News + Filings Holdings
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jvl associates llc
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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iSHARES TRUST
| ISI | Common | 468,050 | -19,123 | 44,085,645,000 | -3,579,377,000 | 22.68 | |
Hist
| 09/30/2023 |
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VANGUARD INDEX FUNDS
| VTI | Common | 142,433 | -4,845 | 30,254,185,000 | -2,188,256,000 | 15.57 | |
Hist
| 09/30/2023 |
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iSHARES TRUST
| IJH | Common | 69,994 | -1,991 | 17,453,005,000 | -1,369,634,000 | 8.98 | |
Hist
| 09/30/2023 |
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VANGUARD INDEX FDS MID CAP
| VO | STOCK | 46,330 | -817 | 9,647,759,000 | -732,125,000 | 4.96 | |
Hist
| 09/30/2023 |
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INVESCO QQQ TRUST, SERIES 1
| QQQ | ETF | 41,287 | -359 | 14,791,894,000 | -592,972,000 | 7.61 | |
Hist
| 09/30/2023 |
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FIDELITY COMWLTH TR
| ONEQ | Common | 125,097 | -3,115 | 6,503,793,000 | -429,912,000 | 3.35 | |
Hist
| 09/30/2023 |
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SELECT SECTOR SPDR TRUST
| XLC | Common | 13,847 | -3,815 | 907,948,000 | -241,495,000 | 0.47 | |
Hist
| 09/30/2023 |
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Uber Technologies, Inc
| UBER | Common Stock | 7,212 | -3,285 | 331,680,000 | -121,475,000 | 0.17 | |
Hist
| 09/30/2023 |
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VANGUARD INDEX FUNDS
| VB | ETF | 8,744 | -108 | 1,653,228,000 | -107,346,000 | 0.85 | |
Hist
| 09/30/2023 |
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Medtronic plc
| MDT | COM | 3,701 | -18 | 290,010,000 | -37,634,000 | 0.15 | |
Hist
| 09/30/2023 |
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BERKSHIRE HATHAWAY INC
| BRK/B | Common | 571 | -38 | 200,021,000 | -7,648,000 | 0.10 | |
Hist
| 09/30/2023 |
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Alphabet Inc.
| GOOG | COM | 9,418 | -615 | 1,241,763,000 | 28,071,000 | 0.64 | |
Hist
| 09/30/2023 |
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Alibaba Group Holding Ltd
| BABA | SPONSORED ADS | 12,618 | -88 | 1,094,485,000 | 35,440,000 | 0.56 | |
Hist
| 09/30/2023 |
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Alphabet Inc.
| GOOGL | COM | 15,047 | -124 | 1,969,050,000 | 153,081,000 | 1.01 | |
Hist
| 09/30/2023 |
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