LVZ, Inc. Diversified Active

CIK: 0001574408 · Show all filings

Period: Q1 2016 (← Previous) (Next →)

Filing Date: Dec 22, 2020

Total Value ($000): $212,681

Holdings (56)

USMV ISHARES TR 14.2%
Value ($000) $30,294 Shares 689,596 Est. Cost $43.82 Unrealized
NEAR ISHARES U S ETF TR 9.7%
Value ($000) $20,645 Shares 412,413 Est. Cost $50.02 Unrealized
IVW ISHARES 8.0%
Value ($000) $17,120 Shares 147,729 Est. Cost $105.84 Unrealized
IVE ISHARES 8.0%
Value ($000) $17,049 Shares 189,580 Est. Cost $88.64 Unrealized
EFAV ISHARES TR 7.4%
Value ($000) $15,741 Shares 236,918 Est. Cost $63.28 Unrealized
GVI ISHARES TR 6.6%
Value ($000) $14,042 Shares 125,305 Est. Cost $112.06 Unrealized
IJJ ISHARES 6.5%
Value ($000) $13,757 Shares 110,908 Est. Cost $118.20 Unrealized
FBND FIDELITY 5.1%
Value ($000) $10,943 Shares 224,114 Est. Cost $48.01 Unrealized
IJH ISHARES TR 5.1%
Value ($000) $10,760 Shares 74,623 Est. Cost $139.59 Unrealized
SCZ ISHARES TR 4.7%
Value ($000) $9,997 Shares 200,733 Est. Cost $50.69 Unrealized
IJK ISHARES 4.3%
Value ($000) $9,204 Shares 56,599 Est. Cost $152.92 Unrealized
LQD ISHARES TR 3.4%
Value ($000) $7,127 Shares 59,981 Est. Cost $119.21 Unrealized
IGIB ISHARES TR 2.3%
Value ($000) $4,951 Shares 45,135 Est. Cost $107.48 Unrealized
IJS ISHARES 2.2%
Value ($000) $4,644 Shares 40,978 Est. Cost $113.84 Unrealized
GOVT ISHARES TR 1.3%
Value ($000) $2,855 Shares 110,670 Est. Cost $25.80 Unrealized
AGZ ISHARES TR 1.3%
Value ($000) $2,777 Shares 24,174 Est. Cost $114.88 Unrealized
IJR ISHARES TR 0.8%
Value ($000) $1,794 Shares 15,938 Est. Cost $117.31 Unrealized
EEMV ISHARES 0.8%
Value ($000) $1,777 Shares 34,597 Est. Cost $58.19 Unrealized
IJT ISHARES 0.7%
Value ($000) $1,571 Shares 12,653 Est. Cost $122.16 Unrealized
HYLS FIRST TR EXCHANGE TRADED FD 0.6%
Value ($000) $1,339 Shares 28,257 Est. Cost $47.23 Unrealized
ITOT ISHARES TR 0.6%
Value ($000) $1,330 Shares 14,247 Est. Cost $95.04 Unrealized
AGG ISHARES TR 0.6%
Value ($000) $1,306 Shares 11,786 Est. Cost $110.26 Unrealized
ISTB ISHARES TR 0.4%
Value ($000) $945 Shares 9,391 Est. Cost $99.59 Unrealized
FTSL FIRST TR EXCHANGE TRADED FD 0.4%
Value ($000) $893 Shares 18,449 Est. Cost $48.88 Unrealized
DON WISDOMTREE TR 0.4%
Value ($000) $829 Shares 9,625 Est. Cost $80.51 Unrealized
FTLS FIRST TR EXCH TRADED FD III 0.4%
Value ($000) $818 Shares 25,561 Est. Cost $32.23 Unrealized
FMB FIRST TR EXCHANG TRADED FD I 0.2%
Value ($000) $520 Shares 9,823 Est. Cost $52.34 Unrealized
POWERSHARES ETF TR II 0.2%
Value ($000) $413 Shares 10,249 Est. Cost $38.29 Unrealized
DTD WISDOMTREE TR 0.2%
Value ($000) $402 Shares 5,416 Est. Cost $74.24 Unrealized
RAVI FLEXSHARES TR 0.2%
Value ($000) $353 Shares 4,677 Est. Cost $75.48 Unrealized
VOOG VANGUARD ADMIRAL FDS INC 0.2%
Value ($000) $343 Shares 3,302 Est. Cost $101.45 Unrealized
POWERSHARES ETF TRUST 0.2%
Value ($000) $340 Shares 11,004 Est. Cost $30.54 Unrealized
FPE FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $332 Shares 17,808 Est. Cost $18.64 Unrealized
MBSD FLEXSHARES TR 0.2%
Value ($000) $330 Shares 13,322 Est. Cost $24.77 Unrealized
CEMB ISHARES 0.1%
Value ($000) $302 Shares 6,142 Est. Cost $49.17 Unrealized
GBF ISHARES TR 0.1%
Value ($000) $297 Shares 2,582 Est. Cost $113.82 Unrealized
VB VANGUARD INDEX FDS 0.1%
Value ($000) $294 Shares 2,638 Est. Cost $111.45 Unrealized
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $293 Shares 4,880 Est. Cost $33.96 Unrealized +19.9%
ISHARES 0.1%
Value ($000) $292 Shares 11,883 Est. Cost $24.57 Unrealized
POWERSHARES ETF TRUST 0.1%
Value ($000) $287 Shares 7,030 Est. Cost $40.83 Unrealized
FTA FIRST TR LRG CP VL ALPHADEX 0.1%
Value ($000) $287 Shares 7,058 Est. Cost $42.55 Unrealized
FTC FIRST TR LRG CP GRWTH ALPHAD 0.1%
Value ($000) $286 Shares 5,924 Est. Cost $48.18 Unrealized
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $273 Shares 4,615 Est. Cost $49.30 Unrealized -9.0%
DBEF DBX ETF TR 0.1%
Value ($000) $254 Shares 9,937 Est. Cost $25.56 Unrealized
FDT FIRST TR EXCH TRD ALPHA FD I 0.1%
Value ($000) $248 Shares 5,341 Est. Cost $44.91 Unrealized
VECTREN CORP 0.1%
Value ($000) $243 Shares 4,800 Est. Cost $42.08 Unrealized
PG PROCTER & GAMBLE CO 0.1%
Value ($000) $238 Shares 2,895 Est. Cost $57.94 Unrealized +6.4%
AAPL APPLE INC 0.1%
Value ($000) $234 Shares 2,147 Est. Cost $26.29 Unrealized -14.2%
FNK FIRST TR EXCNGE TRD ALPHADEX 0.1%
Value ($000) $226 Shares 8,020 Est. Cost $28.18 Unrealized
SHY ISHARES 0.1%
Value ($000) $219 Shares 2,575 Est. Cost $85.05 Unrealized
CLAYMORE EXCHANGE TRD FD TR 0.1%
Value ($000) $218 Shares 4,459 Est. Cost $48.89 Unrealized
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $211 Shares 2,985 Est. Cost $52.87 Unrealized 0.0%
F FORD MTR CO DEL 0.1%
Value ($000) $189 Shares 13,981 Est. Cost $7.98 Unrealized -6.6%
GNTX GENTEX CORP 0.1%
Value ($000) $167 Shares 10,655 Est. Cost $14.56 Unrealized 0.0%
FRONTIER COMMUNICATIONS CORP 0.0%
Value ($000) $56 Shares 10,059 Est. Cost $4.77 Unrealized
CAMT CAMTEK LTD 0.0%
Value ($000) $26 Shares 13,100 Est. Cost $2.90 Unrealized -38.8%