LVZ, Inc. Diversified Active

CIK: 0001574408 · Show all filings

Period: Q4 2018 (← Previous) (Next →)

Filing Date: Dec 23, 2020

Total Value ($000): $351,324

Holdings (73)

IVW ISHARES 11.0%
Value ($000) $38,584 Shares 256,082 Est. Cost $119.79 Unrealized
IVE ISHARES 8.2%
Value ($000) $28,911 Shares 285,847 Est. Cost $96.12 Unrealized
GSLC GOLDMAN SACHS ETF TR 8.1%
Value ($000) $28,499 Shares 566,701 Est. Cost $53.40 Unrealized
IEMG ISHARES INC 6.6%
Value ($000) $23,101 Shares 489,948 Est. Cost $50.84 Unrealized
UCON FIRST TR EXCHNG TRADED FD VI 6.5%
Value ($000) $22,853 Shares 917,861 Est. Cost $25.23 Unrealized
FTSL FIRST TR EXCHANGE TRADED FD 6.5%
Value ($000) $22,708 Shares 498,867 Est. Cost $49.45 Unrealized
EFG ISHARES TR 5.9%
Value ($000) $20,574 Shares 297,877 Est. Cost $75.47 Unrealized
FIXD FIRST TR EXCHNG TRADED FD VI 5.8%
Value ($000) $20,299 Shares 411,412 Est. Cost $50.54 Unrealized
FBND FIDELITY 5.6%
Value ($000) $19,775 Shares 407,470 Est. Cost $49.46 Unrealized
IJK ISHARES 4.3%
Value ($000) $15,019 Shares 78,539 Est. Cost $165.37 Unrealized
IJR ISHARES TR 4.1%
Value ($000) $14,377 Shares 207,401 Est. Cost $71.25 Unrealized
INDA ISHARES TR 3.5%
Value ($000) $12,443 Shares 373,215 Est. Cost $33.34 Unrealized
IJJ ISHARES 3.4%
Value ($000) $11,870 Shares 85,806 Est. Cost $127.60 Unrealized
IJH ISHARES TR 2.7%
Value ($000) $9,647 Shares 58,091 Est. Cost $145.04 Unrealized
RSPT INVESCO EXCHANGE TRADED FD T 2.7%
Value ($000) $9,551 Shares 67,819 Est. Cost $158.05 Unrealized
GOVT ISHARES TR 1.8%
Value ($000) $6,291 Shares 255,194 Est. Cost $25.56 Unrealized
IJT ISHARES 1.5%
Value ($000) $5,404 Shares 33,495 Est. Cost $178.73 Unrealized
IJS ISHARES 1.1%
Value ($000) $3,834 Shares 29,075 Est. Cost $151.19 Unrealized
SLQD ISHARES TR 0.8%
Value ($000) $2,917 Shares 58,890 Est. Cost $49.68 Unrealized
STIP ISHARES TR 0.7%
Value ($000) $2,556 Shares 26,076 Est. Cost $98.75 Unrealized
FLOT ISHARES TR 0.7%
Value ($000) $2,443 Shares 48,514 Est. Cost $50.92 Unrealized
ITOT ISHARES TR 0.7%
Value ($000) $2,443 Shares 43,034 Est. Cost $39.02 Unrealized
FLTB FIDELITY 0.6%
Value ($000) $2,280 Shares 49,588 Est. Cost $48.99 Unrealized
AGG ISHARES TR 0.4%
Value ($000) $1,375 Shares 12,915 Est. Cost $109.04 Unrealized
FMB FIRST TR EXCHANG TRADED FD I 0.4%
Value ($000) $1,335 Shares 25,371 Est. Cost $52.01 Unrealized
SPYG SPDR SERIES TRUST 0.4%
Value ($000) $1,319 Shares 40,587 Est. Cost $33.76 Unrealized
CATH GLOBAL X FDS 0.3%
Value ($000) $1,182 Shares 38,869 Est. Cost $29.14 Unrealized
SPYV SPDR SERIES TRUST 0.3%
Value ($000) $994 Shares 36,586 Est. Cost $29.33 Unrealized
IXUS ISHARES TR 0.3%
Value ($000) $940 Shares 17,904 Est. Cost $60.13 Unrealized
FTC FIRST TR LRG CP GRWTH ALPHAD 0.3%
Value ($000) $919 Shares 16,033 Est. Cost $52.59 Unrealized
IUSG ISHARES TR 0.2%
Value ($000) $838 Shares 15,905 Est. Cost $57.41 Unrealized
SPEM SPDR INDEX SHS FDS 0.2%
Value ($000) $816 Shares 25,206 Est. Cost $37.93 Unrealized
ISMD NORTHERN LTS FD TR IV 0.2%
Value ($000) $807 Shares 35,350 Est. Cost $22.83 Unrealized
HYLS FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $747 Shares 16,658 Est. Cost $47.90 Unrealized
FTA FIRST TR LRG CP VL ALPHADEX 0.2%
Value ($000) $678 Shares 14,671 Est. Cost $47.94 Unrealized
FEX FIRST TR LRGE CP CORE ALPHA 0.2%
Value ($000) $676 Shares 12,961 Est. Cost $59.27 Unrealized
IBD NORTHERN LTS FD TR IV 0.2%
