LVZ, Inc.

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 28, 2026), LVZ, Inc. reported 160 stock positions worth $876.3 million. Its top holding was iShares S&P 500 Value ETF (IVE) at 13.8% of the portfolio, followed by iShares S&P 500 Growth ETF (IVW, 13.5%) and Dimensional International (DFAI, 12.9%). Compared with Q4 2025, it opened 11 new positions, sold out of 19, added to 85 and reduced 36. The biggest buy was Dimensional International (DFAI, shares +55%) and the biggest sale Dimensional US High Profi Et (DUHP, shares −62%).

Most Recent 13F
Q2 2026
Location
Holland, MI
CIK
0001574408
Portfolio Value
$876.3M (Q1 2026)
SEC Filing
0000905729-26-000087 ↗ filed Apr 28, 2026

Holdings Value

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $735.4M Q1 2024 Q2 2024: $733.5M Q2 2024 Q3 2024: $781.6M Q3 2024 Q4 2024: $779.8M Q4 2024 Q1 2025: $762.0M Q1 2025 Q2 2025: $834.0M Q2 2025 Q3 2025: $879.7M Q3 2025 Q4 2025: $894.4M Q4 2025 Q1 2026: $876.3M $876.3M Q1 2026 Q2 2026: $984.2M Q2 2026

