jvl associates llc Long-Term Concentrated

CIK: 0001915765 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Jan 3, 2025

Total Value ($000): $263,878 (100.0% shares, 0.0% debt)

Holdings (55)

ITOT ISHARES TR 22.3%
Value ($000) $58,964 Shares 458,438 Est. Cost $80.57 Unrealized
VTI VANGUARD INDEX FDS 14.4%
Value ($000) $38,081 Shares 131,400 Est. Cost $159.70 Unrealized
IJH ISHARES TR 8.2%
Value ($000) $21,536 Shares 345,623 Est. Cost $90.32 Unrealized
IJR ISHARES TR 7.0%
Value ($000) $18,342 Shares 159,189 Est. Cost $85.99 Unrealized
QQQ INVESCO QQQ TR 6.6%
Value ($000) $17,335 Shares 33,908 Est. Cost $252.67 Unrealized
VO VANGUARD INDEX FDS 4.8%
Value ($000) $12,540 Shares 47,477 Est. Cost $170.92 Unrealized
AAPL APPLE INC 4.6%
Value ($000) $12,168 Shares 48,592 Est. Cost $116.92 Unrealized +100.6%
MDY SPDR S&P MIDCAP 400 ETF TR 4.3%
Value ($000) $11,315 Shares 19,865 Est. Cost $347.06 Unrealized
IWV ISHARES TR 3.7%
Value ($000) $9,736 Shares 29,127 Est. Cost $158.18 Unrealized
IVV ISHARES TR 3.7%
Value ($000) $9,647 Shares 16,388 Est. Cost $303.11 Unrealized
ONEQ FIDELITY COMWLTH TR 2.8%
Value ($000) $7,360 Shares 96,762 Est. Cost $41.40 Unrealized
IWF ISHARES TR 1.3%
Value ($000) $3,525 Shares 8,777 Est. Cost $303.17 Unrealized
XLY SELECT SECTOR SPDR TR 1.3%
Value ($000) $3,317 Shares 14,787 Est. Cost $98.68 Unrealized
GOOGL ALPHABET INC 1.1%
Value ($000) $2,981 Shares 15,746 Est. Cost $107.64 Unrealized +61.8%
QQQM INVESCO EXCH TRADED FD TR II 1.1%
Value ($000) $2,854 Shares 13,563 Est. Cost $204.28 Unrealized
MBWM MERCANTILE BK CORP 1.0%
Value ($000) $2,760 Shares 62,033 Est. Cost $24.51 Unrealized +82.5%
XLK SELECT SECTOR SPDR TR 0.8%
Value ($000) $2,164 Shares 9,308 Est. Cost $93.06 Unrealized
IWM ISHARES TR 0.8%
Value ($000) $2,081 Shares 9,416 Est. Cost $164.41 Unrealized
VB VANGUARD INDEX FDS 0.8%
Value ($000) $2,010 Shares 8,364 Est. Cost $176.86 Unrealized
IWO ISHARES TR 0.7%
Value ($000) $1,943 Shares 6,750 Est. Cost $186.67 Unrealized
IWD ISHARES TR 0.7%
Value ($000) $1,890 Shares 10,211 Est. Cost $165.25 Unrealized
GOOG ALPHABET INC 0.7%
Value ($000) $1,850 Shares 9,712 Est. Cost $109.08 Unrealized +61.1%
MSFT MICROSOFT CORP 0.7%
Value ($000) $1,772 Shares 4,205 Est. Cost $299.72 Unrealized +40.9%
NVDA NVIDIA CORPORATION 0.5%
Value ($000) $1,430 Shares 10,652 Est. Cost $97.22 Unrealized +41.7%
ACN ACCENTURE PLC IRELAND 0.5%
Value ($000) $1,396 Shares 3,968 Est. Cost $141.64 Unrealized +150.4%
ICF ISHARES TR 0.5%
Value ($000) $1,320 Shares 21,912 Est. Cost $76.93 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.4%
Value ($000) $1,045 Shares 12,319 Est. Cost $168.67 Unrealized
AMZN AMAZON COM INC 0.3%
Value ($000) $868 Shares 3,958 Est. Cost $153.30 Unrealized +33.5%
SPY SPDR S&P 500 ETF TR 0.3%
Value ($000) $835 Shares 1,424 Est. Cost $375.25 Unrealized
MA MASTERCARD INCORPORATED 0.3%
Value ($000) $778 Shares 1,477 Est. Cost $452.81 Unrealized +13.7%
CTAS CINTAS CORP 0.3%
Value ($000) $739 Shares 4,044 Est. Cost $181.09 Unrealized +15.0%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $681 Shares 1 Est. Cost $466851.03 Unrealized +48.3%
XLC SELECT SECTOR SPDR TR 0.2%
Value ($000) $641 Shares 6,625 Est. Cost $49.23 Unrealized
GNTX GENTEX CORP 0.2%
Value ($000) $612 Shares 21,306 Est. Cost $20.65 Unrealized +44.9%
HD HOME DEPOT INC 0.2%
Value ($000) $567 Shares 1,457 Est. Cost $348.66 Unrealized +13.9%
META META PLATFORMS INC 0.2%
Value ($000) $563 Shares 962 Est. Cost $365.81 Unrealized +59.9%
JPM JPMORGAN CHASE & CO. 0.2%
Value ($000) $559 Shares 2,334 Est. Cost $167.81 Unrealized +35.9%
GLD SPDR GOLD TR 0.2%
Value ($000) $537 Shares 2,219 Est. Cost $135.18 Unrealized
TSLA TESLA INC 0.2%
Value ($000) $456 Shares 1,128 Est. Cost $228.05 Unrealized +41.1%
VUG VANGUARD INDEX FDS 0.2%
Value ($000) $447 Shares 1,089 Est. Cost $344.20 Unrealized
AVGO BROADCOM INC 0.2%
Value ($000) $436 Shares 1,880 Est. Cost $157.62 Unrealized +16.0%
LLY ELI LILLY & CO 0.2%
Value ($000) $401 Shares 519 Est. Cost $530.40 Unrealized +54.8%
DYNAVAX TECHNOLOGIES CORP 0.1%
Value ($000) $373 Shares 29,178 Est. Cost $12.58 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $358 Shares 790 Est. Cost $344.76 Unrealized +33.9%
V VISA INC 0.1%
Value ($000) $281 Shares 888 Est. Cost $298.33 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $264 Shares 902 Est. Cost $234.26 Unrealized +22.9%
SBUX STARBUCKS CORP 0.1%
Value ($000) $256 Shares 2,809 Est. Cost $88.61 Unrealized +6.0%
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value ($000) $252 Shares 5,275 Est. Cost $50.11 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $251 Shares 496 Est. Cost $511.10 Unrealized +8.2%
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $251 Shares 1,482 Est. Cost $164.42 Unrealized
IWR ISHARES TR 0.1%
Value ($000) $237 Shares 2,676 Est. Cost $77.73 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $233 Shares 2,919 Est. Cost $67.35 Unrealized +24.5%
MFC MANULIFE FINL CORP 0.1%
Value ($000) $218 Shares 7,106 Est. Cost $30.98 Unrealized 0.0%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $215 Shares 1,323 Est. Cost $182.13 Unrealized -1.6%
ABBV ABBVIE INC 0.1%
Value ($000) $207 Shares 1,165 Est. Cost $178.62 Unrealized -0.7%