0000905729-21-000200.txt : 20211027
0000905729-21-000200.hdr.sgml : 20211027
20211027104430
ACCESSION NUMBER: 0000905729-21-000200
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210930
FILED AS OF DATE: 20211027
DATE AS OF CHANGE: 20211027
EFFECTIVENESS DATE: 20211027
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: 211351234
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
09-30-2021
09-30-2021
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
10-26-2021
0
102
698802
INFORMATION TABLE
2
infotable.xml
ACTIVISION BLIZZARD INC
COM
00507V109
227
2931
SH
SOLE
0
0
2931
SPDR S&P 500 ETF TR
TR UNIT
78462F103
376
876
SH
SOLE
0
0
876
GOLDMAN SACHS ETF TR
ACTIVEBETA US LG
381430503
38732
450214
SH
SOLE
0
0
450214
NEW YORK MTG TR INC
COM PAR $.02
649604501
70
16516
SH
SOLE
0
0
16516
THE TRADE DESK INC
COM CL A
88339J105
246
3500
SH
SOLE
0
0
3500
TIMOTHY PLAN
US LRGMD CP CORE
887432359
2091
60053
SH
SOLE
0
0
60053
FIRST TR EXCH TRADED FD III
SHRT DUR MNG MUN
33739P830
513
24570
SH
SOLE
0
0
24570
APPLE INC
COM
037833100
1139
8049
SH
SOLE
0
0
8049
GLOBAL INDUSTRIAL COMPANY
COM
37892E102
310
8170
SH
SOLE
0
0
8170
INVESCO EXCHANGE TRADED FD T
S&P500 EQL FIN
46137V340
1055
17185
SH
SOLE
0
0
17185
TEREX CORP NEW
COM
880779103
211
5015
SH
SOLE
0
0
5015
WALMART INC
COM
931142103
281
2018
SH
SOLE
0
0
2018
FIDELITY MERRIMACK STR TR
LTD TRM BD ETF
316188200
8650
165546
SH
SOLE
0
0
165546
GENTEX CORP
COM
371901109
406
12303
SH
SOLE
0
0
12303
JPMORGAN CHASE & CO
COM
46625H100
712
4348
SH
SOLE
0
0
4348
EXXON MOBIL CORP
COM
30231G102
238
4045
SH
SOLE
0
0
4045
FIRST TR EXCHNG TRADED FD VI
TCW OPPORTUNIS
33740F805
59247
1106389
SH
SOLE
0
0
1106389
FIRST TR MID CAP CORE ALPHAD
COM SHS
33735B108
3326
34054
SH
SOLE
0
0
34054
HASBRO INC
COM
418056107
218
2439
SH
SOLE
0
0
2439
SQUARE INC
CL A
852234103
386
1609
SH
SOLE
0
0
1609
ISHARES TR
NORTH AMERN NAT
464287374
1373
46754
SH
SOLE
0
0
46754
ISHARES TR
CORE S&P TTL STK
464287150
2235
22718
SH
SOLE
0
0
22718
HANCOCK WHITNEY CORPORATION
COM
410120109
265
5633
SH
SOLE
0
0
5633
ISHARES TR
IBOXX HI YD ETF
464288513
1552
17744
SH
SOLE
0
0
17744
FIRST TR EXCHANGE-TRADED FD
SENIOR LN FD
33738D309
14203
296815
SH
SOLE
0
0
296815
EXCHANGE TRADED CONCEPTS TR
EMQQ EM INTERN
301505889
753
15183
SH
SOLE
0
0
15183
AMGEN INC
COM
031162100
264
1242
SH
SOLE
0
0
1242
TESLA INC
COM
88160R101
427
550
SH
SOLE
0
0
550
ISHARES TR
S&P 500 GRWT ETF
464287309
