FD | $1M | 64,152 |
| 40 | MARATHON PETE CORP | $1M | 5,793 |
| 41 | ELI LILLY & CO | $1M | 1,533 |
| 42 | VISA INC | $1M | 4,618 |
| 43 | SELECT SECTOR SPDR TR | $1M | 12,298 |
| 44 | CONOCOPHILLIPS | $1M | 10,215 |
| 45 | WALMART INC | $1M | 10,656 |
| 46 | STATE STR SPDR S&P 500 ETF T | $1M | 2,030 |
| 47 | FIRST TR EXCHNG TRADED FD VI | $1M | 39,051 |
| 48 | VERIZON COMMUNICATIONS INC | $1M | 25,815 |
| 49 | APPLIED MATLS INC | $1M | 3,748 |
| 50 | FIRST TR EXCHANGE-TRADED ALP | $1M | 9,766 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.