jvl associates llc Long-Term Concentrated

CIK: 0001915765 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: Apr 3, 2025

Total Value ($000): $247,755 (100.0% shares, 0.0% debt)

Holdings (58)

ITOT ISHARES TR 22.7%
Value ($000) $56,285 Shares 461,311 Est. Cost $80.57 Unrealized
VTI VANGUARD INDEX FDS 14.6%
Value ($000) $36,077 Shares 131,266 Est. Cost $159.70 Unrealized
IJH ISHARES TR 8.1%
Value ($000) $19,957 Shares 342,015 Est. Cost $90.32 Unrealized
IJR ISHARES TR 6.7%
Value ($000) $16,635 Shares 159,082 Est. Cost $85.99 Unrealized
QQQ INVESCO QQQ TR 6.1%
Value ($000) $15,019 Shares 32,029 Est. Cost $252.67 Unrealized
VO VANGUARD INDEX FDS 5.0%
Value ($000) $12,322 Shares 47,644 Est. Cost $170.92 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 4.3%
Value ($000) $10,578 Shares 19,829 Est. Cost $347.06 Unrealized
AAPL APPLE INC 4.2%
Value ($000) $10,450 Shares 47,044 Est. Cost $116.92 Unrealized +97.4%
IWV ISHARES TR 3.7%
Value ($000) $9,252 Shares 29,127 Est. Cost $158.18 Unrealized
IVV ISHARES TR 3.7%
Value ($000) $9,170 Shares 16,319 Est. Cost $303.11 Unrealized
ONEQ FIDELITY COMWLTH TR 2.7%
Value ($000) $6,582 Shares 96,697 Est. Cost $41.40 Unrealized
IWF ISHARES TR 1.3%
Value ($000) $3,169 Shares 8,777 Est. Cost $303.17 Unrealized
XLY SELECT SECTOR SPDR TR 1.2%
Value ($000) $2,920 Shares 14,787 Est. Cost $98.68 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 1.2%
Value ($000) $2,871 Shares 14,872 Est. Cost $203.29 Unrealized
MBWM MERCANTILE BK CORP 1.1%
Value ($000) $2,695 Shares 62,033 Est. Cost $24.51 Unrealized +83.6%
GOOGL ALPHABET INC 1.0%
Value ($000) $2,475 Shares 16,006 Est. Cost $108.83 Unrealized +66.0%
IWD ISHARES TR 0.8%
Value ($000) $1,921 Shares 10,211 Est. Cost $165.25 Unrealized
XLK SELECT SECTOR SPDR TR 0.8%
Value ($000) $1,897 Shares 9,188 Est. Cost $93.06 Unrealized
VB VANGUARD INDEX FDS 0.8%
Value ($000) $1,885 Shares 8,498 Est. Cost $177.56 Unrealized
IWM ISHARES TR 0.8%
Value ($000) $1,878 Shares 9,416 Est. Cost $164.41 Unrealized
IWO ISHARES TR 0.7%
Value ($000) $1,725 Shares 6,750 Est. Cost $186.67 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.7%
Value ($000) $1,629 Shares 12,319 Est. Cost $168.67 Unrealized
GOOG ALPHABET INC 0.6%
Value ($000) $1,571 Shares 10,055 Est. Cost $111.58 Unrealized +63.5%
MSFT MICROSOFT CORP 0.6%
Value ($000) $1,528 Shares 4,070 Est. Cost $299.72 Unrealized +35.2%
ICF ISHARES TR 0.5%
Value ($000) $1,348 Shares 21,912 Est. Cost $76.93 Unrealized
ACN ACCENTURE PLC IRELAND 0.5%
Value ($000) $1,236 Shares 3,962 Est. Cost $141.64 Unrealized +146.7%
NVDA NVIDIA CORPORATION 0.5%
Value ($000) $1,142 Shares 10,537 Est. Cost $97.22 Unrealized +30.3%
CTAS CINTAS CORP 0.3%
Value ($000) $834 Shares 4,056 Est. Cost $181.09 Unrealized +9.2%
MA MASTERCARD INCORPORATED 0.3%
