LVZ, Inc. Diversified Active

CIK: 0001574408 · Show all filings

Period: Q4 2016 (← Previous) (Next →)

Filing Date: Dec 23, 2020

Total Value ($000): $251,762

Holdings (60)

IVE ISHARES 12.0%
Value ($000) $30,131 Shares 297,207 Est. Cost $92.72 Unrealized
NEAR ISHARES U S ETF TR 9.9%
Value ($000) $24,818 Shares 494,580 Est. Cost $50.05 Unrealized
USMV ISHARES TR 9.0%
Value ($000) $22,595 Shares 499,672 Est. Cost $43.92 Unrealized
IJJ ISHARES 8.6%
Value ($000) $21,725 Shares 149,613 Est. Cost $124.28 Unrealized
IVW ISHARES 8.5%
Value ($000) $21,336 Shares 175,190 Est. Cost $108.21 Unrealized
FBND FIDELITY 8.4%
Value ($000) $21,065 Shares 422,984 Est. Cost $49.34 Unrealized
IJH ISHARES TR 5.0%
Value ($000) $12,506 Shares 75,637 Est. Cost $140.64 Unrealized
EFAV ISHARES TR 4.8%
Value ($000) $12,125 Shares 198,059 Est. Cost $63.15 Unrealized
IJK ISHARES 4.7%
Value ($000) $11,760 Shares 64,546 Est. Cost $156.04 Unrealized
EEMV ISHARES 4.5%
Value ($000) $11,318 Shares 231,411 Est. Cost $54.24 Unrealized
IEFA ISHARES TR 4.0%
Value ($000) $10,073 Shares 187,815 Est. Cost $55.00 Unrealized
SLQD ISHARES TR 3.4%
Value ($000) $8,610 Shares 171,527 Est. Cost $50.20 Unrealized
FEMB FIRST TR EXCH TRADED FD III 2.9%
Value ($000) $7,344 Shares 182,970 Est. Cost $42.36 Unrealized
IJS ISHARES 2.5%
Value ($000) $6,205 Shares 44,319 Est. Cost $115.00 Unrealized
GOVT ISHARES TR 2.2%
Value ($000) $5,434 Shares 217,960 Est. Cost $25.86 Unrealized
IJR ISHARES TR 1.0%
Value ($000) $2,465 Shares 17,923 Est. Cost $118.25 Unrealized
IJT ISHARES 0.8%
Value ($000) $2,097 Shares 13,983 Est. Cost $125.01 Unrealized
ITOT ISHARES TR 0.7%
Value ($000) $1,726 Shares 33,653 Est. Cost $69.55 Unrealized
AGG ISHARES TR 0.7%
Value ($000) $1,642 Shares 15,197 Est. Cost $109.84 Unrealized
HYLS FIRST TR EXCHANGE TRADED FD 0.5%
Value ($000) $1,191 Shares 24,691 Est. Cost $47.23 Unrealized
GNMA ISHARES TR 0.4%
Value ($000) $901 Shares 18,141 Est. Cost $50.39 Unrealized
IGIB ISHARES TR 0.3%
Value ($000) $755 Shares 6,977 Est. Cost $107.68 Unrealized
FPE FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $713 Shares 37,564 Est. Cost $19.13 Unrealized
POWERSHARES ETF TR II 0.3%
Value ($000) $684 Shares 16,447 Est. Cost $39.54 Unrealized
DON WISDOMTREE TR 0.3%
Value ($000) $649 Shares 6,881 Est. Cost $80.51 Unrealized
FTSL FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $606 Shares 12,475 Est. Cost $48.76 Unrealized
CATH GLOBAL X FDS 0.2%
Value ($000) $587 Shares 21,622 Est. Cost $27.15 Unrealized
ISTB ISHARES TR 0.2%
Value ($000) $537 Shares 10,733 Est. Cost $77.07 Unrealized
ISHARES 0.2%
Value ($000) $514 Shares 20,681 Est. Cost $24.80 Unrealized
FMB FIRST TR EXCHANG TRADED FD I 0.2%
Value ($000) $495 Shares 9,677 Est. Cost $52.34 Unrealized
