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Home > Institutional Investor > Jvl Associates Llc > Profile

Instuitional Investor - Jvl Associates Llc

Fund Profile
Filing Period:
Fund Name: Jvl Associates Llc
Portfolio Value $278,320,231
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 442,766 $59,791,121 21.48%
2.
Vanguard Index Fds
 147,018 $44,683,179 16.05%
3.
Ishares Trust
 IEF 313,548 $19,446,241 6.99%
4.
Invesco Qqq Tr
 30,763 $16,970,070 6.1%
5.
Ishares Trust
 IEF 148,931 $16,276,629 5.85%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)