LVZ, Inc. Diversified Active

CIK: 0001574408 · Show all filings

Period: Q1 2020 (← Previous) (Next →)

Filing Date: Dec 23, 2020

Total Value ($000): $409,375

Holdings (67)

IJH ISHARES TR 16.1%
Value ($000) $65,749 Shares 457,036 Est. Cost $176.27 Unrealized
AGG ISHARES TR 10.7%
Value ($000) $43,956 Shares 381,003 Est. Cost $113.04 Unrealized
GSLC GOLDMAN SACHS ETF TR 10.4%
Value ($000) $42,550 Shares 815 Est. Cost $54.61 Unrealized
FIXD FIRST TR EXCHNG TRADED FD VI 10.0%
Value ($000) $41,033 Shares 778,475 Est. Cost $50.72 Unrealized
IVW ISHARES TR 8.7%
Value ($000) $35,764 Shares 216,684 Est. Cost $124.55 Unrealized
IJR ISHARES TR 8.3%
Value ($000) $33,910 Shares 604,355 Est. Cost $75.90 Unrealized
IVE ISHARES TR 7.7%
Value ($000) $31,419 Shares 326,427 Est. Cost $99.57 Unrealized
IEFA ISHARES TR 7.0%
Value ($000) $28,808 Shares 117,083 Est. Cost $61.05 Unrealized
FBND FIDELITY 4.0%
Value ($000) $16,526 Shares 319,342 Est. Cost $50.78 Unrealized
ITOT ISHARES TR 2.4%
Value ($000) $9,650 Shares 168,677 Est. Cost $55.30 Unrealized
SLQD ISHARES TR 1.4%
Value ($000) $5,871 Shares 117,083 Est. Cost $50.23 Unrealized
STIP ISHARES TR 1.4%
Value ($000) $5,603 Shares 56,090 Est. Cost $99.88 Unrealized
FLTB FIDELITY 1.3%
Value ($000) $5,447 Shares 109,331 Est. Cost $49.90 Unrealized
FLOT ISHARES TR 1.3%
Value ($000) $5,402 Shares 110,838 Est. Cost $49.10 Unrealized
FMB FIRST TR EXCH TRADED FD Iii 0.6%
Value ($000) $2,383 Shares 44,066 Est. Cost $53.28 Unrealized
IVV ISHARES TR 0.5%
Value ($000) $1,973 Shares 7,636 Est. Cost $289.45 Unrealized
IBD NORTHERN LTS FD TR IV 0.5%
Value ($000) $1,941 Shares 79,692 Est. Cost $25.22 Unrealized
HYLS FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $1,701 Shares 40,523 Est. Cost $19.02 Unrealized
BIBL NORTHERN LTS FD TR IV 0.4%
Value ($000) $1,689 Shares 67,960 Est. Cost $26.71 Unrealized
TPLC TIMOTHY PLAN 0.4%
Value ($000) $1,590 Shares 76,717 Est. Cost $23.99 Unrealized
ISMD NORTHERN LTS FD TR IV 0.4%
Value ($000) $1,518 Shares 78,804 Est. Cost $24.05 Unrealized
FNX FIRST TR MID CAP CORE ALPHAD 0.3%
Value ($000) $1,347 Shares 27,925 Est. Cost $66.74 Unrealized
TPHD TIMOTHY PLAN 0.3%
Value ($000) $1,311 Shares 68,696 Est. Cost $23.88 Unrealized
NEAR ISHARES U S ETF TR 0.3%
Value ($000) $1,174 Shares 24,224 Est. Cost $49.43 Unrealized
FTC FIRST TR LARGE CAP GROWTH A 0.3%
Value ($000) $1,086 Shares 18,134 Est. Cost $57.35 Unrealized
FEX FIRST TR LRGE CP CORE ALPHA 0.2%
Value ($000) $987 Shares 20,715 Est. Cost $59.96 Unrealized
FDVV FIDELITY COVINGTON TR 0.2%
Value ($000) $953 Shares 41,605 Est. Cost $30.02 Unrealized
HYG ISHARES TR 0.2%
Value ($000) $916 Shares 11,886 Est. Cost $86.33 Unrealized
IWR ISHARES TR 0.2%
Value ($000) $865 Shares 20,046 Est. Cost $43.15 Unrealized
FPE FIRST TR EXCH TRADED FD III 0.2%
Value ($000) $861 Shares 52,522 Est. Cost $19.61 Unrealized
XAR SPDR SERIES TRUST 0.2%
Value ($000) $858 Shares 3,330 Est. Cost $165.04 Unrealized
IUSB ISHARES TR 0.2%
Value ($000) $826 Shares 15,738 Est. Cost $52.38 Unrealized
PCEF INVESCO EXCHANGE-TRADED FD T 0.2%
Value ($000) $800 Shares 45,701 Est. Cost $22.51 Unrealized
