0000905729-21-000161.txt : 20210716
0000905729-21-000161.hdr.sgml : 20210716
20210716151244
ACCESSION NUMBER: 0000905729-21-000161
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210630
FILED AS OF DATE: 20210716
DATE AS OF CHANGE: 20210716
EFFECTIVENESS DATE: 20210716
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: LVZ, Inc.
CENTRAL INDEX KEY: 0001574408
IRS NUMBER: 383154499
STATE OF INCORPORATION: MI
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-15690
FILM NUMBER: 211095329
BUSINESS ADDRESS:
STREET 1: 240 S. RIVER AVENUE
CITY: HOLLAND
STATE: MI
ZIP: 49423
BUSINESS PHONE: 616-394-4994
MAIL ADDRESS:
STREET 1: 240 S. RIVER AVENUE
CITY: HOLLAND
STATE: MI
ZIP: 49423
FORMER COMPANY:
FORMER CONFORMED NAME: LVZ Advisors, Inc.
DATE OF NAME CHANGE: 20130415
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001574408
XXXXXXXX
06-30-2021
06-30-2021
false
LVZ, Inc.
240 S. River Avenue
Holland
MI
49423
13F HOLDINGS REPORT
028-15690
N
Ryan J. Vander Zwart
President
616-394-4994
/s/ Ryan J. Vander Zwart
Holland
MI
07-14-2021
0
107
679554
INFORMATION TABLE
2
infotable.xml
ACTIVISION BLIZZARD INC
COM
00507V109
280
2931
SH
SOLE
0
0
2931
SPDR S&P 500 ETF TR
TR UNIT
78462F103
227
531
SH
SOLE
0
0
531
GOLDMAN SACHS ETF TR
ACTIVEBETA US LG
381430503
37810
439503
SH
SOLE
0
0
439503
NEW YORK MTG TR INC
COM PAR $.02
649604501
74
16516
SH
SOLE
0
0
16516
THE TRADE DESK INC
COM CL A
88339J105
286
3700
SH
SOLE
0
0
3700
GLOBAL INDUSTRIAL COMPANY
COM
37892E102
300
8170
SH
SOLE
0
0
8170
TIMOTHY PLAN
US LRGMD CP CORE
887432359
1961
56159
SH
SOLE
0
0
56159
FIRST TR EXCH TRADED FD III
SHRT DUR MNG MUN
33739P830
411
19670
SH
SOLE
0
0
19670
APPLE INC
COM
037833100
1048
7650
SH
SOLE
0
0
7650
INVESCO EXCHANGE TRADED FD T
S&P500 EQL FIN
46137V340
977
16352
SH
SOLE
0
0
16352
TEREX CORP NEW
COM
880779103
232
4868
SH
SOLE
0
0
4868
FIDELITY MERRIMACK STR TR
LTD TRM BD ETF
316188200
2471
47189
SH
SOLE
0
0
47189
WALMART INC
COM
931142103
271
1922
SH
SOLE
0
0
1922
JPMORGAN CHASE & CO
COM
46625H100
676
4348
SH
SOLE
0
0
4348
GENTEX CORP
COM
371901109
407
12303
SH
SOLE
0
0
12303
EXXON MOBIL CORP
COM
30231G102
252
3995
SH
SOLE
0
0
3995
FIRST TR EXCHNG TRADED FD VI
TCW OPPORTUNIS
33740F805
57502
1072144
SH
SOLE
0
0
1072144
FIRST TR MID CAP CORE ALPHAD
COM SHS
33735B108
3456
34521
SH
SOLE
0
0
34521
HASBRO INC
COM
418056107
224
2369
SH
SOLE
0
0
2369
ISHARES TR
NORTH AMERN NAT
464287374
1330
43699
SH
SOLE
0
0
43699
SQUARE INC
CL A
852234103
392
1609
SH
SOLE
0
0
1609
ISHARES TR
CORE S&P TTL STK
464287150
2164
21911
SH
SOLE
0
0
21911
ISHARES TR
IBOXX HI YD ETF
464288513
5232
59424
SH
SOLE
0
0
59424
HANCOCK WHITNEY CORPORATION
COM
410120109
243
5477
SH
SOLE
0
0
5477
FIDELITY COVINGTON TRUST
QLTY FCTOR ETF
