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 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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 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29786A106 410 1994 SH SOLE 0 0 1994 TORO CO COM 891092108 264 2400 SH SOLE 0 0 2400