$144 Million is the total value of jvl associates llc's 38 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TRcore s&p500 etf | $5,114,000 | -16.4% | 13,487 | 0.0% | 3.56% | -6.4% | |
| BABA | ALIBABA GROUP HLDG LTDsponsored ads | $1,444,000 | +4.5% | 12,706 | 0.0% | 1.00% | +17.1% | |
| ICF | ISHARES TRcohen steer reit | $1,408,000 | -14.4% | 23,164 | 0.0% | 0.98% | -4.1% | |
| IWO | ISHARES TRrus 2000 grw etf | $1,393,000 | -19.3% | 6,750 | 0.0% | 0.97% | -9.6% | |
| IWM | ISHARES TRrussell 2000 etf | $1,191,000 | -17.5% | 7,033 | 0.0% | 0.83% | -7.6% | |
| XLK | SELECT SECTOR SPDR TRtechnology | $1,023,000 | -20.0% | 8,046 | 0.0% | 0.71% | -10.3% | |
| IAU | ISHARES GOLD TRishares new | $696,000 | -7.0% | 20,300 | 0.0% | 0.48% | +4.1% | |
| GLD | SPDR GOLD TR | $515,000 | -6.9% | 3,060 | 0.0% | 0.36% | +4.4% | |
| VEA | VANGUARD TAX-MANAGED INTL FDvan ftse dev mkt | $489,000 | -15.1% | 11,986 | 0.0% | 0.34% | -5.0% | |
| VWO | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $473,000 | -9.6% | 11,348 | 0.0% | 0.33% | +1.2% | |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $409,000 | -22.7% | 1 | 0.0% | 0.28% | -13.4% | |
| MCBC | MACATAWA BK CORP | $410,000 | -1.9% | 46,397 | 0.0% | 0.28% | +9.6% | |
| NVS | NOVARTIS AGsponsored adr | $279,000 | -3.8% | 3,300 | 0.0% | 0.19% | +7.8% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-07-13
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.