Holdings 160 stocks · $876.3M

IVE iShares S&P 500 Value ETF 13.80% 572,662 $120.9M Reduce -3.3%
IVW iShares S&P 500 Growth ETF 13.53% 1,047,836 $118.5M Add +2.8%
DFAI Dimensional International Co. 12.88% 2,896,421 $112.8M Add +55.4%
SDVY First Trust Smid Cap Rising 12.03% 2,674,296 $105.4M Reduce -4.7%
FTCB FT Core Investment Grade ETF 7.75% 3,240,435 $67.9M Add +4.6%
JQUA JPMorgan US Quality Factor 7.12% 1,017,280 $62.4M Add +1.6%
JBND JPMorgan Active Bond ETF 5.93% 967,020 $52.0M Add +3.2%
AGG iShares Core U.S. Aggregate 3.96% 349,732 $34.7M Add +3.5%
DUHP Dimensional US High Profi Et 2.88% 687,262 $25.3M Reduce -62.2%
DFUS Dimensional US Eq MKT ETF 0.95% 117,174 $8.3M Add +15.0%
DFCF Dimensional Core Fixed Inc. 0.85% 177,221 $7.5M Add +16.6%
ITOT iShares Core S&P Total U.S. 0.82% 50,677 $7.2M Add +7.0%
AAPL Apple Inc. 0.71% 24,561 $6.2M Reduce -4.1%
DXUV Dimensional US Vtor Eqty ETF 0.71% 104,420 $6.2M Add +13.0%
BIBL Inspire 100 ETF 0.59% 108,758 $5.1M Reduce -27.6%
RDVY First Trust Rising Dividend 0.57% 72,915 $5.0M Add +10.9%
IVV iShares Core S&P 500 ETF 0.54% 7,261 $4.7M Reduce -12.4%
TPIF Timothy Plan Intl ETF 0.53% 129,895 $4.7M Add +52.3%
IBD Inspire Corporate Bond ETF 0.53% 195,296 $4.7M Add +7.3%
ELCV Eventide High Dividend ETF filed as STRATEGY SHS 0.51% 152,754 $4.4M Reduce -3.6%
FTC First Trust Large Cap Growth 0.48% 27,328 $4.2M Add +17.2%
TPLC Timothy PLN US LRG/Mid Cap 0.46% 86,077 $4.0M Add +1.2%
FDT First Trust Develp MKT Ex-US 0.43% 43,000 $3.7M Add +66.5%
FTGS First Trust Grwth Strgth ETF 0.33% 84,114 $2.9M Reduce -22.1%
AMZN Amazon.com Inc. 0.32% 13,536 $2.8M Add +0.2%
IJH iShares Core S&P Midcap ETF 0.32% 41,550 $2.8M Reduce -14.6%
INCM Franklin Income Focus ETF 0.31% 93,303 $2.7M Add +2.3%
SO The Southern Co. 0.25% 22,280 $2.2M Add +1.0%
MSFT Microsoft Corp. 0.24% 5,773 $2.1M Add +12.7%
SPHY SS SPDR P High Yield ETF 0.23% 86,433 $2.0M Add +7.9%
XLK SS Technology Select Sector 0.22% 14,591 $1.9M Add +10.0%
JPM JPMorgan Chase & Co. 0.22% 6,500 $1.9M Add +1.1%
DFAS Dimensional US Small Cap ETF 0.21% 26,111 $1.9M Add +8.5%
IEFA iShares Core MSCI Eafe ETF 0.20% 19,773 $1.8M Add +34.3%
SYK Stryker Corp. 0.18% 4,921 $1.6M Add +0.8%
IPAC iShares Core MSCI Pacific Et 0.18% 20,976 $1.6M Reduce -10.7%
COST Costco Wholesale Corp. 0.17% 1,517 $1.5M Add +3.1%
NVDA Nvidia Corp. 0.17% 8,642 $1.5M Add +2.6%
FTHI Fthi/First Trust Exchange-TR 0.17% 64,152 $1.5M Add +0.9%
MPC Marathon Petroleum Corp. 0.16% 5,793 $1.4M Add +3.6%
LLY Eli Lilly & Co. 0.16% 1,533 $1.4M Add +1.5%
V Visa Inc. Class A 0.16% 4,618 $1.4M Reduce -0.8%
XLC SS Comm Select Sector SPDR 0.16% 12,298 $1.4M Add +8.0%
COP Conocophillips 0.15% 10,215 $1.3M Reduce -16.3%
WMT Walmart Inc. 0.15% 10,656 $1.3M Add +2.1%
SPY SS SPDR S&P 500 ETF Trust-US 0.15% 2,030 $1.3M No change
BUFR FT Vest Lad Buffervetf-Usd I 0.15% 39,051 $1.3M Add +39.1%
VZ Verizon Communications Inc. 0.15% 25,815 $1.3M Add +1.8%
AMAT Applied Materials Inc. 0.15% 3,748 $1.3M Add +0.3%
FNX First Trust Mid Cap Core Alp 0.14% 9,766 $1.3M Add +8.3%
GD General Dynamics Corp. 0.14% 3,643 $1.3M Add +2.2%
C Citigroup Inc. 0.14% 10,597 $1.2M Add +4.0%
ISMD Inspire Small/Mid Cap ETF 0.13% 28,811 $1.2M Reduce -4.2%
