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Home > Institutional Investor > Lvz Advisors, Inc. > Profile

Instuitional Investor - Lvz Advisors, Inc.

Fund Profile
Filing Period:
Fund Name: Lvz Advisors, Inc.
Portfolio Value $707,941,334
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 490,610 $135,972,544 19.2%
2.
Ishares Trust
 IEF 1,078,681 $81,008,921 11.44%
3.
Ishares Trust
 IEF 450,993 $78,423,115 11.07%
4.
Ishares Trust
 IEF 688,132 $74,490,334 10.52%
5.
Dimensional Etf Trust
 1,853,946 $53,097,016 7.5%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)