jvl associates

jvl associates as of Dec. 31, 2023

Portfolio Holdings for jvl associates

jvl associates holds 43 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p Ttl Stk (ITOT) 21.8 $48M 457k 105.23
Vanguard Index Fds Total Stk Mkt (VTI) 14.9 $33M 139k 237.22
Ishares Tr Core S&p Mcp Etf (IJH) 8.8 $19M 70k 277.15
Ishares Tr Core S&p Scp Etf (IJR) 8.0 $18M 164k 108.25
Invesco Qqq Tr Unit Ser 1 (QQQ) 7.4 $16M 40k 409.52
Vanguard Index Fds Mid Cap Etf (VO) 5.1 $11M 48k 232.64
Apple (AAPL) 4.7 $10M 54k 192.53
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 4.6 $10M 20k 507.38
Ishares Tr Russell 3000 Etf (IWV) 3.6 $8.0M 29k 273.74
Ishares Tr Core S&p500 Etf (IVV) 3.4 $7.6M 16k 477.63
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 3.2 $7.2M 121k 59.24
Select Sector Spdr Tr Sbi Cons Discr (XLY) 1.2 $2.8M 15k 178.81
Ishares Tr Rus 1000 Grw Etf (IWF) 1.2 $2.7M 8.8k 303.17
Mercantile Bank (MBWM) 1.1 $2.5M 62k 40.38
Alphabet Cap Stk Cl A (GOOGL) 1.0 $2.2M 15k 139.69
Ishares Tr Russell 2000 Etf (IWM) 0.9 $1.9M 9.6k 200.71
Select Sector Spdr Tr Technology (XLK) 0.8 $1.8M 9.4k 192.48
Vanguard Index Fds Small Cp Etf (VB) 0.8 $1.8M 8.5k 213.33
Ishares Tr Rus 1000 Val Etf (IWD) 0.8 $1.7M 10k 165.25
Ishares Tr Rus 2000 Grw Etf (IWO) 0.8 $1.7M 6.8k 252.22
Accenture Plc Ireland Shs Class A (ACN) 0.6 $1.4M 3.9k 350.91
Alphabet Cap Stk Cl C (GOOG) 0.6 $1.3M 9.4k 140.93
Ishares Tr Cohen Steer Reit (ICF) 0.6 $1.3M 22k 58.73
Microsoft Corporation (MSFT) 0.5 $1.1M 3.1k 376.04
Alibaba Group Hldg Sponsored Ads (BABA) 0.4 $967k 13k 77.51
Gentex Corporation (GNTX) 0.3 $658k 20k 32.66
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $590k 1.2k 475.31
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.2 $543k 1.00 542625.00
Select Sector Spdr Tr Communication (XLC) 0.2 $539k 7.4k 72.66
Macatawa Bank Corporation (MCBC) 0.2 $522k 46k 11.28
Amazon (AMZN) 0.2 $454k 3.0k 151.94
Spdr Gold Tr Gold Shs (GLD) 0.2 $425k 2.2k 191.17
NVIDIA Corporation (NVDA) 0.2 $423k 854.00 495.22
Dynavax Technologies Corp Com New (DVAX) 0.2 $407k 29k 13.98
Uber Technologies (UBER) 0.2 $361k 5.9k 61.57
Eli Lilly & Co. (LLY) 0.2 $343k 588.00 582.92
Medtronic SHS (MDT) 0.1 $316k 3.8k 82.38
Tesla Motors (TSLA) 0.1 $258k 1.0k 248.48
Meta Platforms Cl A (META) 0.1 $257k 727.00 353.96
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $239k 670.00 356.66
UnitedHealth (UNH) 0.1 $229k 435.00 526.47
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $208k 2.7k 77.73
JPMorgan Chase & Co. (JPM) 0.1 $203k 1.2k 170.10