SCHB SCHWAB STRATEGIC TR 0.2%
Value ($000) $492 Shares 9,090 Est. Cost $51.71 Unrealized
IUSV ISHARES TR 0.2%
Value ($000) $462 Shares 9,395 Est. Cost $71.15 Unrealized
VB VANGUARD INDEX FDS 0.2%
Value ($000) $426 Shares 3,304 Est. Cost $115.04 Unrealized
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $423 Shares 4,897 Est. Cost $49.76 Unrealized +20.4%
FTA FIRST TR LRG CP VL ALPHADEX 0.2%
Value ($000) $401 Shares 8,550 Est. Cost $43.11 Unrealized
VYM VANGUARD WHITEHALL FDS INC 0.2%
Value ($000) $398 Shares 5,249 Est. Cost $73.68 Unrealized
FTLS FIRST TR EXCH TRADED FD III 0.2%
Value ($000) $395 Shares 11,441 Est. Cost $32.23 Unrealized
DTD WISDOMTREE TR 0.1%
Value ($000) $369 Shares 4,540 Est. Cost $74.24 Unrealized
FTSM FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $368 Shares 6,147 Est. Cost $59.92 Unrealized
SYK STRYKER CORP 0.1%
Value ($000) $348 Shares 2,907 Est. Cost $104.91 Unrealized -0.9%
BSV VANGUARD BD INDEX FD INC 0.1%
Value ($000) $345 Shares 4,345 Est. Cost $80.21 Unrealized
AMAT APPLIED MATLS INC 0.1%
Value ($000) $322 Shares 9,972 Est. Cost $25.12 Unrealized +9.4%
FDT FIRST TR EXCH TRD ALPHA FD I 0.1%
Value ($000) $307 Shares 6,506 Est. Cost $45.58 Unrealized
FNK FIRST TR EXCNGE TRD ALPHADEX 0.1%
Value ($000) $302 Shares 9,160 Est. Cost $28.74 Unrealized
CEMB ISHARES 0.1%
Value ($000) $296 Shares 5,963 Est. Cost $49.17 Unrealized
FTC FIRST TR LRG CP GRWTH ALPHAD 0.1%
Value ($000) $291 Shares 5,929 Est. Cost $48.18 Unrealized
OSK OSHKOSH CORP 0.1%
Value ($000) $289 Shares 4,479 Est. Cost $38.22 Unrealized +40.5%
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $286 Shares 4,880 Est. Cost $33.96 Unrealized +25.9%
PG PROCTER & GAMBLE CO 0.1%
Value ($000) $280 Shares 3,327 Est. Cost $59.18 Unrealized +12.8%
VOE VANGUARD INDEX FDS 0.1%
Value ($000) $259 Shares 2,660 Est. Cost $97.37 Unrealized
IWF ISHARES TR 0.1%
Value ($000) $252 Shares 2,400 Est. Cost $105.00 Unrealized
VECTREN CORP 0.1%
Value ($000) $245 Shares 4,700 Est. Cost $42.08 Unrealized
FLRN SPDR SER TR 0.1%
Value ($000) $235 Shares 7,678 Est. Cost $30.61 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $234 Shares 1,743 Est. Cost $103.40 Unrealized 0.0%
CLAYMORE EXCHANGE TRD FD TR 0.1%
Value ($000) $234 Shares 4,298 Est. Cost $50.63 Unrealized
GNTX GENTEX CORP 0.1%
Value ($000) $227 Shares 11,549 Est. Cost $14.79 Unrealized +23.1%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $214 Shares 1,861 Est. Cost $89.71 Unrealized 0.0%
ILTB ISHARES 0.1%
Value ($000) $207 Shares 3,416 Est. Cost $66.61 Unrealized
MMM 3M CO 0.1%
Value ($000) $205 Shares 1,146 Est. Cost $102.46 Unrealized +3.7%
CAMT CAMTEK LTD 0.0%
Value ($000) $43 Shares 13,100 Est. Cost $2.90 Unrealized -3.5%