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Fort Vancouver Investment Management, LLC 13F Holdings
Holdings from the most recent 13F from Fort Vancouver Investment Management, LLC
Filed: 2025-04-25 (Q1 2025) | Holdings: 53 | Value: $130.4M | 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 | 13.77% | $17.9M | +7.51% | ||||
| AVUV - AMERICAN CENTY ETF TR | New Purchase | 10.30% | $13.4M | +8.68% | |||
| SCHF - SCHWAB STRATEGIC TR | Reduce 38% $(6.7M) | 8.39% | $10.9M | +4.99% | |||
| AVEM - AMERICAN CENTY ETF TR | New Purchase | 7.85% | $10.2M | +7.04% | |||
| VXF - VANGUARD INDEX FDS | 6.53% | $8.5M | +9.16% | ||||
| VCSH - VANGUARD SCOTTSDALE FDS | Add 6% ($490.8K) | 6.37% | $8.3M | +0.26% | |||
| DFIC - DIMENSIONAL ETF TRUST | Add 396% ($5.9M) | 5.65% | $7.4M | +5.65% | |||
| VTIP - VANGUARD MALVERN FDS | Add 5% ($310.4K) | 5.13% | $6.7M | -0.24% | |||
| AVSF - AMERICAN CENTY ETF TR | New Purchase | 5.03% | $6.6M | +0.19% | |||
| DFCF - DIMENSIONAL ETF TRUST | Add 9% ($554.5K) | 4.99% | $6.5M | -0.89% | |||
| SCHC - SCHWAB STRATEGIC TR | Add 113% ($3.4M) | 4.98% | $6.5M | +5.81% | |||
| AVDV - AMERICAN CENTY ETF TR | New Purchase | 3.92% | $5.1M | ||||
| DFLV - DIMENSIONAL ETF TRUST | Add 104% ($2.5M) | 3.83% | $5.0M | +4.83% | |||
| BNDX - VANGUARD CHARLOTTE FDS | Add 7% ($328.4K) | 3.71% | $4.8M | -0.46% | |||
| VUG - VANGUARD INDEX FDS | Reduce 1% $(46.0K) | 2.79% | $3.6M | +9.63% | |||
| SCHX - SCHWAB STRATEGIC TR | Reduce 6% $(232.1K) | 2.58% | $3.4M | +7.66% | |||
| SCHE - SCHWAB STRATEGIC TR | Reduce 1% $(5.3K) | 0.70% | $909.2K | +6.45% | |||
| AVLV - AMERICAN CENTY ETF TR | New Purchase | 0.53% | $691.8K | +6.76% | |||
| VO - VANGUARD INDEX FDS | 0.46% | $595.6K | |||||
| DFAE - DIMENSIONAL ETF TRUST | Reduce 2% $(10.9K) | 0.38% | $497.3K | +6.74% | |||
| VEA - VANGUARD TAX-MANAGED FDS | Reduce 17% $(93.3K) | 0.36% | $466.2K | +5.14% | |||
| AVDE - AMERICAN CENTY ETF TR | New Purchase | 0.28% | $368.5K | +5.60% | |||
| SCHA - SCHWAB STRATEGIC TR | Reduce 9% $(32.5K) | 0.25% | $323.9K | ||||
| VEU - VANGUARD INTL EQUITY INDEX F | 0.15% | $192.2K | +5.36% | ||||
| VT - VANGUARD INTL EQUITY INDEX F | Add 2% ($3.6K) | 0.14% | $184.4K | +6.75% | |||
| SCZ - ISHARES TR | Reduce 31% $(81.9K) | 0.14% | $180.2K | ||||
| SCHV - SCHWAB STRATEGIC TR | Add 1% ($1.1K) | 0.14% | $179.5K | +5.74% | |||
| DFAU - DIMENSIONAL ETF TRUST | 0.07% | $96.5K | +7.62% | ||||
| ESGV - VANGUARD WORLD FD | Reduce 16% $(18.3K) | 0.07% | $93.5K | +8.10% | |||
| ESGD - ISHARES TR | Reduce 19% $(20.7K) | 0.07% | $89.0K | +5.06% | |||
| DFAI - DIMENSIONAL ETF TRUST | Reduce 47% $(74.0K) | 0.06% | $82.0K | +5.13% | |||
| VONE - VANGUARD SCOTTSDALE FDS | 0.05% | $60.4K | +7.54% | ||||
| DFSV - DIMENSIONAL ETF TRUST | New Purchase | 0.04% | $46.9K | ||||
| SUSB - ISHARES TR | Add 5% ($1.8K) | 0.03% | $42.3K | +0.20% | |||
| IEMG - ISHARES INC | Reduce 1% $(323.82) | 0.03% | $38.4K | +6.55% | |||
| MSI - MOTOROLA SOLUTIONS INC | New Purchase | 0.03% | $37.2K | ||||
| HSY - HERSHEY CO | New Purchase | 0.03% | $34.2K | -4.00% | |||
| ED - CONSOLIDATED EDISON INC | New Purchase | 0.03% | $33.2K | ||||
| XJH - ISHARES TR | Add 17% ($4.0K) | 0.02% | $28.3K | +7.60% | |||
| RPG - INVESCO EXCHANGE TRADED FD T | 0.02% | $28.0K | +11.84% | ||||
| DFSI - DIMENSIONAL ETF TRUST | New Purchase | 0.02% | $24.5K | +5.87% | |||
| AVSU - AMERICAN CENTY ETF TR | New Purchase | 0.02% | $23.4K | +8.31% | |||
| AGZ - ISHARES TR | Add 16% ($3.0K) | 0.02% | $21.0K | -0.40% | |||
| VTI - VANGUARD INDEX FDS | Add 2% ($273.02) | 0.01% | $16.7K | +7.69% | |||
| SCHO - SCHWAB STRATEGIC TR | Add 2% ($243.41) | 0.01% | $14.0K | -0.15% | |||
| TAP - MOLSON COORS BEVERAGE CO | New Purchase | 0.01% | $12.2K | ||||
| EUSB - ISHARES TR | Add 22% ($2.0K) | 0.01% | $11.1K | -0.52% | |||
| BGRN - ISHARES TR | Add 37% ($2.8K) | 0.01% | $10.4K | -0.05% | |||
| XVV - ISHARES TR | 0.01% | $10.3K | +7.66% | ||||
| GVI - ISHARES TR | Reduce 5% $(424.10) | 0.01% | $8.5K | -0.31% | |||
| N/A - AMERICAN CENTY ETF TR | Reduce 100% | 0.00% | $0.00 | ||||
| N/A - AMERICAN CENTY ETF TR | Reduce 100% | 0.00% | $0.00 | ||||
| N/A - AMERICAN CENTY ETF TR | Reduce 100% | 0.00% | $0.00 | ||||
| GEV - GE VERNOVA INC | Reduce 100% | 0.00% | $0.00 | ||||
| KHC - KRAFT HEINZ CO | Reduce 100% | 0.00% | $0.00 | ||||
| N/A - AMERICAN CENTY ETF TR | Reduce 100% | 0.00% | $0.00 | ||||
| MDLZ - MONDELEZ INTL INC | Reduce 100% | 0.00% | $0.00 | ||||
| N/A - AMERICAN CENTY ETF TR | Reduce 100% | 0.00% | $0.00 | ||||
| VSGX - VANGUARD WORLD FD | Reduce 100% | 0.00% | $0.00 | ||||
| SCHZ - SCHWAB STRATEGIC TR | Reduce 100% | 0.00% | $0.00 | ||||