LVZ Advisors, Inc. Portfolio Holdings - 13F Filings | 13F Fund Database
LVZ Advisors, Inc. 13F Holdings
CIK 02815690 · Holland, MI
As of Sep 30, 2022, LVZ Advisors, Inc. reported
119 positions worth $575.8K in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 520,492 |
|
14.1K19.82% |
| ISHARES S&P 500 VALUE ETF | IVE | — | 580,902 | $74.7K | 12.97% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 695,072 | $60.6K | 10.53% |
| FIRST TRUST SMITH OPPORTUNISTIC FIXED INCOME ETF | FIXD | — | 1,132,999 | $49.3K | 8.57% |
| ISHARES S&P 500 GROWTH ETF | IVW | — | 837,099 | $48.4K | 8.41% |
| DIMENSIONAL US HIGH PROFITABILITY ETF | DUHP | — | 2,212,702 | $47.2K | 8.20% |
| ISHARES 0-5 YEAR TIPS BOND ETF | STIP | — | 322,075 | $31.0K | 5.38% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 292,031 | $28.1K | 4.89% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 525,110 | $27.7K | 4.80% |
| FIDELITY LIMITED TERM BOND ETF | FLTB | — | 249,691 |
1.9K | 2.06% |
| INSPIRE 100 ETF | BIBL | — | 177,606 | $4.9K | 0.86% |
| NORTHERN LTS FD TR IV | ISMD | — | 116,168 | $3.2K | 0.55% |
| FIRST TRUST MID CAP CORE ALPHADEX FUND | FNX | — | 39,610 | $3.2K | 0.55% |
| ISHARES CORE S&P 500 ETF | IVV | — | 8,597 | $3.1K | 0.54% |
| FIRST TRUST LARGE CAP VALUE ALPHADEX FUND | FTA | — | 42,838 | $2.5K | 0.43% |
| TIMOTHY PLAN | TPLC | — | 80,081 | $2.4K | 0.42% |
| TIMOTHY PLAN HIGH DIVIDEND STOCK ETF | TPHD | — | 82,971 | $2.3K | 0.40% |
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF | ITOT | — | 29,175 | $2.3K | 0.40% |
| FIRST TRUST TACTICAL HIGH YIELD ETF | HYLS | — | 55,230 | $2.1K | 0.37% |
| DIMENSIONAL US EQUITY MARKET ETF | DFUS | — | 52,465 | $2.0K | 0.35% |
| FIDELITY HIGH DIVIDEND ETF | FDVV | — | 56,775 |
.9K | 0.33% |
| FIRST TRUST LARGE CAP GROWTH ALPHADEX FUND | FTC | — | 21,802 |
.9K | 0.32% |
| APPLE INC | AAPL | Technology | 12,580 |
.7K | 0.30% |
| NORTHERN LTS FD TR IV | IBD | — | 76,283 |
.7K | 0.30% |
| ISHARES S&P MID-CAP 400 VALUE ETF | IJJ | — | 17,925 |
.6K | 0.28% |