Notify me when jvl associates llc files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 63 | $307,239,401 | +$7,300,642 | -$5,886,002 | +$1,414,640 | ITOT, VTI, IJH, IJR, QQQ | 13F-HR | 09 Jan 2026, 09:04 |
| Q3 2025 | 64 | $302,153,940 | +$3,472,056 | -$4,245,327 | -$773,271 | ITOT, VTI, IJH, QQQ, IJR | 13F-HR | 10 Oct 2025, 12:54 |
| Q2 2025 | 65 | $278,320,231 | +$14,696,788 | -$7,371,468 | +$7,325,320 | ITOT, VTI, IJH, QQQ, IJR | 13F-HR | 18 Jul 2025, 14:08 |
| Q1 2025 | 58 | $247,754,869 | +$2,353,179 | -$2,159,838 | +$193,341 | ITOT, VTI, IJH, IJR, QQQ | 13F-HR | 03 Apr 2025, 12:14 |
| Q4 2024 | 55 | $263,877,511 | +$2,718,215 | -$4,196,831 | -$1,478,616 | ITOT, VTI, IJH, IJR, QQQ | 13F-HR | 03 Jan 2025, 14:01 |
| Q3 2024 | 56 | $259,413,850 | +$4,656,260 | -$8,935,039 | -$4,278,779 | ITOT, VTI, IJH, IJR, QQQ | 13F-HR | 04 Oct 2024, 17:06 |
| Q2 2024 | 52 | $249,467,520 | +$3,769,305 | -$2,344,153 | +$1,425,152 | ITOT, VTI, IJH, QQQ, IJR | 13F-HR | 11 Jul 2024, 12:49 |
| Q1 2024 | 53 | $242,697,919 | +$22,902,259 | -$819,300 | +$22,082,959 | ITOT, VTI, IJH, IJR, QQQ | 13F-HR | 08 Apr 2024, 13:37 |
| Q4 2023 | 43 | $221,212,615 | +$8,015,755 | -$4,778,848 | +$3,236,907 | ITOT, VTI, IJH, IJR, QQQ | 13F-HR | 17 Jan 2024, 13:13 |
| Q3 2023 | 38 | $194,340,830 | +$1,562,749 | -$4,640,711 | -$3,077,962 | ITOT, VTI, IJH, IJR, QQQ | 13F-HR | 10 Oct 2023, 14:57 |
| Q2 2023 | 37 | $205,616,831 | +$2,428,076 | -$1,372,404 | +$1,055,672 | ITOT, VTI, IJH, IJR, QQQ | 13F-HR | 13 Jul 2023, 08:47 |
| Q1 2023 | 35 | $189,423,220 | +$5,417,295 | -$1,253,265 | +$4,164,030 | ITOT, VTI, IJH, IJR, QQQ | 13F-HR | 06 Apr 2023, 10:56 |
| Q4 2022 | 34 | $171,816,235 | +$12,917,515 | -$14,825,753 | -$1,908,238 | ITOT, VTI, IJH, IJR, QQQ | 13F-HR | 10 Jan 2023, 11:31 |
| Q3 2022 | 40 | $165,262,000 | +$32,590,808 | -$1,953,494 | +$30,637,314 | ITOT, VTI, IJH, IJR, QQQ | 13F-HR | 11 Oct 2022, 16:38 |
| Q2 2022 | 38 | $143,714,000 | +$18,437,828 | -$7,157,410 | +$11,280,418 | ITOT, VTI, QQQ, IJH, MDY | 13F-HR | 13 Jul 2022, 10:13 |
| Q1 2022 | 39 | $161,019,000 | +$18,929,516 | -$9,084,791 | +$9,844,725 | ITOT, VTI, QQQ, IJH, MDY | 13F-HR | 05 Apr 2022, 16:12 |
