Institution
Integrated Investment Consultants, LLC
CIK 0001665337 - 2026Q1 report dated 2026-03-31
Shown positions
100
Shown market value
$401,805,358
Net value change
-$11,666,748
79 changed positions shown
Latest filing
0001665337-26-000004Largest reported increase
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
+$3,710,862
Largest reported decrease
IWF
ISHARES RUSSELL 1000 GROWTH ETF
-$5,658,377
Latest 13F holdings
Top reported positions by market value. 13F filings are delayed and may not reflect current holdings.
| Ticker | Issuer | Value | Shares | Change | Value change | Report |
|---|---|---|---|---|---|---|
| IWF | ISHARES RUSSELL 1000 GROWTH ETF 464287614 | $30,618,087 | 71,806 | REDUCED -6.3% | -$5,658,377 | 2026-03-31SEC filing |
| NEAR | ISHARES SHORT DURATION BOND ACTIVE ETF 46431W507 | $22,587,573 | 444,331 | INCREASED +9.9% | +$1,918,946 | 2026-03-31SEC filing |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF 464287481 | $22,450,607 | 175,231 | REDUCED -3.0% | -$2,294,278 | 2026-03-31SEC filing |
| UWMC | UWM HOLDINGS CORPORATION COM CL A 91823B109 | $19,445,127 | 5,371,582 | INCREASED +0.5% | -$3,965,907 | 2026-03-31SEC filing |
| IWD | ISHARES RUSSELL 1000 VALUE ETF 464287598 | $19,222,416 | 89,963 | REDUCED -1.3% | +$57,918 | 2026-03-31SEC filing |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF 808524797 | $18,468,508 | 601,972 | INCREASED +2.5% | +$2,357,558 | 2026-03-31SEC filing |
| IEFA | ISHARES CORE MSCI EAFE ETF 46432F842 | $18,270,472 | 201,817 | INCREASED +2.2% | +$608,763 | 2026-03-31SEC filing |
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF 92206C680 | $14,500,800 | 132,198 | INCREASED +8.5% | -$331,291 | 2026-03-31SEC filing |
| VIOV | VANGUARD S&P SMALL-CAP 600 VALUE ETF 921932778 | $12,562,535 | 123,477 | REDUCED -2.0% | +$239,560 | 2026-03-31SEC filing |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF 921943858 | $10,643,747 | 166,101 | REDUCED -6.4% | -$442,721 | 2026-03-31SEC filing |
| JKH | ISHARES MORNINGSTAR MID-CAP GROWTH ETF 464288307 | $10,482,073 | 133,072 | INCREASED +6.5% | +$502,522 | 2026-03-31SEC filing |
| AAPL | APPLE INC COM 037833100 | $9,474,161 | 37,331 | REDUCED -1.2% | -$799,360 | 2026-03-31SEC filing |
| SPEM | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF 78463X509 | $9,302,993 | 198,316 | INCREASED +4.8% | +$446,515 | 2026-03-31SEC filing |
| IVV | ISHARES CORE S&P 500 ETF 464287200 | $8,249,759 | 12,630 | REDUCED -13.4% | -$1,739,922 | 2026-03-31SEC filing |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF 46434V621 | $7,890,494 | 112,432 | INCREASED +0.8% | +$146,088 | 2026-03-31SEC filing |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF 808524300 | $7,382,657 | 253,438 | REDUCED -1.2% | -$983,966 | 2026-03-31SEC filing |
| MSFT | MICROSOFT CORP COM 594918104 | $7,375,820 | 19,925 | REDUCED -0.4% | -$2,299,723 | 2026-03-31SEC filing |
| VTV | VANGUARD VALUE ETF 922908744 | $6,362,858 | 32,430 | REDUCED -4.7% | -$138,722 | 2026-03-31SEC filing |
| IWN | ISHARES RUSSELL 2000 VALUE ETF 464287630 | $6,359,518 | 33,544 | REDUCED -10.5% | -$432,277 | 2026-03-31SEC filing |
| VONV | VANGUARD RUSSELL 1000 VALUE ETF 92206C714 | $5,765,490 | 61,505 | INCREASED +8.2% | +$517,018 | 2026-03-31SEC filing |
| JPM | JPMORGAN CHASE & CO COM 46625H100 | $5,299,750 | 18,017 | REDUCED -0.5% | -$532,448 | 2026-03-31SEC filing |
| QQQ | INVESCO QQQ TRUST SERIES I 46090E103 | $5,100,671 | 8,837 | REDUCED -13.2% | -$1,155,345 | 2026-03-31SEC filing |
| MEAR | ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF 46431W838 | $4,350,293 | 86,418 | INCREASED +12.4% | +$481,339 | 2026-03-31SEC filing |
| GOOGL | ALPHABET INC CAP STK CL A 02079K305 | $4,316,956 | 15,012 | INCREASED +13.6% | +$182,127 | 2026-03-31SEC filing |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF 46434G103 | $4,202,538 | 60,251 | INCREASED +723.8% | +$3,710,862 | 2026-03-31SEC filing |