316092790
3803
76990
SH
SOLE
0
0
76990
EXCHANGE TRADED CONCEPTS TR
EMQQ EM INTERN
301505889
864
13636
SH
SOLE
0
0
13636
FIRST TR EXCHANGE-TRADED FD
SENIOR LN FD
33738D309
13815
287760
SH
SOLE
0
0
287760
AMGEN INC
COM
031162100
295
1210
SH
SOLE
0
0
1210
WESTERN UN CO
COM
959802109
215
9341
SH
SOLE
0
0
9341
ISHARES TR
S&P 500 GRWT ETF
464287309
59095
812530
SH
SOLE
0
0
812530
ISHARES TR
RUS MID CAP ETF
464287499
317
3999
SH
SOLE
0
0
3999
ISHARES TR
CORE S&P MCP ETF
464287507
129802
483019
SH
SOLE
0
0
483019
ISHARES TR
CORE MSCI EAFE
46432F842
48902
653246
SH
SOLE
0
0
653246
MICROSOFT CORP
COM
594918104
479
1768
SH
SOLE
0
0
1768
ISHARES TR
S&P 500 VAL ETF
464287408
83763
567348
SH
SOLE
0
0
567348
GENERAL DYNAMICS CORP
COM
369550108
303
1610
SH
SOLE
0
0
1610
FIDELITY COVINGTON TRUST
HIGH DIVID ETF
316092840
2094
55568
SH
SOLE
0
0
55568
FIRST TR LRG CP VL ALPHADEX
COM SHS
33735J101
2677
40778
SH
SOLE
0
0
40778
FISERV INC
COM
337738108
219
2048
SH
SOLE
0
0
2048
ISHARES INC
MSCI FRONTIER
464286145
3855
116154
SH
SOLE
0
0
116154
FIDELITY COVINGTON TRUST
MOMENTUM FACTR
316092816
3731
76667
SH
SOLE
0
0
76667
MORGAN STANLEY
COM NEW
617446448
488
5321
SH
SOLE
0
0
5321
ISHARES TR
0-5YR INVT GR CP
46434V100
2268
43764
SH
SOLE
0
0
43764
OSHKOSH CORP
COM
688239201
499
4000
SH
SOLE
0
0
4000
CVR ENERGY INC
COM
12662P108
284
15804
SH
SOLE
0
0
15804
ISHARES TR
MSCI USA ESG SLC
464288802
263
2748
SH
SOLE
0
0
2748
FIFTH THIRD BANCORP
COM
316773100
287
7509
SH
SOLE
0
0
7509
VICTORY PORTFOLIOS II
VCSHS US SMCP HG
92647N873
692
11515
SH
SOLE
0
0
11515
ISHARES U S ETF TR
BLACKROCK ST MAT
46431W507
902
17982
SH
SOLE
0
0
17982
ISHARES TR
CORE MSCI EURO
46434V738
3608
62996
SH
SOLE
0
0
62996
MARATHON PETE CORP
COM
56585A102
480
7952
SH
SOLE
0
0
7952
PFIZER INC
COM
717081103
465
11873
SH
SOLE
0
0
11873
FIRST TR EXCH TRADED FD III
MANAGD MUN ETF
33739N108
2684
46862
SH
SOLE
0
0
46862
AMERICAN TOWER CORP NEW
COM
03027X100
326
1207
SH
SOLE
0
0
1207
PHYSICIANS RLTY TR
COM
71943U104
237
12810
SH
SOLE
0
0
12810
VIEWRAY INC
COM
92672L107
660
100000
SH
SOLE
0
0
100000
ISHARES TR
0-5 YR TIPS ETF
46429B747
1971
18535
SH
SOLE
0
0
18535
AMAZON COM INC
COM
023135106
980
285
SH
SOLE
0
0
285
FIDELITY MERRIMACK STR TR
TOTAL BD ETF
316188309
30287
567919
SH
SOLE
0
0
567919
INVESCO EXCH TRADED FD TR II
CEF INM COMPSI
46138E404
1609
65693
SH
SOLE
0
0
65693
INVESCO LTD
SHS
G491BT108
323
12072
SH
SOLE
0
0
12072
STRYKER CORPORATION
COM
863667101
602
2318
SH
SOLE
0
0
2318
NORTHERN LTS FD TR IV
INSPIRE CORP
66538H633
1602
60941
SH
SOLE
0
0
60941
FIDELITY COVINGTON TRUST
VLU FACTOR ETF
316092782
3716
77334
SH
SOLE
0
0
77334
FIRST TR SML CP CORE ALPHA F
COM SHS
33734Y109
1754
18803
SH
SOLE
0
0
18803
MACATAWA BK CORP
COM
