Fort Vancouver Investment Management, LLC Top Holdings and 13F Report (2025) About Fort Vancouver Investment Management, LLCInvestment ActivityFort Vancouver Investment Management, LLC has $130.37 million in total holdings as of March 31, 2025.Fort Vancouver Investment Management, LLC owns shares of 53 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 38.48% of the portfolio was purchased this quarter.About 28.49% of the portfolio was sold this quarter.This quarter, Fort Vancouver Investment Management, LLC has purchased 47 new stocks and bought additional shares in 16 stocks.Fort Vancouver Investment Management, LLC sold shares of 17 stocks and completely divested from 8 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $17,946,507Avantis U.S. Small Cap Value ETF $13,428,801Schwab International Equity ETF $10,938,972Avantis Emerging Markets Equity ETF $10,233,293Vanguard Extended Market ETF $8,514,996 Largest New Holdings this Quarter 025072877 - Avantis U.S. Small Cap Value ETF $13,428,801 Holding025072604 - Avantis Emerging Markets Equity ETF $10,233,293 Holding025072687 - Avantis Short-Term Fixed Income ETF $6,554,164 Holding025072802 - Avantis International Small Cap Value ETF $5,108,386 Holding025072349 - Avantis U.S. Large Cap Value ETF $691,813 Holding Largest Purchases this Quarter Avantis U.S. Small Cap Value ETF 154,053 shares (about $13.43M)Avantis Emerging Markets Equity ETF 170,073 shares (about $10.23M)Avantis Short-Term Fixed Income ETF 140,226 shares (about $6.55M)Dimensional International Core Equity 2 ETF 211,695 shares (about $5.88M)Avantis International Small Cap Value ETF 73,249 shares (about $5.11M) Largest Sales this Quarter Schwab International Equity ETF 336,446 shares (about $6.65M)Schwab US Large-Cap ETF 10,514 shares (about $232.15K)Vanguard FTSE Developed Markets ETF 1,836 shares (about $93.32K)iShares MSCI EAFE Small-Cap ETF 1,289 shares (about $81.89K)Dimensional International Core Equity Market ETF 2,370 shares (about $74.02K) Sector Allocation Over TimeMap of 500 Largest Holdings ofFort Vancouver Investment Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$17,946,507$14,904 ▼-0.1%34,92113.8%ETFAVUVAvantis U.S. Small Cap Value ETF$13,428,801$13,428,801 ▲New Holding154,05310.3%ETFSCHFSchwab International Equity ETF$10,938,972$6,654,901 ▼-37.8%553,0328.4%ETFAVEMAvantis Emerging Markets Equity ETF$10,233,293$10,233,293 ▲New Holding170,0737.8%ETFVXFVanguard Extended Market ETF$8,514,996$42,031 ▼-0.5%49,4316.5%ETFVCSHVanguard Short-Term Corporate Bond ETF$8,302,278$490,770 ▲6.3%105,1726.4%ETFDFICDimensional International Core Equity 2 ETF$7,361,966$5,878,770 ▲396.4%265,1055.6%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$6,689,195$310,428 ▲4.9%134,0525.1%ManufacturingAVSFAvantis Short-Term Fixed Income ETF$6,554,164$6,554,164 ▲New Holding140,2265.0%ETFDFCFDimensional Core Fixed Income ETF$6,504,201$554,477 ▲9.3%154,6415.0%ETFSCHCSchwab International Small-Cap Equity ETF$6,492,774$3,439,350 ▲112.6%180,9585.0%ETFAVDVAvantis International Small Cap Value ETF$5,108,386$5,108,386 ▲New Holding73,2493.9%ETFDFLVDimensional US Large Cap Value ETF$4,990,400$2,543,118 ▲103.9%163,2453.8%ETFBNDXVanguard Total International Bond ETF$4,838,502$328,412 ▲7.3%99,1093.7%ETFVUGVanguard Growth ETF$3,639,228$45,982 ▼-1.2%9,8142.8%ETFSCHXSchwab US Large-Cap ETF$3,366,715$232,149 ▼-6.5%152,4782.6%ETFSCHESchwab Emerging Markets Equity ETF$909,176$5,266 ▼-0.6%32,9770.7%ETFAVLVAvantis U.S. Large Cap Value ETF$691,813$691,813 ▲New Holding10,6090.5%ETFVOVanguard Mid-Cap ETF$595,6020.0%2,3030.5%ETFDFAEDimensional Emerging Core Equity Market ETF$497,347$10,926 ▼-2.1%19,2100.4%ETFVEAVanguard FTSE Developed Markets ETF$466,162$93,324 ▼-16.7%9,1710.4%ETFAVDEAvantis International Equity ETF$368,462$368,462 ▲New Holding5,5600.3%ETFSCHASchwab US Small-Cap ETF$323,920$32,544 ▼-9.1%13,8250.2%ETFVEUVanguard FTSE All-World ex-US ETF$192,232$364 ▼-0.2%3,1690.1%ETFVTVanguard Total World Stock ETF$184,361$3,594 ▲2.0%1,5900.1%ETFSCZiShares MSCI EAFE Small-Cap ETF$180,172$81,891 ▼-31.2%2,8360.1%ETFSCHVSchwab U.S. Large-Cap Value ETF$179,495$1,116 ▲0.6%6,7530.1%ETFDFAUDimensional US Core Equity Market ETF$96,5230.0%2,5110.1%ETFESGVVanguard ESG US Stock ETF$93,543$18,317 ▼-16.4%9550.1%ETFESGDiShares ESG Aware MSCI EAFE ETF$89,043$20,749 ▼-18.9%1,0900.1%ManufacturingDFAIDimensional International Core Equity Market ETF$82,010$74,015 ▼-47.4%2,6260.1%ETFVONEVanguard Russell 1000$60,4190.0%2380.0%ETFDFSVDimensional US Small Cap Value ETF$46,927$46,927 ▲New Holding1,6670.0%ETFSUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$42,334$1,824 ▲4.5%1,6940.0%ManufacturingIEMGiShares Core MSCI Emerging Markets ETF$38,373$324 ▼-0.8%7110.0%ETFMSIMotorola Solutions$37,214$37,214 ▲New Holding850.0%Computer and TechnologyHSYHershey$34,206$34,206 ▲New Holding2000.0%Consumer StaplesEDConsolidated Edison$33,177$33,177 ▲New Holding3000.0%UtilitiesXJHiShares ESG Select Screened S&P Mid-Cap ETF$28,287$4,024 ▲16.6%7240.0%ETFRPGInvesco S&P 500 Pure Growth ETF$28,0380.0%7330.0%ETFDFSIDimensional International Sustainability Core 1 ETF$24,458$24,458 ▲New Holding7010.0%ETFAVSUAvantis Responsible U.S. Equity ETF$23,385$23,385 ▲New Holding3750.0%ETFAGZiShares Agency Bond ETF$21,013$2,955 ▲16.4%1920.0%FinanceVTIVanguard Total Stock Market ETF$16,654$273 ▲1.7%610.0%ETFSCHOSchwab Short-Term U.S. Treasury ETF$13,996$243 ▲1.8%5750.0%ETFTAPMolson Coors Beverage$12,174$12,174 ▲New Holding2000.0%Consumer StaplesEUSBiShares ESG Advanced Total USD Bond Market ETF$11,090$1,993 ▲21.9%2560.0%ETFBGRNiShares USD Green Bond ETF$10,420$2,794 ▲36.6%2200.0%ManufacturingXVViShares ESG Select Screened S&P 500 ETF$10,3110.0%2410.0%ETFGVIiShares Intermediate Government/Credit Bond ETF$8,482$424 ▼-4.8%800.0%ETFGE VERNOVA INC$5,4960.0%180.0%COMVSGXVanguard ESG International Stock ETF$4,601$9,910 ▼-68.3%780.0%ETFENZEnzo Biochem$592$592 ▲New Holding1,5990.0%MedicalAMERICAN CENTY ETF TR$0$11,464,991 ▼-100.0%00.0%AVANTIS EMGMKTAMERICAN CENTY ETF TR$0$11,289,281 ▼-100.0%00.0%US SML CP VALUAMERICAN CENTY ETF TR$0$5,871,500 ▼-100.0%00.0%AVANTIS SHFXDINCAMERICAN CENTY ETF TR$0$700,084 ▼-100.0%00.0%US LARGE CAP VLUAMERICAN CENTY ETF TR$0$445,363 ▼-100.0%00.0%INTL EQT ETFSCHZSchwab U.S. Aggregate Bond ETF$0$18,342 ▼-100.0%00.0%ETFMDLZMondelez International$0$8,841 ▼-100.0%00.0%Consumer StaplesKHCKraft Heinz$0$1,505 ▼-100.0%00.0%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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