$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CAMT | Exit | CAMTEK LTDord | $0 | – | -13,100 | -100.0% | -0.02% | – |
| ILTB | Exit | ISHAREScore lt usdb etf | $0 | – | -3,416 | -100.0% | -0.08% | – |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -1,861 | -100.0% | -0.08% | – |
| Exit | CLAYMORE EXCHANGE TRD FD TRgug midcap core | $0 | – | -4,298 | -100.0% | -0.09% | – | |
| PG | Exit | PROCTER & GAMBLE CO | $0 | – | -3,327 | -100.0% | -0.11% | – |
| CEMB | Exit | ISHARESem crp bd etf | $0 | – | -5,963 | -100.0% | -0.12% | – |
| BSV | Exit | VANGUARD BD INDEX FD INCshort trm bond | $0 | – | -4,345 | -100.0% | -0.14% | – |
| SYK | Exit | STRYKER CORP | $0 | – | -2,907 | -100.0% | -0.14% | – |
| EEMV | Exit | ISHARESem mk minvol etf | $0 | – | -231,411 | -100.0% | -4.50% | – |
| EFAV | Exit | ISHARES TReafe min vol etf | $0 | – | -198,059 | -100.0% | -4.82% | – |
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.