jvl associates llc
data from 31/03/2026
Capitalization
Portfolio size
Portfolio performance
Portfolio performance %
Performance compared to S&P 500 (%)
Stock in jvl associates llc
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2026/03/31 | ITOT | ISHARES TR | 17.08% | 50.937 M $ | 357629 | 2017/12/31 | -2.881 M $ | -4.21 % |
| 2026/03/31 | VTI | VANGUARD INDEX FDS | 15.45% | 46.070 M $ | 143604 | 2020/03/31 | -2.112 M $ | -4.31 % |
| 2026/03/31 | IJH | ISHARES TR | 6.97% | 20.774 M $ | 307633 | 2017/12/31 | 456.337 K $ | 2.32 % |
| 2026/03/31 | VOO | VANGUARD INDEX FDS | 6.20% | 18.500 M $ | 30960 | 2025/03/31 | -33.277 K $ | -4.72 % |
| 2026/03/31 | IJR | ISHARES TR | 5.93% | 17.691 M $ | 142317 | 2017/12/31 | 583.412 K $ | 3.44 % |
| 2026/03/31 | QQQ | INVESCO QQQ TR | 5.16% | 15.400 M $ | 26681 | 2018/06/30 | -1.018 M $ | -6.04 % |
| 2026/03/31 | VO | VANGUARD INDEX FDS | 5.10% | 15.211 M $ | 52965 | 2020/03/31 | -162.533 K $ | -1.05 % |
| 2026/03/31 | MDY | STATE STR SPDR S&P MIDCAP 40 | 4.07% | 12.143 M $ | 19689 | 2017/12/31 | 265.407 K $ | 2.23 % |
| 2026/03/31 | AAPL | APPLE INC | 4.01% | 11.954 M $ | 47101 | 2017/12/31 | -851.584 K $ | -6.65 % |
| 2026/03/31 | IVV | ISHARES TR | 3.93% | 11.720 M $ | 17942 | 2017/12/31 | -522.212 K $ | -4.63 % |
| 2026/03/31 | IWV | ISHARES TR | 3.62% | 10.797 M $ | 29127 | 2017/12/31 | -470.983 K $ | -4.18 % |
| 2026/03/31 | ONEQ | FIDELITY COMWLTH TR | 3.16% | 9.417 M $ | 110900 | 2022/09/30 | -740.152 K $ | -7.10 % |
| 2026/03/31 | GOOGL | ALPHABET INC | 1.46% | 4.367 M $ | 15185 | 2017/12/31 | -374.807 K $ | -8.13 % |
| 2026/03/31 | IWF | ISHARES TR | 1.30% | 3.885 M $ | 9112 | 2023/12/31 | -427.352 K $ | -9.91 % |
| 2026/03/31 | VB | VANGUARD INDEX FDS | 1.16% | 3.455 M $ | 13191 | 2022/09/30 | 52.407 K $ | 1.54 % |
| 2026/03/31 | MBWM | MERCANTILE BK CORP | 1.11% | 3.308 M $ | 65508 | 2017/12/31 | 144.405 K $ | 4.99 % |
| 2026/03/31 | XLY | SELECT SECTOR SPDR TR | 1.08% | 3.223 M $ | 29574 | 2017/12/31 | -308.456 K $ | -8.73 % |
| 2026/03/31 | GOOG | ALPHABET INC | 1.01% | 3.023 M $ | 10537 | 2017/12/31 | -280.337 K $ | -8.59 % |
| 2026/03/31 | QQQM | INVESCO EXCH TRADED FD TR II | 0.91% | 2.710 M $ | 11403 | 2024/09/30 | -281.978 K $ | -6.05 % |
| 2026/03/31 | XLK | SELECT SECTOR SPDR TR | 0.85% | 2.521 M $ | 18966 | 2017/12/31 | -203.533 K $ | -7.69 % |
| 2026/03/31 | NVDA | NVIDIA CORPORATION | 0.79% | 2.364 M $ | 13557 | 2023/03/31 | -165.830 K $ | -6.49 % |
