$225 Million is the total value of LVZ, Inc.'s 59 reported holdings in Q2 2016. The portfolio turnover from Q1 2016 to Q2 2016 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FTSM | New | FIRST TR EXCHANGE TRADED FDfirst tr enh new | $652,000 | – | 10,881 | +100.0% | 0.29% | – |
| GNMA | New | ISHARES TRgnma bond etf | $433,000 | – | 8,469 | +100.0% | 0.19% | – |
| IUSV | New | ISHARES TRcore us val etf | $350,000 | – | 2,603 | +100.0% | 0.16% | – |
| SCHB | New | SCHWAB STRATEGIC TRus brd mkt etf | $305,000 | – | 6,056 | +100.0% | 0.14% | – |
| XMLV | New | POWERSHARES ETF TR IIs&p400 lovl pt | $235,000 | – | 6,001 | +100.0% | 0.10% | – |
| ILTB | New | ISHAREScore lt usdb etf | $234,000 | – | 3,503 | +100.0% | 0.10% | – |
| New | CLAYMORE EXCHANGE TRD FD TRgug midcap core | $224,000 | – | 4,424 | +100.0% | 0.10% | – | |
| OSK | New | OSHKOSH CORP | $214,000 | – | 4,479 | +100.0% | 0.10% | – |
| FNX | New | FIRST TR MID CAP CORE ALPHAD | $202,000 | – | 4,001 | +100.0% | 0.09% | – |
| MMM | New | 3M CO | $201,000 | – | 1,146 | +100.0% | 0.09% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 40 | Q3 2023 | 13.7% |
| ISHARES TR | 40 | Q3 2023 | 12.2% |
| ISHARES TR | 36 | Q3 2023 | 10.7% |
| JPMORGAN CHASE & CO | 36 | Q3 2023 | 0.2% |
| ISHARES TR | 35 | Q3 2023 | 19.8% |
| ISHARES TR | 35 | Q3 2023 | 11.2% |
| FIRST TRUST LRGCP GWT ALPHAD | 35 | Q3 2023 | 0.5% |
| FIRST TR LRG CP VL ALPHADEX | 35 | Q3 2023 | 0.5% |
| ISHARES TR | 34 | Q3 2023 | 2.4% |
| FIRST TR EXCH TRADED FD III | 33 | Q3 2023 | 0.6% |
View LVZ, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-17 |
| 13F-HR | 2024-01-23 |
| 13F-HR | 2023-11-08 |
| 13F-HR | 2023-07-18 |
| 13F-HR | 2023-04-20 |
| 13F-HR | 2023-01-17 |
| 13F-HR | 2022-10-11 |
| 13F-HR | 2022-07-27 |
| 13F-HR | 2022-04-19 |
| 13F-HR | 2022-01-28 |
View LVZ, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.