LVZ, Inc. Diversified Active

CIK: 0001574408 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Dec 23, 2020

Total Value ($000): $446,507

Holdings (77)

IJH ISHARES TR 19.6%
Value ($000) $87,623 Shares 492,760 Est. Cost $176.38 Unrealized
GSLC GOLDMAN SACHS ETF TR 10.1%
Value ($000) $45,083 Shares 720,183 Est. Cost $62.59 Unrealized
AGG ISHARES TR 10.1%
Value ($000) $45,033 Shares 380,954 Est. Cost $113.04 Unrealized
FIXD FIRST TR EXCHNG TRADED FD VI 9.7%
Value ($000) $43,525 Shares 794,390 Est. Cost $50.80 Unrealized
IJR ISHARES TR 9.4%
Value ($000) $41,802 Shares 612,120 Est. Cost $75.80 Unrealized
IVW ISHARES TR 9.3%
Value ($000) $41,559 Shares 200,295 Est. Cost $124.55 Unrealized
IVE ISHARES TR 7.0%
Value ($000) $31,065 Shares 287,080 Est. Cost $99.57 Unrealized
FHLC FIDELITY COVINGTON TR 5.0%
Value ($000) $22,161 Shares 445,275 Est. Cost $49.77 Unrealized
FBND FIDELITY MERRIMACK STR TR 4.0%
Value ($000) $17,896 Shares 330,733 Est. Cost $50.89 Unrealized
IEFA ISHARES TR 1.1%
Value ($000) $5,053 Shares 88,387 Est. Cost $61.05 Unrealized
IVV ISHARES TR 1.0%
Value ($000) $4,657 Shares 15,037 Est. Cost $299.42 Unrealized
HYG ISHARES TR 0.6%
Value ($000) $2,898 Shares 35,512 Est. Cost $83.19 Unrealized
TPLC TIMOTHY PLAN 0.6%
Value ($000) $2,664 Shares 107,338 Est. Cost $24.22 Unrealized
FMB FIRST TR EXCH TRADED FD III 0.5%
Value ($000) $2,436 Shares 44,291 Est. Cost $53.28 Unrealized
ITOT ISHARES TR 0.5%
Value ($000) $2,385 Shares 34,339 Est. Cost $55.30 Unrealized
FNX FIRST TR MID CAP CORE ALPHAD 0.5%
Value ($000) $2,298 Shares 36,785 Est. Cost $65.71 Unrealized
BIBL NORTHERN LTS FD TR IV 0.5%
Value ($000) $2,222 Shares 72,985 Est. Cost $26.96 Unrealized
IWC ISHARES TR 0.5%
Value ($000) $2,193 Shares 25,125 Est. Cost $87.28 Unrealized
FDMO FIDELITY COVINGTON TR 0.5%
Value ($000) $2,102 Shares 57,298 Est. Cost $36.69 Unrealized
ISHARES INC 0.5%
Value ($000) $2,049 Shares 34,339 Est. Cost $59.67 Unrealized
FQAL FIDELITY COVINGTON TR 0.5%
Value ($000) $2,025 Shares 55,456 Est. Cost $36.52 Unrealized
ISMD NORTHERN LTS FD TR IV 0.4%
Value ($000) $1,843 Shares 81,580 Est. Cost $24.00 Unrealized
HYLS FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $1,797 Shares 39,218 Est. Cost $19.02 Unrealized
TPHD TIMOTHY PLAN 0.4%
Value ($000) $1,652 Shares 75,478 Est. Cost $23.70 Unrealized
FEX FIRST TR LRGE CP CORE ALPHA 0.3%
Value ($000) $1,408 Shares 23,650 Est. Cost $59.91 Unrealized
FTC FIRST TRUST LRGCP GWT ALPHAD 0.3%
Value ($000) $1,402 Shares 18,295 Est. Cost $57.35 Unrealized
SLQD ISHARES TR 0.3%
Value ($000) $1,348 Shares 25,867 Est. Cost $50.23 Unrealized
IBD NORTHERN LTS FD TR IV 0.3%
Value ($000) $1,217 Shares 46,264 Est. Cost $25.22 Unrealized
NEAR ISHARES US ETF TR 0.3%
Value ($000) $1,167 Shares 23,333 Est. Cost $49.43 Unrealized
FDVV FIDELITY COVINGTON TR 0.2%
Value ($000) $1,107 Shares 40,882 Est. Cost $30.02 Unrealized
STIP ISHARES TR 0.2%
Value ($000) $1,056 Shares 10,312 Est. Cost $99.88 Unrealized
FYX FIRST TR SML CP CORE ALPHA F 0.2%
Value ($000) $1,010 Shares 18,604 Est. Cost $61.83 Unrealized
FLTB FIDELITY MERRIMACK STR TR 0.2%
Value ($000) $991 Shares 18,932 Est. Cost $49.90 Unrealized
FLOT ISHARES TR 0.2%
Value ($000) $988 Shares 19,530 Est. Cost $49.10 Unrealized
FPE FIRST TR EXCH TRADED FD III 0.2%
Value ($000) $943 Shares 51,173 Est. Cost $19.61 Unrealized
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $932 Shares 3,021 Est. Cost $308.51 Unrealized
FTA FIRST TR LRG CP VL ALPHADEX 0.2%
Value ($000) $921 Shares 20,252 Est. Cost $49.44 Unrealized
PCEF INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $892 Shares 44,928 Est. Cost $22.51 Unrealized
