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Fort Vancouver Investment Management, LLC 13F Holdings
Holdings from the most recent 13F from Fort Vancouver Investment Management, LLC
Filed: 2025-02-11 (Q4 2024) | Holdings: 47 | Value: $117.8M | 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 | Add 2% ($329.2K) | 15.98% | $18.8M | -0.77% | -2.40% | ||
| SCHF - SCHWAB STRATEGIC TR | Add 113% ($8.7M) | 13.96% | $16.5M | +10.11% | +7.59% | ||
| N/A - AMERICAN CENTY ETF TR | New Purchase | 9.73% | $11.5M | ||||
| N/A - AMERICAN CENTY ETF TR | New Purchase | 9.58% | $11.3M | ||||
| VXF - VANGUARD INDEX FDS | 8.01% | $9.4M | -4.59% | -5.66% | |||
| VCSH - VANGUARD SCOTTSDALE FDS | Add 2% ($170.9K) | 6.55% | $7.7M | +2.04% | +1.67% | ||
| VTIP - VANGUARD MALVERN FDS | Add 1% ($53.1K) | 5.25% | $6.2M | +2.20% | +1.77% | ||
| N/A - AMERICAN CENTY ETF TR | New Purchase | 4.98% | $5.9M | ||||
| DFCF - DIMENSIONAL ETF TRUST | Add 4% ($219.9K) | 4.95% | $5.8M | +1.23% | +1.50% | ||
| BNDX - VANGUARD CHARLOTTE FDS | Add 1% ($59.7K) | 3.85% | $4.5M | +0.61% | +0.44% | ||
| VUG - VANGUARD INDEX FDS | 3.46% | $4.1M | -0.74% | -3.03% | |||
| SCHX - SCHWAB STRATEGIC TR | Add 198% ($2.5M) | 3.21% | $3.8M | -0.97% | -2.66% | ||
| SCHC - SCHWAB STRATEGIC TR | Reduce 1% $(17.7K) | 2.48% | $2.9M | +11.27% | +8.61% | ||
| DFLV - DIMENSIONAL ETF TRUST | Add 179% ($1.5M) | 2.04% | $2.4M | -2.10% | -2.23% | ||
| DFIC - DIMENSIONAL ETF TRUST | Add 1251% ($1.3M) | 1.17% | $1.4M | +11.71% | +8.84% | ||
| SCHE - SCHWAB STRATEGIC TR | Reduce 1% $(11.3K) | 0.75% | $883.3K | +6.76% | +5.84% | ||
| N/A - AMERICAN CENTY ETF TR | New Purchase | 0.59% | $700.1K | ||||
| VO - VANGUARD INDEX FDS | 0.52% | $608.3K | +0.43% | -1.11% | |||
| VEA - VANGUARD TAX-MANAGED FDS | 0.45% | $526.4K | +10.14% | +7.63% | |||
| DFAE - DIMENSIONAL ETF TRUST | 0.42% | $498.1K | +6.27% | +5.15% | |||
| N/A - AMERICAN CENTY ETF TR | New Purchase | 0.38% | $445.4K | ||||
| SCHA - SCHWAB STRATEGIC TR | Add 97% ($193.5K) | 0.33% | $393.4K | -5.67% | -6.13% | ||
| SCZ - ISHARES TR | 0.21% | $250.6K | +11.10% | +8.71% | |||
| VT - VANGUARD INTL EQUITY INDEX F | Add 11% ($17.6K) | 0.16% | $183.2K | +2.52% | +0.78% | ||
| VEU - VANGUARD INTL EQUITY INDEX F | 0.15% | $182.3K | +9.17% | +7.04% | |||
| SCHV - SCHWAB STRATEGIC TR | Add 122% ($96.2K) | 0.15% | $175.0K | +0.64% | -0.51% | ||
| DFAI - DIMENSIONAL ETF TRUST | 0.12% | $145.9K | +10.43% | +7.82% | |||
| ESGV - VANGUARD WORLD FD | 0.10% | $119.8K | -1.78% | -3.42% | |||
| ESGD - ISHARES TR | 0.09% | $102.3K | +10.63% | +7.83% | |||
| DFAU - DIMENSIONAL ETF TRUST | 0.09% | $101.7K | -1.40% | -2.90% | |||
| VONE - VANGUARD SCOTTSDALE FDS | 0.05% | $63.5K | -1.05% | -2.65% | |||
| SUSB - ISHARES TR | Add 5% ($2.0K) | 0.03% | $40.0K | +2.16% | +1.79% | ||
| IEMG - ISHARES INC | Add 1% ($313.32) | 0.03% | $37.4K | +6.71% | +5.46% | ||
| RPG - INVESCO EXCHANGE TRADED FD T | 0.03% | $30.2K | -0.11% | -2.20% | |||
| XJH - ISHARES TR | 0.02% | $26.0K | -2.69% | -3.26% | |||
| SCHZ - SCHWAB STRATEGIC TR | Add 87% ($8.6K) | 0.02% | $18.3K | +1.66% | +1.70% | ||
| AGZ - ISHARES TR | 0.02% | $17.8K | +1.93% | +1.68% | |||
| VTI - VANGUARD INDEX FDS | 0.01% | $17.5K | -1.35% | -2.90% | |||
| VSGX - VANGUARD WORLD FD | Add 215% ($9.5K) | 0.01% | $13.9K | +8.46% | +6.34% | ||
| SCHO - SCHWAB STRATEGIC TR | Add 103% ($6.9K) | 0.01% | $13.6K | +1.64% | +1.52% | ||
| XVV - ISHARES TR | Add 21% ($1.9K) | 0.01% | $10.9K | -1.18% | -2.75% | ||
| EUSB - ISHARES TR | 0.01% | $8.9K | +1.51% | +1.51% | |||
| MDLZ - MONDELEZ INTL INC | 0.01% | $8.8K | +10.72% | +10.65% | |||
| GVI - ISHARES TR | Reduce 40% $(5.7K) | 0.01% | $8.8K | +2.24% | +2.01% | ||
| BGRN - ISHARES TR | 0.01% | $7.5K | +1.73% | +1.55% | |||
| GEV - GE VERNOVA INC | 0.01% | $5.9K | +23.47% | +14.31% | |||
| KHC - KRAFT HEINZ CO | 0.00% | $1.5K | +2.66% | +3.58% | |||
| RLY - SSGA ACTIVE ETF TR | Reduce 100% | 0.00% | $0.00 | ||||
| AVSF - AMERICAN CENTY ETF TR | Reduce 100% | 0.00% | $0.00 | ||||
| AVDE - AMERICAN CENTY ETF TR | Reduce 100% | 0.00% | $0.00 | ||||
| AVLV - AMERICAN CENTY ETF TR | Reduce 100% | 0.00% | $0.00 | ||||
| AVEM - AMERICAN CENTY ETF TR | Reduce 100% | 0.00% | $0.00 | ||||
| AVUV - AMERICAN CENTY ETF TR | Reduce 100% | 0.00% | $0.00 | ||||