jvl associates llc
Q3 2025 13F Holdings
- Locationwyoming, MI
- Num holdings
64
- Value ($000)
$302,154
- Date Filed10/10/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ITOT ISHARES TR | CORE S&P TTL STK | 464287150 | $66.32M | 22 % | 455,366 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $48.09M | 16 % | 146,548 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $19.74M | 7 % | 302,424 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $18.19M | 6 % | 30,294 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $16.92M | 6 % | 142,411 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $15.76M | 5 % | 53,657 | ||
AAPL APPLE INC | COM | 037833100 | $12.14M | 4 % | 47,664 | ||
MDY SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 78467Y107 | $11.79M | 4 % | 19,786 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $11.07M | 4 % | 16,542 | ||
IWV ISHARES TR | RUSSELL 3000 ETF | 464287689 | $11.04M | 4 % | 29,127 |
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