13F-HR/A filed by LVZ, Inc.
LVZ, Inc. filed this 13F-HR/A for the quarter ended 2017-03-31, filed 2020-12-23, with 32 holding rows worth $10,602,000.
- Accession
- 0000905729-20-000267
- Filer
- CIK 1574408
- Filed
- 2020-12-23
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2017
A holdings report, amendment of type new holdings, 32 entries on the cover page, a total value of $10,602,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $10,602,000 with VALUE read as thousands by filing date, 13F file number 028-15690. Its rows are added to the quarter's base report (NEW HOLDINGS). 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 | 464288638 | ISHS 5-10YR INVT | 7,681 | $837,000 | thousands by filing date | |
| WISDOMTREE TR | 97717W505 | US MIDCAP DIVID | 5,162 | $503,000 | thousands by filing date | |
| ISHARES TR | 46432F859 | CORE 1 5 YR USD | 9,488 | $476,000 | thousands by filing date | |
| Vanguard High Dividend Yield ETF | 921946406 | SHS | 6,010 | $467,000 | thousands by filing date | |
| JPMorgan Chase & Co | 46625H100 | COM | 4,957 | $435,000 | thousands by filing date | |
| ISHARES TR | 46429B333 | GNMA BOND ETF | 8,536 | $424,000 | thousands by filing date | |
| Applied Materials,Inc. | 038222105 | COM | 9,972 | $388,000 | thousands by filing date | |
| FIRST TR MID CAP CORE ALPHAD | 33735B108 | COM SHS | 6,022 | $352,000 | thousands by filing date | |
| FIRST TR EXCH TRADED FD III | 33739N108 | MANAGD MUN ETF | 6,724 | $348,000 | thousands by filing date | |
| WISDOMTREE TR | 97717W109 | US TOTAL DIVIDND | 3,919 | $329,000 | thousands by filing date | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 2,736 | $311,000 | thousands by filing date | |
| ISHARES U S ETF TR | 46431W507 | SHOR DURA BD ETF | 6,190 | $311,000 | thousands by filing date | |
| FIRST TR EXCHANGE-TRADED FD | 33739Q408 | FIRST TR ENH NEW | 5,139 | $308,000 | thousands by filing date | |
| OSHKOSH CORP COM | 688239201 | Stock | 4,479 | $307,000 | thousands by filing date | |
| Schwab U.S. Broad Market ETF | 808524102 | SHS | 5,310 | $303,000 | thousands by filing date | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 2,275 | $303,000 | thousands by filing date | |
| Vanguard Mid-Cap Value ETF | 922908512 | SHS | 2,912 | $297,000 | thousands by filing date | |
| WEC ENERGY GROUP INC COM | 92939U106 | Stock | 4,880 | $296,000 | thousands by filing date | |
| iShares Core S&P U.S. Value ETF | 464287663 | SHS | 5,817 | $294,000 | thousands by filing date | |
| POWERSHARES ETF TR II S&P500 L | 73937B779 | COM | 6,774 | $294,000 | thousands by filing date | |
| SPDR Bloomberg Investment Grade Floating Rate ETF | 78468R200 | SHS | 9,442 | $290,000 | thousands by filing date | |
| FIRST TR EXCHANGE-TRADED ALP | 33737M102 | MID CP GR ALPH | 8,342 | $279,000 | thousands by filing date | |
| FIRST TRUST LOW DURATION OPPORTUNITIES ETF | 33739Q200 | ETF | 5,340 | $278,000 | thousands by filing date | |
| VECTREN CORP | 92240G101 | COM | 4,700 | $275,000 | thousands by filing date | |
| ISHARES CORE S&P U.S. GROWTH ETF | 464287671 | ETF | 5,890 | $273,000 | thousands by filing date | |
| GOLDMAN SACHS ETF TR | 381430503 | ACTIVEBETA US LG | 5,810 | $272,000 | thousands by filing date | |
| Home Depot, Inc | 437076102 | COM | 1,593 | $234,000 | thousands by filing date | |
| Vanguard Intermediate-Term Bond ETF | 921937819 | SHS | 2,804 | $234,000 | thousands by filing date | |
| Apple Inc | 037833100 | COM | 1,586 | $228,000 | thousands by filing date | |
| 3M CO COM | 88579Y101 | Stock | 1,146 | $219,000 | thousands by filing date | |
| FIDELITY | 031092501 | MSCI FINLS IDX | 6,239 | $219,000 | thousands by filing date | |
| COLGATE PALMOLIVE CO COM | 194162103 | Stock | 2,985 | $218,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0000905729-17-000180 | base | 2017-05-03 | acceptance time not in the bulk data set | |
| 13F-HR/A 0000905729-20-000267 | this filing | 2020-12-23 | acceptance time not in the bulk data set |