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Institutional Investment Manager
LVZ, Inc.
LVZ, Inc. (CIK: 0001574408) incorporated in Michigan, located at 240 S. River Avenue, Holland, MI. Institutional holdings reported to the SEC.
Institutional Holdings (2014Q3)
Original 13F HR (0000905729-14-000292) filed in 2014.10.24
#
Name
Shares
Value ($)
%
Options
Notes
1 ISHARES TR 340,500 17,308 13.07%
2 ISHARES TR 122,961 11,075 8.36%
3 ISHARES TR 175,408 10,986 8.30%
4 ISHARES TR 91,795 9,806 7.41%
5 ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 104,760 9,633 7.28%
6 ISHARES TR 79,316 9,543 7.21%
7 ISHARES TR 62,446 9,457 7.14%
8 ISHARES TR 82,721 9,311 7.03%
9 ISHARES TR 83,468 8,955 6.76%
10 ISHARES 135,388 8,096 6.11%
11 ISHARES TR 56,203 7,551 5.70%
12 ISHARES MSCI EAFE SMALL CAP IDX FD 107,421 5,210 3.93%
13 SELECT SECTOR SPDR TR 42,952 3,892 2.94%
14 ISHARES TR 3YRTB ETF 40,865 3,649 2.76%
15 ISHARES TR 39,762 3,360 2.54%
16 GLOBAL X FDS 63,516 1,522 1.15%
17 CALAMOS CONV OPPORTUNITIES & 78,888 1,067 0.81%
18 Yorkville High Inc Etf 56,584 1,003 0.76%
19 ISHARES TR 26,150 985 0.74%
New Holding filing (0000905729-20-000260) filed in 2020.12.22
#
Name
Shares
Value ($)
%
Options
Notes
1 ISHARES TR 9,252 930 47.04%
2 CONOCOPHILLIPS 4,466 342 17.30%
3 ISHARES TR 4,858 338 17.10%
4 WEC ENERGY CORP. 4,880 210 10.62%
5 FORD MTR CO DEL 10,601 157 7.94%