Advyzon Investment Management, LLC
13F Portfolio Filings
Most recent 13F Q3 2025Location lisle, ILCIK 0002011872All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
477 | $582.55M | VTI, BND, SPDW, STXG | 13F-HR | Nov 10, 2025 | 000201187225000008 | ||
382 | $451.66M | VTI, BND, SPDW, STXG | 13F-HR | Aug 7, 2025 | 000201187225000007 | ||
284 | $282.91M | VTI, BND, SPDW, STXV | 13F-HR | May 9, 2025 | 000201187225000004 | ||
231 | $259.18M | VTI, BND, SPDW, STXV | 13F-HR | Feb 3, 2025 | 000201187225000001 |