TRPA HARTFORD FDS EXCHANGE TRADED 0.2%
Value ($000) $708 Shares 18,515 Est. Cost $38.98 Unrealized
FTA FIRST TR LRG CP VL ALPHADEX 0.2%
Value ($000) $707 Shares 19,225 Est. Cost $49.65 Unrealized
FYX FIRST TR SML CP CORE ALPHA F 0.2%
Value ($000) $682 Shares 16,590 Est. Cost $62.74 Unrealized
MGK VANGUARD WORLD FD 0.2%
Value ($000) $675 Shares 5,310 Est. Cost $127.12 Unrealized
FDT FIRST TR EXCHANGE TRADED ALP 0.1%
Value ($000) $589 Shares 14,782 Est. Cost $49.71 Unrealized
LEMB ISHARES INC 0.1%
Value ($000) $578 Shares 15,436 Est. Cost $43.78 Unrealized
EMQQ EXCHANGE TRADED CONCEPTS TR 0.1%
Value ($000) $503 Shares 15,957 Est. Cost $31.52 Unrealized
FSMB FIRST TR EXCH TRADED FD III 0.1%
Value ($000) $492 Shares 24,460 Est. Cost $20.11 Unrealized
AMZN AMAZON COM INC 0.1%
Value ($000) $484 Shares 248 Est. Cost $90.89 Unrealized +6.5%
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $478 Shares 5,428 Est. Cost $35.76 Unrealized +122.3%
FAD FIRST TR MULTI CAP GR ALPHAD 0.1%
Value ($000) $472 Shares 7,799 Est. Cost $72.75 Unrealized
AAPL APPLE INC 0.1%
Value ($000) $438 Shares 1,724 Est. Cost $42.48 Unrealized +67.3%
FREL FIDELITY COVINGTON TR 0.1%
Value ($000) $437 Shares 21,030 Est. Cost $20.78 Unrealized
IGE ISHARES TR 0.1%
Value ($000) $388 Shares 23,304 Est. Cost $16.65 Unrealized
GOVT ISHARES TR 0.1%
Value ($000) $380 Shares 13,554 Est. Cost $25.61 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $380 Shares 7,023 Est. Cost $40.87 Unrealized +23.5%
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $379 Shares 4,210 Est. Cost $53.88 Unrealized +92.3%
VRAYQ VIEWRAY INC 0.1%
Value ($000) $350 Shares 139,930 Est. Cost $2.99 Unrealized -5.2%
IWM ISHARES TR 0.1%
Value ($000) $320 Shares 2,794 Est. Cost $114.53 Unrealized
SYK STRYKER CORP 0.1%
Value ($000) $318 Shares 1,911 Est. Cost $194.19 Unrealized -5.6%
CSB VICTORY PORTFOLIOS II 0.1%
Value ($000) $302 Shares 9,631 Est. Cost $44.46 Unrealized
OSK OSHKOSH CORP 0.1%
Value ($000) $282 Shares 4,387 Est. Cost $38.22 Unrealized +85.8%
GLOBAL X FDS 0.1%
Value ($000) $279 Shares 88,702 Est. Cost $7.81 Unrealized
UCON FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $269 Shares 11,120 Est. Cost $25.23 Unrealized
MSFT MICROSOFT CORP 0.1%
Value ($000) $267 Shares 1,691 Est. Cost $123.17 Unrealized +26.9%
HD HOME DEPOT INC 0.1%
Value ($000) $267 Shares 1,432 Est. Cost $187.25 Unrealized +1.5%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $239 Shares 2,174 Est. Cost $74.75 Unrealized +38.9%
GNTX GENTEX CORP 0.1%
Value ($000) $234 Shares 10,568 Est. Cost $21.98 Unrealized +26.3%
MKC MCCORMICK & CO INC 0.1%
Value ($000) $229 Shares 1,623 Est. Cost $53.63 Unrealized +28.6%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $228 Shares 4,972 Est. Cost $39.35 Unrealized +38.1%
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $215 Shares 1,105 Est. Cost $211.97 Unrealized
V VISA INC 0.0%
Value ($000) $201 Shares 1,249 Est. Cost $172.55 Unrealized +4.7%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $95 Shares 14,128 Est. Cost $9.79 Unrealized 0.0%
NEW YORK MTG TR INC 0.0%
Value ($000) $43 Shares 27,673 Est. Cost $4.46 Unrealized