LI

LVZ, Inc.

13F
LVZ, Inc.
Last update 2025-04-22 148 Stocks (15 new)
Value $762.00 Mil Turnover 10 %
Countries:
Top Holdings: SDVY(11.72%)IVE(11.03%)IVW(10.30%)DUHP(8.74%)DFAI(8.46%)
Summary Stock Picks Current Portfolio
LVZ, Inc. Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
First Trust SMID Cap Rising Dividend Achievers ETF
2,666,766
89,336.7
-2.20%
11.720
-0.28%
1.150
+15.23%
+2.49%
8,416.3
 
IVE
iShares S&P 500 Value ETF
440,965
84,039.1
+0.92%
11.030
+0.10%
0.220
+8.84%
+4.93%
39,744.8
 
IVW
iShares S&P 500 Growth ETF
845,630
78,499.8
-10.65%
10.300
-1.31%
0.160
+24.45%
+9.38%
61,026.0
 
DUHP
Dimensional US High Profitability ETF
Dimensional US High Profitability ETF
2,009,693
66,601.2
-1.28%
8.740
-0.11%
0.880
+13.50%
+7.75%
8,802.0
 
DFAI
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
2,063,745
64,450.8
+6.34%
8.460
+0.50%
0.710
+14.36%
+20.76%
10,541.8
 
FTCB
First Trust Core Investment Grade ETF
First Trust Core Investment Grade ETF
3,016,525
63,316.9
+9.57%
8.310
+0.73%
7.200
-0.01%
+3.85%
1,136.0
 
IJH
iShares Core S&P Mid-Cap ETF
1,046,540
61,065.6
-2.10%
8.010
-0.18%
0.070
+15.11%
+2.98%
97,529.5
 
JBND
JP MORGAN ETF TRUS
912,841
48,855.2
+7.78%
6.410
+0.46%
2.750
+0.02%
+4.07%
2,296.9
 
JQUA
JPMorgan U.S. Quality Factor ETF
653,458
36,900.8
New Holding
4.840
+4.84%
0.650
+11.62%
+6.85%
6,823.2
 
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
330,172
32,660.7
+5.88%
4.290
+0.24%
0.030
+0.07%
+3.61%
128,257.8
 

LVZ, Inc.'s Historical Top Holdings Breakdowns

LVZ, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IJR
iShares Core S&P Small-Cap ETF
2025-03-31
Reduce
Reduce
-4.87%
●
102.49 ($112.84) 119.96
$113.08
0.21%
Reduce -96.75%
11,070
-329,658
JQUA
JPMorgan U.S. Quality Factor ETF
2025-03-31
New Buy
New Buy
+4.84%
●
55.41 ($58.41) 60.74
$60.84
4.16%
New holding
653,458
653,458
IVW
iShares S&P 500 Growth ETF
2025-03-31
Reduce
Reduce
-1.31%
●
92.45 ($100.81) 106.69
$110.80
9.91%
Reduce -10.65%
845,630
-100,762
FTCB
First Trust Core Investment Grade ETF
First Trust Core Investment Grade ETF
2025-03-31
Add
Add
+0.73%
●
20.36 ($20.79) 21.11
$20.96
0.82%
Add 9.57%
3,016,525
263,396
DFAI
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
2025-03-31
Add
Add
+0.50%
●
28.88 ($30.87) 32.4
$34.70
12.41%
Add 6.34%
2,063,745
122,976
JBND
JP MORGAN ETF TRUS
2025-03-31
Add
Add
+0.46%
●
51.74 ($52.79) 53.63
$53.17
0.72%
Add 7.78%
912,841
65,895
IJJ
iShares S&P Mid-Cap 400 Value ETF
2025-03-31
Sold Out
Sold Out
-0.45%
●
117.4 ($125.21) 131.02
$127.98
2.21%
Sold Out
0
-28,096
DXUV
Dimensional US Vector Equity ETF
2025-03-31
New Buy
New Buy
+0.43%
●
49.37 ($52.95) 55.12
$55.61
5.02%
New holding
65,191
65,191
FTGS
First Trust Growth Strength ETF
2025-03-31
New Buy
New Buy
+0.42%
●
28.87 ($31.39) 33.3
$34.58
10.16%
New holding
107,109
107,109
ELCV
Eventide High Dividend ETF
2025-03-31
New Buy
New Buy
+0.40%
●
24.13 ($25.51) 27.27
$25.63
0.47%
New holding
121,491
121,491

LVZ, Inc. Total Holding History ($B)

To

LVZ, Inc.'s Asset Allocation

To

LVZ, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

LVZ, Inc.'s Hypothetical Growth since 2025-03-31

LVZ, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

LVZ, Inc.'s Holdings Heat Map

Size field:

LVZ, Inc.'s Holdings Bubble Chart

LVZ, Inc. News

  • 1

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