Integrated Investment Consultants, LLC: 13F holdings
CIK 16653372026Q2
| Positions | 269 |
|---|---|
| Reported value | $507.8m |
| Filed | 2026-08-17 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| IWF ISHARES RUSSELL 1000 GROWTH ETF | 260,027 | $32.3m | 6.4% |
| IWP ISHARES RUSSELL MID-CAP GROWTH ETF | 171,138 | $25.1m | 4.9% |
| NEAR ISHARES SHORT DURATION BOND ACTIVE ETF | 439,042 | $21.7m | 4.3% |
| IWD ISHARES RUSSELL 1000 VALUE ETF | 84,176 | $20.4m | 4.0% |
| IEFA ISHARES CORE MSCI EAFE ETF | 209,546 | $19.5m | 3.8% |
| SCHD SCHWAB US DIVIDEND EQUITY ETF | 597,717 | $19.0m | 3.7% |
| VONG VANGUARD RUSSELL 1000 GROWTH ETF | 141,500 | $17.5m | 3.4% |
| VIOV VANGUARD S&P SMALL-CAP 600 VALUE ETF | 122,412 | $13.8m | 2.7% |
| IMCG ISHARES MORNINGSTAR MID-CAP GROWTH ETF | 136,468 | $12.9m | 2.5% |
| UWM HOLDINGS CORPORATION COM CL A | 5,382,453 | $12.3m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1665337")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.