LVZ, Inc. Q1 2024 Filing

Filed April 17, 2024

Portfolio Value

$735.4T

Holdings

144

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (144 positions)

#StockSharesValue% PortfolioType
1
SDVYFIRST TR EXCHANGE-TRADED FD
2,693,387$93.8T12.75%
2
IVWISHARES TR
978,251$82.6T11.23%
3
IVEISHARES TR
429,611$80.3T10.91%
4
IJHISHARES TR
1,103,721$67.0T9.12%
5
DUHPDIMENSIONAL ETF TRUST
2,023,901$64.0T8.70%
6
DFAIDIMENSIONAL ETF TRUST
1,871,358$56.6T7.69%
7
FIXDFIRST TR EXCHNG TRADED FD VI
1,261,715$55.0T7.48%
8
LQDISHARES TR
383,347$41.8T5.68%
9
IJRISHARES TR
357,599$39.5T5.37%
10
AGGISHARES TR
294,553$28.8T3.92%
11
BIBLNORTHERN LTS FD TR IV
190,922$7.4T1.01%
12
IVVISHARES TR
10,628$5.6T0.76%
13
IBDNORTHERN LTS FD TR IV
174,725$4.1T0.56%
14
DFUSDIMENSIONAL ETF TRUST
69,796$4.0T0.54%
15
DFCFDIMENSIONAL ETF TRUST
80,487$3.4T0.46%
16
AAPLAPPLE INC
19,658$3.4T0.46%
17
ISMDNORTHERN LTS FD TR IV
83,271$3.0T0.41%
18
TPLCTIMOTHY PLAN
69,558$2.9T0.40%
19
HYGISHARES TR
36,906$2.9T0.39%
20
FTCFIRST TRUST LRGCP GWT ALPHAD
23,143$2.9T0.39%
21
TPIFTIMOTHY PLAN
103,854$2.8T0.38%
22
FTAFIRST TR LRG CP VL ALPHADEX
36,562$2.8T0.38%
23
IJJISHARES TR
23,049$2.7T0.37%
24
ITOTISHARES TR
23,105$2.7T0.36%
25
TPHDTIMOTHY PLAN
65,885$2.4T0.32%
26
OEFISHARES TR
9,531$2.4T0.32%
27
AMZNAMAZON COM INC
12,882$2.3T0.32%
28
FVALFIDELITY COVINGTON TRUST
40,660$2.3T0.32%
29
FQALFIDELITY COVINGTON TRUST
39,219$2.3T0.31%
30
IPACISHARES TR
35,671$2.3T0.31%
31
FMUSDISHARES INC
77,153$2.2T0.30%
32
FEXFIRST TR LRGE CP CORE ALPHA
21,762$2.2T0.29%
33
DFASDIMENSIONAL ETF TRUST
33,971$2.1T0.29%
34
INCMFRANKLIN TEMPLETON ETF TR
71,635$1.9T0.25%
35
FNXFIRST TR MID CAP CORE ALPHAD
15,820$1.8T0.24%
36
FDTFIRST TR EXCH TRD ALPHDX FD
29,947$1.7T0.23%
37
MSFTMICROSOFT CORP
3,195$1.3T0.18%
38
HYLSFIRST TR EXCHANGE-TRADED FD
32,347$1.3T0.18%
39
XLVSELECT SECTOR SPDR TR
8,725$1.3T0.18%
40
AQLTISHARES TR
16,789$1.2T0.17%
41
XLCSELECT SECTOR SPDR TR
15,053$1.2T0.17%
42
JPSTJ P MORGAN EXCHANGE TRADED F
24,103$1.2T0.17%
43
SOSOUTHERN CO
16,461$1.2T0.16%
44
SYKSTRYKER CORPORATION
3,175$1.1T0.15%
45
CASSCASS INFORMATION SYS INC
22,827$1.1T0.15%
46
FYXFIRST TR SML CP CORE ALPHA F
11,713$1.1T0.15%
47
NEARISHARES U S ETF TR
21,442$1.1T0.15%
48
JPMJPMORGAN CHASE & CO
5,258$1.1T0.14%
49
FDVVFIDELITY COVINGTON TRUST
22,038$998.5B0.14%
50
