jvl associates llc Long-Term Concentrated

CIK: 0001915765 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 18, 2025

Total Value ($000): $278,320 (100.0% shares, 0.0% debt)

Holdings (65)

ITOT ISHARES TR 21.5%
Value ($000) $59,791 Shares 442,766 Est. Cost $80.57 Unrealized
VTI VANGUARD INDEX FDS 16.1%
Value ($000) $44,683 Shares 147,018 Est. Cost $175.16 Unrealized
IJH ISHARES TR 7.0%
Value ($000) $19,446 Shares 313,548 Est. Cost $90.32 Unrealized
QQQ INVESCO QQQ TR 6.1%
Value ($000) $16,970 Shares 30,763 Est. Cost $252.67 Unrealized
IJR ISHARES TR 5.8%
Value ($000) $16,277 Shares 148,931 Est. Cost $85.99 Unrealized
VO VANGUARD INDEX FDS 5.5%
Value ($000) $15,223 Shares 54,401 Est. Cost $184.45 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 4.0%
Value ($000) $11,217 Shares 19,801 Est. Cost $347.06 Unrealized
AAPL APPLE INC 3.7%
Value ($000) $10,270 Shares 50,058 Est. Cost $122.01 Unrealized +65.1%
IVV ISHARES TR 3.7%
Value ($000) $10,259 Shares 16,522 Est. Cost $307.02 Unrealized
IWV ISHARES TR 3.7%
Value ($000) $10,224 Shares 29,127 Est. Cost $158.18 Unrealized
ONEQ FIDELITY COMWLTH TR 3.4%
Value ($000) $9,408 Shares 117,449 Est. Cost $48.24 Unrealized
IWF ISHARES TR 1.4%
Value ($000) $3,869 Shares 9,112 Est. Cost $307.63 Unrealized
XLY SELECT SECTOR SPDR TR 1.2%
Value ($000) $3,214 Shares 14,787 Est. Cost $98.68 Unrealized
VB VANGUARD INDEX FDS 1.2%
Value ($000) $3,207 Shares 13,531 Est. Cost $199.67 Unrealized
MBWM MERCANTILE BK CORP 1.0%
Value ($000) $2,875 Shares 61,956 Est. Cost $24.51 Unrealized +72.8%
GOOGL ALPHABET INC 1.0%
Value ($000) $2,827 Shares 16,040 Est. Cost $108.83 Unrealized +50.0%
QQQM INVESCO EXCH TRADED FD TR II 1.0%
Value ($000) $2,781 Shares 12,246 Est. Cost $203.29 Unrealized
NVDA NVIDIA CORPORATION 0.9%
Value ($000) $2,440 Shares 15,447 Est. Cost $106.31 Unrealized +18.4%
XLK SELECT SECTOR SPDR TR 0.8%
Value ($000) $2,327 Shares 9,189 Est. Cost $93.06 Unrealized
MSFT MICROSOFT CORP 0.7%
Value ($000) $2,058 Shares 4,138 Est. Cost $301.90 Unrealized +43.2%
IWM ISHARES TR 0.7%
Value ($000) $2,032 Shares 9,416 Est. Cost $164.41 Unrealized
IWD ISHARES TR 0.7%
Value ($000) $1,983 Shares 10,211 Est. Cost $165.25 Unrealized
IWO ISHARES TR 0.7%
Value ($000) $1,930 Shares 6,750 Est. Cost $186.67 Unrealized
GOOG ALPHABET INC 0.7%
Value ($000) $1,861 Shares 10,492 Est. Cost $113.80 Unrealized +44.9%
BABA ALIBABA GROUP HLDG LTD 0.5%
Value ($000) $1,397 Shares 12,319 Est. Cost $168.67 Unrealized
ICF ISHARES TR 0.5%
Value ($000) $1,340 Shares 21,912 Est. Cost $76.93 Unrealized
AMZN AMAZON COM INC 0.4%
Value ($000) $1,203 Shares 5,485 Est. Cost $165.76 Unrealized +19.4%
ACN ACCENTURE PLC IRELAND 0.4%
Value ($000) $1,184 Shares 3,960 Est. Cost $141.64 Unrealized +113.8%
IBIT ISHARES BITCOIN TRUST ETF 0.4%
Value ($000) $1,148 Shares 18,750 Est. Cost $53.22 Unrealized
CTAS CINTAS CORP 0.3%
Value ($000) $904 Shares 4,057 Est. Cost $181.09 Unrealized +18.2%
MA MASTERCARD INCORPORATED 0.3%
Value ($000) $839 Shares 1,493 Est. Cost $452.81 Unrealized +21.8%
SPY SPDR S&P 500 ETF TR 0.3%
