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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 $307,239,401
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 460,261 $68,436,249 22.27%
2.
Vanguard Index Fds
 146,032 $48,960,214 15.94%
3.
Ishares Trust
 IEF 298,260 $19,685,184 6.41%
4.
Ishares Trust
 IEF 141,262 $16,976,836 5.53%
5.
Invesco Qqq Tr
 27,425 $16,847,683 5.48%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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