Fort Vancouver Investment Management, LLC Top Holdings and 13F Report (2025) About Fort Vancouver Investment Management, LLCInvestment ActivityFort Vancouver Investment Management, LLC has $117.84 million in total holdings as of December 31, 2024.Fort Vancouver Investment Management, LLC owns shares of 47 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 38.18% of the portfolio was purchased this quarter.About 25.88% of the portfolio was sold this quarter.This quarter, Fort Vancouver Investment Management, LLC has purchased 48 new stocks and bought additional shares in 18 stocks.Fort Vancouver Investment Management, LLC sold shares of 4 stocks and completely divested from 6 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $18,831,192Schwab International Equity ETF $16,455,342AMERICAN CENTY ETF TR $11,464,991AMERICAN CENTY ETF TR $11,289,281Vanguard Extended Market ETF $9,437,235 Largest New Holdings this Quarter AMERICAN CENTY ETF TR $11,464,991 HoldingAMERICAN CENTY ETF TR $11,289,281 HoldingAMERICAN CENTY ETF TR $5,871,500 HoldingAMERICAN CENTY ETF TR $700,084 HoldingAMERICAN CENTY ETF TR $445,363 Holding Largest Purchases this Quarter AMERICAN CENTY ETF TR 195,016 shares (about $11.46M)AMERICAN CENTY ETF TR 116,951 shares (about $11.29M)Schwab International Equity ETF 471,042 shares (about $8.71M)AMERICAN CENTY ETF TR 127,254 shares (about $5.87M)Schwab US Large-Cap ETF 108,367 shares (about $2.51M) Largest Sales this Quarter Vanguard Extended Market ETF 112 shares (about $21.28K)Schwab International Small-Cap Equity ETF 515 shares (about $17.68K)Schwab Emerging Markets Equity ETF 424 shares (about $11.29K)iShares Intermediate Government/Credit Bond ETF 55 shares (about $5.73K) 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$18,831,192$329,209 ▲1.8%34,95016.0%ETFSCHFSchwab International Equity ETF$16,455,342$8,714,276 ▲112.6%889,47814.0%ETFAMERICAN CENTY ETF TR$11,464,991$11,464,991 ▲New Holding195,0169.7%AVANTIS EMGMKTAMERICAN CENTY ETF TR$11,289,281$11,289,281 ▲New Holding116,9519.6%US SML CP VALUVXFVanguard Extended Market ETF$9,437,235$21,278 ▼-0.2%49,6758.0%ETFVCSHVanguard Short-Term Corporate Bond ETF$7,719,480$170,920 ▲2.3%98,9556.6%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$6,189,578$53,117 ▲0.9%127,8315.3%ManufacturingAMERICAN CENTY ETF TR$5,871,500$5,871,500 ▲New Holding127,2545.0%AVANTIS SHFXDINCDFCFDimensional Core Fixed Income ETF$5,837,972$219,928 ▲3.9%141,4585.0%ETFBNDXVanguard Total International Bond ETF$4,531,338$59,743 ▲1.3%92,3823.8%ETFVUGVanguard Growth ETF$4,078,9530.0%9,9383.5%ETFSCHXSchwab US Large-Cap ETF$3,778,155$2,511,947 ▲198.4%162,9923.2%ETFSCHCSchwab International Small-Cap Equity ETF$2,921,518$17,680 ▼-0.6%85,1012.5%ETFDFLVDimensional US Large Cap Value ETF$2,404,052$1,541,110 ▲178.6%80,0552.0%ETFDFICDimensional International Core Equity 2 ETF$1,380,382$1,278,191 ▲1,250.8%53,4101.2%ETFSCHESchwab Emerging Markets Equity ETF$883,264$11,291 ▼-1.3%33,1680.7%ETFAMERICAN CENTY ETF TR$700,084$700,084 ▲New Holding10,4850.6%US LARGE CAP VLUVOVanguard Mid-Cap ETF$608,2920.0%2,3030.5%ETFVEAVanguard FTSE Developed Markets ETF$526,3550.0%11,0070.4%ETFDFAEDimensional Emerging Core Equity Market ETF$498,0640.0%19,6320.4%ETFAMERICAN CENTY ETF TR$445,363$445,363 ▲New Holding7,2570.4%INTL EQT ETFSCHASchwab US Small-Cap ETF$393,435$193,511 ▲96.8%15,2140.3%ETFSCZiShares MSCI EAFE Small-Cap ETF$250,5940.0%4,1250.2%ETFVTVanguard Total World Stock ETF$183,152$17,622 ▲10.6%1,5590.2%ETFVEUVanguard FTSE All-World ex-US ETF$182,2770.0%3,1750.2%ETFSCHVSchwab U.S. Large-Cap Value ETF$174,956$96,172 ▲122.1%6,7110.1%ETFDFAIDimensional International Core Equity Market ETF$145,8840.0%4,9960.1%ETFESGVVanguard ESG US Stock ETF$119,7850.0%1,1420.1%ETFESGDiShares ESG Aware MSCI EAFE ETF$102,3330.0%1,3440.1%ManufacturingDFAUDimensional US Core Equity Market ETF$101,6710.0%2,5110.1%ETFVONEVanguard Russell 1000$63,4800.0%2380.1%ETFSUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$40,039$1,976 ▲5.2%1,6210.0%ManufacturingIEMGiShares Core MSCI Emerging Markets ETF$37,442$313 ▲0.8%7170.0%ETFRPGInvesco S&P 500 Pure Growth ETF$30,2440.0%7330.0%ETFXJHiShares ESG Select Screened S&P Mid-Cap ETF$25,9810.0%6210.0%ETFSCHZSchwab U.S. Aggregate Bond ETF$18,342$8,558 ▲87.5%8080.0%ETFAGZiShares Agency Bond ETF$17,8140.0%1650.0%FinanceVTIVanguard Total Stock Market ETF$17,4970.0%600.0%ETFVSGXVanguard ESG International Stock ETF$13,949$9,526 ▲215.4%2460.0%ETFSCHOSchwab Short-Term U.S. Treasury ETF$13,594$6,881 ▲102.5%5650.0%ETFXVViShares ESG Select Screened S&P 500 ETF$10,918$1,903 ▲21.1%2410.0%ETFEUSBiShares ESG Advanced Total USD Bond Market ETF$8,9210.0%2100.0%ETFMDLZMondelez International$8,8410.0%1480.0%Consumer StaplesGVIiShares Intermediate Government/Credit Bond ETF$8,756$5,733 ▼-39.6%840.0%ETFBGRNiShares USD Green Bond ETF$7,5060.0%1610.0%ManufacturingGE VERNOVA INC$5,9210.0%180.0%COMKHCKraft Heinz$1,5050.0%490.0%Consumer StaplesAVEMAvantis Emerging Markets Equity ETF$0$12,172,837 ▼-100.0%00.0%ETFAVUVAvantis U.S. Small Cap Value ETF$0$10,905,869 ▼-100.0%00.0%ETFAVSFAvantis Short-Term Fixed Income ETF$0$5,864,292 ▼-100.0%00.0%ETFAVLVAvantis U.S. Large Cap Value ETF$0$706,027 ▼-100.0%00.0%ETFAVDEAvantis International Equity ETF$0$486,437 ▼-100.0%00.0%ETFRLYSPDR SSgA Multi-Asset Real Return ETF$0$302,690 ▼-100.0%00.0%ETFShowing 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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