$165 Million is the total value of jvl associates llc's 40 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
NVDA | Exit | NVIDIA CORPORATION | $0 | – | -1,339 | -100.0% | -0.14% | – |
BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -1,111 | -100.0% | -0.21% | – |
DE | Exit | DEERE & CO | $0 | – | -1,092 | -100.0% | -0.23% | – |
VWO | Exit | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $0 | – | -11,348 | -100.0% | -0.33% | – |
VEA | Exit | VANGUARD TAX-MANAGED INTL FDvan ftse dev mkt | $0 | – | -11,986 | -100.0% | -0.34% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-10-11
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.