LVZ, Inc. Diversified Active

CIK: 0001574408 · Show all filings

Period: Q2 2018 (← Previous) (Next →)

Filing Date: Dec 23, 2020

Total Value ($000): $393,816

Holdings (69)

IEFA ISHARES TR 11.7%
Value ($000) $46,181 Shares 728,755 Est. Cost $58.48 Unrealized
IVW ISHARES 10.7%
Value ($000) $42,283 Shares 260,025 Est. Cost $119.33 Unrealized
FBND FIDELITY 8.0%
Value ($000) $31,412 Shares 642,765 Est. Cost $49.46 Unrealized
IEMG ISHARES INC 7.9%
Value ($000) $31,229 Shares 594,720 Est. Cost $50.84 Unrealized
GSLC GOLDMAN SACHS ETF TR 7.8%
Value ($000) $30,751 Shares 567,667 Est. Cost $53.45 Unrealized
IVE ISHARES 7.8%
Value ($000) $30,540 Shares 277,311 Est. Cost $95.76 Unrealized
FIXD FIRST TR EXCHNG TRADED FD VI 7.2%
Value ($000) $28,335 Shares 575,911 Est. Cost $50.54 Unrealized
IJK ISHARES 4.3%
Value ($000) $16,756 Shares 74,545 Est. Cost $163.18 Unrealized
IJR ISHARES TR 4.2%
Value ($000) $16,640 Shares 199,374 Est. Cost $70.78 Unrealized
IJJ ISHARES 4.1%
Value ($000) $16,194 Shares 99,946 Est. Cost $127.38 Unrealized
IJH ISHARES TR 3.5%
Value ($000) $13,868 Shares 71,198 Est. Cost $144.67 Unrealized
FTSL FIRST TR EXCHANGE TRADED FD 3.0%
Value ($000) $11,848 Shares 284,014 Est. Cost $50.49 Unrealized
FPE FIRST TR EXCHANGE-TRADED FD 2.9%
Value ($000) $11,299 Shares 592,812 Est. Cost $19.87 Unrealized
RSPT INVESCO EXCHANGE TRADED FD T 2.6%
Value ($000) $10,409 Shares 65,691 Est. Cost $158.45 Unrealized
FNCL FIDELITY 2.4%
Value ($000) $9,331 Shares 238,048 Est. Cost $40.34 Unrealized
GOVT ISHARES TR 2.0%
Value ($000) $7,874 Shares 319,776 Est. Cost $25.56 Unrealized
ITOT ISHARES TR 0.8%
Value ($000) $3,063 Shares 48,984 Est. Cost $38.76 Unrealized
IJT ISHARES 0.7%
Value ($000) $2,629 Shares 13,910 Est. Cost $131.07 Unrealized
IJS ISHARES 0.5%
Value ($000) $1,950 Shares 11,946 Est. Cost $120.55 Unrealized
IXUS ISHARES TR 0.4%
Value ($000) $1,674 Shares 27,838 Est. Cost $60.13 Unrealized
SPDW SPDR INDEX SHS FDS 0.4%
Value ($000) $1,454 Shares 47,843 Est. Cost $31.17 Unrealized
SLQD ISHARES TR 0.4%
Value ($000) $1,395 Shares 28,111 Est. Cost $49.89 Unrealized
AGG ISHARES TR 0.3%
Value ($000) $1,323 Shares 12,442 Est. Cost $109.25 Unrealized
SPYG SPDR SERIES TRUST 0.3%
Value ($000) $1,291 Shares 36,738 Est. Cost $33.88 Unrealized
CATH GLOBAL X FDS 0.3%
Value ($000) $1,207 Shares 35,893 Est. Cost $28.94 Unrealized
FDT FIRST TR EXCH TRD ALPHA FD I 0.3%
Value ($000) $1,175 Shares 19,605 Est. Cost $51.58 Unrealized
FTC FIRST TR LRG CP GRWTH ALPHAD 0.3%
Value ($000) $1,100 Shares 16,679 Est. Cost $52.59 Unrealized
SPEM SPDR INDEX SHS FDS 0.2%
Value ($000) $964 Shares 27,275 Est. Cost $38.38 Unrealized
HYLS FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $932 Shares 19,791 Est. Cost $47.90 Unrealized
SPYV SPDR SERIES TRUST 0.2%
Value ($000) $918 Shares 30,973 Est. Cost $29.47 Unrealized
HYG ISHARES TR 0.2%
Value ($000) $869 Shares 10,219 Est. Cost $85.04 Unrealized
IGIB ISHARES TR 0.2%
Value ($000) $848 Shares 7,979 Est. Cost $107.80 Unrealized
FEM FIRST TR EXCH TRD ALPHA FD I 0.2%
Value ($000) $784 Shares 30,321 Est. Cost $25.36 Unrealized
FTA FIRST TR LRG CP VL ALPHADEX 0.2%
Value ($000) $768 Shares 12,957 Est. Cost $47.37 Unrealized
