$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FNX | Exit | FIRST TR MID CAP CORE ALPHAD | $0 | – | -4,001 | -100.0% | -0.09% | – |
| CL | Exit | COLGATE PALMOLIVE CO | $0 | – | -2,985 | -100.0% | -0.09% | – |
| XMLV | Exit | POWERSHARES ETF TR IIs&p400 lovl pt | $0 | – | -6,001 | -100.0% | -0.10% | – |
| LMBS | Exit | FIRST TR EXCHANGE TRADED FDfst low oppt eft | $0 | – | -4,664 | -100.0% | -0.10% | – |
| DBEF | Exit | DBX ETF TRxtrak msci emkt | $0 | – | -9,546 | -100.0% | -0.10% | – |
| GBF | Exit | ISHARES TRgov/cred bd etf | $0 | – | -2,555 | -100.0% | -0.12% | – |
| MBSD | Exit | FLEXSHARES TRdiscp dur mbs | $0 | – | -13,095 | -100.0% | -0.13% | – |
| IAU | Exit | ISHARES GOLD TRUSTishares | $0 | – | -26,736 | -100.0% | -0.14% | – |
| LQD | Exit | ISHARES TRiboxx inv cp etf | $0 | – | -55,887 | -100.0% | -2.83% | – |
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.