Oliver Lagore Vanvalin Investment Group ETFs

Oliver Lagore Vanvalin Investment Group

$263 Million
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
BIBL Northern Lts Fd Tr Iv	$0	$93,000 0.04% of portfolio	2,251	Q2 2025 Reduced 37.03%
TPLC Timothy Plan U S Large/Mid Cap	$0	$92,000 0.03% of portfolio	2,064	Q2 2025 Reduced 27.88%
EMB Ishares Tr	$0	$84,000 0.03% of portfolio	916	Q2 2025 Added 34.9%
MUB Ishares National Muni Bond ETF	$0	$79,000 0.03% of portfolio	760	Q2 2025 Reduced 3.8%
VMBS Vanguard Mortg Backed Sec ETF	$0	$79,000 0.03% of portfolio	1,725	Q2 2025 Reduced 17.82%
USIG Ishares Tr Broad Usd Inbd Etfv	$0	$77,000 0.03% of portfolio	1,510	Q2 2025 Reduced 16.94%
DSI Ishares Msci Kld 400 Social Et	$0	$75,000 0.03% of portfolio	646	Q2 2025 Added 0.78%
HEFA Ishares Currency Hedged Msci E	$0	$75,000 0.03% of portfolio	1,985	Q2 2025 Added 2,291.57%
SPYG Spdr Portfolio	$0	$73,000 0.03% of portfolio	772	Q4 2024 Reduced 29.95%
RING Ishares Inc Msci Global Gold M	$0	$72,000 0.03% of portfolio	1,650	Q2 2024 Reduced 76.12%
WWJD Northern Lts Fd Tr Iv Inspire	$0	$71,000 0.03% of portfolio	2,075	Q2 2025 Reduced 28.82%
XLI Industrial Sector Spdr	$0	$63,000 0.02% of portfolio	429	Q2 2025 Reduced 21.43%
SUSC Ishares Tr Esg Aware Usd Corpo	$0	$63,000 0.02% of portfolio	2,745	Q2 2025 Reduced 3.04%
TPHD Timothy Plan High Divid Stk Et	$0	$62,000 0.02% of portfolio	1,658	Q2 2025 Reduced 27.88%
SPYV Spdr Portfolio S&P 500 Value E	$0	$56,000 0.02% of portfolio	1,076	Q1 2024 Reduced 70.63%
ESGU Ishares Trust Ishares Esg Awar	$0	$56,000 0.02% of portfolio	420	Q2 2025 Added 15.38%
EAGG Ishares Esg Aware U.S. Aggrega	$0	$55,000 0.02% of portfolio	1,164	Q2 2025 Added 42.65%
VGIT Vanguard Intermediate Term Tre	$0	$54,000 0.02% of portfolio	912	Q2 2025 Reduced 9.25%
IBTF Ishares Tr Ibonds Dec 2025 Ter	$0	$54,000 0.02% of portfolio	2,321	Q2 2025 Added 0.13%
QYLD Global X Fdsnasdaq 100 Covered	$0	$48,000 0.02% of portfolio	2,930	Q2 2024 Added 46.5%
IWB Ishares Tr Russell 1000 ETF	$0	$48,000 0.02% of portfolio	143	Q1 2024 New
VGSH Vanguard	$0	$47,000 0.02% of portfolio	817	Q2 2025 Reduced 12.99%
IBTG Ishares Tr Ibonds Dec 2026 Ter	$0	$45,000 0.02% of portfolio	1,973	Q2 2025 Added 0.15%
TPSC Timothy Plan U S Sm Cap Core E	$0	$44,000 0.02% of portfolio	1,145	Q2 2025 Reduced 27.81%
EDV Vanguard Extended Duration Tre	$0	$43,000 0.02% of portfolio	646	Q2 2025 Reduced 99.41%
IWR Ishares Russell Mid Cap ETF	$0	$43,000 0.02% of portfolio	468	Q1 2024 Reduced 64.63%
DON Wisdomtree Tr U.S. Midcap Divi	$0	$42,000 0.02% of portfolio	851	Q1 2024 Reduced 54.78%
SDY Spdr Series Tr Spdr S&P Divide	$0	$40,000 0.02% of portfolio	296	Q4 2022 Reduced 31.48%
GOVT Ishares U.S. Treasury Bond ETF	$0	$39,000 0.01% of portfolio	1,709	Q2 2025 Reduced 2.18%
ISMD Northern Lts Fd Tr Iv	$0	$39,000 0.01% of portfolio	1,112	Q2 2025 Reduced 26.94%
TFLO Ishares Treasury Floating Rate	$0	$38,000 0.01% of portfolio	761	Q2 2025 Added 76,000.0%
XLF Financial Sector Spdr	$0	$38,000 0.01% of portfolio	742	Q2 2025 Reduced 32.48%
PFF Ishares Trust Ishares Pfd And	$0	$38,000 0.01% of portfolio	1,239	Q4 2024 Reduced 0.24%
SHY Ishares Barclays 1 3 Year Trea	$0	$38,000 0.01% of portfolio	468	Q2 2025 Reduced 98.5%
JEPQ J P Morgan ETF Tr Nasdaq Equit	$0	$37,000 0.01% of portfolio	685	Q2 2024 Added 13.22%
IEI Ishares Barclays 3 7 Yr Treas	$0	$36,000 0.01% of portfolio	308	Q2 2025 Reduced 56.37%
KBWD Invesco ETF Tr Ii Kbw High Div	$0	$33,000 0.01% of portfolio	2,400	Q4 2024 Added 500.0%
SPUS Tidal ETF Tr Sp Fds S&P 500 Sh	$0	$32,000 0.01% of portfolio	732	Q2 2025 Added 33.09%
JEPI J P Morgan Exchange Traded Fd	$0	$32,000 0.01% of portfolio	565	Q2 2025 Reduced 10.32%
ESGE Ishares, Inc. Ishares Esg Awar	$0	$30,000 0.01% of portfolio	775	Q2 2025 Reduced 2.27%
DIA Spdr Dow Jones Industrial Average ETF Trust	$0	$29,000 0.01% of portfolio	66	Q2 2025 Reduced 99.72%
TIP Ishares Tr Tips Bd ETF	$0	$27,000 0.01% of portfolio	254	Q2 2025 Added 8.55%
ARKK Ark ETF Tr Innovation ETF (De)	$0	$27,000 0.01% of portfolio	395	Q2 2025 Reduced 28.7%
IWS Ishares Russell Midcap Value E	$0	$25,000 0.01% of portfolio	193	Q2 2025 Reduced 23.41%
XLY Select Sector Spdr Consumer Di	$0	$21,000 0.01% of portfolio	98	Q2 2025 Added 145.0%
FNCL Fidelity Covington Tr Msci Fin	$0	$21,000 0.01% of portfolio	289	Q4 2024 Reduced 6.17%
XLU Utilities Sector Spdr	$0	$21,000 0.01% of portfolio	266	Q2 2025 Reduced 25.91%
ICVT Ishares Tr Convertible Bond Et	$0	$20,000 0.01% of portfolio	232	Q2 2025 Reduced 11.45%
VTV Vanguard Value ETF	$0	$19,000 0.01% of portfolio	108	Q2 2024 Reduced 19.4%
HYDB Ishares Tr Edge High Yield Def	$0	$19,000 0.01% of portfolio	415	Q2 2025 Reduced 2.35%

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Oliver Lagore Vanvalin Investment Group, based on Form 13F filings with the SEC.

News

Stay updated on Oliver Lagore Vanvalin Investment Group with notifications on news.