LVZ, Inc. Diversified Active

CIK: 0001574408 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Dec 23, 2020

Total Value ($000): $485,529

Holdings (85)

IJH ISHARES TR 19.0%
Value ($000) $92,232 Shares 497,718 Est. Cost $176.47 Unrealized
GSLC GOLDMAN SACHS ETF TR 10.2%
Value ($000) $49,426 Shares 726,316 Est. Cost $62.59 Unrealized
AGG ISHARES TR 9.6%
Value ($000) $46,837 Shares 396,725 Est. Cost $113.23 Unrealized
IVW ISHARES TR 9.5%
Value ($000) $46,360 Shares 200,622 Est. Cost $124.55 Unrealized
FIXD FIRST TR EXCHNG TRADED FD VI 9.3%
Value ($000) $44,988 Shares 817,511 Est. Cost $50.92 Unrealized
IJR ISHARES TR 8.6%
Value ($000) $41,952 Shares 597,352 Est. Cost $75.80 Unrealized
IVE ISHARES TR 6.8%
Value ($000) $33,019 Shares 293,633 Est. Cost $99.86 Unrealized
FHLC FIDELITY COVINGTON TR 5.0%
Value ($000) $24,217 Shares 460,405 Est. Cost $49.86 Unrealized
FBND FIDELITY MERRIMACK STR TR 3.8%
Value ($000) $18,680 Shares 341,805 Est. Cost $51.01 Unrealized
FLTB FIDELITY MERRIMACK STR TR 1.5%
Value ($000) $7,091 Shares 135,146 Est. Cost $52.11 Unrealized
SLQD ISHARES TR 1.4%
Value ($000) $6,584 Shares 126,324 Est. Cost $51.73 Unrealized
STIP ISHARES TR 1.2%
Value ($000) $5,987 Shares 57,536 Est. Cost $103.31 Unrealized
FLOT ISHARES TR 1.2%
Value ($000) $5,916 Shares 116,641 Est. Cost $50.45 Unrealized
IEFA ISHARES TR 1.0%
Value ($000) $5,061 Shares 83,960 Est. Cost $61.05 Unrealized
TPLC TIMOTHY PLAN 0.6%
Value ($000) $2,891 Shares 107,795 Est. Cost $24.22 Unrealized
IVV ISHARES TR 0.6%
Value ($000) $2,845 Shares 8,467 Est. Cost $299.42 Unrealized
FNX FIRST TR MID CAP CORE ALPHAD 0.5%
Value ($000) $2,573 Shares 39,007 Est. Cost $65.73 Unrealized
ISHARES INC 0.5%
Value ($000) $2,498 Shares 97,621 Est. Cost $37.58 Unrealized
FMB FIRST TR EXCH TRADED FD III 0.5%
Value ($000) $2,477 Shares 44,504 Est. Cost $53.28 Unrealized
ITOT ISHARES TR 0.5%
Value ($000) $2,467 Shares 32,677 Est. Cost $55.30 Unrealized
IUSB ISHARES TR 0.5%
Value ($000) $2,441 Shares 43,340 Est. Cost $55.00 Unrealized
BIBL NORTHERN LTS FD TR IV 0.5%
Value ($000) $2,422 Shares 72,774 Est. Cost $26.96 Unrealized
HYLS FIRST TR EXCHANGE-TRADED FD 0.5%
Value ($000) $2,237 Shares 47,413 Est. Cost $23.89 Unrealized
ISMD NORTHERN LTS FD TR IV 0.4%
Value ($000) $1,883 Shares 82,863 Est. Cost $23.98 Unrealized
TPHD TIMOTHY PLAN 0.4%
Value ($000) $1,735 Shares 75,699 Est. Cost $23.70 Unrealized
FTC FIRST TRUST LRGCP GWT ALPHAD 0.3%
Value ($000) $1,595 Shares 18,999 Est. Cost $58.34 Unrealized
FEX FIRST TR LRGE CP CORE ALPHA 0.3%
Value ($000) $1,560 Shares 24,672 Est. Cost $60.05 Unrealized
IBD NORTHERN LTS FD TR IV 0.2%
Value ($000) $1,197 Shares 45,527 Est. Cost $25.22 Unrealized
FDVV FIDELITY COVINGTON TR 0.2%
Value ($000) $1,189 Shares 42,922 Est. Cost $29.91 Unrealized
NEAR ISHARES US ETF TR 0.2%
Value ($000) $1,180 Shares 23,539 Est. Cost $49.43 Unrealized
FYX FIRST TR SML CP CORE ALPHA F 0.2%
Value ($000) $1,137 Shares 19,651 Est. Cost $61.61 Unrealized
FTA FIRST TR LRG CP VL ALPHADEX 0.2%
Value ($000) $1,095 Shares 23,451 Est. Cost $49.06 Unrealized
FPE FIRST TR EXCH TRADED FD III 0.2%
Value ($000) $1,015 Shares 52,941 Est. Cost $19.60 Unrealized
HYG ISHARES TR 0.2%
Value ($000) $1,001 Shares 11,932 Est. Cost $83.19 Unrealized
PCEF INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $966 Shares 47,744 Est. Cost $22.37 Unrealized
AAPL APPLE INC 0.2%
Value ($000) $891 Shares 7,693 Est. Cost $91.33 Unrealized +16.0%
AMZN AMAZON COM INC 0.2%
Value ($000) $812 Shares 258 Est. Cost $93.48 Unrealized +68.7%
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $769 Shares 2,295 Est. Cost $308.51 Unrealized
EMQQ EXCHANGE TRADED CONCEPTS TR 0.1%
Value ($000) $673 Shares 12,893 Est. Cost $32.71 Unrealized
LEMB ISHARES INC 0.1%
Value ($000) $664 Shares 15,883 Est. Cost $43.68 Unrealized
FREL FIDELITY COVINGTON TR 0.1%
Value ($000) $622 Shares 26,472 Est. Cost $21.33 Unrealized