554225102
97
11115
SH
SOLE
0
0
11115
CABOT OIL & GAS CORP
COM
127097103
262
15014
SH
SOLE
0
0
15014
PROCTER AND GAMBLE CO
COM
742718109
291
2154
SH
SOLE
0
0
2154
FIRST TR EXCHNG TRADED FD VI
US EQT BUFFER
33740F763
294
8095
SH
SOLE
0
0
8095
FREEPORT-MCMORAN INC
CL B
35671D857
406
10944
SH
SOLE
0
0
10944
TIMOTHY PLAN
HIG DV STK ETF
887432326
2495
83543
SH
SOLE
0
0
83543
ISHARES TR
CORE S&P SCP ETF
464287804
72681
643307
SH
SOLE
0
0
643307
FIRST TR EXCHANGE-TRADED FD
FIRST TR TA HIYL
33738D408
2292
47254
SH
SOLE
0
0
47254
FIRST TRUST LRGCP GWT ALPHAD
COM SHS
33735K108
2266
20644
SH
SOLE
0
0
20644
CISCO SYS INC
COM
17275R102
283
5332
SH
SOLE
0
0
5332
SPLUNK INC
COM
848637104
253
1751
SH
SOLE
0
0
1751
ISHARES TR
FLTG RATE NT ETF
46429B655
1870
36800
SH
SOLE
0
0
36800
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
317
1399
SH
SOLE
0
0
1399
TIMOTHY PLAN
INTL ETF
887432334
2464
84754
SH
SOLE
0
0
84754
VISA INC
COM CL A
92826C839
397
1696
SH
SOLE
0
0
1696
NORTHERN LTS FD TR IV
INSPIRE 100ETF
66538H534
5067
118748
SH
SOLE
0
0
118748
PEOPLES UNITED FINANCIAL INC
COM
712704105
306
17878
SH
SOLE
0
0
17878
FIRST TR EXCH TRADED FD III
EME MRK BD ETF
33739P202
1010
28998
SH
SOLE
0
0
28998
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
258
1158
SH
SOLE
0
0
1158
HOME DEPOT INC
COM
437076102
259
813
SH
SOLE
0
0
813
CITIGROUP INC
COM NEW
172967424
265
3749
SH
SOLE
0
0
3749
FIRST TR EXCH TRADED FD III
PFD SECS INC ETF
33739E108
1507
73179
SH
SOLE
0
0
73179
ISHARES TR
CORE US AGGBD ET
464287226
32389
280833
SH
SOLE
0
0
280833
FIRST TR EXCH TRD ALPHDX FD
DEV MRK EX US
33737J174
1096
17503
SH
SOLE
0
0
17503
2U INC
COM
90214J101
238
5715
SH
SOLE
0
0
5715
UNITEDHEALTH GROUP INC
COM
91324P102
295
737
SH
SOLE
0
0
737
SOUTHERN CO
COM
842587107
568
9392
SH
SOLE
0
0
9392
ISHARES TR
MICRO-CAP ETF
464288869
3701
24255
SH
SOLE
0
0
24255
ALLSTATE CORP
COM
020002101
412
3155
SH
SOLE
0
0
3155
WEC ENERGY GROUP INC
COM
92939U106
483
5428
SH
SOLE
0
0
5428
GLOBAL X FDS
GLBL X MLP ETF
37954Y343
1263
32665
SH
SOLE
0
0
32665
MCCORMICK & CO INC
COM NON VTG
579780206
287
3246
SH
SOLE
0
0
3246
APPLIED MATLS INC
COM
038222105
982
6898
SH
SOLE
0
0
6898
BJS WHSL CLUB HLDGS INC
COM
05550J101
285
5987
SH
SOLE
0
0
5987
NORTHERN LTS FD TR IV
INSPIRE SMAL ETF
66538H641
3553
96716
SH
SOLE
0
0
96716
ICON PLC
SHS
G4705A100
259
1252
SH
SOLE
0
0
1252
ISHARES TR
CORE S&P500 ETF
464287200
6734
15663
SH
SOLE
0
0
15663
FORD MTR CO DEL
COM
345370860
177
11906
SH
SOLE
0
0
11906
FIRST TR LRGE CP CORE ALPHA
COM SHS
33734K109
1177
13709
SH
SOLE
0
0
13709
THE BEACHBODY COMPANY INC
COM CL A
073463101
199
19157
SH
SOLE
0
0
19157
ETSY INC
COM
29786A106
410
1994
SH
SOLE
0
0
1994
TORO CO
COM
891092108
264
2400
SH
SOLE
0
0
2400