jvl associates llc
Q1 2025 13F Holdings
- Locationwyoming, MI
- Num holdings
58
- Value ($000)
$247,755
- Date Filed04/03/2025
- Form type13F-HR
- CIK0001915765
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ITOT ISHARES TR | CORE S&P TTL STK | 464287150 | $56.28M | 23 % | 461,311 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $36.08M | 15 % | 131,266 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $19.96M | 8 % | 342,015 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $16.64M | 7 % | 159,082 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $15.02M | 6 % | 32,029 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $12.32M | 5 % | 47,644 | ||
MDY SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 78467Y107 | $10.58M | 4 % | 19,829 | ||
AAPL APPLE INC | COM | 037833100 | $10.45M | 4 % | 47,044 | ||
IWV ISHARES TR | RUSSELL 3000 ETF | 464287689 | $9.25M | 4 % | 29,127 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $9.17M | 4 % | 16,319 |
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