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Ryan Vander Zwart

Lvz, Inc.

Assets Managed
$984.275M
Holdings
177
Last Quarter
2026 - Q2
Filed Date
6d ago
Growth Rate
12.32%(2Q avg: 5.15%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Lvz, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 177 positions.

Assets under management

The assets under management (AUM) of Lvz, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 984.275M in assets, with a quarterly growth rate of 12.32% and a 2-quarter average growth rate of 5.15%. The portfolio is managed by Ryan Vander Zwart, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVW
Ishares S&p 500 Growth Etf
Recent Activity
Decreased -1.04%
14.49%
$142.605M
1.037M shares@ $137.53 avg price
IVE
Ishares S&p 500 Value Etf
Recent Activity
Increased 0.58%
13.29%
$130.783M
575,983 shares@ $227.06 avg price
DFAI
Dimensional International Co
Recent Activity
Increased 0.78%
12.24%
$120.408M
2.919M shares@ $41.26 avg price
SDVY
First Trust Smid Cap Rising
Recent Activity
Increased 1.12%
11.86%
$116.654M
2.704M shares@ $43.15 avg price
JQUA
Jpmorgan Us Quality Factor
Recent Activity
Decreased -0.15%
7.46%
$73.416M
1.016M shares@ $72.28 avg price
FTCB
Ft Core Investment Grade Etf
Recent Activity
Increased 0.08%
6.88%
$67.628M
3.243M shares@ $20.86 avg price
JBND
Jpmorgan Active Bond Etf
Recent Activity
Decreased -0.21%
5.25%
$51.623M
964,908 shares@ $53.51 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Increased 2.75%
3.62%
$35.568M
359,346 shares@ $98.99 avg price
DUHP
Dimensional Us High Profi Et
Recent Activity
Increased 1.88%
2.97%
$29.217M
700,148 shares@ $41.73 avg price
DFUS
Dimensional Us Eq Mkt Etf
Recent Activity
Increased 5.31%
1.03%
$10.111M
123,390 shares@ $81.95 avg price

1-10 of 177