MGK VANGUARD WORLD FD 0.2%
Value ($000) $868 Shares 5,310 Est. Cost $127.12 Unrealized
IWR ISHARES TR 0.2%
Value ($000) $866 Shares 16,166 Est. Cost $43.15 Unrealized
EMQQ EXCHANGE TRADED CONCEPTS TR 0.2%
Value ($000) $809 Shares 17,312 Est. Cost $32.71 Unrealized
IUSB ISHARES TR 0.2%
Value ($000) $791 Shares 14,555 Est. Cost $52.38 Unrealized
TRPA HARTFORD FDS EXCHANGE TRADED 0.2%
Value ($000) $706 Shares 17,388 Est. Cost $38.98 Unrealized
AMZN AMAZON COM INC 0.2%
Value ($000) $684 Shares 248 Est. Cost $90.89 Unrealized +32.9%
FXH FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $671 Shares 7,436 Est. Cost $90.24 Unrealized
AAPL APPLE INC 0.1%
Value ($000) $666 Shares 1,826 Est. Cost $44.30 Unrealized +69.5%
IWM ISHARES TR 0.1%
Value ($000) $640 Shares 4,470 Est. Cost $125.27 Unrealized
LEMB ISHARES INC 0.1%
Value ($000) $615 Shares 15,076 Est. Cost $43.78 Unrealized
IGE ISHARES TR 0.1%
Value ($000) $569 Shares 26,241 Est. Cost $17.21 Unrealized
FREL FIDELITY COVINGTON TR 0.1%
Value ($000) $534 Shares 22,827 Est. Cost $20.99 Unrealized
FSMB FIRST TR EXCH TRADED FD III 0.1%
Value ($000) $502 Shares 24,460 Est. Cost $20.11 Unrealized
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $476 Shares 5,428 Est. Cost $35.76 Unrealized +110.0%
SYK STRYKER CORP 0.1%
Value ($000) $452 Shares 2,511 Est. Cost $189.29 Unrealized -8.2%
MLPA GLOBAL X FDS 0.1%
Value ($000) $421 Shares 15,483 Est. Cost $27.19 Unrealized
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $396 Shares 4,211 Est. Cost $53.88 Unrealized +51.7%
FVAL FIDELITY COVINGTON TR 0.1%
Value ($000) $388 Shares 11,540 Est. Cost $33.62 Unrealized
FSTA FIDELITY COVINGTON TR 0.1%
Value ($000) $387 Shares 11,100 Est. Cost $34.86 Unrealized
GOVT ISHARES TR 0.1%
Value ($000) $386 Shares 13,806 Est. Cost $25.65 Unrealized
FAD FIRST TR MULTI CAP GR ALPHAD 0.1%
Value ($000) $384 Shares 4,923 Est. Cost $72.75 Unrealized
FUTY FIDELITY COVINGTON TR 0.1%
Value ($000) $370 Shares 10,150 Est. Cost $36.45 Unrealized
CSB VICTORY PORTFOLIOS II 0.1%
Value ($000) $351 Shares 9,569 Est. Cost $44.46 Unrealized
MSFT MICROSOFT CORP 0.1%
Value ($000) $345 Shares 1,695 Est. Cost $123.17 Unrealized +40.5%
SO SOUTHERN CO 0.1%
Value ($000) $330 Shares 6,371 Est. Cost $40.87 Unrealized +9.5%
HD HOME DEPOT INC 0.1%
Value ($000) $322 Shares 1,284 Est. Cost $187.25 Unrealized +6.7%
OSK OSHKOSH CORP 0.1%
Value ($000) $314 Shares 4,387 Est. Cost $38.22 Unrealized +62.5%
VRAYQ VIEWRAY INC 0.1%
Value ($000) $313 Shares 139,930 Est. Cost $2.99 Unrealized -28.5%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $301 Shares 4,972 Est. Cost $39.35 Unrealized +30.2%
UCON FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $294 Shares 11,436 Est. Cost $25.24 Unrealized
MKC MCCORMICK & CO INC 0.1%
Value ($000) $291 Shares 1,623 Est. Cost $53.63 Unrealized +37.0%
GNTX GENTEX CORP 0.1%
Value ($000) $272 Shares 10,574 Est. Cost $21.98 Unrealized +14.0%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $260 Shares 2,174 Est. Cost $74.75 Unrealized +35.8%
V VISA INC 0.1%
Value ($000) $241 Shares 1,249 Est. Cost $172.55 Unrealized +1.7%
JPST J P MORGAN EXCHANGE-TRADED F 0.1%
Value ($000) $239 Shares 4,705 Est. Cost $50.80 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $238 Shares 1,105 Est. Cost $211.97 Unrealized
CWB SPDR SER TR 0.0%
Value ($000) $203 Shares 3,359 Est. Cost $60.43 Unrealized
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $163 Shares 14,128 Est. Cost $9.79 Unrealized -12.4%
NEW YORK MTG TR INC 0.0%
Value ($000) $46 Shares 17,673 Est. Cost $4.46 Unrealized