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Fort Vancouver Investment Management

Latest statistics and disclosures from Fort Vancouver Investment Management's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002032698

Tip: Access up to 7 years of quarterly data

Positions held by Fort Vancouver Investment Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Fort Vancouver Investment Management

Fort Vancouver Investment Management holds 48 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	16.4	$17M	34k	500.12	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	15.6	$16M	424k	38.42	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	11.2	$12M	191k	61.09	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	9.8	$10M	114k	89.72	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	8.0	$8.3M	49k	168.79	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	6.9	$7.2M	93k	77.28	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	5.6	$5.8M	120k	48.54	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	4.0	$4.2M	86k	48.67	View chart
Vanguard Index Fds Growth Etf (VUG)	3.6	$3.7M	10k	374.01	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	3.5	$3.7M	57k	64.25	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	3.0	$3.2M	89k	35.58	View chart
Ishares Tr Intrm Gov Cr Etf (GVI)	2.4	$2.5M	24k	103.73	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	2.1	$2.2M	47k	46.17	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	2.1	$2.2M	52k	41.54	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.7	$701k	26k	26.56	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.6	$674k	11k	62.84	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.6	$664k	11k	62.26	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.6	$589k	23k	25.87	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.5	$569k	12k	49.42	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.5	$558k	2.3k	242.10	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.4	$381k	8.0k	47.45	View chart
Ssga Active Etf Tr Mult Ass Rlrtn (RLY)	0.3	$291k	11k	27.63	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.2	$254k	4.1k	61.64	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$224k	3.0k	74.08	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$186k	3.2k	58.64	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$159k	1.4k	112.63	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$126k	4.2k	29.67	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.1	$115k	3.1k	37.49	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$110k	1.1k	96.62	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$106k	1.3k	78.78	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.1	$64k	259.00	246.07	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.0	$45k	1.6k	28.91	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$38k	711.00	53.53	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.0	$35k	946.00	37.26	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.0	$34k	1.4k	24.49	View chart
Ishares Tr Esg Scrd S&p Mid (XJH)	0.0	$25k	621.00	39.57	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.0	$21k	434.00	48.13	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.0	$20k	431.00	45.58	View chart
Ishares Tr Agency Bond Etf (AGZ)	0.0	$18k	165.00	107.62	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$9.7k	148.00	65.45	View chart
Ishares Tr Esg Adv Ttl Usd (EUSB)	0.0	$8.9k	210.00	42.55	View chart
Vanguard World Mega Cap Index (MGC)	0.0	$7.5k	38.00	197.32	View chart
Ishares Tr Usd Grn Bond Etf (BGRN)	0.0	$7.5k	161.00	46.54	View chart
Mfs Inter Income Tr Sh Ben Int (MIN)	0.0	$5.0k	1.9k	2.66	View chart
Ishares Tr Esg Scrnd S&p500 (XVV)	0.0	$4.4k	105.00	42.06	View chart
Ge Vernova (GEV)	0.0	$3.1k	18.00	171.56	View chart
Kraft Heinz (KHC)	0.0	$1.6k	49.00	32.22	View chart
Icahn Enterprises Depositary Unit (IEP)	0.0	$1.2k	72.00	16.49	View chart

Past Filings by Fort Vancouver Investment Management

SEC 13F filings are viewable for Fort Vancouver Investment Management going back to 2024

Fort Vancouver Investment Management 2024 Q2 filed Aug. 9, 2024

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