Fund HoldingsLVZ, Inc.

Total Portfolio Value
$834.01M
Total Bought
$70.03M
Total Sold
$16.46M
Net Transaction
+$53.57M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
ISHARES TR0859,735+859,735094,65711.35%+94,657
FIRST TR EXCHANGE-TRADED FD
SMID RISNG ETF
02,747,396+2,747,396096,92811.62%+96,928
ISHARES TR01,102,344+1,102,344068,3678.20%+68,367
DIMENSIONAL ETF TRUST
INTL CORE EQT MK
2,063,7452,056,796-6,94964,45171,1038.53%+6,653
DIMENSIONAL ETF TRUST
US HIGH PROF ETF
02,046,792+2,046,792072,7848.73%+72,784
ISHARES TR440,965449,606+8,64184,03987,86210.53%+3,823
J P MORGAN EXCHANGE TRADED F
US QUALTY FCTR
653,458671,830+18,37236,90140,3434.84%+3,443
ISHARES TR010,190+10,19006,3270.76%+6,327
ISHARES TR06,209+6,20901,8900.23%+1,890
ISHARES TR014,637+14,63701,8690.22%+1,869
ISHARES TR027,370+27,37002,9910.36%+2,991
FIDELITY COVINGTON TRUST028,311+28,31101,8080.22%+1,808
FIDELITY COVINGTON TRUST025,947+25,94701,8070.22%+1,807
ISHARES TR041,701+41,70105,6310.68%+5,631
SELECT SECTOR SPDR TR
ST STR SVC ETF
010,500+10,50001,1400.14%+1,140
FIRST TR EXCHANGE-TRADED FD
CORE INVESTMENT
3,016,5253,043,021+26,49663,31764,0867.68%+769
DIMENSIONAL ETF TRUST
US EQUI MARK ETF
076,469+76,46905,1250.61%+5,125
MICROSOFT CORP(MSFT)04,593+4,59302,2850.27%+2,285
TAIWAN SEMICONDUCTOR MFG LTD(TSM)02,427+2,42705500.07%+550
NVIDIA CORPORATION(NVDA)07,718+7,71801,2190.15%+1,219
FIRST TR EXCHANGE-TRADED FD107,109106,729-3803,1863,6490.44%+463
AMAZON COM INC(AMZN)012,807+12,80702,8100.34%+2,810
J P MORGAN EXCHANGE TRADED F
ACTIVE BOND ETF
912,841920,066+7,22548,85549,3065.91%+451
DIMENSIONAL ETF TRUST
DIMENSIONAL US
65,19168,114+2,9233,2763,6940.44%+418
ISHARES TR03,052+3,05203870.05%+387
FIRST TR EXCHANGE-TRADED ALP
COM SHS
020,117+20,11703,0370.36%+3,037
JPMORGAN CHASE & CO.(JPM)7,9287,927-11,9452,2980.28%+353
FIRST TR EXCH TRD ALPHDX FD
DEV MRK EX US
33,57033,250-3201,9552,2860.27%+331
ISHARES TR330,172332,569+2,39732,66132,9913.96%+330
ISHARES SILVER TR(SLV)08,121+8,12102660.03%+266
CROWDSTRIKE HLDGS INC(CRWD)0500+50002550.03%+255
NORTHERN LTS FD TR IV
INSPIRE 100 ETF
0151,038+151,03806,2420.75%+6,242
PAYMENTUS HOLDINGS INC(PAY)07,149+7,14902340.03%+234
TESLA INC(TSLA)0727+72702310.03%+231
VANGUARD INDEX FDS0382+38202170.03%+217
INVESCO EXCHANGE TRADED FD T
S&P500 EQL TEC
028,744+28,74401,1720.14%+1,172
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S
05,128+5,12802110.03%+211
FIRST TR EXCHANGE TRADED FD
TECH ALPHADEX
01,337+1,33702100.03%+210
NORFOLK SOUTHN CORP(NSC)0818+81802090.03%+209
ARISTA NETWORKS INC(ANET)08,226+8,22608420.10%+842
SPDR DOW JONES INDL AVERAGE(DIA)0470+47002070.02%+207
ISHARES TR
CORE MSCI EAFE
17,14617,818+6721,2971,4870.18%+190
TIMOTHY PLAN102,37796,971-5,4062,9433,1320.38%+188
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
53,59952,996-6033,1383,3250.40%+187
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
026,218+26,21801,6700.20%+1,670
AGILYSYS INC(AGYS)4,3014,305+43124940.06%+182
SPOTIFY TECHNOLOGY S A(SPOT)0748+74805740.07%+574
STRYKER CORPORATION(SYK)4,2434,399+1561,5791,7400.21%+161
