jvl associates llc
Q2 2025 13F Holdings
- Locationwyoming, MI
- Num holdings
65
- Value ($000)
$278,320
- Date Filed07/18/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ITOT ISHARES TR | CORE S&P TTL STK | 464287150 | $59.79M | 22 % | 442,766 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $44.68M | 16 % | 147,018 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $19.45M | 7 % | 313,548 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $16.97M | 6 % | 30,763 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $16.28M | 6 % | 148,931 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $15.22M | 6 % | 54,401 | ||
MDY SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 78467Y107 | $11.22M | 4 % | 19,801 | ||
AAPL APPLE INC | COM | 037833100 | $10.27M | 4 % | 50,058 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $10.26M | 4 % | 16,522 | ||
IWV ISHARES TR | RUSSELL 3000 ETF | 464287689 | $10.22M | 4 % | 29,127 |
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