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CIK: 0001574408
Total reported value
$984.3M
$984.3M
143 檔
39.5%
As reported in its official Q2 2024 Form 13F filing, LVZ, Inc.'s tracked investment portfolio stood at $984.3M with 143 total positions.
LVZ, Inc. executed strategic sector rebalancing during Q2 2024, establishing 9 new positions while fully exiting 9 holdings and trimming 12 positions.
In terms of portfolio concentration, the top 5 core holdings (including IVW, SDVY, IVE) accounted for 39.5% of total reported equity market value during Q2 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 12.36% | +0.97% | +0.17% | |
| 2 | SDVY | First Trust Smid Cap Rising | ETF-Other | 12.36% | -0.18% | +0.85% | |
| 3 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 10.79% | -0.51% | +1.21% | |
| 4 | DUHP | Dimensional US High Profi Et | ETF-Other | 8.91% | +0.09% | +0.99% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 8.56% | +0.14% | -2.76% | |
| 6 | DFAI | Dimensional International Co | ETF-Other | 7.63% | -0.65% | +0.85% | |
| 7 | FIXD | First Trust Smith Opportunis | ETF-Other | 7.55% | — | +1.98% | |
| 8 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 5.74% | — | +2.55% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.99% | +0.15% | -4.05% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 4.04% | -0.35% | +3.64% | |
| 11 | BIBL | Inspire 100 ETF | ETF-Other | 0.95% | +0.05% | -3.64% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.76% | +0.14% | -4.71% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 0.69% | -0.02% | +21.54% | |
| 14 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.56% | +0.08% | +0.71% | |
| 15 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.55% | +0.06% | +47.83% | |
| 16 | IBD | Inspire Corporate Bond ETF | ETF-Corp Bonds | 0.55% | -0.05% | -1.87% | |
| 17 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.47% | -0.03% | +3.76% | |
| 18 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.38% | +0.13% | NEW | |
| 19 | ISMD | Inspire Small/mid Cap ETF | ETF-Other | 0.38% | +0.02% | -3.35% | |
| 20 | FTC | First Trust Large Cap Growth | ETF-Large Cap & Growth | 0.38% | +0.04% | -2.62% | |
| 21 | TPLC | Timothy Pln US Lrg/mid Cap | ETF-Other | 0.37% | -0.02% | -3.66% | |
| 22 | TPIF | Timothy Plan Intl ETF | ETF-Other | 0.36% | -0.04% | -3.05% | |
| 23 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.36% | — | +1.38% | |
| 24 | FTA | First Trust L C Val Alp | ETF-Other | 0.36% | — | -2.64% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.34% | +0.02% | +0.68% | |
| 26 | TPHD | Timothy Plan High Dvd Stck | ETF-Other | 0.30% | — | -3.50% | |
| 27 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.30% | — | -11.92% | |
| 28 | FQAL | Fidelity Quality Factor ETF | ETF-Other | 0.30% | +0.13% | NEW | |
| 29 | FVAL | Fidelity Value Factor ETF | ETF-Other | 0.29% | +0.14% | NEW | |
| 30 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.29% | +0.15% | NEW | |
| 31 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.28% | +0.02% | +1.36% | |
| 32 | FEX | First Trust Large Cap Core A | ETF-Large Cap & Growth | 0.28% | — | -2.52% | |
| 33 | INCM | Franklin Income Focus ETF | ETF-Other | 0.26% | -0.03% | +2.42% | |
| 34 | MSFT | Microsoft CORP | Stock-Tech | 0.24% | — | +22.03% | |
| 35 | FNX | First Trust Mid Cap Core Alp | ETF-Other | 0.23% | — | -2.30% | |
| 36 | FDT | First Trust Develp Mkt Ex-us | ETF-Other | 0.22% | -0.03% | -2.30% | |
| 37 | SYK | Stryker CORP | Stock-Healthcare | 0.18% | +0.01% | +23.91% | |
| 38 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.18% | -0.02% | +1.79% | |
| 39 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.18% | -0.01% | +5.43% | |
| 40 | SO | Southern Co/the | Stock-Utilities | 0.17% | -0.03% | -0.37% | |
| 41 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.17% | — | +17.71% | |
| 42 | HYLS | Ft Tactical High Yield ETF | ETF-High Yield | 0.17% | -0.02% | EXIT | |
| 43 | FYX | First Trust Small Cap Core A | ETF-Small Cap | 0.14% | — | -1.55% | |
| 44 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 0.14% | -0.02% | -5.50% | |
| 45 | FDVV | Fidelity High Dividend ETF | ETF-Other | 0.13% | +0.01% | -7.25% | |
| 46 | FTHI | Fthi/first Trust Exchange-tr | ETF-Other | 0.13% | -0.01% | +23.81% | |