FDVV Fidelity High Dividend ETF 0.12% 19,547 $1.1M Add +3.2%
XOM Exxon Mobil Corp. 0.12% 5,940 $1.0M Add +0.5%
CASS Cass Information Systems Inc. 0.11% 22,827 $1.0M No change
TSM Taiwan Semiconductor-SP ADR 0.11% 2,902 $981K Add +2.6%
ANET Arista Networks Inc. 0.11% 7,940 $975K Add +5.2%
FMB First Trust Managed Municipa 0.10% 18,063 $915K Add +0.4%
CSCO Cisco Systems Inc. 0.10% 11,583 $899K Reduce -1.6%
PLAB Photronics Inc. 0.10% 21,966 $888K Add +3.6%
MLPX Global X MLP & Energy Infras 0.10% 11,775 $871K Add +3.6%
OCTM FT Vest US Eq Max Buf Oct 0.10% 26,614 $866K No change
NEAR iShares SH Dba ETF Usd Inc. 0.10% 16,607 $844K Add +0.1%
DNOV FT Vest US Equity Deep Buffe 0.10% 17,580 $842K No change
LRCX Lam Research Corp. 0.09% 3,851 $823K Add +2.2%
SN Sharkninja Inc. 0.09% 7,643 $809K Add +4.1%
HCA HCA Healthcare Inc. 0.09% 1,709 $809K Add +2.9%
JPST JPMorgan Ultra-Short Income 0.09% 15,448 $782K Add +0.6%
IJR iShares Core S&P Small-Cap E 0.09% 6,112 $760K Reduce -13.6%
FCX Freeport-McMoran Inc. 0.09% 12,666 $744K Add +3.4%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.08% 3,012 $730K Reduce -0.5%
ENSG The Ensign Group Inc. 0.08% 3,581 $722K Add +2.7%
JXN Jackson Financial Inc. Class A 0.08% 6,727 $711K Add +2.5%
RHP Ryman Hospitality Properties 0.08% 7,593 $701K New
GAUG FT Vest US Equity Moderate B 0.08% 17,960 $695K No change
FFEB FT Vest US Equity Buffer ETF 0.08% 12,390 $692K Add +7.7%
GOOGL Alphabet Inc. Class A 0.08% 2,386 $686K Reduce -0.9%
OMC Omnicom Group 0.08% 8,904 $671K Add +19.3%
PRDO Perdoceo Education Corp. 0.08% 17,715 $659K Add +3.7%
GJAN FT Vest US Equity Moderate B 0.07% 15,681 $657K Add +159.4%
DOV Dover Corp. 0.07% 2,975 $620K Add +3.5%
PSX Phillips 66 0.07% 3,276 $597K Reduce -41.2%
JEPI JPMorgan Equity Premium Inco 0.07% 10,451 $592K Add +5.5%
ETN Eaton Corp. PLC 0.07% 1,648 $589K Add +1.5%
PGR Progressive Corp. 0.07% 2,935 $582K Add +5.4%
FPE FT-Preferred Secur & Inc. ETF 0.06% 31,534 $560K Add +6.8%
APPF Appfolio Inc. Class A 0.06% 3,523 $556K Add +6.3%
SLV iShares Silver Trust 0.06% 7,973 $543K Add +5.3%
GDEC FT Vest US Equity Moderate B 0.06% 14,608 $541K Add +42.0%
DKS Dick's Sporting Goods Inc. 0.06% 2,668 $529K Add +4.8%
STK Columbia Slgmn Prem Tech GR 0.06% 13,890 $527K No change
SPOT Spotify Technology SA 0.06% 1,051 $510K Add +7.1%
PG The Procter & Gamble Co. 0.06% 3,521 $509K Reduce -4.3%
XIMR FT Eqbuff&preminc - March 0.06% 16,215 $501K New
XISE FT Vest US Equity Buffer & P 0.06% 16,720 $501K Add +100.2%
GOCT FT Vest US Equity Moderate B 0.06% 12,858 $497K No change
URI United Rentals Inc. 0.06% 669 $488K Add +5.3%
QQQ Invesco QQQ Trust Series 1 0.05% 803 $463K Reduce -2.5%
SPDW Ste STR SPDR PT DW Eu ETF 0.05% 10,112 $462K Add +32.3%
SPIB SS SPDR P Int C Corp. ETF 0.05% 12,747 $428K Add +6.5%
BRK.B Berkshire Hathaway Inc. Class B 0.05% 892 $427K Add +1.8%
PPA Invesco Aerospace & Defense 0.05% 2,579 $427K No change
PH Parker Hannifin Corp. 0.05% 473 $423K Add +0.8%
GOOG Alphabet Inc. Class C 0.05% 1,476 $423K Reduce -0.5%
GNTX Gentex Corp. 0.05% 19,269 $421K Reduce -2.6%
PSN Parsons Corp. 0.05% 7,419 $402K Add +6.1%
GMAR FT Vest US Equity Moderate B 0.05% 9,513 $397K No change
