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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 (2016Q2)
Original 13F HR (0000905729-16-000633) filed in 2016.08.03
#
Name
Shares
Value ($)
%
Options
Notes
1 ISHARES TR 718,254 33,190 15.38%
2 ISHARES U S ETF TR 430,966 21,622 10.02%
3 ISHARES TR 194,356 18,056 8.37%
4 ISHARES TR 151,930 17,712 8.21%
5 ISHARES TR 244,015 16,200 7.51%
6 ISHARES TR 132,292 14,995 6.95%
7 ISHARES TR 112,452 14,400 6.67%
8 FIDELITY 233,560 11,748 5.44%
9 ISHARES TR 76,937 11,494 5.33%
10 ISHARES MSCI EAFE SMALL CAP IDX FD 205,473 9,916 4.60%
11 ISHARES TR 57,398 9,707 4.50%
12 ISHARES TR 62,293 7,646 3.54%
13 ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 47,604 5,296 2.45%
14 ISHARES TR 41,224 4,816 2.23%
15 ISHARES TR 117,461 3,082 1.43%
16 ISHARES TR 25,795 2,989 1.39%
17 ISHARES TR 16,626 1,932 0.90%
18 ISHARES 35,107 1,811 0.84%
19 ISHARES TR 12,226 1,570 0.73%
20 ISHARES TR 14,602 1,391 0.64%
21 FIRST TR EXCHANGE TRADED FD 28,341 1,351 0.63%
22 ISHARES TR 11,666 1,314 0.61%
23 FIRST TR EXCHANGE TRADED FD 20,013 955 0.44%
24 FIRST TR EXCHANGE TRADED FD 10,881 652 0.30%
25 FIRST TR EXCH TRADED FD III 15,660 498 0.23%
26 POWERSHARES N/C 6/4/18 46138E354 10,655 456 0.21%
27 FIRST TR EXCHANGE-TRADED FD 17,808 339 0.16%
28 FLEXSHARES TR 13,322 332 0.15%
29 ISHARES INC 12,866 315 0.15%
New Holding filing (0000905729-20-000264) filed in 2020.12.22, by the way our system suggest this is a Restatement filing.
#
Name
Shares
Value ($)
%
Options
Notes
1 ISHARES TR 9,668 982 10.70%
2 WISDOMTREE TR 9,492 850 9.26%
3 FIRST TRUST 9,823 530 5.78%
4 ISHARES TR 8,469 433 4.72%
5 WISDOMTREE TR 5,382 413 4.50%
6 ISHARES TR 2,603 350 3.81%
7 WEC ENERGY GROUP INC 4,880 319 3.48%
8 ISHARES J.P. MORGAN EM CORPORATE BOND ETF 6,104 310 3.38%
9 SCHWAB U.S. BROAD MARKET ETF 6,056 305 3.32%
10 ISHARES TR 2,582 304 3.31%
11 VANGUARD INDEX FDS 2,616 303 3.30%
12 FIRST TR LRG CP GRWTH ALPHAD 5,929 296 3.23%
13 JPMORGAN CHASE & CO 4,615 287 3.13%
14 FIRST TR LRG CP VL ALPHADEX 7,159 286 3.12%
15 VECTREN CORP 4,800 253 2.76%
16 FIRST TR EXCH TRD ALPHDX FD 5,485 247 2.69%
17 PROCTER AND GAMBLE CO 2,895 245 2.67%
18 DBX ETF TR 9,546 239 2.60%
19 Powershares Exch Traded Fd Tst Ii S&p 40 6,001 235 2.56%
20 ISHARES 3,503 234 2.55%
21 ISHARES TR 2,687 229 2.50%
22 CLAYMORE EXCHANGE TRD FD TR 4,424 224 2.44%
23 FIRST TRUST 7,949 222 2.42%
24 COLGATE PALMOLIVE CO 2,985 219 2.39%
25 OSHKOSH CORP 4,479 214 2.33%
26 FIRST TR MID CAP CORE ALPHAD 4,001 202 2.20%
27 3M CO 1,146 201 2.19%
28 GENTEX CORP 10,661 165 1.80%
29 FRONTIER COMM 10,059 50 0.54%
30 Camtek Ltd 13,100 28 0.31%