| 47 | CASS | Cass Information Systems Inc | Stock-Other | 0.12% | +0.01% | — | |
| 48 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.12% | -0.01% | -25.71% | |
| 49 | AMAT | Applied Materials Inc | Stock-Tech | 0.12% | +0.08% | — | |
| 50 | XLK | Ss Technology Select Sector | ETF-Tech | 0.12% | +0.08% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVW | Ishares S&p 500 Growth ETF | +1.1% | +0.17% | Add |
| 2 | IEMG | Ishares Core Msci Emerging | +0.3% | NEW | New buy |
| 3 | AAPL | Apple Inc | +0.2% | +21.54% | Add |
| 4 | DUHP | Dimensional US High Profi Et | +0.2% | +0.99% | Add |
| 5 | ITOT | Ishares Core S&p Total U.s. | +0.2% | +47.83% | Add |
| 6 | XLK | Ss Technology Select Sector | +0.1% | NEW | New buy |
| 7 | AGG | Ishares Core U.s. Aggregate | +0.1% | +3.64% | Add |
| 8 | XLF | Ss Financial Select Sector | +0.1% | NEW | New buy |
| 9 | FIXD | First Trust Smith Opportunis | +0.1% | +1.98% | Add |
| 10 | DNOV | Ft Vest US Equity Deep Buffe | +0.1% | NEW | New buy |
| 11 | GOOGL | Alphabet Inc-cl A | +0.1% | NEW | New buy |
| 12 | MSFT | Microsoft CORP | +0.1% | +22.03% | Add |
| 13 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.1% | +2.55% | Add |
| 14 | GOOG | Alphabet Inc-cl C | 0% | NEW | New buy |
| 15 | ANETEUR | Arista Networks Inc | 0% | +53.03% | Add |
| 16 | FISV | Fiserv Inc | 0% | +106.40% | Add |
| 17 | GMAR | Ft Vest US Equity Moderate B | 0% | NEW | New buy |
| 18 | SLV | Ishares Silver Trust | 0% | NEW | New buy |
| 19 | SPGI | S&p Global Inc | 0% | NEW | New buy |
| 20 | SYK | Stryker CORP | 0% | +23.91% | Add |
| 21 | JPM | Jpmorgan Chase & Co | 0% | +17.71% | Add |
| 22 | FTHI | Fthi/first Trust Exchange-tr | 0% | +23.81% | Add |
| 23 | AMZN | Amazon.com Inc | 0% | +0.68% | Add |
| 24 | DFUS | Dimensional US Eq Mkt ETF | 0% | +0.71% | Add |
| 25 | NVDA | Nvidia CORP | 0% | +798.23% | Add |
| 26 | FTA | First Trust L C Val Alp | 0% | -2.64% | Trim |
| 27 | TPIF | Timothy Plan Intl ETF | 0% | -3.05% | Trim |
| 28 | TPHD | Timothy Plan High Dvd Stck | 0% | -3.50% | Trim |
| 29 | OEF | Ishares S&p 100 ETF | 0% | -11.92% | Trim |
| 30 | ISMD | Inspire Small/mid Cap ETF | 0% | -3.35% | Trim |
| 31 | TPLC | Timothy Pln US Lrg/mid Cap | 0% | -3.66% | Trim |
| 32 | XMLV | Invesco S&p Midcap Low Volat | 0% | EXIT | Sold out |
| 33 | CASS | Cass Information Systems Inc | 0% | — | Unchanged |
| 34 | URI | United Rentals Inc | 0% | -38.09% | Trim |
| 35 | FVAL | Fidelity Value Factor ETF | 0% | -8.60% | Trim |
| 36 | AVNW | Aviat Networks Inc | 0% | EXIT | Sold out |
| 37 | FTSM | First Trust Enh Short Mat Fd | 0% | EXIT | Sold out |
| 38 | GBIL | Goldman Sachs Access Treasur | -0.1% | EXIT | Sold out |
| 39 | JPST | Jpmorgan Ultra-short Income | -0.1% | -25.71% | Trim |
| 40 | DFAI | Dimensional International Co | -0.1% | +0.85% | Add |
| 41 | BIBL | Inspire 100 ETF | -0.1% | -3.64% | Trim |
| 42 | IVE | Ishares S&p 500 Value ETF | -0.1% | +1.21% | Add |
| 43 | XLI | Ss Industrial Select Sector | -0.1% | EXIT | Sold out |
| 44 | RSPF | Invesco S&p 500 Equal Weight | -0.1% | EXIT | Sold out |
| 45 | XLV | Ss Health Care Select Sector | -0.2% | EXIT | Sold out |
| 46 | FMUSD | Ishares Msci Frontier 100 | -0.3% | EXIT | Sold out |
| 47 | IPAC | Ishares Core Msci Pacific Et | -0.3% | EXIT | Sold out |
| 48 | IJR | Ishares Core S&p Small-cap E | -0.4% | -4.05% | Trim |
| 49 | SDVY | First Trust Smid Cap Rising | -0.4% | +0.85% | Add |
| 50 | IJH | Ishares Core S&p Midcap ETF | -0.6% | -2.76% | Trim |
According to official SEC Form 13F filings, LVZ, Inc. reported a total U.S. public equity portfolio value of $984.3M across 143 disclosed positions in Q2 2024.
During Q2 2024, LVZ, Inc.'s top holdings by market value included IVW (12.4%)、SDVY (12.4%)、IVE (10.8%). The largest single position, IVW, represented 12.4% of total portfolio value.
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Top New Position Initiated
IEMG
市值: $2.1M
Top Position Liquidated / Trimmed
IPAC
前期市值: $2.3M
In Q2 2024, LVZ, Inc. made 49 total portfolio adjustments, initiating 9 new buys, adding to 19 positions, trimming 12 holdings, and fully liquidating 9 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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