Notify me when LVZ, Inc. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 169 | $894,498,268 | +$18,856,278 | -$16,891,445 | +$1,964,833 | IVW, IVE, SDVY, DFAI, DUHP | Restatement | 10 Feb 2026, 15:39 |
| Q3 2025 | 162 | $879,729,646 | +$91,398,168 | -$92,335,366 | -$937,198 | IVW, IVE, SDVY, DFAI, DUHP | 13F-HR | 27 Oct 2025, 15:47 |
| Q2 2025 | 156 | $834,009,897 | +$31,233,063 | -$8,093,857 | +$23,139,206 | SDVY, IVW, IVE, DUHP, DFAI | 13F-HR | 15 Jul 2025, 09:16 |
| Q1 2025 | 148 | $761,968,447 | +$77,227,022 | -$74,833,318 | +$2,393,704 | SDVY, IVE, IVW, DUHP, DFAI | 13F-HR | 22 Apr 2025, 14:48 |
| Q4 2024 | 149 | $779,773,884 | +$122,161,257 | -$115,046,477 | +$7,114,780 | SDVY, IVW, IVE, DUHP, IJH | 13F-HR | 06 Feb 2025, 14:30 |
| Q3 2024 | 149 | $781,610,341 | +$17,217,855 | -$16,447,339 | +$770,516 | SDVY, IVW, IVE, DUHP, IJH | 13F-HR | 24 Oct 2024, 08:56 |
| Q2 2024 | 143 | $733,501,182 | +$16,816,673 | -$15,125,064 | +$1,691,609 | IVW, SDVY, IVE, DUHP, IJH | 13F-HR | 24 Jul 2024, 17:25 |
| Q1 2024 | 144 | $735,350,783 | +$177,093,063 | -$73,059,338 | +$104,033,725 | SDVY, IVW, IVE, IJH, DUHP | 13F-HR | 17 Apr 2024, 10:37 |
| Q4 2023 | 142 | $707,941,334 | +$34,487,532 | -$11,219,766 | +$23,267,766 | IJH, IVW, IVE, IJR, DFAI | 13F-HR | 23 Jan 2024, 14:26 |
| Q3 2023 | 127 | $620,044,004 | +$1,893,404 | -$70,317,410 | -$68,424,006 | IJH, IVW, IVE, IJR, FIXD | 13F-HR | 08 Nov 2023, 14:18 |
| Q2 2023 | 147 | $717,566,500 | +$91,352,959 | -$85,236,334 | +$6,116,625 | IJH, IVW, IVE, IJR, FIXD | 13F-HR | 18 Jul 2023, 15:25 |
| Q1 2023 | 150 | $686,630,408 | +$85,821,100 | -$64,869,064 | +$20,952,036 | IJH, IVE, IJR, DUHP, FIXD | 13F-HR | 20 Apr 2023, 13:50 |
| Q4 2022 | 147 | $640,657,184 | +$69,402,383 | -$49,123,632 | +$20,278,751 | IJH, IVE, IJR, DUHP, IVW | 13F-HR | 17 Jan 2023, 10:57 |
| Q3 2022 | 119 | $575,782,000 | +$73,391,368 | -$62,898,371 | +$10,492,997 | IJH, IVE, IJR, FIXD, IVW | 13F-HR | 11 Oct 2022, 09:03 |
| Q2 2022 | 106 | $596,431,000 | +$40,507,465 | -$70,626,808 | -$30,119,343 | IJH, IVE, IJR, FIXD, IVW | 13F-HR | 27 Jul 2022, 15:07 |
| Q1 2022 | 110 | $718,817,000 | +$37,564,049 | -$29,525,440 | +$8,038,609 | IJH, IVE, IJR, IVW, FIXD | 13F-HR | 19 Apr 2022, 16:31 |
| Q4 2021 | 107 | $748,113,000 | +$30,092,489 | -$16,040,223 | +$14,052,266 | IJH, IVE, IJR, IVW, FIXD | 13F-HR | 28 Jan 2022, 12:03 |
