Ryan Vander Zwart

Lvz, Inc.

Assets Managed

$876.331M

Holdings

161

Last Quarter

2026 - Q1

Filed Date

28d ago

Growth Rate

-2.03%(2Q avg: -0.17%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Lvz, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 161 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 876.331M in assets, with a quarterly growth rate of -2.03% and a 2-quarter average growth rate of -0.17%. The portfolio is managed by Ryan Vander Zwart, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
IVE Ishares S&p 500 Value Etf Recent Activity Decreased -3.27%	13.8%	$120.918M 572,662 shares@ $211.15 avg price	Decreased -3.27%
IVW Ishares S&p 500 Growth Etf Recent Activity Increased 2.75%	13.53%	$118.521M 1.048M shares@ $113.12 avg price	Increased 2.75%
DFAI Dimensional International Co Recent Activity Increased 55.43%	12.88%	$112.845M 2.896M shares@ $38.96 avg price	Increased 55.43%
SDVY First Trust Smid Cap Rising Recent Activity Decreased -4.66%	12.04%	$105.447M 2.674M shares@ $39.43 avg price	Decreased -4.66%
FTCB Ft Core Investment Grade Etf Recent Activity Increased 4.61%	7.76%	$67.92M 3.24M shares@ $20.97 avg price	Increased 4.61%
JQUA Jpmorgan Us Quality Factor Recent Activity Increased 1.58%	7.12%	$62.38M 1.017M shares@ $61.32 avg price	Increased 1.58%
JBND Jpmorgan Active Bond Etf Recent Activity Increased 3.2%	5.94%	$51.997M 967,020 shares@ $53.78 avg price	Increased 3.2%
AGG Ishares Core U.s. Aggregate Recent Activity Increased 3.48%	3.97%	$34.718M 349,732 shares@ $99.28 avg price	Increased 3.48%
DUHP Dimensional Us High Profi Et Recent Activity Decreased -62.23%	2.89%	$25.264M 687,262 shares@ $36.77 avg price	Decreased -62.23%
DFUS Dimensional Us Eq Mkt Etf Recent Activity Increased 15.03%	0.95%	$8.309M 117,174 shares@ $70.92 avg price	Increased 15.03%

1-10 of 161