Chief Compliance Officer

0000905729-24-000110.txt : 20240724 0000905729-24-000110.hdr.sgml : 20240724 20240724172532 ACCESSION NUMBER: 0000905729-24-000110 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240630 FILED AS OF DATE: 20240724 DATE AS OF CHANGE: 20240724 EFFECTIVENESS DATE: 20240724 FILER: COMPANY DATA: COMPANY CONFORMED NAME: LVZ, Inc. CENTRAL INDEX KEY: 0001574408 ORGANIZATION NAME: 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: 241139089 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 X0202 13F-HR LIVE false false false 0001574408 XXXXXXXX 06-30-2024 06-30-2024 false LVZ, Inc.

240 S. River Avenue Holland MI 49423

13F HOLDINGS REPORT 028-15690 000124228 801-66772 N Ryan Vander Zwart Chief Compliance Officer 616-394-4994 /s/Ryan Vander Zwart Holland MI 07-19-2024 0 143 733501182 INFORMATION TABLE 2 infotable.xml ALPHABET INC CAP STK CL A 02079K305 440074 2416 SH SOLE 0 0 2416 ALPHABET INC CAP STK CL C 02079K107 262841 1433 SH SOLE 0 0 1433 AMAZON COM INC COM 023135106 2506453 12970 SH SOLE 0 0 12970 ANNALY CAPITAL MANAGEMENT IN COM NEW 035710839 424047 22248 SH SOLE 0 0 22248 APPFOLIO INC COM CL A 03783C100 440960 1803 SH SOLE 0 0 1803 APPLE INC COM 037833100 5032103 23892 SH SOLE 0 0 23892 APPLIED MATLS INC COM 038222105 880479 3731 SH SOLE 0 0 3731 ARISTA NETWORKS INC COM 040413106 557263 1590 SH SOLE 0 0 1590 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 318524 783 SH SOLE 0 0 783 BJS WHSL CLUB HLDGS INC COM 05550J101 488917 5566 SH SOLE 0 0 5566 BLACKROCK ENHANCD CAP & INM COM 09256A109 392384 19629 SH SOLE 0 0 19629 CADRE HLDGS INC COM 12763L105 254620 7587 SH SOLE 0 0 7587 CASS INFORMATION SYS INC COM 14808P109 914678 22827 SH SOLE 0 0 22827 CISCO SYS INC COM 17275R102 351761 7404 SH SOLE 0 0 7404 CITIGROUP INC COM NEW 172967424 388883 6128 SH SOLE 0 0 6128 COHEN & STEERS CLOSED-END OP COM 19248P106 171303 14335 SH SOLE 0 0 14335 COLUMBIA SELIGM PREM TECH GR COM 19842X109 585571 17590 SH SOLE 0 0 17590 DEERE & CO COM 244199105 285827 765 SH SOLE 0 0 765 DICKS SPORTING GOODS INC COM 253393102 317978 1480 SH SOLE 0 0 1480 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 55993266 1887201 SH SOLE 856 0 1886345 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 4136696 70292 SH SOLE 0 0 70292 DIMENSIONAL ETF TRUST US HIGH PROFITAB 25434V831 65388090 2044017 SH SOLE 914 0 2043103 DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872 3469245 83516 SH SOLE 0 0 83516 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 2068815 34434 SH SOLE 0 0 34434 DISNEY WALT CO COM 254687106 391805 3946 SH SOLE 0 0 3946 DUOLINGO INC CL A COM 26603R106 265637 1273 SH SOLE 0 0 1273 EATON CORP PLC SHS 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