| Q3 2021 | 102 | $698,802,000 | +$49,825,901 | -$23,153,594 | +$26,672,307 | IJH, IVE, IJR, IVW, FIXD | 13F-HR | 27 Oct 2021, 10:44 |
| Q2 2021 | 107 | $679,554,000 | +$99,754,230 | -$94,679,718 | +$5,074,512 | IJH, IVE, IJR, IVW, FIXD | 13F-HR | 16 Jul 2021, 15:12 |
| Q1 2021 | 109 | $646,557,000 | +$71,809,927 | -$61,766,893 | +$10,043,034 | IJH, IJR, IVE, IVW, AGG | 13F-HR | 08 Apr 2021, 11:08 |
| Q4 2020 | 100 | $597,979,000 | +$108,168,300 | -$17,577,908 | +$90,590,392 | IJH, IJR, IVW, GSLC, AGG | 13F-HR | 10 Feb 2021, 10:34 |
| Q3 2020 | 36 | $14,383,000 | $0 | $0 | $0 | IVV, AAPL, AMZN, SPY, RAVI | New Holdings | 23 Dec 2020, 15:06 |
| Q3 2020 | 85 | $485,390,000 | +$36,123,276 | -$16,724,183 | +$19,399,093 | IJH, GSLC, AGG, IVW, FIXD | 13F-HR | 28 Oct 2020, 11:54 |
| Q2 2020 | 24 | $9,813,000 | $0 | $0 | $0 | SPY, MGK, AMZN, FXH, AAPL | New Holdings | 23 Dec 2020, 15:01 |
| Q2 2020 | 77 | $444,458,000 | +$92,318,771 | -$38,354,586 | +$53,964,185 | IJH, GSLC, AGG, FIXD, IJR | 13F-HR | 13 Jul 2020, 16:01 |
| Q1 2020 | 22 | $8,285,000 | $0 | $0 | $0 | IVV, MGK, AMZN, WEC, FAD | New Holdings | 23 Dec 2020, 14:59 |
| Q1 2020 | 67 | $337,201,550 | +$35,678,670 | -$104,713,363 | -$69,034,693 | IJH, AGG, FIXD, IVW, IJR | 13F-HR | 20 Apr 2020, 16:18 |
| Q4 2019 | 33 | $11,297,000 | $0 | $0 | $0 | STIP, JPM, QTEC, FAD, WEC | New Holdings | 23 Dec 2020, 14:58 |
| Q4 2019 | 88 | $493,538,000 | +$27,740,424 | -$6,536,063 | +$21,204,361 | IJH, IJR, GSLC, IVE, AGG | 13F-HR | 05 Feb 2020, 09:11 |
| Q3 2019 | 24 | $7,302,000 | $0 | $0 | $0 | FAD, JPM, WEC, QTEC, AMZN | New Holdings | 23 Dec 2020, 14:04 |
| Q3 2019 | 77 | $462,223,000 | +$120,532,990 | -$82,056,753 | +$38,476,237 | IJH, IJR, AGG, GSLC, FIXD | 13F-HR | 22 Oct 2019, 14:04 |
| Q2 2019 | 20 | $5,771,000 | $0 | $0 | $0 | STIP, JPM, WEC, AMZN, CSB | New Holdings | 23 Dec 2020, 13:59 |
| Q2 2019 | 74 | $414,300,000 | +$15,708,568 | -$13,697,723 | +$2,010,845 | IJH, FIXD, IJR, IVE, IVW | 13F-HR | 19 Jul 2019, 09:42 |
| Q1 2019 | 23 | $6,719,000 | $0 | $0 | $0 | FTEC, JPM, WEC, AMZN, STIP | New Holdings | 23 Dec 2020, 13:51 |
| Q1 2019 | 74 | $427,512,000 | +$167,670,122 | -$115,246,047 | +$52,424,075 | IJH, IVE, IJR, FIXD, IVW | 13F-HR | 25 Apr 2019, 14:10 |
| Q4 2018 | 27 | $7,866,000 | $0 | $0 | $0 | NEAR, FDT, HYG, JPM, WEC | New Holdings | 23 Dec 2020, 13:48 |
| Q4 2018 | 74 | $351,324,000 | +$18,195,803 | -$34,031,599 | -$15,835,796 | IVW, IVE, GSLC, IEMG, UCON | 13F-HR | 18 Jan 2019, 12:27 |
