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Fort Vancouver Investment Management, LLC 13F Holdings
Holdings from the most recent 13F from Fort Vancouver Investment Management, LLC
Filed: 2024-08-09 (Q2 2024) | Holdings: 48 | Value: $104.2M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| VOO - VANGUARD INDEX FDS | New Purchase | 16.44% | $17.1M | +12.08% | +12.46% | ||
| SCHF - SCHWAB STRATEGIC TR | New Purchase | 15.62% | $16.3M | +15.44% | +3.00% | ||
| AVEM - AMERICAN CENTY ETF TR | New Purchase | 11.21% | $11.7M | +10.26% | +3.87% | ||
| AVUV - AMERICAN CENTY ETF TR | New Purchase | 9.78% | $10.2M | +0.42% | +16.07% | ||
| VXF - VANGUARD INDEX FDS | New Purchase | 7.98% | $8.3M | +11.11% | +19.63% | ||
| VCSH - VANGUARD SCOTTSDALE FDS | New Purchase | 6.92% | $7.2M | +3.97% | +1.12% | ||
| VTIP - VANGUARD MALVERN FDS | New Purchase | 5.58% | $5.8M | +4.78% | +1.13% | ||
| BNDX - VANGUARD CHARLOTTE FDS | New Purchase | 4.03% | $4.2M | +2.38% | +1.06% | ||
| VUG - VANGUARD INDEX FDS | New Purchase | 3.57% | $3.7M | +16.58% | +14.88% | ||
| SCHX - SCHWAB STRATEGIC TR | New Purchase | 3.51% | $3.7M | +12.68% | +13.17% | ||
| SCHC - SCHWAB STRATEGIC TR | New Purchase | 3.05% | $3.2M | +15.55% | +3.30% | ||
| GVI - ISHARES TR | New Purchase | 2.37% | $2.5M | +2.46% | -0.08% | ||
| AVSF - AMERICAN CENTY ETF TR | New Purchase | 2.08% | $2.2M | +3.44% | +0.59% | ||
| DFCF - DIMENSIONAL ETF TRUST | New Purchase | 2.07% | $2.2M | +0.76% | +0.18% | ||
| SCHE - SCHWAB STRATEGIC TR | New Purchase | 0.67% | $700.9K | +12.99% | +6.43% | ||
| AVLV - AMERICAN CENTY ETF TR | New Purchase | 0.65% | $674.0K | +8.84% | +12.97% | ||
| AVDE - AMERICAN CENTY ETF TR | New Purchase | 0.64% | $663.8K | +18.63% | +3.92% | ||
| DFAE - DIMENSIONAL ETF TRUST | New Purchase | 0.57% | $588.5K | +9.85% | +4.40% | ||
| VEA - VANGUARD TAX-MANAGED FDS | New Purchase | 0.55% | $568.9K | +15.37% | +2.96% | ||
| VO - VANGUARD INDEX FDS | New Purchase | 0.54% | $557.6K | +13.10% | +14.30% | ||
| SCHA - SCHWAB STRATEGIC TR | New Purchase | 0.37% | $380.6K | +3.74% | +17.06% | ||
| RLY - SSGA ACTIVE ETF TR | New Purchase | 0.28% | $291.0K | +6.46% | +3.99% | ||
| SCZ - ISHARES TR | New Purchase | 0.24% | $254.3K | +15.10% | +3.27% | ||
| SCHV - SCHWAB STRATEGIC TR | New Purchase | 0.22% | $224.4K | +9.78% | +10.54% | ||
| VEU - VANGUARD INTL EQUITY INDEX F | New Purchase | 0.18% | $186.2K | +14.75% | +3.81% | ||
| VT - VANGUARD INTL EQUITY INDEX F | New Purchase | 0.15% | $158.8K | +12.97% | +9.70% | ||
| DFAI - DIMENSIONAL ETF TRUST | New Purchase | 0.12% | $125.7K | +16.47% | +3.33% | ||
| DFAU - DIMENSIONAL ETF TRUST | New Purchase | 0.11% | $114.6K | +11.10% | +13.25% | ||
| ESGV - VANGUARD WORLD FD | New Purchase | 0.11% | $110.3K | +11.99% | +13.39% | ||
| ESGD - ISHARES TR | New Purchase | 0.10% | $105.9K | +15.45% | +2.41% | ||
| VONE - VANGUARD SCOTTSDALE FDS | New Purchase | 0.06% | $63.7K | +12.29% | +13.01% | ||
| DFLV - DIMENSIONAL ETF TRUST | New Purchase | 0.04% | $44.9K | +5.50% | +11.22% | ||
| IEMG - ISHARES INC | New Purchase | 0.04% | $38.1K | +10.94% | +4.77% | ||
| RPG - INVESCO EXCHANGE TRADED FD T | New Purchase | 0.03% | $35.2K | +22.99% | +20.06% | ||
| SUSB - ISHARES TR | New Purchase | 0.03% | $33.7K | +3.78% | +0.93% | ||
| XJH - ISHARES TR | New Purchase | 0.02% | $24.6K | +4.59% | +13.27% | ||
| SCHO - SCHWAB STRATEGIC TR | New Purchase | 0.02% | $20.9K | +3.08% | +0.51% | ||
| SCHZ - SCHWAB STRATEGIC TR | New Purchase | 0.02% | $19.6K | +0.69% | -0.39% | ||
| AGZ - ISHARES TR | New Purchase | 0.02% | $17.8K | +2.28% | -0.01% | ||
| MDLZ - MONDELEZ INTL INC | New Purchase | 0.01% | $9.7K | -3.60% | -4.70% | ||
| EUSB - ISHARES TR | New Purchase | 0.01% | $8.9K | +1.12% | -0.21% | ||
| MGC - VANGUARD WORLD FD | New Purchase | 0.01% | $7.5K | +12.44% | +12.46% | ||
| BGRN - ISHARES TR | New Purchase | 0.01% | $7.5K | +2.01% | +0.63% | ||
| MIN - MFS INTER INCOME TR | New Purchase | 0.00% | $5.0K | +6.06% | +2.63% | ||
| XVV - ISHARES TR | New Purchase | 0.00% | $4.4K | +11.85% | +12.67% | ||
| GEV - GE VERNOVA INC | New Purchase | 0.00% | $3.1K | +152.52% | +95.78% | ||
| KHC - KRAFT HEINZ CO | New Purchase | 0.00% | $1.6K | -17.24% | -5.94% | ||
| IEP - ICAHN ENTERPRISES LP | New Purchase | 0.00% | $1.2K | -35.53% | -15.84% | ||