FITB Fifth Third Bancorp 0.04% 8,443 $392K Add +11.8%
VUG Vanguard Mrngstar GR ETF-Sui 0.04% 878 $384K Reduce -3.7%
SEPM FT Vest US Eq Max Buf Sep 0.04% 11,799 $374K No change
EMR Emerson Electric Co. 0.04% 2,840 $372K Add +0.3%
JNJ Johnson & Johnson 0.04% 1,485 $363K Reduce -8.7%
HD Home Depot Inc. 0.04% 1,093 $359K Add +4.3%
CVX Chevron Corp. 0.04% 1,691 $350K Add +2.6%
PAY Paymentus Holdings Inc. Class A 0.04% 13,760 $350K Add +5.5%
XJAN FT Vest Enh Mod Buff - Jan 0.04% 9,653 $349K New
INTU Intuit Inc. 0.04% 793 $343K Add +7.7%
XOCT FT Vest US Equity Enhance & 0.04% 9,000 $335K No change
GSLC Goldman Activebeta US LC ETF 0.04% 2,600 $325K Reduce -9.1%
FTCS First Trust Capital Strength 0.03% 3,185 $295K No change
CII BlackRock Enhan LRG Cap Core 0.03% 14,050 $295K Add +5.0%
DJUN FT Vest US Equity Deep Buffe 0.03% 6,017 $283K No change
TSLA Tesla Inc. 0.03% 751 $279K Add +0.7%
FNOV FT Vest US Equity Buffer ETF 0.03% 5,123 $274K No change
USMV iShares MSCI USA Min Vol Fac 0.03% 2,948 $273K No change
SUSA iShares ESG Optimized MSCI U 0.03% 2,068 $273K Reduce -32.2%
ISTB iShares Core 1-5 Year Usd Bo 0.03% 5,335 $259K Reduce -1.6%
SPHQ Invesco S&P 500 Quality ETF 0.03% 3,431 $258K Reduce -22.0%
VOO Vanguard S&P 500 ETF 0.03% 422 $252K Add +1.2%
XIDE FT Vest US Equity Buffer & P 0.03% 8,288 $246K New
ABBV Abbvie Inc. 0.03% 1,130 $246K Reduce -8.9%
IWR iShares Russell Mid-Cap ETF 0.03% 2,500 $243K Reduce -29.9%
SPLV Invesco S&P 500 Low Volatili 0.03% 3,323 $243K No change
CAT Caterpillar Inc. 0.03% 339 $240K Reduce -10.8%
XDEC FT Vest US Equity Enhance & 0.03% 5,908 $238K No change
XNOV FT Vest US Equity Enhance & 0.03% 6,095 $228K No change
DJAN FT Vest U.S. Equity Deep Buf 0.03% 5,351 $228K New
WEC WEC Energy Group Inc. 0.03% 1,955 $226K New
TTC Toro Co. 0.03% 2,400 $224K New
XJUN FT Vest U.S. Equity Enhance 0.03% 5,128 $220K No change
DUK Duke Energy Corp. 0.03% 1,681 $220K New
NSC Norfolk Southern Corp. 0.02% 759 $218K Add +0.5%
FXL First Trust Technology Alpha 0.02% 1,337 $212K No change
XMLV Invesco S&P Midcap Low Volat 0.02% 3,333 $210K Reduce -2.6%
DAPR FT Vest U.S. Equity Deep Buf 0.02% 5,240 $208K Reduce -18.1%
SLQD iShares 0-5 YR Inv GRD Corp. 0.02% 4,104 $207K Reduce -1.2%
GNOV FT Vest US Equity Moderate B 0.02% 5,300 $206K No change
FDD First Trust Stoxx Europe 0.02% 11,500 $205K New
HYLS FT Tactical High Yield ETF 0.02% 4,987 $202K Reduce -0.7%
FAUG FT Vest U.S. Equity Buffer E 0.02% 3,907 $202K No change
FSMB First Trust Short Dur Manag 0.02% 10,053 $201K No change
GGN Gamco GLBL Gold NTRL Res Inc. 0.02% 35,991 $191K No change
QBTS D-Wave Quantum Inc. 0.02% 10,163 $147K Reduce -0.5%
GOF Guggenheim Strategic Opport 0.02% 12,682 $140K No change
ETW Eaton Vance T/M GLBL Buy-WR 0.02% 15,490 $136K No change
ASG Liberty All-Star Growth FD 0.01% 23,270 $111K No change
GROY Gold Royalty Corp. 0.01% 29,499 $106K New
NFGC New Found Gold Corp. 0.01% 54,119 $105K New
XIGDX Voya GLBL Eqty DVD & PRM Opp 0.01% 11,658 $66K No change
Other holdings (1): bonds, preferreds, convertibles and warrants · $50K (not counted above)
SecurityClassShares / PrincipalValueChange
BLACKSTONE MORTGAGE TR (BXMT 5.5 03/15/27) NOTE 5.500% 3/1 · principal 50,000$50KNo change