| Q3 2018 | 27 | $8,575,000 | $0 | $0 | $0 | SLYG, JPM, HYG, FYX, FYC | New Holdings | 23 Dec 2020, 13:27 |
| Q3 2018 | 75 | $399,062,000 | +$100,605,111 | -$96,107,496 | +$4,497,615 | IVW, IVE, GSLC, EFG, IEMG | 13F-HR | 19 Oct 2018, 15:58 |
| Q2 2018 | 24 | $9,100,000 | $0 | $0 | $0 | IGIB, STIP, IWC, IVV, MDYG | New Holdings | 23 Dec 2020, 13:25 |
| Q2 2018 | 69 | $393,816,000 | +$45,239,169 | -$19,267,072 | +$25,972,097 | IEFA, IVW, FBND, IEMG, GSLC | 13F-HR | 02 Aug 2018, 15:05 |
| Q1 2018 | 22 | $6,836,000 | $0 | $0 | $0 | IGIB, JPM, MDYG, FNY, MDYV | New Holdings | 23 Dec 2020, 13:24 |
| Q1 2018 | 63 | $357,250,000 | +$61,569,611 | -$39,012,574 | +$22,557,037 | IEFA, IVW, IEMG, FBND, IVE | 13F-HR | 25 Apr 2018, 09:30 |
| Q4 2017 | 31 | $11,351,000 | $0 | $0 | $0 | BIV, IGIB, IWF, VYM, JPM | New Holdings | 23 Dec 2020, 13:22 |
| Q4 2017 | 70 | $337,818,000 | +$56,478,611 | -$44,736,281 | +$11,742,330 | IEFA, IVW, IEMG, IVE, FBND | 13F-HR | 31 Jan 2018, 16:11 |
| Q3 2017 | 32 | $10,359,000 | $0 | $0 | $0 | IGIB, IWF, AMAT, JPM, VYM | New Holdings | 23 Dec 2020, 11:26 |
| Q3 2017 | 67 | $309,193,000 | +$24,390,485 | -$14,235,013 | +$10,155,472 | IEFA, IVW, IEMG, IVE, GSLC | 13F-HR | 02 Nov 2017, 10:08 |
| Q2 2017 | 34 | $11,136,000 | $0 | $0 | $0 | IGIB, IWF, DON, JPM, USMV | New Holdings | 23 Dec 2020, 11:25 |
| Q2 2017 | 68 | $284,100,000 | +$47,919,874 | -$39,752,086 | +$8,167,788 | IEFA, IVW, GSLC, IVE, FBND | 13F-HR | 08 Aug 2017, 14:02 |
| Q1 2017 | 32 | $10,602,000 | $0 | $0 | $0 | IGIB, DON, ISTB, VYM, JPM | New Holdings | 23 Dec 2020, 10:29 |
| Q1 2017 | 63 | $272,111,000 | +$68,965,689 | -$54,586,231 | +$14,379,458 | IVE, IEFA, USMV, IVW, IJJ | 13F-HR | 03 May 2017, 14:33 |
| Q4 2016 | 31 | $10,432,000 | $0 | $0 | $0 | IGIB, DON, FMB, SCHB, IUSV | New Holdings | 23 Dec 2020, 10:24 |
| Q4 2016 | 60 | $251,762,000 | +$35,993,945 | -$28,512,112 | +$7,481,833 | IVE, NEAR, USMV, IJJ, IVW | 13F-HR | 27 Jan 2017, 11:17 |
| Q3 2016 | 33 | $10,265,000 | $0 | $0 | $0 | IGIB, DON, FMB, GNMA, SYK | New Holdings | 22 Dec 2020, 17:03 |
| Q3 2016 | 62 | $243,539,000 | +$56,802,815 | -$40,168,806 | +$16,634,009 | USMV, NEAR, IVE, FBND, IVW | 13F-HR | 01 Nov 2016, 10:20 |
| Q2 2016 | 30 | $9,175,000 | $0 | $0 | $0 | ISTB, DON, FMB, GNMA, DTD | New Holdings | 22 Dec 2020, 17:02 |
| Q2 2016 | 59 | $224,960,000 | +$10,146,000 | -$2,377,977 | +$7,768,023 | USMV, NEAR, IVE, IVW, EFAV | 13F-HR | 03 Aug 2016, 10:46 |
