LVZ, Inc.

13F Portfolio Filings

Most recent 13F
Q2 2024
Location
Holland, MI
CIK
0001574408
Alternate names
LVZ Advisors, Inc.
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2024 143 733,501 IVW, SDVY, IVE, DUHP 13F-HR 7/24/2024 000090572924000110
Q1 2024 144 735,350 SDVY, IVW, IVE, IJH 13F-HR 4/17/2024 000090572924000071
Q4 2023 142 707,941 IJH, IVW, IVE, IJR 13F-HR 1/23/2024 000090572924000021
Q3 2023 127 620,044 IJH, IVW, IVE, IJR 13F-HR 11/8/2023 000090572923000159
Q2 2023 147 717,566 IJH, IVW, IVE, IJR 13F-HR 7/18/2023 000090572923000117
Q1 2023 150 686,630 IJH, IVE, IJR, DUHP 13F-HR 4/20/2023 000090572923000071
Q4 2022 147 640,657 IJH, IVE, IJR, DUHP 13F-HR 1/17/2023 000090572923000021
Q3 2022 119 575,782 IJH, IVE, IJR, FIXD 13F-HR 10/11/2022 000090572922000208
Q2 2022 106 596,431 IJH, IVE, IJR, FIXD 13F-HR 7/27/2022 000090572922000167
Q1 2022 110 718,817 IJH, IVE, IJR, IVW 13F-HR 4/19/2022 000090572922000108
Q4 2021 107 748,113 IJH, IVE, IJR, IVW 13F-HR 1/28/2022 000090572922000021
Q3 2021 102 698,802 IJH, IVE, IJR, IVW 13F-HR 10/27/2021 000090572921000200
Q2 2021 107 679,554 IJH, IVE, IJR, IVW 13F-HR 7/16/2021 000090572921000161
Q1 2021 109 646,557 IJH, IJR, IVE, IVW 13F-HR 4/8/2021 000090572921000094
Q4 2020 100 597,979 IJH, IJR, IVW, GSLC 13F-HR 2/10/2021 000090572921000028
Q3 2020 36 14,522 IVV, AAPL, AMZN, SPY NEW HOLDINGS 12/23/2020 000090572920000281
Q3 2020 49 471,007 IJH, GSLC, AGG, IVW 13F-HR 10/28/2020 000090572920000221
Q2 2020 24 9,813 SPY, MGK, AMZN, FXH NEW HOLDINGS 12/23/2020 000090572920000280
Q2 2020 53 436,694 IJH, GSLC, AGG, FIXD 13F-HR 7/13/2020 000090572920000175
Q1 2020 22 9,143 IVV, XAR, MGK, AMZN NEW HOLDINGS 12/23/2020 000090572920000279
Q1 2020 45 400,232 IJH, AGG, GSLC, FIXD 13F-HR 4/20/2020 000090572920000090
Q4 2019 33 11,297 STIP, JPM, QTEC, FAD NEW HOLDINGS 12/23/2020 000090572920000278
Q4 2019 55 498,745 IJH, IJR, GSLC, IVE 13F-HR 2/5/2020 000090572920000032
Q3 2019 24 7,302 FAD, JPM, WEC, QTEC NEW HOLDINGS 12/23/2020 000090572920000277
Q3 2019 53 454,921 IJH, IJR, AGG, GSLC 13F-HR 10/22/2019 000090572919000203
Q2 2019 20 6,050 STIP, JPM, WEC, AMZN NEW HOLDINGS 12/23/2020 000090572920000276
Q2 2019 54 435,036 IJH, FIXD, IJR, IVE 13F-HR 7/19/2019 000090572919000146
Q1 2019 23 6,719 FTEC, JPM, WEC, AMZN NEW HOLDINGS 12/23/2020 000090572920000275
Q1 2019 51 421,027 IJH, IVE, IJR, FIXD 13F-HR 4/25/2019 000090572919000102
Q4 2018 27 8,302 NEAR, FDT, HYG, FDVV NEW HOLDINGS 12/23/2020 000090572920000274
Q4 2018 47 343,458 IVW, IVE, GSLC, IEMG 13F-HR 1/18/2019 000090572919000011
Q3 2018 27 9,033 SLYG, JPM, HYG, FDVV NEW HOLDINGS 12/23/2020 000090572920000273
Q3 2018 48 390,487 IVW, IVE, GSLC, EFG 13F-HR 10/19/2018 000090572918000156
Q2 2018 24 9,100 IGIB, STIP, IWC, IVV NEW HOLDINGS 12/23/2020 000090572920000272
Q2 2018 45 384,716 IEFA, IVW, FBND, IEMG 13F-HR 8/2/2018 000090572918000139
