$252 Million is the total value of LVZ, Inc.'s 60 reported holdings in Q4 2016. The portfolio turnover from Q3 2016 to Q4 2016 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SLQD | New | ISHARES TR0-5yr invt gr cp | $8,610,000 | – | 171,527 | +100.0% | 3.42% | – |
| CATH | New | GLOBAL X FDSs&p 500 catholic | $587,000 | – | 21,622 | +100.0% | 0.23% | – |
| VOE | New | VANGUARD INDEX FDSmcap vl idxvip | $259,000 | – | 2,660 | +100.0% | 0.10% | – |
| IWF | New | ISHARES TRrus 1000 grw etf | $252,000 | – | 2,400 | +100.0% | 0.10% | – |
| HD | New | HOME DEPOT INC | $234,000 | – | 1,743 | +100.0% | 0.09% | – |
| FLRN | New | SPDR SER TRblomberg brc inv | $235,000 | – | 7,678 | +100.0% | 0.09% | – |
| JNJ | New | JOHNSON & JOHNSON | $214,000 | – | 1,861 | +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 | 43 | Q2 2024 | 13.7% |
| ISHARES TR | 43 | Q2 2024 | 12.4% |
| ISHARES TR | 39 | Q2 2024 | 10.7% |
| JPMORGAN CHASE & CO. | 39 | Q2 2024 | 0.2% |
| ISHARES TR | 38 | Q2 2024 | 19.8% |
| ISHARES TR | 38 | Q2 2024 | 11.2% |
| FIRST TRUST LRGCP GWT ALPHAD | 38 | Q2 2024 | 0.5% |
| FIRST TR LRG CP VL ALPHADEX | 38 | Q2 2024 | 0.5% |
| ISHARES TR | 37 | Q2 2024 | 2.4% |
| FIRST TR EXCH TRADED FD III | 36 | Q2 2024 | 0.6% |
View LVZ, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-07-25 |
| 13F-HR | 2024-07-24 |
| 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 |
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.