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Fort Vancouver Investment Management, LLC

Q3 2024 · 13F-HR

Fort Vancouver Investment Management, LLCholdings as filed

Filed 2024-10-25 · accession 0002032698-24-000002

$115.9M
Reported value
48
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908363VOOVANGUARD INDEX FDS$18.1M15.6%34,339CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$17.2M14.9%418,436CommonNONE
025072604AVEMAMERICAN CENTY ETF TR$12.2M10.5%188,434CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$10.9M9.41%113,662CommonNONE
922908652VXFVANGUARD INDEX FDS$9.1M7.82%49,787CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$7.7M6.63%96,764CommonNONE
922020805VTIPVANGUARD MALVERN FDS$6.2M5.39%126,734CommonNONE
25434V872DFCFDIMENSIONAL ETF TRUST$5.9M5.07%136,129CommonNONE
025072687AVSFAMERICAN CENTY ETF TR$5.9M5.06%124,428CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$4.6M3.96%91,164CommonNONE
922908736VUGVANGUARD INDEX FDS$3.8M3.29%9,938CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$3.7M3.20%54,625CommonNONE
808524888SCHCSCHWAB STRATEGIC TR$3.3M2.85%85,616CommonNONE
808524706SCHESCHWAB STRATEGIC TR$980,2150.85%33,592CommonNONE
25434V666DFLVDIMENSIONAL ETF TRUST$885,3570.76%28,736CommonNONE
025072349AVLVAMERICAN CENTY ETF TR$706,0270.61%10,725CommonNONE
922908629VOVANGUARD INDEX FDS$607,6010.52%2,303CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$581,2800.50%11,007CommonNONE
25434V302DFAEDIMENSIONAL ETF TRUST$538,1140.46%19,632CommonNONE
025072703AVDEAMERICAN CENTY ETF TR$486,4370.42%7,257CommonNONE
808524607SCHASCHWAB STRATEGIC TR$398,1470.34%7,731CommonNONE
78467V103RLYSSGA ACTIVE ETF TR$302,6900.26%10,532CommonNONE
464288273SCZISHARES TR$279,2630.24%4,125CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$242,8790.21%3,022CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$200,0250.17%3,175CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$168,6580.15%1,409CommonNONE
25434V203DFAIDIMENSIONAL ETF TRUST$158,7730.14%4,996CommonNONE
921910733ESGVVANGUARD WORLD FD$116,0850.10%1,142CommonNONE
46435G516ESGDISHARES TR$113,1250.10%1,344CommonNONE
25434V799DFICDIMENSIONAL ETF TRUST$111,2660.10%3,954CommonNONE
25434V104DFAUDIMENSIONAL ETF TRUST$99,6620.09%2,511CommonNONE
92206C730VONEVANGUARD SCOTTSDALE FDS$61,8970.05%238CommonNONE
46434G103IEMGISHARES INC$40,8190.04%711CommonNONE
46435G243SUSBISHARES TR$38,7720.03%1,541CommonNONE
46137V266RPGINVESCO EXCHANGE TRADED FD T$28,7850.02%733CommonNONE
46436E551XJHISHARES TR$26,2620.02%621CommonNONE
808524839SCHZSCHWAB STRATEGIC TR$20,4820.02%431CommonNONE
464288166AGZISHARES TR$18,2160.02%165CommonNONE
922908769VTIVANGUARD INDEX FDS$16,9890.01%60CommonNONE
464288612GVIISHARES TR$14,8870.01%139CommonNONE
808524862SCHOSCHWAB STRATEGIC TR$13,6660.01%279CommonNONE
609207105MDLZMONDELEZ INTL INC$10,9040.01%148CommonNONE
46436E619EUSBISHARES TR$9,3030.01%210CommonNONE
46436E569XVVISHARES TR$8,8010.01%199CommonNONE
46435U440BGRNISHARES TR$7,7830.01%161CommonNONE
921910725VSGXVANGUARD WORLD FD$4,7980.00%78CommonNONE
36828A101GEVGE VERNOVA INC$4,5900.00%18CommonNONE
500754106KHCKRAFT HEINZ CO$1,7210.00%49CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.