| 2026/03/31 | IWM | ISHARES TR | 0.78% | 2.335 M $ | 9416 | 2017/12/31 | 17.325 K $ | 0.75 % |
| 2026/03/31 | IWD | ISHARES TR | 0.73% | 2.182 M $ | 10211 | 2023/12/31 | 34.002 K $ | 1.58 % |
| 2026/03/31 | IWO | ISHARES TR | 0.71% | 2.118 M $ | 6750 | 2017/12/31 | -62.099 K $ | -2.85 % |
| 2026/03/31 | MSFT | MICROSOFT CORP | 0.55% | 1.653 M $ | 4464 | 2020/09/30 | -463.329 K $ | -23.46 % |
| 2026/03/31 | BABA | ALIBABA GROUP HLDG LTD | 0.52% | 1.546 M $ | 12319 | 2017/12/31 | -260.177 K $ | -14.41 % |
| 2026/03/31 | ICF | ISHARES TR | 0.45% | 1.349 M $ | 21796 | 2017/12/31 | 48.644 K $ | 3.72 % |
| 2026/03/31 | AMZN | AMAZON COM INC | 0.39% | 1.174 M $ | 5639 | 2020/12/31 | -126.437 K $ | -9.77 % |
| 2026/03/31 | GLD | SPDR GOLD TR | 0.34% | 1.009 M $ | 2344 | 2017/12/31 | 79.649 K $ | 8.57 % |
| 2026/03/31 | SPY | STATE STR SPDR S&P 500 ETF T | 0.32% | 960.552 K $ | 1477 | 2017/12/31 | -49.706 K $ | -4.63 % |
| 2026/03/31 | ACN | ACCENTURE PLC IRELAND | 0.27% | 805.057 K $ | 4060 | 2017/12/31 | -274.369 K $ | -26.09 % |
| 2026/03/31 | MA | MASTERCARD INCORPORATED | 0.25% | 748.493 K $ | 1498 | 2024/03/31 | -106.901 K $ | -12.48 % |
| 2026/03/31 | XLC | SELECT SECTOR SPDR TR | 0.25% | 734.448 K $ | 6625 | 2019/06/30 | -45.447 K $ | -5.83 % |
| 2026/03/31 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 0.24% | 718.140 K $ | 1 | 2018/12/31 | -36.660 K $ | -4.86 % |
| 2026/03/31 | JPM | JPMORGAN CHASE & CO | 0.24% | 714.252 K $ | 2428 | 2023/12/31 | -57.943 K $ | -8.71 % |
| 2026/03/31 | CTAS | CINTAS CORP | 0.23% | 688.400 K $ | 4070 | 2024/03/31 | -76.969 K $ | -10.07 % |
| 2026/03/31 | META | META PLATFORMS INC | 0.23% | 672.831 K $ | 1176 | 2023/12/31 | -94.557 K $ | -13.33 % |
| 2026/03/31 | AVGO | BROADCOM INC | 0.22% | 643.490 K $ | 2079 | 2024/06/30 | -78.485 K $ | -10.57 % |
| 2026/03/31 | VUG | VANGUARD INDEX FDS | 0.20% | 609.071 K $ | 1394 | 2024/03/31 | -71.191 K $ | -10.47 % |
| 2026/03/31 | LLY | ELI LILLY & CO | 0.18% | 523.373 K $ | 569 | 2023/09/30 | -84.735 K $ | -14.41 % |
| 2026/03/31 | TSLA | TESLA INC | 0.17% | 501.844 K $ | 1350 | 2023/06/30 | -103.310 K $ | -17.34 % |
| 2026/03/31 | GNTX | GENTEX CORP | 0.16% | 486.665 K $ | 22273 | 2017/12/31 | -31.403 K $ | -6.10 % |
| 2026/03/31 | CAT | CATERPILLAR INC | 0.16% | 484.587 K $ | 684 | 2025/06/30 | 88.540 K $ | 23.67 % |
