jvl associates llc Long-Term Concentrated

CIK: 0001915765 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Jul 11, 2024

Total Value ($000): $249,468 (100.0% shares, 0.0% debt)

Holdings (52)

ITOT ISHARES TR 21.8%
Value ($000) $54,289 Shares 457,056 Est. Cost $79.80 Unrealized
VTI VANGUARD INDEX FDS 14.6%
Value ($000) $36,377 Shares 135,985 Est. Cost $159.70 Unrealized
IJH ISHARES TR 8.7%
Value ($000) $21,737 Shares 371,454 Est. Cost $90.32 Unrealized
QQQ INVESCO QQQ TR 7.9%
Value ($000) $19,831 Shares 41,392 Est. Cost $252.67 Unrealized
IJR ISHARES TR 7.3%
Value ($000) $18,108 Shares 169,776 Est. Cost $85.99 Unrealized
VO VANGUARD INDEX FDS 4.7%
Value ($000) $11,624 Shares 48,012 Est. Cost $170.92 Unrealized
AAPL APPLE INC 4.5%
Value ($000) $11,142 Shares 52,901 Est. Cost $116.92 Unrealized +58.3%
MDY SPDR S&P MIDCAP 400 ETF TR 4.3%
Value ($000) $10,655 Shares 19,912 Est. Cost $347.06 Unrealized
IWV ISHARES TR 3.6%
Value ($000) $8,991 Shares 29,127 Est. Cost $158.18 Unrealized
IVV ISHARES TR 3.5%
Value ($000) $8,732 Shares 15,957 Est. Cost $293.40 Unrealized
ONEQ FIDELITY COMWLTH TR 3.3%
Value ($000) $8,230 Shares 117,684 Est. Cost $41.40 Unrealized
IWF ISHARES TR 1.3%
Value ($000) $3,199 Shares 8,777 Est. Cost $303.17 Unrealized
GOOGL ALPHABET INC 1.1%
Value ($000) $2,840 Shares 15,590 Est. Cost $107.64 Unrealized +55.5%
XLY SELECT SECTOR SPDR TR 1.1%
Value ($000) $2,803 Shares 15,367 Est. Cost $98.68 Unrealized
MBWM MERCANTILE BK CORP 1.0%
Value ($000) $2,516 Shares 62,015 Est. Cost $24.51 Unrealized +44.6%
XLK SELECT SECTOR SPDR TR 0.8%
Value ($000) $2,108 Shares 9,316 Est. Cost $93.06 Unrealized
IWM ISHARES TR 0.8%
Value ($000) $1,910 Shares 9,416 Est. Cost $164.41 Unrealized
VB VANGUARD INDEX FDS 0.7%
Value ($000) $1,854 Shares 8,504 Est. Cost $176.86 Unrealized
IWD ISHARES TR 0.7%
Value ($000) $1,782 Shares 10,211 Est. Cost $165.25 Unrealized
IWO ISHARES TR 0.7%
Value ($000) $1,774 Shares 6,757 Est. Cost $186.67 Unrealized
GOOG ALPHABET INC 0.7%
Value ($000) $1,749 Shares 9,534 Est. Cost $107.99 Unrealized +56.4%
MSFT MICROSOFT CORP 0.7%
Value ($000) $1,726 Shares 3,861 Est. Cost $287.13 Unrealized +45.3%
ICF ISHARES TR 0.5%
Value ($000) $1,255 Shares 21,912 Est. Cost $76.93 Unrealized
ACN ACCENTURE PLC IRELAND 0.5%
Value ($000) $1,193 Shares 3,931 Est. Cost $141.64 Unrealized +111.3%
NVDA NVIDIA CORPORATION 0.5%
Value ($000) $1,128 Shares 9,130 Est. Cost $93.98 Unrealized +7.5%
AMZN AMAZON COM INC 0.4%
Value ($000) $1,015 Shares 5,253 Est. Cost $152.37 Unrealized +20.6%
BABA ALIBABA GROUP HLDG LTD 0.4%
Value ($000) $892 Shares 12,395 Est. Cost $168.67 Unrealized
GNTX GENTEX CORP 0.3%
Value ($000) $717 Shares 21,267 Est. Cost $20.65 Unrealized +67.2%
CTAS CINTAS CORP 0.3%
Value ($000) $708 Shares 1,011 Est. Cost $151.67 Unrealized +11.1%
SPY SPDR S&P 500 ETF TR 0.3%
Value ($000) $675 Shares 1,241 Est. Cost $344.16 Unrealized
MA MASTERCARD INCORPORATED 0.3%
Value ($000) $635 Shares 1,440 Est. Cost $452.59 Unrealized -0.2%
XLC SELECT SECTOR SPDR TR 0.3%
Value ($000) $632 Shares 7,381 Est. Cost $49.23 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $612 Shares 1 Est. Cost $466851.03 Unrealized +32.1%
LLY ELI LILLY & CO 0.2%
Value ($000) $529 Shares 584 Est. Cost $530.40 Unrealized +49.1%
HD HOME DEPOT INC 0.2%
Value ($000) $485 Shares 1,409 Est. Cost $348.54 Unrealized -6.0%
GLD SPDR GOLD TR 0.2%
Value ($000) $477 Shares 2,219 Est. Cost $135.18 Unrealized
VUG VANGUARD INDEX FDS 0.2%
Value ($000) $407 Shares 1,089 Est. Cost $344.20 Unrealized
META META PLATFORMS INC 0.2%
Value ($000) $394 Shares 782 Est. Cost $331.11 Unrealized +46.0%
JPM JPMORGAN CHASE & CO. 0.2%
Value ($000) $385 Shares 1,902 Est. Cost $155.64 Unrealized +21.6%
DYNAVAX TECHNOLOGIES CORP 0.1%
Value ($000) $327 Shares 29,149 Est. Cost $12.58 Unrealized
AMAT APPLIED MATLS INC 0.1%
Value ($000) $308 Shares 1,305 Est. Cost $181.24 Unrealized +16.7%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $288 Shares 709 Est. Cost $333.41 Unrealized +22.6%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $280 Shares 330 Est. Cost $773.82 Unrealized 0.0%
MDT MEDTRONIC PLC 0.1%
Value ($000) $278 Shares 3,533 Est. Cost $67.35 Unrealized +15.9%
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $263 Shares 3,618 Est. Cost $31.17 Unrealized +123.0%
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value ($000) $261 Shares 5,275 Est. Cost $50.11 Unrealized
AVGO BROADCOM INC 0.1%
Value ($000) $252 Shares 157 Est. Cost $137.66 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $238 Shares 468 Est. Cost $509.19 Unrealized -7.1%
SBUX STARBUCKS CORP 0.1%
Value ($000) $219 Shares 2,812 Est. Cost $88.61 Unrealized -11.9%
IWR ISHARES TR 0.1%
Value ($000) $217 Shares 2,676 Est. Cost $77.73 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $212 Shares 890 Est. Cost $234.26 Unrealized +1.0%
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $206 Shares 1,284 Est. Cost $162.86 Unrealized