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
3,4315,397+1,9662283850.05%+157
CITIGROUP INC(C)10,49810,478-207458920.11%+147
COSTCO WHSL CORP NEW(COST)9351,038+1038841,0280.12%+143
APPLIED MATLS INC03,731+3,73106830.08%+683
INTERNATIONAL BUSINESS MACHS(IBM)3,0033,00307478850.11%+138
FIDELITY COVINGTON TRUST17,03318,826+1,7938459790.12%+134
EATON CORP PLC(ETN)01,557+1,55705560.07%+556
THE TRADE DESK INC(TTD)7,2307,278+483965240.06%+128
DIMENSIONAL ETF TRUST
CORE FIXE IN ETF
0106,481+106,48104,5000.54%+4,500
MARATHON PETE CORP(MPC)3,9274,134+2075726870.08%+115
SELECT SECTOR SPDR TR
ST STR FINL ETF
20,41821,566+1,1481,0171,1290.14%+112
VANGUARD INDEX FDS0708+70803100.04%+310
FIRST TR EXCHANGE-TRADED ALP
COM SHS
016,275+16,27501,8690.22%+1,869
FIRST TR EXCHANGE TRADED FD
BUYWRIT INCM ETF
061,940+61,94001,4150.17%+1,415
WALMART INC(WMT)9,4139,420+78269210.11%+95
INVESCO QQQ TR0972+97205360.06%+536
SHARKNINJA INC(SN)05,562+5,56205510.07%+551
SPDR S&P 500 ETF TR(SPY)01,225+1,22507570.09%+757
CISCO SYS INC(CSCO)9,1779,315+1385666460.08%+80
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
8,47110,083+1,6122943730.04%+79
VISA INC(V)3,7653,931+1661,3201,3960.17%+76
ALPHABET INC(GOOG)02,345+2,34504130.05%+413
ENSIGN GROUP INC(ENSG)2,8932,890-33744460.05%+71
INVESCO EXCHANGE TRADED FD T
AEROSPACE DEFN
2,6402,64003083740.04%+66
ISHARES TR03,017+3,01702770.03%+277
EMERSON ELEC CO(EMR)02,729+2,72903640.04%+364
PARSONS CORP DEL(PSN)05,052+5,05203630.04%+363
UNITED RENTALS INC(URI)481482+13013630.04%+62
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
24,01224,265+2537137720.09%+59
FIRST TR EXCH TRADED FD III24,14227,149+3,0074254830.06%+59
TIMOTHY PLAN060,708+60,70802,7260.33%+2,726
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
7,7078,747+1,0404404970.06%+57
FIRST TR EXCHANGE-TRADED FD3,0833,658+5752763320.04%+56
GLOBAL X FDS
GLB X MLP ENRG I
9,35810,382+1,0245976510.08%+53
GENERAL DYNAMICS CORP(GD)2,5942,59407077570.09%+49
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
12,88112,88106286750.08%+47
HCA HEALTHCARE INC(HCA)1,2361,23604274740.06%+46
FREEPORT-MCMORAN INC(FCX)8,3748,37403173630.04%+46
PARKER-HANNIFIN CORP(PH)0467+46703260.04%+326
SPDR SERIES TRUST
ST INTER BD ETF
9,45210,609+1,1573143560.04%+42
HOME DEPOT INC(HD)01,094+1,09404010.05%+401
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
014,668+14,66806550.08%+655
FRANKLIN TEMPLETON ETF TR
INCOME FOCUS ETF
82,18682,385+1992,1892,2290.27%+40
NORTHERN LTS FD TR IV
INSPIRE SML/ MID
062,818+62,81802,2320.27%+2,232
SOUTHERN CO(SO)18,74419,122+3781,7231,7560.21%+32
ALPHABET INC(GOOG)01,438+1,43802550.03%+255
ISHARES TR30,82330,534-2892,4322,4630.30%+31
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQUIT
28,91428,91408789090.11%+31
GOLDMAN SACHS ETF TR02,731+2,73103310.04%+331
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
8,6388,63803533840.05%+30
CADRE HLDGS INC(CDRE)11,49411,561+673403680.04%+28
APPFOLIO INC(APPF)02,442+2,44205620.07%+562
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