$244 Million is the total value of LVZ, Inc.'s 62 reported holdings in Q3 2016. The portfolio turnover from Q2 2016 to Q3 2016 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IEFA | New | ISHARES TRcore msci eafe | $9,374,000 | – | 169,997 | +100.0% | 3.85% | – |
| FEMB | New | FIRST TR EXCH TRADED FD IIIeme mrk bd etf | $6,519,000 | – | 152,301 | +100.0% | 2.68% | – |
| SYK | New | STRYKER CORP | $379,000 | – | 3,257 | +100.0% | 0.16% | – |
| IAU | New | ISHARES GOLD TRUSTishares | $339,000 | – | 26,736 | +100.0% | 0.14% | – |
| AMAT | New | APPLIED MATLS INC | $301,000 | – | 9,972 | +100.0% | 0.12% | – |
| LMBS | New | FIRST TR EXCHANGE TRADED FDfst low oppt eft | $244,000 | – | 4,664 | +100.0% | 0.10% | – |
| VYM | New | VANGUARD WHITEHALL FDS INChigh div yld | $225,000 | – | 3,116 | +100.0% | 0.09% | – |
| BSV | New | VANGUARD BD INDEX FD INCshort trm bond | $201,000 | – | 2,487 | +100.0% | 0.08% | – |
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.