| 2026/03/31 | HD | HOME DEPOT INC | 0.16% | 473.613 K $ | 1440 | 2024/03/31 | -22.495 K $ | -4.42 % |
| 2026/03/31 | IJT | ISHARES TR | 0.16% | 471.755 K $ | 3260 | 2025/12/31 | 11.573 K $ | 2.51 % |
| 2026/03/31 | AMAT | APPLIED MATLS INC | 0.15% | 446.722 K $ | 1307 | 2024/03/31 | 109.307 K $ | 33.00 % |
| 2026/03/31 | VTV | VANGUARD INDEX FDS | 0.15% | 434.283 K $ | 2213 | 2024/03/31 | 11.529 K $ | 2.73 % |
| 2026/03/31 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 0.14% | 417.862 K $ | 872 | 2021/06/30 | -18.971 K $ | -4.67 % |
| 2026/03/31 | XOM | EXXON MOBIL CORP | 0.11% | 340.811 K $ | 2009 | 2025/12/31 | 89.515 K $ | 40.99 % |
| 2026/03/31 | VEA | VANGUARD TAX-MANAGED FDS | 0.11% | 324.492 K $ | 5064 | 2024/03/31 | 8.153 K $ | 2.58 % |
| 2026/03/31 | V | VISA INC | 0.11% | 317.363 K $ | 1050 | 2024/12/31 | -51.426 K $ | -13.82 % |
| 2026/03/31 | JNJ | JOHNSON & JOHNSON | 0.10% | 301.395 K $ | 1233 | 2025/09/30 | 46.487 K $ | 18.12 % |
| 2026/03/31 | WMT | WALMART INC | 0.09% | 277.897 K $ | 2236 | 2025/06/30 | 26.370 K $ | 11.55 % |
| 2026/03/31 | EFA | ISHARES TR | 0.09% | 271.478 K $ | 2795 | 2025/06/30 | 2.682 K $ | 1.15 % |
| 2026/03/31 | ABBV | ABBVIE INC | 0.09% | 261.008 K $ | 1200 | 2024/09/30 | -12.606 K $ | -4.81 % |
| 2026/03/31 | IWR | ISHARES TR | 0.09% | 260.187 K $ | 2676 | 2023/12/31 | 2.568 K $ | 1.00 % |
| 2026/03/31 | SBUX | STARBUCKS CORP | 0.09% | 255.156 K $ | 2848 | 2024/03/31 | 15.456 K $ | 6.39 % |
| 2026/03/31 | QTEC | FIRST TR EXCHANGE-TRADED FD | 0.08% | 235.418 K $ | 1090 | 2025/06/30 | -15.866 K $ | -6.18 % |
| 2026/03/31 | SYK | STRYKER CORPORATION | 0.08% | 231.329 K $ | 704 | 2025/03/31 | -16.313 K $ | -6.51 % |
| 2026/03/31 | COKE | COCA COLA CONS INC | 0.07% | 209.764 K $ | 1094 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | VBR | VANGUARD INDEX FDS | 0.07% | 209.212 K $ | 963 | 2025/09/30 | 5.257 K $ | 2.58 % |
| 2026/03/31 | NFLX | NETFLIX INC. | 0.07% | 204.511 K $ | 2127 | 2025/06/30 | 0.000 $ | 0.00 % |
| 2026/03/31 | MU | MICRON TECHNOLOGY INC | 0.07% | 200.002 K $ | 592 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | ORCL | ORACLE CORP | 0.00% | 0.000 $ | 0 | 2025/06/30 | 0.000 $ | 0.00 % |
| 2026/03/31 | ADP | AUTOMATIC DATA PROCESSING IN | 0.00% | 0.000 $ | 0 | 2024/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | FVD | FIRST TR EXCHANGE-TRADED FD | 0.00% | 0.000 $ | 0 | 2025/12/31 | 0.000 $ | 0.00 % |