Value ($000) $815 Shares 1,486 Est. Cost $452.81 Unrealized +19.7%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $798 Shares 1 Est. Cost $466851.03 Unrealized +56.2%
AMZN AMAZON COM INC 0.3%
Value ($000) $752 Shares 3,952 Est. Cost $153.30 Unrealized +41.6%
SPY SPDR S&P 500 ETF TR 0.3%
Value ($000) $685 Shares 1,224 Est. Cost $375.25 Unrealized
GLD SPDR GOLD TR 0.3%
Value ($000) $639 Shares 2,219 Est. Cost $135.18 Unrealized
XLC SELECT SECTOR SPDR TR 0.3%
Value ($000) $639 Shares 6,625 Est. Cost $49.23 Unrealized
META META PLATFORMS INC 0.2%
Value ($000) $560 Shares 971 Est. Cost $365.81 Unrealized +75.8%
HD HOME DEPOT INC 0.2%
Value ($000) $541 Shares 1,476 Est. Cost $349.07 Unrealized +9.1%
JPM JPMORGAN CHASE & CO. 0.2%
Value ($000) $505 Shares 2,058 Est. Cost $167.81 Unrealized +49.5%
GNTX GENTEX CORP 0.2%
Value ($000) $499 Shares 21,414 Est. Cost $20.65 Unrealized +23.8%
IBIT ISHARES BITCOIN TRUST ETF 0.2%
Value ($000) $487 Shares 10,400 Est. Cost $46.81 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $421 Shares 790 Est. Cost $344.76 Unrealized +41.0%
LLY ELI LILLY & CO 0.2%
Value ($000) $420 Shares 509 Est. Cost $530.40 Unrealized +55.9%
VUG VANGUARD INDEX FDS 0.2%
Value ($000) $404 Shares 1,089 Est. Cost $344.20 Unrealized
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $395 Shares 769 Est. Cost $513.70 Unrealized
DYNAVAX TECHNOLOGIES CORP 0.2%
Value ($000) $379 Shares 29,187 Est. Cost $12.58 Unrealized
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $357 Shares 2,067 Est. Cost $166.77 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $341 Shares 1,317 Est. Cost $243.15 Unrealized +37.1%
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value ($000) $339 Shares 6,676 Est. Cost $50.26 Unrealized
AVGO BROADCOM INC 0.1%
Value ($000) $312 Shares 1,862 Est. Cost $157.62 Unrealized +33.1%
SBUX STARBUCKS CORP 0.1%
Value ($000) $277 Shares 2,825 Est. Cost $88.61 Unrealized +14.0%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $276 Shares 902 Est. Cost $234.26 Unrealized +26.1%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $253 Shares 483 Est. Cost $511.10 Unrealized -2.3%
SYK STRYKER CORPORATION 0.1%
Value ($000) $245 Shares 658 Est. Cost $377.08 Unrealized 0.0%
V VISA INC 0.1%
Value ($000) $242 Shares 690 Est. Cost $298.33 Unrealized +12.7%
ABBV ABBVIE INC 0.1%
Value ($000) $234 Shares 1,117 Est. Cost $178.62 Unrealized +6.0%
MDT MEDTRONIC PLC 0.1%
Value ($000) $232 Shares 2,577 Est. Cost $67.35 Unrealized +29.8%
IWR ISHARES TR 0.1%
Value ($000) $228 Shares 2,676 Est. Cost $77.73 Unrealized
MFC MANULIFE FINL CORP 0.1%
Value ($000) $221 Shares 7,106 Est. Cost $30.98 Unrealized -2.5%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $211 Shares 1,778 Est. Cost $107.21 Unrealized 0.0%