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CIK: 0001574408
Total reported value
$984.3M
$984.3M
149 檔
41.9%
The Q3 2024 SEC filing reveals that LVZ, Inc. held a total portfolio value of $984.3M, covering 149 public equity positions.
In Q3 2024, LVZ, Inc. displayed an active expansion posture, initiating 14 new positions and adding to 14 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including SDVY, IVW, IVE) accounted for 41.9% of total reported equity market value during Q3 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SDVY | First Trust Smid Cap Rising | ETF-Other | 12.61% | -0.18% | -0.26% | |
| 2 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 11.68% | +0.97% | -2.71% | |
| 3 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 10.85% | -0.51% | -1.05% | |
| 4 | DUHP | Dimensional US High Profi Et | ETF-Other | 8.79% | +0.09% | -1.37% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 8.78% | +0.14% | +2.61% | |
| 6 | DFAI | Dimensional International Co | ETF-Other | 7.68% | -0.65% | +0.08% | |
| 7 | FIXD | First Trust Smith Opportunis | ETF-Other | 7.43% | — | -0.21% | |
| 8 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 5.66% | — | -0.43% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 5.34% | +0.15% | +4.07% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.83% | -0.35% | -3.23% | |
| 11 | BIBL | Inspire 100 ETF | ETF-Other | 0.94% | +0.05% | -1.37% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.71% | +0.14% | -4.92% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 0.70% | -0.02% | -1.29% | |
| 14 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.59% | +0.08% | +5.17% | |
| 15 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.56% | +0.06% | +2.66% | |
| 16 | IBD | Inspire Corporate Bond ETF | ETF-Corp Bonds | 0.53% | -0.05% | -0.43% | |
| 17 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.50% | -0.03% | +8.96% | |
| 18 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.39% | — | +6.12% | |
| 19 | FTC | First Trust Large Cap Growth | ETF-Large Cap & Growth | 0.38% | +0.04% | +1.00% | |
| 20 | ISMD | Inspire Small/mid Cap ETF | ETF-Other | 0.38% | +0.02% | -2.37% | |
| 21 | TPLC | Timothy Pln US Lrg/mid Cap | ETF-Other | 0.37% | -0.02% | -1.09% | |
| 22 | TPIF | Timothy Plan Intl ETF | ETF-Other | 0.37% | -0.04% | -1.52% | |
| 23 | FTA | First Trust L C Val Alp | ETF-Other | 0.36% | — | +1.10% | |
| 24 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.35% | +0.13% | NEW | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.30% | +0.02% | -1.49% | |
| 26 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.30% | +0.02% | +5.87% | |
| 27 | TPHD | Timothy Plan High Dvd Stck | ETF-Other | 0.30% | — | -1.99% | |
| 28 | FEX | First Trust Large Cap Core A | ETF-Large Cap & Growth | 0.29% | — | +1.14% | |
| 29 | IWC | Ishares Micro-cap ETF | ETF-Other | 0.27% | +0.16% | NEW | |
| 30 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.27% | +0.15% | NEW | |
| 31 | IPAC | Ishares Core Msci Pacific Et | ETF-Other | 0.26% | -0.03% | — | |
| 32 | FQAL | Fidelity Quality Factor ETF | ETF-Other | 0.26% | +0.13% | NEW | |
| 33 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 0.26% | +0.14% | NEW | |
| 34 | INCM | Franklin Income Focus ETF | ETF-Other | 0.26% | -0.03% | +2.03% | |
| 35 | FNX | First Trust Mid Cap Core Alp | ETF-Other | 0.24% | — | +2.72% | |
| 36 | FDT | First Trust Develp Mkt Ex-us | ETF-Other | 0.22% | -0.03% | +2.54% | |
| 37 | MSFT | Microsoft CORP | Stock-Tech | 0.22% | — | +1.41% | |
| 38 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.20% | — | +21.81% | |
| 39 | SO | Southern Co/the | Stock-Utilities | 0.19% | -0.03% | -0.44% | |
| 40 | SYK | Stryker CORP | Stock-Healthcare | 0.19% | +0.01% | +1.83% | |
| 41 | RSPC | Invesco S&p 500 Equal Weig C | ETF-Large Cap & Growth | 0.18% | — | — | |
| 42 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.16% | -0.01% | -7.09% | |
| 43 | FYX | First Trust Small Cap Core A | ETF-Small Cap | 0.15% | — | +2.32% | |
| 44 | FMB | First Trust Managed Municipa | ETF-Other | 0.15% | -0.01% | +130.86% | |
| 45 | HYLS | Ft Tactical High Yield ETF | ETF-High Yield | 0.14% | -0.02% | EXIT | |
| 46 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 0.13% | -0.02% | -2.46% | |
| 47 | FTHI | Fthi/first Trust Exchange-tr | ETF-Other | 0.12% | -0.01% | +0.55% | |
| 48 | CASS | Cass Information Systems Inc | Stock-Other | 0.12% | +0.01% | — | |
| 49 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.12% | — | — | |
| 50 | XLF | Ss Financial Select Sector | ETF-Other | 0.12% | — | +1.83% |
According to official SEC Form 13F filings, LVZ, Inc. reported a total U.S. public equity portfolio value of $984.3M across 149 disclosed positions in Q3 2024.
During Q3 2024, LVZ, Inc.'s top holdings by market value included SDVY (12.6%)、IVW (11.7%)、IVE (10.8%). The largest single position, SDVY, represented 12.6% of total portfolio value.
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Top New Position Initiated
IWC
市值: $2.1M
Top Position Liquidated / Trimmed
OEF
前期市值: $2.2M
In Q3 2024, LVZ, Inc. made 50 total portfolio adjustments, initiating 14 new buys, adding to 14 positions, trimming 13 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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