$272 Million is the total value of LVZ, Inc.'s 63 reported holdings in Q1 2017. The portfolio turnover from Q4 2016 to Q1 2017 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IEMG | New | ISHARES INCcore msci emkt | $14,661,000 | – | 306,775 | +100.0% | 5.39% | – |
| EWUS | New | ISHARES TRmsci uk sm etf | $7,674,000 | – | 209,724 | +100.0% | 2.82% | – |
| RYT | New | RYDEX ETF TRUSTgug s&p500eqwtte | $7,464,000 | – | 61,795 | +100.0% | 2.74% | – |
| FIDU | New | FIDELITYmsci indl indx | $7,163,000 | – | 213,384 | +100.0% | 2.63% | – |
| FNX | New | FIRST TR MID CAP CORE ALPHAD | $352,000 | – | 6,022 | +100.0% | 0.13% | – |
| FNY | New | FIRST TR EXCNGE TRD ALPHADEXmid cp gr alph | $279,000 | – | 8,342 | +100.0% | 0.10% | – |
| LMBS | New | FIRST TR EXCHANGE TRADED FDfst low oppt eft | $278,000 | – | 5,340 | +100.0% | 0.10% | – |
| IUSG | New | ISHARES TRcore s&p us etf | $273,000 | – | 5,890 | +100.0% | 0.10% | – |
| GSLC | New | GOLDMAN SACHS ETF TRequity etf | $272,000 | – | 5,810 | +100.0% | 0.10% | – |
| BIV | New | VANGUARD BD INDEX FD INCshort trm bond | $234,000 | – | 2,804 | +100.0% | 0.09% | – |
| AAPL | New | APPLE INC | $228,000 | – | 1,586 | +100.0% | 0.08% | – |
| New | FIDELITYmsci finls idx | $219,000 | – | 6,239 | +100.0% | 0.08% | – | |
| CL | New | COLGATE PALMOLIVE CO | $218,000 | – | 2,985 | +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.