Total filed on the 13F, all lines: $876.3M.

Portfolio Sells Q4 2025 → Q1 2026

DUHP Dimensional US High Profi Et Reduce -62.2% 2.88% −4.85
IVE iShares S&P 500 Value ETF Reduce -3.3% 13.80% −0.24
OEF iShares S&P 100 ETF Sold out 0.00% −0.21
FVAL Fidelity Value Factor ETF Sold out 0.00% −0.21
IEUR iShares Core MSCI Europe ETF Sold out 0.00% −0.19
IEMG iShares Core MSCI Emerging Sold out 0.00% −0.19
HYG Ishr Ibx Usd Hiyld CB ETF-Ui Sold out 0.00% −0.19
IWC iShares Micro-Cap ETF Sold out 0.00% −0.19
BIBL Inspire 100 ETF Reduce -27.6% 0.59% −0.17
FTGS First Trust Grwth Strgth ETF Reduce -22.1% 0.33% −0.10
IVV iShares Core S&P 500 ETF Reduce -12.4% 0.54% −0.09
AAPL Apple Inc. Reduce -4.1% 0.71% −0.07
AGYS Agilysys Inc. Sold out 0.00% −0.06
TTD Trade Desk Inc./the Class A Sold out 0.00% −0.06
DJUL FT Vest US Equity Deep Buffe Sold out 0.00% −0.05
IJH iShares Core S&P Midcap ETF Reduce -14.6% 0.32% −0.04
JGRO JPMorgan Active Growth ETF Sold out 0.00% −0.03
SPGI S&P Global Inc. Sold out 0.00% −0.03
CRWD CrowdStrike Holdings Inc. Class A Sold out 0.00% −0.03
BX Blackstone Inc. Sold out 0.00% −0.03
MKC McCormick & Co.-Non VTG SHRS Sold out 0.00% −0.02
FISV Fiserv Inc. Sold out 0.00% −0.02
WTFC Wintrust Financial Corp. Sold out 0.00% −0.02
VCR Vanguard Consumer Discre ETF Sold out 0.00% −0.02
V Visa Inc. Class A Reduce -0.8% 0.16% −0.02
FOCT FT Vest U.S. Equity Buffer E Sold out 0.00% −0.02
AVGO Broadcom Inc. Sold out 0.00% −0.02
IBM Intl Business Machines Corp. Reduce -0.5% 0.08% −0.02
SUSA iShares ESG Optimized MSCI U Reduce -32.2% 0.03% −0.02
QBTS D-Wave Quantum Inc. Reduce -0.5% 0.02% −0.01
PSX Phillips 66 Reduce -41.2% 0.07% −0.01
IWR iShares Russell Mid-Cap ETF Reduce -29.9% 0.03% −0.01
IPAC iShares Core MSCI Pacific Et Reduce -10.7% 0.18% −0.01
IJR iShares Core S&P Small-Cap E Reduce -13.6% 0.09% −0.01
SPHQ Invesco S&P 500 Quality ETF Reduce -22.0% 0.03% −0.01
VUG Vanguard Mrngstar GR ETF-Sui Reduce -3.7% 0.04% −0.01
GOOGL Alphabet Inc. Class A Reduce -0.9% 0.08% −0.01
GSLC Goldman Activebeta US LC ETF Reduce -9.1% 0.04% −0.01
DAPR FT Vest U.S. Equity Deep Buf Reduce -18.1% 0.02% −0.00
GOOG Alphabet Inc. Class C Reduce -0.5% 0.05% −0.00
QQQ Invesco QQQ Trust Series 1 Reduce -2.5% 0.05% −0.00
ABBV Abbvie Inc. Reduce -8.9% 0.03% −0.00
GNTX Gentex Corp. Reduce -2.6% 0.05% −0.00
PG The Procter & Gamble Co. Reduce -4.3% 0.06% −0.00
HYLS FT Tactical High Yield ETF Reduce -0.7% 0.02% −0.00
ISTB iShares Core 1-5 Year Usd Bo Reduce -1.6% 0.03% 0.00
XMLV Invesco S&P Midcap Low Volat Reduce -2.6% 0.02% +0.00
SLQD iShares 0-5 YR Inv GRD Corp. Reduce -1.2% 0.02% +0.00
CSCO Cisco Systems Inc. Reduce -1.6% 0.10% +0.00
ISMD Inspire Small/Mid Cap ETF Reduce -4.2% 0.13% +0.00