60766
822168
SH
SOLE
0
0
822168
ISHARES TR
RUS MID CAP ETF
464287499
313
3999
SH
SOLE
0
0
3999
MICROSOFT CORP
COM
594918104
499
1769
SH
SOLE
0
0
1769
ISHARES TR
CORE S&P MCP ETF
464287507
132964
505431
SH
SOLE
0
0
505431
ISHARES TR
CORE MSCI EAFE
46432F842
50766
683718
SH
SOLE
0
0
683718
ISHARES TR
S&P 500 VAL ETF
464287408
86093
592030
SH
SOLE
0
0
592030
GENERAL DYNAMICS CORP
COM
369550108
322
1643
SH
SOLE
0
0
1643
FIDELITY COVINGTON TRUST
HIGH DIVID ETF
316092840
2066
55838
SH
SOLE
0
0
55838
FIRST TR LRG CP VL ALPHADEX
COM SHS
33735J101
2585
40129
SH
SOLE
0
0
40129
FISERV INC
COM
337738108
222
2048
SH
SOLE
0
0
2048
CVR ENERGY INC
COM
12662P108
273
16414
SH
SOLE
0
0
16414
ISHARES INC
MSCI FRONTIER
464286145
4062
119800
SH
SOLE
0
0
119800
MORGAN STANLEY
COM NEW
617446448
460
4732
SH
SOLE
0
0
4732
ISHARES TR
0-5YR INVT GR CP
46434V100
8448
163476
SH
SOLE
0
0
163476
OSHKOSH CORP
COM
688239201
409
4000
SH
SOLE
0
0
4000
FIRST TR EXCHANGE-TRADED FD
CAP STRENGTH ETF
33733E104
214
2858
SH
SOLE
0
0
2858
ISHARES TR
MSCI USA ESG SLC
464288802
262
2727
SH
SOLE
0
0
2727
VICTORY PORTFOLIOS II
VCSHS US SMCP HG
92647N873
681
11850
SH
SOLE
0
0
11850
FIFTH THIRD BANCORP
COM
316773100
319
7509
SH
SOLE
0
0
7509
ISHARES U S ETF TR
BLACKROCK ST MAT
46431W507
891
17765
SH
SOLE
0
0
17765
PFIZER INC
COM
717081103
530
12324
SH
SOLE
0
0
12324
AMERICAN TOWER CORP NEW
COM
03027X100
327
1231
SH
SOLE
0
0
1231
MARATHON PETE CORP
COM
56585A102
492
7955
SH
SOLE
0
0
7955
FIRST TR EXCH TRADED FD III
MANAGD MUN ETF
33739N108
2698
47514
SH
SOLE
0
0
47514
PHYSICIANS RLTY TR
COM
71943U104
238
13533
SH
SOLE
0
0
13533
VIEWRAY INC
COM
92672L107
721
100000
SH
SOLE
0
0
100000
ISHARES TR
0-5 YR TIPS ETF
46429B747
8141
77073
SH
SOLE
0
0
77073
FIDELITY MERRIMACK STR TR
TOTAL BD ETF
316188309
31314
589376
SH
SOLE
0
0
589376
AMAZON COM INC
COM
023135106
1002
305
SH
SOLE
0
0
305
INVESCO EXCH TRADED FD TR II
CEF INM COMPSI
46138E404
1618
67559
SH
SOLE
0
0
67559
INVESCO LTD
SHS
G491BT108
299
12388
SH
SOLE
0
0
12388
FIDELITY COVINGTON TRUST
VLU FACTOR ETF
316092782
3915
82165
SH
SOLE
0
0
82165
NORTHERN LTS FD TR IV
INSPIRE CORP
66538H633
1762
67394
SH
SOLE
0
0
67394
PROCTER AND GAMBLE CO
COM
742718109
309
2212
SH
SOLE
0
0
2212
MACATAWA BK CORP
COM
554225102
96
11916
SH
SOLE
0
0
11916
FIRST TR SML CP CORE ALPHA F
COM SHS
33734Y109
1705
18626
SH
SOLE
0
0
18626
CABOT OIL & GAS CORP
COM
127097103
337
15482
SH
SOLE
0
0
15482