Value ($000) $551 Shares 22,564 Est. Cost $24.87 Unrealized
MDYG SPDR SERIES TRUST 0.1%
Value ($000) $521 Shares 11,371 Est. Cost $75.33 Unrealized
FEM FIRST TR EXCH TRD ALPHA FD I 0.1%
Value ($000) $520 Shares 22,762 Est. Cost $25.36 Unrealized
SPSM SPDR SERIES TRUST 0.1%
Value ($000) $508 Shares 19,255 Est. Cost $31.76 Unrealized
NEAR ISHARES US ETF TR 0.1%
Value ($000) $498 Shares 9,983 Est. Cost $50.10 Unrealized
FDT FIRST TR EXCH TRD ALPHA FD I 0.1%
Value ($000) $469 Shares 9,565 Est. Cost $51.58 Unrealized
FPE FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $452 Shares 25,200 Est. Cost $19.87 Unrealized
HYG ISHARES TR 0.1%
Value ($000) $448 Shares 5,523 Est. Cost $85.04 Unrealized
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $430 Shares 4,407 Est. Cost $52.58 Unrealized +66.5%
PCEF INVESCO EXCHNG TRADED FD TR 0.1%
Value ($000) $428 Shares 21,162 Est. Cost $22.49 Unrealized
SPMD SPDR SERIES TRUST 0.1%
Value ($000) $381 Shares 12,937 Est. Cost $33.17 Unrealized
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $376 Shares 5,428 Est. Cost $35.76 Unrealized +56.6%
FYX FIRST TR SML CP CORE ALPHA F 0.1%
Value ($000) $373 Shares 6,880 Est. Cost $65.94 Unrealized
IGIB ISHARES TR 0.1%
Value ($000) $367 Shares 7,005 Est. Cost $107.80 Unrealized
FDVV FIDELITY 0.1%
Value ($000) $361 Shares 13,230 Est. Cost $29.54 Unrealized
MDYV SPDR SERIES TRUST 0.1%
Value ($000) $348 Shares 7,854 Est. Cost $67.81 Unrealized
LMBS FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $334 Shares 6,547 Est. Cost $51.80 Unrealized
AMZN AMAZON COM INC 0.1%
Value ($000) $330 Shares 220 Est. Cost $91.06 Unrealized -8.7%
FNY FIRST TR EXCNGE TRD ALPHADEX 0.1%
Value ($000) $319 Shares 8,800 Est. Cost $34.17 Unrealized
NFTY FIRST TR EXCH TRD ALPHA FD I 0.1%
Value ($000) $285 Shares 8,055 Est. Cost $33.30 Unrealized
FNK FIRST TR EXCNGE TRD ALPHADEX 0.1%
Value ($000) $280 Shares 9,195 Est. Cost $31.41 Unrealized
OSK OSHKOSH CORP 0.1%
Value ($000) $269 Shares 4,387 Est. Cost $38.22 Unrealized +49.1%
ALPS ETF TR 0.1%
Value ($000) $265 Shares 30,411 Est. Cost $10.26 Unrealized
DVYE ISHARES INC 0.1%
Value ($000) $258 Shares 6,890 Est. Cost $38.58 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $241 Shares 3,865 Est. Cost $39.65 Unrealized +34.7%
FITB FIFTH THIRD BANCORP 0.1%
Value ($000) $240 Shares 10,194 Est. Cost $22.00 Unrealized -9.8%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $237 Shares 1,838 Est. Cost $100.63 Unrealized +13.4%
FNX FIRST TR MID CAP CORE ALPHAD 0.1%
Value ($000) $236 Shares 4,074 Est. Cost $58.45 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $235 Shares 5,348 Est. Cost $34.25 Unrealized 0.0%
HD HOME DEPOT INC 0.1%
Value ($000) $231 Shares 1,343 Est. Cost $103.40 Unrealized +45.4%
VECTREN CORP 0.1%
Value ($000) $230 Shares 3,200 Est. Cost $42.08 Unrealized
SLYG SPDR SERIES TRUST 0.1%
Value ($000) $227 Shares 4,212 Est. Cost $62.67 Unrealized
MKC MCCORMICK & CO INC 0.1%
Value ($000) $226 Shares 1,623 Est. Cost $53.63 Unrealized +16.7%
GNTX GENTEX CORP 0.1%
Value ($000) $226 Shares 11,160 Est. Cost $14.79 Unrealized +41.6%
QTEC FIRST TR NASDAQ100 TECH INDE 0.1%
Value ($000) $216 Shares 3,176 Est. Cost $68.71 Unrealized
WPC W P CAREY INC 0.1%
Value ($000) $202 Shares 3,087 Est. Cost $65.44 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $201 Shares 2,187 Est. Cost $74.75 Unrealized 0.0%