FEX FIRST TR LRGE CP CORE ALPHA 0.2%
Value ($000) $768 Shares 12,957 Est. Cost $59.27 Unrealized
STIP ISHARES TR 0.2%
Value ($000) $764 Shares 7,664 Est. Cost $99.69 Unrealized
FLOT ISHARES TR 0.2%
Value ($000) $727 Shares 14,255 Est. Cost $51.00 Unrealized
FLTB FIDELITY 0.2%
Value ($000) $725 Shares 14,726 Est. Cost $49.23 Unrealized
IWC ISHARES TR 0.2%
Value ($000) $596 Shares 5,643 Est. Cost $105.62 Unrealized
FVAL FIDELITY 0.1%
Value ($000) $582 Shares 17,689 Est. Cost $32.90 Unrealized
FQAL FIDELITY 0.1%
Value ($000) $580 Shares 17,886 Est. Cost $32.43 Unrealized
IVV ISHARES TR 0.1%
Value ($000) $573 Shares 2,097 Est. Cost $273.25 Unrealized
FXO FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $569 Shares 18,158 Est. Cost $31.10 Unrealized
MDYG SPDR SERIES TRUST 0.1%
Value ($000) $519 Shares 9,602 Est. Cost $80.25 Unrealized
SPMD SPDR SERIES TRUST 0.1%
Value ($000) $505 Shares 14,482 Est. Cost $33.49 Unrealized
MDYV SPDR SERIES TRUST 0.1%
Value ($000) $505 Shares 9,698 Est. Cost $70.03 Unrealized
SPSM SPDR SERIES TRUST 0.1%
Value ($000) $502 Shares 15,557 Est. Cost $32.27 Unrealized
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $459 Shares 4,405 Est. Cost $52.58 Unrealized +69.3%
FYX FIRST TR SML CP CORE ALPHA F 0.1%
Value ($000) $434 Shares 6,576 Est. Cost $66.00 Unrealized
FNY FIRST TR EXCNGE TRD ALPHADEX 0.1%
Value ($000) $403 Shares 9,298 Est. Cost $34.17 Unrealized
FNK FIRST TR EXCNGE TRD ALPHADEX 0.1%
Value ($000) $389 Shares 10,822 Est. Cost $31.41 Unrealized
IBD NORTHERN LTS FD TR IV 0.1%
Value ($000) $373 Shares 15,282 Est. Cost $25.08 Unrealized
LMBS FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $362 Shares 7,074 Est. Cost $51.86 Unrealized
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $351 Shares 5,428 Est. Cost $35.76 Unrealized +36.3%
NEAR ISHARES US ETF TR 0.1%
Value ($000) $330 Shares 6,586 Est. Cost $50.16 Unrealized
FNX FIRST TR MID CAP CORE ALPHAD 0.1%
Value ($000) $326 Shares 4,756 Est. Cost $58.45 Unrealized
OSK OSHKOSH CORP 0.1%
Value ($000) $315 Shares 4,479 Est. Cost $38.22 Unrealized +72.7%
PCEF INVESCO EXCHNG TRADED FD TR 0.1%
Value ($000) $293 Shares 12,871 Est. Cost $22.76 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $269 Shares 3,862 Est. Cost $39.65 Unrealized +30.6%
HD HOME DEPOT INC 0.1%
Value ($000) $262 Shares 1,343 Est. Cost $103.40 Unrealized +49.9%
GNTX GENTEX CORP 0.1%
Value ($000) $257 Shares 11,150 Est. Cost $14.79 Unrealized +60.5%
FDVV FIDELITY 0.1%
Value ($000) $245 Shares 8,350 Est. Cost $29.34 Unrealized
QTEC FIRST TR NASDAQ100 TECH INDE 0.1%
Value ($000) $237 Shares 3,073 Est. Cost $68.53 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $230 Shares 1,899 Est. Cost $100.40 Unrealized +0.3%
VECTREN CORP 0.1%
Value ($000) $229 Shares 3,200 Est. Cost $42.08 Unrealized
SCHB SCHWAB STRATEGIC TR 0.1%
Value ($000) $222 Shares 3,357 Est. Cost $63.75 Unrealized
VB VANGUARD INDEX FDS 0.1%
Value ($000) $218 Shares 1,403 Est. Cost $121.10 Unrealized
IUSG ISHARES TR 0.1%
Value ($000) $211 Shares 3,683 Est. Cost $54.58 Unrealized
ALPS ETF TR 0.0%
Value ($000) $192 Shares 19,038 Est. Cost $10.09 Unrealized