jvl associates

jvl associates as of Dec. 31, 2021

Portfolio Holdings for jvl associates

jvl associates holds 39 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p Ttl Stk (ITOT) 22.4 $36M 334k 106.98
Vanguard Index Fds Total Stk Mkt (VTI) 11.6 $19M 77k 241.43
Invesco Qqq Tr Unit Ser 1 (QQQ) 8.1 $13M 33k 397.86
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 6.6 $11M 21k 517.68
Ishares Tr Core S&p Mcp Etf (IJH) 6.3 $10M 36k 283.09
Apple (AAPL) 5.9 $9.5M 53k 177.57
Ishares Tr Core S&p Scp Etf (IJR) 5.7 $9.2M 80k 114.52
Ishares Tr Russell 3000 Etf (IWV) 5.1 $8.2M 30k 277.49
Vanguard Index Fds Mid Cap Etf (VO) 4.7 $7.5M 30k 254.79
Ishares Tr Core S&p500 Etf (IVV) 4.0 $6.4M 14k 476.98
Select Sector Spdr Tr Sbi Cons Discr (XLY) 2.0 $3.2M 16k 204.45
Spdr Gold Tr Gold Shs (GLD) 1.9 $3.1M 18k 170.98
Alphabet Cap Stk Cl A (GOOGL) 1.4 $2.2M 747.00 2896.92
Ishares Tr Rus 2000 Grw Etf (IWO) 1.2 $2.0M 6.8k 293.04
Ishares Tr Cohen Steer Reit (ICF) 1.1 $1.8M 23k 76.07
Ishares Gold Tr Ishares New (IAU) 1.0 $1.6M 46k 34.81
Ishares Tr Russell 2000 Etf (IWM) 1.0 $1.6M 7.0k 222.38
Accenture Plc Ireland Shs Class A (ACN) 0.9 $1.5M 3.7k 414.64
Alibaba Group Hldg Sponsored Ads (BABA) 0.9 $1.5M 13k 118.76
Mercantile Bank (MBWM) 0.9 $1.5M 43k 35.03
Alphabet Cap Stk Cl C (GOOG) 0.9 $1.5M 512.00 2894.53
Select Sector Spdr Tr Communication (XLC) 0.9 $1.5M 19k 77.69
Select Sector Spdr Tr Technology (XLK) 0.9 $1.4M 8.1k 173.90
Gentex Corporation (GNTX) 0.4 $700k 20k 34.85
Microsoft Corporation (MSFT) 0.4 $633k 1.9k 336.52
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.4 $626k 12k 51.07
Uber Technologies (UBER) 0.4 $622k 15k 41.94
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $561k 11k 49.44
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $520k 1.1k 475.32
Amazon (AMZN) 0.3 $453k 136.00 3330.88
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.3 $451k 1.00 451000.00
Novartis Sponsored Adr (NVS) 0.3 $428k 4.9k 87.44
Macatawa Bank Corporation (MCBC) 0.3 $408k 46k 8.81
Medtronic SHS (MDT) 0.2 $384k 3.7k 103.48
Asana Cl A (ASAN) 0.2 $339k 4.5k 74.60
Amplitude Com Cl A (AMPL) 0.2 $281k 5.3k 52.90
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $263k 880.00 298.86
Tesla Motors (TSLA) 0.2 $252k 238.00 1058.82
Resonant 0.0 $26k 15k 1.73