$161 Million is the total value of jvl associates llc's 39 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TRcore s&p500 etf | $6,119,000 | -4.9% | 13,487 | 0.0% | 3.80% | -5.5% | |
| IWO | ISHARES TRrus 2000 grw etf | $1,726,000 | -12.7% | 6,750 | 0.0% | 1.07% | -13.3% | |
| ICF | ISHARES TRcohen steer reit | $1,645,000 | -6.6% | 23,164 | 0.0% | 1.02% | -7.2% | |
| IWM | ISHARES TRrussell 2000 etf | $1,444,000 | -7.7% | 7,033 | 0.0% | 0.90% | -8.3% | |
| BABA | ALIBABA GROUP HLDG LTDsponsored ads | $1,382,000 | -8.4% | 12,706 | 0.0% | 0.86% | -9.0% | |
| ACN | ACCENTURE PLC IRELAND | $1,235,000 | -18.6% | 3,661 | 0.0% | 0.77% | -19.2% | |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $529,000 | +17.3% | 1 | 0.0% | 0.33% | +16.7% | |
| VWO | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $523,000 | -6.8% | 11,348 | 0.0% | 0.32% | -7.4% | |
| SPY | SPDR S&P 500 ETF TRtr unit | $494,000 | -5.0% | 1,094 | 0.0% | 0.31% | -5.5% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-05
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 24 | Q3 2023 | 28.4% |
| SPDR S&P MIDCAP 400 ETF TR | 24 | Q3 2023 | 8.1% |
| ISHARES TR | 24 | Q3 2023 | 9.3% |
| ISHARES TR | 24 | Q3 2023 | 5.7% |
| APPLE INC | 24 | Q3 2023 | 7.7% |
| GENTEX CORP | 24 | Q3 2023 | 14.3% |
| ISHARES TR | 24 | Q3 2023 | 9.0% |
| ISHARES TR | 24 | Q3 2023 | 4.7% |
| SELECT SECTOR SPDR TR | 24 | Q3 2023 | 2.8% |
| SPDR GOLD TRUST | 24 | Q3 2023 | 3.8% |
View jvl associates llc's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-08 |
| 13F-HR | 2024-01-17 |
| 13F-HR | 2023-10-10 |
| 13F-HR | 2023-07-13 |
| 13F-HR | 2023-04-06 |
| 13F-HR | 2023-01-10 |
| 13F-HR | 2022-10-11 |
| 13F-HR | 2022-07-13 |
| 13F-HR | 2022-04-05 |
| 13F-HR | 2022-03-09 |
View jvl associates llc's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.