jvl associates

jvl associates as of Dec. 31, 2022

Portfolio Holdings for jvl associates

jvl associates holds 34 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p Ttl Stk (ITOT) 24.5 $42M 497k 84.80
Vanguard Index Fds Total Stk Mkt (VTI) 15.5 $27M 139k 191.19
Ishares Tr Core S&p Mcp Etf (IJH) 9.3 $16M 66k 241.89
Ishares Tr Core S&p Scp Etf (IJR) 9.0 $16M 164k 94.64
Invesco Qqq Tr Unit Ser 1 (QQQ) 6.0 $10M 39k 266.28
Vanguard Index Fds Mid Cap Etf (VO) 5.7 $9.9M 48k 203.81
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 5.1 $8.8M 20k 442.78
Apple (AAPL) 4.0 $6.9M 53k 129.93
Ishares Tr Russell 3000 Etf (IWV) 3.7 $6.4M 29k 220.68
Ishares Tr Core S&p500 Etf (IVV) 3.0 $5.2M 14k 384.21
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 3.0 $5.1M 124k 40.97
Select Sector Spdr Tr Sbi Cons Discr (XLY) 1.2 $2.0M 16k 129.16
Mercantile Bank (MBWM) 1.1 $1.8M 54k 33.48
Ishares Tr Rus 2000 Grw Etf (IWO) 0.8 $1.4M 6.8k 214.52
Vanguard Index Fds Small Cp Etf (VB) 0.8 $1.3M 7.3k 183.54
Alphabet Cap Stk Cl A (GOOGL) 0.8 $1.3M 15k 88.23
Ishares Tr Cohen Steer Reit (ICF) 0.7 $1.2M 23k 54.84
Ishares Tr Russell 2000 Etf (IWM) 0.7 $1.2M 7.0k 174.36
Alibaba Group Hldg Sponsored Ads (BABA) 0.6 $1.1M 12k 88.09
Accenture Plc Ireland Shs Class A (ACN) 0.6 $983k 3.7k 266.84
Select Sector Spdr Tr Technology (XLK) 0.5 $910k 7.3k 124.44
Select Sector Spdr Tr Communication (XLC) 0.5 $899k 19k 47.99
Alphabet Cap Stk Cl C (GOOG) 0.5 $858k 9.7k 88.73
Microsoft Corporation (MSFT) 0.4 $649k 2.7k 239.82
Gentex Corporation (GNTX) 0.3 $548k 20k 27.27
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $427k 1.1k 382.43
Spdr Gold Tr Gold Shs (GLD) 0.2 $399k 2.4k 169.60
Dynavax Technologies Corp Com New (DVAX) 0.2 $386k 36k 10.64
Toast Cl A (TOST) 0.2 $314k 17k 18.03
Macatawa Bank Corporation (MCBC) 0.2 $279k 25k 11.03
Uber Technologies (UBER) 0.2 $275k 11k 24.73
Medtronic SHS (MDT) 0.2 $270k 3.5k 77.72
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $212k 687.00 308.90
Amazon (AMZN) 0.1 $208k 2.5k 84.00