LMBS FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $616 Shares 11,914 Est. Cost $51.70 Unrealized
RAVI FLEXSHARES TR 0.1%
Value ($000) $561 Shares 7,345 Est. Cost $76.38 Unrealized
GOVT ISHARES TR 0.1%
Value ($000) $534 Shares 19,094 Est. Cost $26.29 Unrealized
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $526 Shares 5,428 Est. Cost $35.76 Unrealized +118.4%
SYK STRYKER CORP 0.1%
Value ($000) $523 Shares 2,512 Est. Cost $189.29 Unrealized -3.0%
FSMB FIRST TR EXCH TRADED FD III 0.1%
Value ($000) $505 Shares 24,460 Est. Cost $20.11 Unrealized
VRAYQ VIEWRAY INC 0.1%
Value ($000) $490 Shares 139,930 Est. Cost $2.99 Unrealized -6.8%
IGE ISHARES TR 0.1%
Value ($000) $433 Shares 21,861 Est. Cost $17.21 Unrealized
FSTA FIDELITY COVINGTON TR 0.1%
Value ($000) $424 Shares 11,100 Est. Cost $34.86 Unrealized
FAD FIRST TR MULTI CAP GR ALPHAD 0.1%
Value ($000) $424 Shares 4,927 Est. Cost $72.75 Unrealized
UCON FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $419 Shares 15,978 Est. Cost $25.52 Unrealized
FVAL FIDELITY COVINGTON TR 0.1%
Value ($000) $411 Shares 11,540 Est. Cost $33.62 Unrealized
MLPA GLOBAL X FDS 0.1%
Value ($000) $409 Shares 18,645 Est. Cost $26.30 Unrealized
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $406 Shares 4,213 Est. Cost $53.88 Unrealized +58.6%
SO SOUTHERN CO 0.1%
Value ($000) $401 Shares 7,392 Est. Cost $41.24 Unrealized +5.6%
CSB VICTORY PORTFOLIOS II 0.1%
Value ($000) $385 Shares 10,213 Est. Cost $44.03 Unrealized
MSFT MICROSOFT CORP 0.1%
Value ($000) $373 Shares 1,772 Est. Cost $126.54 Unrealized +58.6%
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $364 Shares 1,237 Est. Cost $220.75 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $357 Shares 1,284 Est. Cost $187.25 Unrealized +26.9%
XYZ SQUARE INC 0.1%
Value ($000) $332 Shares 2,045 Est. Cost $141.19 Unrealized 0.0%
OSK OSHKOSH CORP 0.1%
Value ($000) $322 Shares 4,387 Est. Cost $38.22 Unrealized +84.0%
MKC MCCORMICK & CO INC 0.1%
Value ($000) $315 Shares 1,623 Est. Cost $53.63 Unrealized +63.5%
IWR ISHARES TR 0.1%
Value ($000) $304 Shares 5,303 Est. Cost $43.15 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $301 Shares 8,198 Est. Cost $27.11 Unrealized 0.0%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $300 Shares 2,154 Est. Cost $74.75 Unrealized +55.6%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $296 Shares 4,972 Est. Cost $39.35 Unrealized +49.6%
ARKK ARK ETF TR 0.1%
Value ($000) $282 Shares 3,069 Est. Cost $91.89 Unrealized
V VISA INC 0.1%
Value ($000) $274 Shares 1,368 Est. Cost $174.26 Unrealized +10.3%
GNTX GENTEX CORP 0.1%
Value ($000) $272 Shares 10,579 Est. Cost $21.98 Unrealized +20.9%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $241 Shares 15,429 Est. Cost $10.10 Unrealized +33.7%
MGK VANGUARD WORLD FD 0.0%
Value ($000) $240 Shares 1,296 Est. Cost $127.12 Unrealized
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $237 Shares 1,315 Est. Cost $180.23 Unrealized
ETSY ETSY INC 0.0%
Value ($000) $234 Shares 1,923 Est. Cost $117.07 Unrealized 0.0%
TTD THE TRADE DESK INC 0.0%
Value ($000) $233 Shares 450 Est. Cost $45.67 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $228 Shares 730 Est. Cost $281.21 Unrealized 0.0%
FISV FISERV INC 0.0%
Value ($000) $211 Shares 2,048 Est. Cost $99.60 Unrealized 0.0%
IJS ISHARES TR 0.0%
Value ($000) $207 Shares 1,687 Est. Cost $122.70 Unrealized
SUSA ISHARES TR 0.0%
Value ($000) $202 Shares 1,374 Est. Cost $147.02 Unrealized
TTC TORO CO 0.0%
Value ($000) $201 Shares 2,400 Est. Cost $74.83 Unrealized 0.0%
FENY FIDELITY COVINGTON TRUST 0.0%
Value ($000) $171 Shares 21,630 Est. Cost $7.91 Unrealized
FXH FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $139 Shares 7,804 Est. Cost $86.82 Unrealized
IVZ INVESCO LTD 0.0%
Value ($000) $131 Shares 11,503 Est. Cost $8.46 Unrealized 0.0%
MACATAWA BK CORP 0.0%
Value ($000) $69 Shares 10,561 Est. Cost $6.53 Unrealized
NEW YORK MTG TR INC 0.0%
Value ($000) $41 Shares 16,103 Est. Cost $4.46 Unrealized