Universe · entity
Integrated Investment Consultants, LLC
Institutional manager (13F) · CIK 1665337
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $362M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES RUSSELL 1000 GROWTH ETF | $31M | 71,806 |
| 2 | ISHARES SHORT DURATION BOND ACTIVE ETF | $23M | 444,331 |
| 3 | ISHARES RUSSELL MID-CAP GROWTH ETF | $22M | 175,231 |
| 4 | UWM HOLDINGS CORPORATION COM CL A | $19M | 5,371,664 |
| 5 | ISHARES RUSSELL 1000 VALUE ETF | $19M | 89,963 |
| 6 | SCHWAB US DIVIDEND EQUITY ETF | $18M | 601,972 |
| 7 | ISHARES CORE MSCI EAFE ETF | $18M | 201,817 |
| 8 | VANGUARD RUSSELL 1000 GROWTH ETF | $15M | 132,198 |
| 9 | VANGUARD S&P SMALL-CAP 600 VALUE ETF | $13M | 123,477 |
| 10 | VANGUARD FTSE DEVELOPED MARKETS ETF | $11M | 166,101 |
| 11 | APPLE INC COM | $11M | 41,493 |
| 12 | ISHARES MORNINGSTAR MID-CAP GROWTH ETF | $10M | 133,072 |
| 13 | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | $9M | 198,316 |
| 14 | MICROSOFT CORP COM | $9M | 24,366 |
| 15 | ISHARES CORE S&P 500 ETF | $8M | 12,630 |
| 16 | ISHARES CORE DIVIDEND GROWTH ETF | $8M | 112,432 |
| 17 | SCHWAB U.S. LARGE-CAP GROWTH ETF | $7M | 253,438 |
| 18 | VANGUARD VALUE ETF | $6M | 32,430 |
| 19 | ISHARES RUSSELL 2000 VALUE ETF | $6M | 33,544 |
| 20 | VANGUARD RUSSELL 1000 VALUE ETF | $6M | 61,505 |
| 21 | ALPHABET INC CAP STK CL A | $6M | 19,822 |
| 22 | JPMORGAN CHASE & CO COM | $5M | 18,355 |
| 23 | INVESCO QQQ TRUST SERIES I | $5M | 8,837 |
| 24 | ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF | $4M | 86,418 |
| 25 | ISHARES CORE MSCI EMERGING MARKETS ETF | $4M | 60,251 |
| 26 | VANGUARD S&P 500 ETF | $4M | 6,164 |
| 27 | ISHARES MSCI EMERGING MARKETS ETF | $3M | 61,371 |
| 28 | AMAZON COM INC COM | $3M | 16,343 |
| 29 | MERCK & CO INC COM | $3M | 27,551 |
| 30 | ELI LILLY & CO COM | $3M | 3,555 |
| 31 | ABBVIE INC COM | $3M | 14,195 |
| 32 | EXXON MOBIL CORP COM | $3M | 18,177 |
| 33 | INTERNATIONAL BUSINESS MACHS COM | $3M | 12,296 |
| 34 | WALMART INC COM | $3M | 23,423 |
| 35 | CISCO SYS INC COM | $3M | 37,487 |
| 36 | BERKSHIRE HATHAWAY INC DEL CL B NEW | $3M | 5,809 |
| 37 | JOHNSON & JOHNSON COM | $3M | 11,331 |
| 38 | NVIDIA CORPORATION COM | $3M | 15,346 |
| 39 | ISHARES CORE U.S. AGGREGATE BOND ETF | $3M | 26,487 |
| 40 | ILLINOIS TOOL WKS INC COM | $3M | 9,906 |
| 41 | META PLATFORMS INC CL A | $3M | 4,498 |
| 42 | RTX CORPORATION COM | $3M | 13,324 |
| 43 | BANK OF AMER CORP COM | $2M | 50,168 |
| 44 | MCDONALDS CORP COM | $2M | 7,705 |
| 45 | PEPSICO INC COM | $2M | 14,191 |
| 46 | ALPHABET INC CAP STK CL C | $2M | 7,484 |
| 47 | ISHARES MSCI EAFE ETF | $2M | 20,582 |
| 48 | AFLAC INC COM | $2M | 17,465 |
| 49 | ABBOTT LABORATORIES COM | $2M | 18,661 |
| 50 | SHELL PLC SPON ADS | $2M | 18,794 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.