Value ($000) $756 Shares 1,224 Est. Cost $375.25 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $729 Shares 1 Est. Cost $466851.03 Unrealized +63.2%
XLC SELECT SECTOR SPDR TR 0.3%
Value ($000) $719 Shares 6,625 Est. Cost $49.23 Unrealized
META META PLATFORMS INC 0.3%
Value ($000) $717 Shares 972 Est. Cost $365.81 Unrealized +68.6%
GLD SPDR GOLD TR 0.2%
Value ($000) $676 Shares 2,219 Est. Cost $135.18 Unrealized
VUG VANGUARD INDEX FDS 0.2%
Value ($000) $611 Shares 1,394 Est. Cost $364.79 Unrealized
JPM JPMORGAN CHASE & CO. 0.2%
Value ($000) $607 Shares 2,094 Est. Cost $169.27 Unrealized +49.3%
HD HOME DEPOT INC 0.2%
Value ($000) $544 Shares 1,485 Est. Cost $349.07 Unrealized +2.0%
AVGO BROADCOM INC 0.2%
Value ($000) $519 Shares 1,882 Est. Cost $158.24 Unrealized +36.5%
GNTX GENTEX CORP 0.2%
Value ($000) $466 Shares 21,205 Est. Cost $20.65 Unrealized +5.8%
TSLA TESLA INC 0.2%
Value ($000) $422 Shares 1,328 Est. Cost $243.15 Unrealized +23.9%
LLY ELI LILLY & CO 0.1%
Value ($000) $417 Shares 535 Est. Cost $542.21 Unrealized +42.6%
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $390 Shares 2,209 Est. Cost $167.42 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $389 Shares 800 Est. Cost $346.80 Unrealized +46.4%
V VISA INC 0.1%
Value ($000) $368 Shares 1,036 Est. Cost $314.58 Unrealized +10.3%
NFLX NETFLIX INC 0.1%
Value ($000) $327 Shares 244 Est. Cost $113.07 Unrealized 0.0%
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $309 Shares 544 Est. Cost $513.70 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value ($000) $301 Shares 5,275 Est. Cost $50.26 Unrealized
SYK STRYKER CORPORATION 0.1%
Value ($000) $299 Shares 756 Est. Cost $376.36 Unrealized -1.3%
DYNAVAX TECHNOLOGIES CORP 0.1%
Value ($000) $289 Shares 29,125 Est. Cost $12.58 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $279 Shares 906 Est. Cost $234.26 Unrealized +29.1%
SBUX STARBUCKS CORP 0.1%
Value ($000) $262 Shares 2,861 Est. Cost $88.57 Unrealized -3.8%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $250 Shares 1,367 Est. Cost $157.45 Unrealized 0.0%
QTEC FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $250 Shares 1,174 Est. Cost $212.83 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $248 Shares 639 Est. Cost $330.84 Unrealized 0.0%
IWR ISHARES TR 0.1%
Value ($000) $246 Shares 2,676 Est. Cost $77.73 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $236 Shares 1,081 Est. Cost $160.80 Unrealized 0.0%
MFC MANULIFE FINL CORP 0.1%
Value ($000) $227 Shares 7,106 Est. Cost $30.98 Unrealized -0.5%
MDT MEDTRONIC PLC 0.1%
Value ($000) $224 Shares 2,575 Est. Cost $67.35 Unrealized +24.0%
EFA ISHARES TR 0.1%
Value ($000) $218 Shares 2,439 Est. Cost $89.39 Unrealized
SPOT SPOTIFY TECHNOLOGY S A 0.1%
Value ($000) $218 Shares 284 Est. Cost $641.84 Unrealized 0.0%
ABBV ABBVIE INC 0.1%
Value ($000) $213 Shares 1,146 Est. Cost $178.72 Unrealized +2.2%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $204 Shares 206 Est. Cost $990.72 Unrealized 0.0%
WMT WALMART INC 0.1%
Value ($000) $202 Shares 2,064 Est. Cost $94.76 Unrealized 0.0%