Portfolio Buys Q4 2025 → Q1 2026

DFAI Dimensional International Co. Add +55.4% 12.88% +4.94
FTCB FT Core Investment Grade ETF Add +4.6% 7.75% +0.40
JBND JPMorgan Active Bond ETF Add +3.2% 5.93% +0.27
TPIF Timothy Plan Intl ETF Add +52.3% 0.53% +0.20
FDT First Trust Develp MKT Ex-US Add +66.5% 0.43% +0.20
AGG iShares Core U.S. Aggregate Add +3.5% 3.96% +0.19
DFCF Dimensional Core Fixed Inc. Add +16.6% 0.85% +0.13
DFUS Dimensional US Eq MKT ETF Add +15.0% 0.95% +0.10
DXUV Dimensional US Vtor Eqty ETF Add +13.0% 0.71% +0.09
RHP Ryman Hospitality Properties New 0.08% +0.08
FTC First Trust Large Cap Growth Add +17.2% 0.48% +0.06
MPC Marathon Petroleum Corp. Add +3.6% 0.16% +0.06
RDVY First Trust Rising Dividend Add +10.9% 0.57% +0.06
XIMR FT Eqbuff&preminc - March New 0.06% +0.06
IEFA iShares Core MSCI Eafe ETF Add +34.3% 0.20% +0.06
GJAN FT Vest US Equity Moderate B Add +159.4% 0.07% +0.05
JQUA JPMorgan US Quality Factor Add +1.6% 7.12% +0.04
BUFR FT Vest Lad Buffervetf-Usd I Add +39.1% 0.15% +0.04
XJAN FT Vest Enh Mod Buff - Jan New 0.04% +0.04
IBD Inspire Corporate Bond ETF Add +7.3% 0.53% +0.04
AMAT Applied Materials Inc. Add +0.3% 0.15% +0.04
ITOT iShares Core S&P Total U.S. Add +7.0% 0.82% +0.04
XOM Exxon Mobil Corp. Add +0.5% 0.12% +0.04
VZ Verizon Communications Inc. Add +1.8% 0.15% +0.03
COST Costco Wholesale Corp. Add +3.1% 0.17% +0.03
SO The Southern Co. Add +1.0% 0.25% +0.03
XISE FT Vest US Equity Buffer & P Add +100.2% 0.06% +0.03
XIDE FT Vest US Equity Buffer & P New 0.03% +0.03
DJAN FT Vest U.S. Equity Deep Buf New 0.03% +0.03
WEC WEC Energy Group Inc. New 0.03% +0.03
TTC Toro Co. New 0.03% +0.03
PLAB Photronics Inc. Add +3.6% 0.10% +0.03
DUK Duke Energy Corp. New 0.03% +0.03
DFAS Dimensional US Small Cap ETF Add +8.5% 0.21% +0.02
TPLC Timothy PLN US LRG/Mid Cap Add +1.2% 0.46% +0.02
FDD First Trust Stoxx Europe New 0.02% +0.02
MLPX Global X MLP & Energy Infras Add +3.6% 0.10% +0.02
LRCX Lam Research Corp. Add +2.2% 0.09% +0.02
WMT Walmart Inc. Add +2.1% 0.15% +0.02
INCM Franklin Income Focus ETF Add +2.3% 0.31% +0.02
PRDO Perdoceo Education Corp. Add +3.7% 0.08% +0.02
GDEC FT Vest US Equity Moderate B Add +42.0% 0.06% +0.02
SPHY SS SPDR P High Yield ETF Add +7.9% 0.23% +0.02
FNX First Trust Mid Cap Core Alp Add +8.3% 0.14% +0.02
TSM Taiwan Semiconductor-SP ADR Add +2.6% 0.11% +0.02
FCX Freeport-McMoran Inc. Add +3.4% 0.09% +0.02
SPDW Ste STR SPDR PT DW Eu ETF Add +32.3% 0.05% +0.01
ENSG The Ensign Group Inc. Add +2.7% 0.08% +0.01
GROY Gold Royalty Corp. New 0.01% +0.01
NFGC New Found Gold Corp. New 0.01% +0.01

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 176$984.2MIVW, IVE, DFAI, SDVY, JQUA
Q1 2026 160$876.3MIVE, IVW, DFAI, SDVY, FTCB
Q4 2025Amended 168$894.4MIVW, IVE, SDVY, DFAI, DUHP
Q3 2025 161$879.7MIVW, IVE, SDVY, DFAI, DUHP
Q2 2025 156$834.0MSDVY, IVW, IVE, DUHP, DFAI
Q1 2025 148$762.0MSDVY, IVE, IVW, DUHP, DFAI
Q4 2024 149$779.8MSDVY, IVW, IVE, DUHP, IJH
Q3 2024 149$781.6MSDVY, IVW, IVE, DUHP, IJH
Q2 2024 143$733.5MIVW, SDVY, IVE, DUHP, IJH
Q1 2024 144$735.4MSDVY, IVW, IVE, IJH, DUHP