Integrated Investment Consultants, LLC
CIK: 0001665337SEC EDGAR →
Portfolio Value
$458K
Holdings
262
As of
Q4 2025
New Positions
26
Closed Positions
19
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES RUSSELL 1000 GROWTH ETF | 76,646 | $36K | 7.93% |
| 2 | ISHARES RUSSELL MID-CAP GROWTH ETF | 180,699 | $25K | 5.41% |
| 3 | ISHARES SHORT DURATION BOND ACTIVE ETF | 404,474 | $21K | 4.52% |
| 4 | ISHARES RUSSELL 1000 VALUE ETF | 91,112 | $19K | 4.19% |
| 5 | ISHARES CORE MSCI EAFE ETF | 197,426 | $18K | 3.86% |
| 6 | SCHWAB US DIVIDEND EQUITY ETF | 587,348 | $16K | 3.52% |
| 7 | VANGUARD RUSSELL 1000 GROWTH ETF | 121,824 | $15K | 3.24% |
| 8 | MICROSOFT CORP COM | 25,978 | $13K | 2.74% |
| 9 | VANGUARD S&P SMALL-CAP 600 VALUE ETF | 126,053 | $12K | 2.69% |
| 10 | APPLE INC COM | 41,609 | $11K | 2.47% |
Quarterly Changes
New Positions (17)
$1K · 6K shares
$1K · 12K shares
$991 · 10K shares
$639 · 27K shares
$536 · 3K shares
$496 · 5K shares
$263 · 156 shares
$258 · 1K shares
$254 · 1K shares
$238 · 6K shares
$234 · 1K shares
$231 · 1K shares
$219 · 181 shares
$217 · 3K shares
$208 · 5K shares
$206 · 2K shares
$92 · 21K shares
Closed Positions (81)
$11K · 427K shares
$10K · 350K shares
$3K · 55K shares
$2K · 6K shares
$2K · 17K shares
$2K · 6K shares
$879 · 4K shares
$749 · 63K shares
$637 · 4K shares
$637 · 4K shares
$592 · 746 shares
$584 · 2K shares
$557 · 2K shares
$525 · 6K shares
$516 · 1K shares
$500 · 4K shares
$490 · 1K shares
$490 · 6K shares
$487 · 16K shares
$482 · 3K shares
$480 · 1K shares
$467 · 2K shares
$463 · 385K shares
$457 · 13K shares
$448 · 7K shares
$432 · 2K shares
$425 · 756 shares
$394 · 2K shares
$388 · 43K shares
$383 · 13K shares
$383 · 1K shares
$380 · 1K shares
$373 · 16K shares
$369 · 8K shares
$368 · 86 shares
$367 · 4K shares
$365 · 803 shares
$363 · 854 shares
$359 · 4K shares
$346 · 2K shares
$318 · 3K shares
$314 · 2K shares
$313 · 5K shares
$308 · 11K shares
$307 · 542 shares
$297 · 399 shares
$289 · 1K shares
$276 · 16K shares
$270 · 2K shares
$270 · 2K shares
$263 · 765 shares
$263 · 1K shares
$260 · 10K shares
$258 · 2K shares
$257 · 257K shares
$256 · 2K shares
$254 · 2K shares
$254 · 1K shares
$253 · 5K shares
$252 · 13K shares
$248 · 2K shares
$240 · 856 shares
$232 · 1K shares
$232 · 823 shares
$229 · 4K shares
$222 · 1K shares
$222 · 1K shares
$220 · 4K shares
$218 · 3K shares
$217 · 5K shares
$213 · 428 shares
$212 · 500 shares
$210 · 4K shares
$210 · 680 shares
$210 · 955 shares
$206 · 838 shares
$201 · 2K shares
$161 · 10K shares
$159 · 154K shares
$44 · 45K shares
$16 · 17K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 91 | $281K | 61.4% |
| Technology | 41 | $53K | 11.6% |
| Unknown | 13 | $24K | 5.2% |
| Industrials | 38 | $22K | 4.9% |
| Healthcare | 22 | $20K | 4.3% |
| Consumer Cyclical | 14 | $16K | 3.6% |
| Communication Services | 5 | $12K | 2.7% |
| Consumer Defensive | 10 | $12K | 2.6% |
| Energy | 7 | $6K | 1.3% |
| Real Estate | 9 | $5K | 1.2% |
| Utilities | 6 | $4K | 0.9% |
| Basic Materials | 6 | $2K | 0.5% |