Q1 2018 22 6,836 IGIB, JPM, MDYG, FNY NEW HOLDINGS 12/23/2020 000090572920000271
Q1 2018 41 361,520 IEFA, IVW, IEMG, FBND 13F-HR 4/25/2018 000090572918000090
Q4 2017 31 11,351 BIV, IGIB, IWF, VYM NEW HOLDINGS 12/23/2020 000090572920000270
Q4 2017 39 326,467 IEFA, IVW, IEMG, IVE 13F-HR 1/31/2018 000090572918000021
Q3 2017 32 10,359 IGIB, IWF, AMAT, JPM NEW HOLDINGS 12/23/2020 000090572920000269
Q3 2017 35 300,586 IEFA, IVW, IEMG, IVE 13F-HR 11/2/2017 000090572917000290
Q2 2017 34 11,136 IGIB, IWF, DON, JPM NEW HOLDINGS 12/23/2020 000090572920000268
Q2 2017 34 277,613 IEFA, IVW, GSLC, IVE 13F-HR 8/8/2017 000090572917000242
Q1 2017 32 10,602 IGIB, DON, ISTB, VYM NEW HOLDINGS 12/23/2020 000090572920000267
Q1 2017 31 261,509 IVE, IEFA, USMV, IVW 13F-HR 5/3/2017 000090572917000180
Q4 2016 31 10,432 IGIB, DON, FMB, SCHB NEW HOLDINGS 12/23/2020 000090572920000266
Q4 2016 29 241,330 IVE, NEAR, USMV, IJJ 13F-HR 1/27/2017 000090572917000030
Q3 2016 33 10,265 IGIB, DON, FMB, GNMA NEW HOLDINGS 12/22/2020 000090572920000265
Q3 2016 29 233,274 USMV, NEAR, IVE, FBND 13F-HR 11/1/2016 000090572916000738
Q2 2016 30 9,175 ISTB, DON, FMB, GNMA NEW HOLDINGS 12/22/2020 000090572920000264
Q2 2016 29 215,785 USMV, NEAR, IVE, IVW 13F-HR 8/3/2016 000090572916000633
Q1 2016 27 8,240 ISTB, DON, FMB, DTD NEW HOLDINGS 12/22/2020 000090572920000263
Q1 2016 29 204,441 USMV, NEAR, IVW, IVE 13F-HR 5/13/2016 000090572916000553
Q4 2015 25 7,314 ISTB, ITOT, DTD, FTSM NEW HOLDINGS 12/22/2020 000090572920000262
Q4 2015 24 169,427 NEAR, IJH, IVW, IVE 13F-HR 2/12/2016 000090572916000420
Q3 2015 18 4,654 ITOT, IJH, FYX, AAPL NEW HOLDINGS 12/22/2020 000090572920000259
Q3 2015 25 150,332 IVE, IVW, EFAV, IJK 13F-HR 10/20/2015 000090572915000301
Q2 2015 16 4,249 IJH, HYLD, JKD, FMB NEW HOLDINGS 12/22/2020 000090572920000261
Q2 2015 25 175,669 IVE, IVW, EFAV, HYG 13F-HR 7/29/2015 000090572915000243
Q1 2015 17 4,323 IJH, HYLD, JKD, FMB NEW HOLDINGS 12/18/2020 000090572920000257
Q1 2015 23 167,658 IVE, IVW, EFAV, HYG 13F-HR 4/23/2015 000090572915000150
Q4 2014 8 1,941 IWC, AAPL, WEC, COP NEW HOLDINGS 12/18/2020 000090572920000256
Q4 2014 19 133,127 IVE, IVW, HYG, EFAV 13F-HR 1/30/2015 000090572915000020
Q3 2014 5 1,977 STIP, COP, IWC, WEC NEW HOLDINGS 12/22/2020 000090572920000260
Q3 2014 19 132,409 FLOT, IVE, EFAV, IVW 13F-HR 10/24/2014 000090572914000292
Q2 2014 6 1,453 COP, IWC, WEC, CL NEW HOLDINGS 12/18/2020 000090572920000255
Q2 2014 20 133,390 FLOT, EFAV, IVE, HYG 13F-HR 7/24/2014 000090572914000224
Q1 2014 5 1,191 COP, WEC, USMV, JPM NEW HOLDINGS 12/18/2020 000090572920000258
Q1 2014 19 123,701 IJT, IJK, IVW, IVE 13F-HR 4/22/2014 000090572914000144
Q4 2013 4 1,714 STIP, COP, JPM, WEC NEW HOLDINGS 12/17/2020 000090572920000254
Q4 2013 18 120,249 IJJ, FLOT, IVW, IVE 13F-HR 1/17/2014 000090572914000037