$311 Million is the total value of LVZ, Inc.'s 67 reported holdings in Q3 2017. The portfolio turnover from Q2 2017 to Q3 2017 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
CEMB | Exit | ISHARESjp mrg em crp bd | $0 | – | -3,947 | -100.0% | -0.07% | – |
ILTB | Exit | ISHAREScore lt usdb etf | $0 | – | -3,364 | -100.0% | -0.07% | – |
CL | Exit | COLGATE PALMOLIVE CO | $0 | – | -2,931 | -100.0% | -0.08% | – |
IUSG | Exit | ISHARES TRcore s&p us etf | $0 | – | -5,890 | -100.0% | -0.10% | – |
IUSV | Exit | ISHARES TRcore us val etf | $0 | – | -5,817 | -100.0% | -0.10% | – |
SCHB | Exit | SCHWAB STRATEGIC TRus brd mkt etf | $0 | – | -5,310 | -100.0% | -0.11% | – |
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.