XLISELECT SECTOR SPDR TR
7,012$883.2B0.12%
51
RSPFINVESCO EXCHANGE TRADED FD T
13,307$854.9B0.12%
52
GNTXGENTEX CORP
23,419$845.9B0.12%
53
VVISA INC
2,923$815.9B0.11%
54
AMATAPPLIED MATLS INC
3,731$769.4B0.10%
55
FTHIFIRST TR EXCHANGE-TRADED FD
33,488$752.5B0.10%
56
MLPAGLOBAL X FDS
13,612$656.4B0.09%
57
LLYELI LILLY & CO
830$645.7B0.09%
58
SPYSPDR S&P 500 ETF TR
1,085$567.5B0.08%
59
STKCOLUMBIA SELIGM PREM TECH GR
17,755$565.9B0.08%
60
GDGENERAL DYNAMICS CORP
1,969$556.3B0.08%
61
PGPROCTER AND GAMBLE CO
3,425$555.6B0.08%
62
FFEBFIRST TR EXCHNG TRADED FD VI
12,095$547.6B0.07%
63
JEPIJ P MORGAN EXCHANGE TRADED F
9,106$526.9B0.07%
64
NVDANVIDIA CORPORATION
566$511.4B0.07%
65
XFEBFIRST TR EXCH TRADED FD III
29,320$507.8B0.07%
66
RDVYFIRST TR EXCHANGE-TRADED FD
8,619$484.1B0.07%
67
ETNEATON CORP PLC
1,547$483.7B0.07%
68
BJBJS WHSL CLUB HLDGS INC
6,384$482.9B0.07%
69
GSLCGOLDMAN SACHS ETF TR
4,647$482.3B0.07%
70
MPCMARATHON PETE CORP
2,393$482.1B0.07%
71
DISDISNEY WALT CO
3,936$481.6B0.07%
72
IBMINTERNATIONAL BUSINESS MACHS
2,503$478.0B0.06%
73
WECWEC ENERGY GROUP INC
5,778$474.5B0.06%
74
WMTWALMART INC
7,681$462.1B0.06%
75
NLYANNALY CAPITAL MANAGEMENT IN
23,430$461.3B0.06%
76
FMBFIRST TR EXCH TRADED FD III
8,753$449.6B0.06%
77
APPFAPPFOLIO INC
1,802$444.6B0.06%
78
ISTBISHARES TR
9,339$443.0B0.06%
79
XOMEXXON MOBIL CORP
3,640$423.1B0.06%
80
NDQINVESCO QQQ TR
952$422.8B0.06%
81
URIUNITED RENTALS INC
575$414.6B0.06%
82
TRVCCITIGROUP INC
6,124$387.3B0.05%
83
CIIBLACKROCK ENHANCD CAP & INM
19,629$382.6B0.05%
84
GBILGOLDMAN SACHS ETF TR
3,682$371.4B0.05%
85
CSCOCISCO SYS INC
7,371$367.9B0.05%
86
PIEQPRINCIPAL EXCHANGE TRADED FD
17,376$359.0B0.05%
87
SLQDISHARES TR
7,224$355.6B0.05%
88
VVVVALVOLINE INC
7,801$347.7B0.05%
89
PLABPHOTRONICS INC
12,103$342.8B0.05%
90
BRK/BBERKSHIRE HATHAWAY INC DEL
814$342.3B0.05%
91
DKSDICKS SPORTING GOODS INC
1,484$333.7B0.05%
92
ROPROPER TECHNOLOGIES INC
586$328.7B0.04%
93
XFEBFIRST TR EXCHNG TRADED FD VI
8,488$328.3B0.04%
94
SUSAISHARES TR
2,966$323.8B0.04%
95
TSLATESLA INC
1,792$314.9B0.04%
96
JJACOBS SOLUTIONS INC
2,039$313.5B0.04%
97
EMREMERSON ELEC CO
2,729$309.5B0.04%
98
AVNWAVIAT NETWORKS INC
8,052$308.7B0.04%
99
DEDEERE & CO
751$308.5B0.04%
100
UNHUNITEDHEALTH GROUP INC
618$305.5B0.04%
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