LVZ, Inc. 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0001574408 · Holland, MI

As of Sep 30, 2025, LVZ, Inc. reported 162 positions worth $879.7M in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
ISHARES S&P 500 GROWTH ETF	IVW	—	1,026,958	24.0M	14.09%
ISHARES S&P 500 VALUE ETF	IVE	—	595,326	22.9M	13.97%
FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF	SDVY	—	2,800,749	06.5M	12.10%
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF	DFAI	—	1,864,707	$67.8M	7.70%
DIMENSIONAL US HIGH PROFITABILITY ETF	DUHP	—	1,793,245	$67.7M	7.70%
FIRST TRUST CORE INVESTMENT GRADE ETF	FTCB	—	3,074,804	$65.5M	7.45%
JPMORGAN US QUALITY FACTOR ETF	JQUA	—	997,493	$62.8M	7.13%
JPMORGAN ACTIVE BOND ETF	JBND	—	926,477	$50.2M	5.70%
ISHARES CORE US AGGREGATE BOND ETF	AGG	—	336,222	$33.7M	3.83%
ISHARES CORE S&P 500 ETF	IVV	—	11,236	$7.5M	0.85%
ISHARES CORE S&P TOTAL US STOCK MARKET ETF	ITOT	—	49,915	$7.3M	0.83%
INSPIRE 100 ETF	BIBL	—	150,581	$6.7M	0.76%
DIMENSIONAL US EQUITY MARKET ETF	DFUS	—	88,904	$6.4M	0.73%
APPLE INC	AAPL	Technology	25,018	$6.4M	0.72%
DIMENSIONAL CORE FIXED INCOME ETF	DFCF	—	124,927	$5.3M	0.61%
ISHARES CORE S&P MID-CAP ETF	IJH	—	79,019	$5.2M	0.59%
DFA U.S. Vector Equity ETF	—	—	81,324	$4.8M	0.54%
FIRST TRUST RISING DIVIDEND ACHIEVERS ETF	RDVY	—	70,448	$4.7M	0.54%
NORTHERN LTS FD TR IV	IBD	—	183,101	$4.4M	0.50%
STRATEGY SHS	ELCV	—	157,749	$4.2M	0.48%
FIRST TRUST GROWTH STRENGTH ETF	FTGS	—	113,194	$4.1M	0.46%
FIRST TRUST LARGE CAP GROWTH ALPHADEX FUND	FTC	—	24,555	$3.9M	0.45%
TIMOTHY PLAN	TPLC	—	84,275	$3.9M	0.44%
AMAZON.COM INC	AMZN	Equity	13,068	$2.9M	0.33%
TIMOTHY PLAN INTERNATIONAL ETF	TPIF	—	84,831	$2.8M	0.32%