STRYKER CORPORATION
COM
863667101
613
2325
SH
SOLE
0
0
2325
FIRST TR EXCHNG TRADED FD VI
US EQT BUFFER
33740F763
297
8095
SH
SOLE
0
0
8095
FREEPORT-MCMORAN INC
CL B
35671D857
370
11360
SH
SOLE
0
0
11360
TIMOTHY PLAN
HIG DV STK ETF
887432326
2633
89854
SH
SOLE
0
0
89854
ISHARES TR
CORE S&P SCP ETF
464287804
73822
676090
SH
SOLE
0
0
676090
FIRST TR EXCHANGE-TRADED FD
FIRST TR TA HIYL
33738D408
2375
49276
SH
SOLE
0
0
49276
CISCO SYS INC
COM
17275R102
301
5528
SH
SOLE
0
0
5528
FIRST TRUST LRGCP GWT ALPHAD
COM SHS
33735K108
2269
20424
SH
SOLE
0
0
20424
ISHARES TR
FLTG RATE NT ETF
46429B655
8058
158494
SH
SOLE
0
0
158494
SPLUNK INC
COM
848637104
253
1751
SH
SOLE
0
0
1751
TIMOTHY PLAN
INTL ETF
887432334
2569
90494
SH
SOLE
0
0
90494
VISA INC
COM CL A
92826C839
420
1885
SH
SOLE
0
0
1885
NORTHERN LTS FD TR IV
INSPIRE 100ETF
66538H534
5352
125943
SH
SOLE
0
0
125943
PEOPLES UNITED FINANCIAL INC
COM
712704105
321
18367
SH
SOLE
0
0
18367
FIRST TR EXCH TRADED FD III
EME MRK BD ETF
33739P202
987
30307
SH
SOLE
0
0
30307
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
251
1131
SH
SOLE
0
0
1131
CITIGROUP INC
COM NEW
172967424
270
3847
SH
SOLE
0
0
3847
HOME DEPOT INC
COM
437076102
263
802
SH
SOLE
0
0
802
FIRST TR EXCH TRADED FD III
PFD SECS INC ETF
33739E108
1566
76223
SH
SOLE
0
0
76223
ISHARES TR
CORE US AGGBD ET
464287226
33169
288852
SH
SOLE
0
0
288852
FIRST TR EXCH TRD ALPHDX FD
DEV MRK EX US
33737J174
1052
17261
SH
SOLE
0
0
17261
UNITEDHEALTH GROUP INC
COM
91324P102
289
739
SH
SOLE
0
0
739
SOUTHERN CO
COM
842587107
571
9209
SH
SOLE
0
0
9209
ALLSTATE CORP
COM
020002101
733
5755
SH
SOLE
0
0
5755
WEC ENERGY GROUP INC
COM
92939U106
479
5428
SH
SOLE
0
0
5428
BJS WHSL CLUB HLDGS INC
COM
05550J101
346
6293
SH
SOLE
0
0
6293
GLOBAL X FDS
GLBL X MLP ETF
37954Y343
1141
32356
SH
SOLE
0
0
32356
MCCORMICK & CO INC
COM NON VTG
579780206
263
3246
SH
SOLE
0
0
3246
APPLIED MATLS INC
COM
038222105
888
6898
SH
SOLE
0
0
6898
NORTHERN LTS FD TR IV
INSPIRE SMAL ETF
66538H641
3695
104286
SH
SOLE
0
0
104286
ICON PLC
SHS
G4705A100
338
1290
SH
SOLE
0
0
1290
FORD MTR CO DEL
COM
345370860
181
12809
SH
SOLE
0
0
12809
ISHARES TR
CORE S&P500 ETF
464287200
3125
7254
SH
SOLE
0
0
7254
FIRST TR LRGE CP CORE ALPHA
COM SHS
33734K109
1156
13550
SH
SOLE
0
0
13550
THE BEACHBODY COMPANY INC
COM CL A
073463101
112
20222
SH
SOLE
0
0
20222
TORO CO
COM
891092108
234
2400
SH
SOLE
0
0
2400
ETSY INC
COM
29786A106
415
1994
SH
SOLE
0
0
1994