| Q1 2016 | 27 | $8,240,000 | $0 | $0 | $0 | ISTB, DON, FMB, DTD, RAVI | New Holdings | 22 Dec 2020, 17:01 |
| Q1 2016 | 56 | $212,681,000 | +$60,785,855 | -$28,173,132 | +$32,612,723 | USMV, NEAR, IVW, IVE, EFAV | 13F-HR | 13 May 2016, 10:05 |
| Q4 2015 | 25 | $7,314,000 | $0 | $0 | $0 | ISTB, ITOT, DTD, FTSM, FMB | New Holdings | 22 Dec 2020, 16:21 |
| Q4 2015 | 49 | $176,741,000 | +$57,944,105 | -$40,544,919 | +$17,399,186 | NEAR, IJH, IVW, IVE, EFAV | 13F-HR | 12 Feb 2016, 13:55 |
| Q3 2015 | 18 | $4,654,000 | $0 | $0 | $0 | ITOT, IJH, FYX, AAPL, FTC | New Holdings | 22 Dec 2020, 15:15 |
| Q3 2015 | 43 | $153,735,000 | +$16,814,541 | -$27,559,637 | -$10,745,096 | IVW, IVE, EFAV, IJK, IJJ | 13F-HR | 20 Oct 2015, 09:15 |
| Q2 2015 | 16 | $4,249,000 | $0 | $0 | $0 | IJH, HYLD, ILCB, FMB, FTC | New Holdings | 22 Dec 2020, 15:48 |
| Q2 2015 | 41 | $179,918,000 | +$9,871,539 | -$2,288,476 | +$7,583,063 | IVE, IVW, EFAV, HYG, IJK | 13F-HR | 29 Jul 2015, 13:50 |
| Q1 2015 | 17 | $4,323,000 | $0 | $0 | $0 | IJH, HYLD, ILCB, FMB, AAPL | New Holdings | 18 Dec 2020, 10:48 |
| Q1 2015 | 40 | $171,981,000 | +$46,373,433 | -$13,249,081 | +$33,124,352 | IVE, IVW, EFAV, HYG, IJJ | 13F-HR | 23 Apr 2015, 14:48 |
| Q4 2014 | 8 | $1,941,000 | $0 | $0 | $0 | IWC, AAPL, WEC, COP, VVC | New Holdings | 18 Dec 2020, 10:46 |
| Q4 2014 | 27 | $135,068,000 | +$33,848,700 | -$35,622,960 | -$1,774,260 | IVE, IVW, HYG, EFAV, IJJ | 13F-HR | 30 Jan 2015, 10:50 |
| Q3 2014 | 5 | $1,977,000 | $0 | $0 | $0 | STIP, COP, IWC, WEC, F | New Holdings | 22 Dec 2020, 15:39 |
| Q3 2014 | 24 | $134,386,000 | +$4,301,779 | -$735,749 | +$3,566,030 | FLOT, IVE, EFAV, IVW, HYG | 13F-HR | 24 Oct 2014, 12:53 |
| Q2 2014 | 6 | $1,453,000 | $0 | $0 | $0 | COP, IWC, WEC, CL, VVC | New Holdings | 17 Dec 2020, 17:33 |
| Q2 2014 | 26 | $134,843,000 | +$24,077,717 | -$18,562,663 | +$5,515,054 | FLOT, EFAV, IVE, HYG, IJJ | 13F-HR | 24 Jul 2014, 09:25 |
| Q1 2014 | 5 | $1,191,000 | $0 | $0 | $0 | COP, WEC, USMV, JPM, OSK | New Holdings | 18 Dec 2020, 10:50 |
| Q1 2014 | 24 | $124,892,000 | +$20,783,114 | -$19,367,106 | +$1,416,008 | IJT, IJK, IVW, IVE, EFAV | 13F-HR | 22 Apr 2014, 09:26 |
| Q4 2013 | 4 | $1,714,000 | $0 | $0 | $0 | STIP, COP, JPM, WEC | New Holdings | 17 Dec 2020, 16:50 |
| Q4 2013 | 18 | $120,249,000 | $0 | $0 | $0 | IJJ, FLOT, IVW, IVE, IJK | 13F-HR | 17 Jan 2014, 15:42 |