account_balance

Investment manager · 13F filer · SEC CIK 1574408

LVZ, Inc.

Reported value$975Mas of Sep 30, 2026

Positions167 6 new, 16 sold out

Top 10 weight79.2%IVW alone is 15%

FiledOct 2020 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

IVWiShares Tr

14.9%

IVEiShares Tr

13.5%

DFAIDimensional ETF Trust

12.5%

SDVYFirst Tr Exchange Traded Fd

11.3%

JQUAJ P Morgan Exchange Traded F

7.6%

FTCBFirst Tr Exchange-Traded Fd

6.6%

JBNDJ P Morgan Exchange Traded F

5.1%

AGGiShares Tr

3.6%Added +3%

DUHPDfa Invt Dimensions Group In

3.0%

DFUS1.1%

DFCF0.9%

IVWiShares Tr

14.9%

IVEiShares Tr

13.5%

DFAIDimensional ETF Trust

12.5%

SDVYFirst Tr Exchange Traded Fd

11.3%

JQUAJ P Morgan Exchange Traded F

7.6%

FTCBFirst Tr Exchange-Traded Fd

6.6%

JBNDJ P Morgan Exchange Traded F

5.1%

AGG3.6%

DUHP3.0%

DFUS

DFCF

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

IVW iShares Tr 14.9% Held

IVE iShares Tr 13.5% Held

DFAI Dimensional ETF Trust 12.5% Held

SDVY First Tr Exchange Traded Fd 11.3% Held

JQUA J P Morgan Exchange Traded F 7.6% Held

FTCB First Tr Exchange-Traded Fd 6.6% Held

JBND J P Morgan Exchange Traded F 5.1% Held

AGG iShares Tr 3.6% Added +3%

DUHP Dfa Invt Dimensions Group In 3.0% Held

DFUS Dimensional ETF Trust 1.1% Added +7%

DFCF Dimensional ETF Trust 0.9% Added +19%

ITOT iShares Tr 0.9% Added +4%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 20, 2026, compared with the Jul 9, 2026 filing

add_circleNew

OEF $1.32M
XIJN $478K
SPCX $333K
GJUN $245K

arrow_upwardAdded

DFCF +19%
DFUS +7%
DFAS +7%
DXUV +6%

arrow_downwardTrimmed

IJH −33%
IVV −7%

remove_circleSold out

IWC $1.54M
IEUR $1.34M
FQAL $1.33M
HYG $1.32M

LVZ, Inc.

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Where the money is

Biggest moves since Jun 30, 2026

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