SEC Form 13F

LVZ, Inc. 13F Holdings

Report period2026-06-30
Publicly available2026-07-10
Reported value$984,274,707
Positions177

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ISHARES TRIVWS&P 500 GRWT ETF$142,605,1311,036,902
ISHARES TRIVES&P 500 VAL ETF$130,782,630575,983
DIMENSIONAL ETF TRUSTDFAIINTL CORE EQT MK$120,407,5742,918,971
FIRST TR EXCHANGE TRADED FDSDVYSMID RISNG ETF$116,653,6702,704,072
J P MORGAN EXCHANGE TRADED FJQUAUS QUALTY FCTR$73,415,8451,015,715
FIRST TR EXCHANGE-TRADED FDFTCBCORE INVESTMENT$67,627,7363,242,759
J P MORGAN EXCHANGE TRADED FJBNDACTIVE BOND ETF$51,622,596964,908
ISHARES TRAGGCORE US AGGBD ET$35,568,072359,346
DIMENSIONAL ETF TRUSTDUHPUS HIGH PROF ETF$29,217,159700,148
DIMENSIONAL ETF TRUSTDFUSUS EQUI MARK ETF$10,110,587123,390

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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