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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 (2016Q1)
Original 13F HR (0000905729-16-000553) filed in 2016.05.13
#
Name
Shares
Value ($)
%
Options
Notes
1 ISHARES TR 689,596 30,294 14.82%
2 ISHARES U S ETF TR 412,413 20,645 10.10%
3 ISHARES TR 147,729 17,120 8.37%
4 ISHARES TR 189,580 17,049 8.34%
5 ISHARES TR 236,918 15,741 7.70%
6 ISHARES TR 125,305 14,042 6.87%
7 ISHARES TR 110,908 13,757 6.73%
8 FIDELITY 224,114 10,943 5.35%
9 ISHARES TR 74,623 10,760 5.26%
10 ISHARES MSCI EAFE SMALL CAP IDX FD 200,733 9,997 4.89%
11 ISHARES TR 56,599 9,204 4.50%
12 ISHARES TR 59,981 7,127 3.49%
13 ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 45,135 4,951 2.42%
14 ISHARES TR 40,978 4,644 2.27%
15 ISHARES TR 110,670 2,855 1.40%
16 ISHARES TR 24,174 2,777 1.36%
17 ISHARES TR 15,938 1,794 0.88%
18 ISHARES 34,597 1,777 0.87%
19 ISHARES TR 12,653 1,571 0.77%
20 FIRST TR EXCHANGE TRADED FD 28,257 1,339 0.65%
21 ISHARES TR 14,247 1,330 0.65%
22 ISHARES TR 11,786 1,306 0.64%
23 FIRST TR EXCHANGE TRADED FD 18,449 893 0.44%
24 FIRST TR EXCH TRADED FD III 25,561 818 0.40%
25 POWERSHARES N/C 6/4/18 46138E354 10,249 413 0.20%
26 POWERSHARES ETF TRUST 11,004 340 0.17%
27 FIRST TR EXCHANGE-TRADED FD 17,808 332 0.16%
28 FLEXSHARES TR 13,322 330 0.16%
29 ISHARES INC 11,883 292 0.14%
New Holding filing (0000905729-20-000263) filed in 2020.12.22, by the way our system suggest this is a Restatement filing.
#
Name
Shares
Value ($)
%
Options
Notes
1 ISHARES TR 9,391 945 11.47%
2 WISDOMTREE TR 9,625 829 10.06%
3 FIRST TRUST 9,823 520 6.31%
4 WISDOMTREE TR 5,416 402 4.88%
5 FLEXSHARES TR 4,677 353 4.28%
6 VANGUARD ADMIRAL FDS INC 3,302 343 4.16%
7 ISHARES J.P. MORGAN EM CORPORATE BOND ETF 6,142 302 3.67%
8 ISHARES TR 2,582 297 3.60%
9 VANGUARD INDEX FDS 2,638 294 3.57%
10 WEC ENERGY GROUP INC 4,880 293 3.56%
11 POWERSHARES ETF TRUST 7,030 287 3.48%
12 FIRST TR LRG CP VL ALPHADEX 7,058 287 3.48%
13 FIRST TR LRG CP GRWTH ALPHAD 5,924 286 3.47%
14 JPMORGAN CHASE & CO 4,615 273 3.31%
15 DBX ETF TR 9,937 254 3.08%
16 FIRST TR EXCH TRD ALPHDX FD 5,341 248 3.01%
17 VECTREN CORP 4,800 243 2.95%
18 PROCTER AND GAMBLE CO 2,895 238 2.89%
19 APPLE INC 2,147 234 2.84%
20 FIRST TRUST 8,020 226 2.74%
21 ISHARES TR 2,575 219 2.66%
22 CLAYMORE GUGGENHEIM 4,459 218 2.65%
23 COLGATE PALMOLIVE CO 2,985 211 2.56%
24 FORD MTR CO DEL 13,981 189 2.29%
25 GENTEX CORP 10,655 167 2.03%
26 FRONTIER COMM 10,059 56 0.68%
27 Camtek Ltd 13,100 26 0.32%