Lvz, Inc.
CIK Number: 0001574408
761.97M
Market Value
138
# of Holdings
13 months
Avg. Holding Period
37.58%
Win Rate
11.13%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SDVY | First Trust SMID Cap... | 32.70 | +0.46% | 2.73M | +0.65% | 97.76M | 34.54 | 12.54% |
| 2 | IVW | iShares S&P 500 Grow... | 94.67 | +0.68% | 946.39K | -0.73% | 96.09M | 46.96 | 12.32% |
| 3 | IVE | iShares S&P 500 Valu... | 183.38 | +0.48% | 436.97K | +1.56% | 83.41M | 123.07 | 10.70% |
| 4 | DUHP | Dimensional US High ... | 32.54 | +0.62% | 2.04M | +0.98% | 68.79M | 25.83 | 8.82% |
| 5 | IJH | iShares Core S&P Mid... | 57.08 | +0.49% | 1.07M | -2.92% | 66.61M | 40.13 | 8.54% |
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