Advyzon Investment Management, LLC
Q1 2025 13F Holdings
- Locationlisle, IL
- Num holdings
284
- Value ($000)
$282,908
- Date Filed05/09/2025
- Form type13F-HR
- CIK0002011872
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $24.64M | 9 % | 89,669 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $13.50M | 5 % | 183,841 | ||
SPDW SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $12.17M | 4 % | 334,252 | ||
STXV EA SERIES TRUST | STRIVE 1000 VALU | 02072L599 | $12.10M | 4 % | 396,435 | ||
STXG EA SERIES TRUST | STRIVE 1000 GRWT | 02072L615 | $10.45M | 4 % | 261,015 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $9.27M | 3 % | 35,852 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $8.50M | 3 % | 15,127 | ||
SPEM SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 | $7.19M | 3 % | 182,593 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $6.69M | 2 % | 38,742 | ||
BUXX EA SERIES TRUST | STRIVE ENHANCED | 02072L441 | $6.04M | 2 % | 297,304 |
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