13F-HR filed by LVZ, Inc.
LVZ, Inc. filed this 13F-HR for the quarter ended 2014-03-31, filed 2014-04-22, with 19 holding rows worth $124,000,000.
- Accession
- 0000905729-14-000144
- Filer
- CIK 1574408
- Filed
- 2014-04-22
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2014
A holdings report, 19 entries on the cover page, a total value of $124,000,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $123,701,000 with VALUE read as thousands by filing date, 13F file number 028-15690. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| ISHARES TR | 464287887 | S&P SML 600 GWT | 111,307 | $13,243,000 | thousands by filing date | |
| ISHARES TR | 464287606 | S&P MC 400GR ETF | 85,344 | $13,051,000 | thousands by filing date | |
| iShares S&P 500 Growth ETF | 464287309 | SHS | 132,407 | $12,669,000 | thousands by filing date | |
| iShares S&P 500 Value ETF | 464287408 | SHS | 128,100 | $11,132,000 | thousands by filing date | |
| ISHARES MSCI EAFE MIN VOL FACTOR ETF | 46429B689 | ETF | 171,911 | $10,789,000 | thousands by filing date | |
| ISHARES TR | 464288513 | IBOXX HI YD ETF | 101,895 | $9,618,000 | thousands by filing date | |
| iShares S&P Mid-Cap 400 Value ETF | 464287705 | SHS | 76,766 | $9,244,000 | thousands by filing date | |
| iShares S&P Small-Cap 600 Value ETF | 464287879 | SHS | 79,542 | $9,014,000 | thousands by filing date | |
| ISHARES TR | 464287762 | US HLTHCARE ETF | 60,299 | $7,419,000 | thousands by filing date | |
| ISHARES MSCI EAFE SMALL-CAP ETF | 464288273 | ETF | 98,500 | $5,142,000 | thousands by filing date | |
| ISHARES INC | 464286533 | MSCI EMERG MRKT | 88,711 | $5,074,000 | thousands by filing date | |
| FIRST TR EXCHANGE TRADED FD | 33734X135 | FINLS ALPHADEX | 171,787 | $3,750,000 | thousands by filing date | |
| ISHARES TR | 464288125 | 3YRTB ETF | 37,960 | $3,638,000 | thousands by filing date | |
| ISHARES TR | 464287457 | COM | 35,655 | $3,011,000 | thousands by filing date | |
| GLOBAL X FDS | 37950E549 | GLB X SUPERDIV | 75,225 | $1,846,000 | thousands by filing date | |
| iShares Floating Rate Bond ETF | 46429B655 | SHS | 32,016 | $1,628,000 | thousands by filing date | |
| CALAMOS CONVERTIBLE OPPORTUNIT | 128117108 | SH BEN INT | 92,479 | $1,227,000 | thousands by filing date | |
| EXCHANGE TRADED CONCEPTS TR | 301505103 | YORK HIINC MLP | 64,674 | $1,159,000 | thousands by filing date | |
| iShares 0-5 Year TIPS Bond ETF | 46429B747 | SHS | 10,355 | $1,047,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0000905729-14-000144 | this filing | 2014-04-22 | acceptance time not in the bulk data set | |
| 13F-HR/A 0000905729-20-000258 | added | 2020-12-18 | acceptance time not in the bulk data set |