jvl associates

jvl associates as of Dec. 31, 2020

Portfolio Holdings for jvl associates

jvl associates holds 37 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p Ttl Stk (ITOT) 20.7 $26M 301k 86.22
Vanguard Index Fds Total Stk Mkt (VTI) 12.0 $15M 77k 194.63
Invesco Qqq Tr Unit Ser 1 (QQQ) 7.6 $9.5M 30k 313.74
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 6.9 $8.7M 21k 419.91
Ishares Tr Core S&p Mcp Etf (IJH) 6.0 $7.6M 33k 229.82
Apple (AAPL) 5.8 $7.2M 55k 132.69
Ishares Tr Core S&p Scp Etf (IJR) 5.5 $6.8M 75k 91.89
Ishares Tr Russell 3000 Etf (IWV) 5.3 $6.7M 30k 223.56
Vanguard Index Fds Mid Cap Etf (VO) 4.7 $5.9M 29k 206.77
Ishares Tr Core S&p500 Etf (IVV) 4.1 $5.1M 14k 375.42
Alibaba Group Hldg Sponsored Ads (BABA) 2.4 $3.0M 13k 232.72
Select Sector Spdr Tr Sbi Cons Discr (XLY) 2.1 $2.6M 16k 160.80
Spdr Gold Tr Gold Shs (GLD) 2.0 $2.5M 14k 178.37
Ishares Tr Rus 2000 Grw Etf (IWO) 1.5 $1.9M 6.8k 286.67
Ishares Gold Trust Ishares 1.3 $1.7M 92k 18.13
Ishares Tr Russell 2000 Etf (IWM) 1.1 $1.4M 7.2k 196.05
Alphabet Cap Stk Cl A (GOOGL) 1.1 $1.4M 792.00 1752.53
Select Sector Spdr Tr Communication (XLC) 1.0 $1.3M 19k 67.46
Ishares Tr Cohen Steer Reit (ICF) 0.9 $1.2M 22k 53.90
Mercantile Bank (MBWM) 0.9 $1.2M 43k 27.18
Select Sector Spdr Tr Technology (XLK) 0.9 $1.1M 8.7k 130.01
Accenture Plc Ireland Shs Class A (ACN) 0.8 $986k 3.8k 261.33
Uber Technologies (UBER) 0.7 $930k 18k 50.98
Alphabet Cap Stk Cl C (GOOG) 0.7 $928k 530.00 1750.94
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.6 $787k 16k 50.13
Gentex Corporation (GNTX) 0.5 $679k 20k 33.95
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.5 $624k 13k 47.18
Novartis Sponsored Adr (NVS) 0.4 $462k 4.9k 94.38
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $453k 1.2k 374.07
Medtronic SHS (MDT) 0.3 $436k 3.7k 117.08
Macatawa Bank Corporation (MCBC) 0.3 $385k 46k 8.37
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.3 $348k 1.00 348000.00
Microsoft Corporation (MSFT) 0.2 $285k 1.3k 222.31
Asana Cl A (ASAN) 0.2 $237k 8.0k 29.55
Amazon (AMZN) 0.2 $231k 71.00 3253.52
Resonant 0.0 $40k 15k 2.67
Zomedica Corp (ZOM) 0.0 $13k 59k 0.22