| Q4 2021 | 39 | $159,983,000 | +$3,558,865 | -$1,383,018 | +$2,175,847 | ITOT, VTI, QQQ, MDY, IJH | 13F-HR | 08 Mar 2022, 17:45 |
| Q3 2021 | 37 | $145,131,000 | +$1,683,716 | -$250,806 | +$1,432,910 | ITOT, VTI, QQQ, MDY, IJH | 13F-HR | 08 Mar 2022, 17:39 |
| Q2 2021 | 37 | $145,042,000 | +$3,186,275 | -$2,381,112 | +$805,163 | ITOT, VTI, QQQ, MDY, IJH | 13F-HR | 08 Mar 2022, 16:09 |
| Q1 2021 | 37 | $134,836,000 | +$1,704,367 | -$155,467 | +$1,548,900 | ITOT, VTI, MDY, QQQ, IJH | 13F-HR | 08 Mar 2022, 16:04 |
| Q4 2020 | 37 | $125,537,000 | +$7,176,899 | -$2,692,308 | +$4,484,591 | ITOT, VTI, QQQ, MDY, IJH | 13F-HR | 08 Mar 2022, 15:59 |
| Q3 2020 | 39 | $106,023,000 | +$7,736,287 | -$773,410 | +$6,962,877 | ITOT, VTI, QQQ, MDY, AAPL | 13F-HR | 08 Mar 2022, 15:54 |
| Q2 2020 | 38 | $95,358,000 | +$12,641,816 | -$16,646,382 | -$4,004,566 | ITOT, VTI, QQQ, MDY, AAPL | 13F-HR | 08 Mar 2022, 15:50 |
| Q1 2020 | 42 | $82,752,000 | +$19,687,059 | -$21,077,942 | -$1,390,883 | ITOT, VTI, QQQ, MDY, VWO | 13F-HR | 08 Mar 2022, 15:45 |
| Q4 2019 | 40 | $106,867,000 | +$99,730 | -$25,389,234 | -$25,289,504 | ITOT, IEMG, MDY, QQQ, IEFA | 13F-HR | 08 Mar 2022, 15:36 |
| Q3 2019 | 41 | $122,221,000 | +$1,618,215 | -$610,818 | +$1,007,397 | ITOT, GNTX, IEMG, MDY, IWV | 13F-HR | 08 Mar 2022, 14:46 |
| Q2 2019 | 41 | $118,433,000 | +$13,687,015 | -$7,748,828 | +$5,938,187 | ITOT, GNTX, IEMG, MDY, IWV | 13F-HR | 08 Mar 2022, 13:44 |
| Q1 2019 | 41 | $107,965,000 | +$11,203,596 | -$3,673,439 | +$7,530,157 | ITOT, GNTX, IEMG, MDY, IWV | 13F-HR | 08 Mar 2022, 13:37 |
| Q4 2018 | 36 | $90,144,000 | +$3,386,993 | -$5,165,192 | -$1,778,199 | GNTX, ITOT, IEMG, IEFA, MDY | 13F-HR | 08 Mar 2022, 13:31 |
| Q3 2018 | 38 | $105,962,000 | +$1,852,028 | -$337,196 | +$1,514,832 | GNTX, IEFA, IEMG, ITOT, MDY | 13F-HR | 08 Mar 2022, 12:51 |
| Q2 2018 | 37 | $102,410,000 | +$5,670,610 | -$3,843,515 | +$1,827,095 | GNTX, IEFA, IEMG, ITOT, MDY | 13F-HR | 08 Mar 2022, 12:31 |
| Q1 2018 | 35 | $99,817,000 | +$1,019,590 | -$1,208,983 | -$189,393 | GNTX, IEFA, IEMG, ITOT, MDY | 13F-HR | 08 Mar 2022, 12:23 |
| Q4 2017 | 37 | $99,062,000 | $0 | $0 | $0 | GNTX, IEFA, IEMG, ITOT, MDY | 13F-HR | 08 Mar 2022, 11:53 |