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  Name: PPS&V ASSET MANAGEMENT CONSULTANTS INC.
  City: PORTAGE
  State: MI
  Zip: 49024
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $135,748,000
  Total Value Change : $5,067,000
  Securities Held Change : -3
   
All Securities Held : 37
  New Positions : 1
  Closed Positions : 4
  Increased Positions : 14
  Unchanged Positions : 7
  Decreased Positions : 15

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Holdings Found : 13     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (QQQ)1 Year Chart         QQQ Invesco QQQ Trust Series I 2 - $451.76 $23,909,000 53,849 17.61% 23,909,000 53,849 0.011    Closed - End Fund - Debt
   (VYM)1 Year Chart         VYM Vanguard High Dividend Yiel... 4 - $121.51 $8,569,000 70,821 6.31% 686,000 200 0.021    Closed - End Fund - Debt
   (IJR)1 Year Chart         IJR iShares Core S&P Small-Cap 5 - $110.39 $7,993,000 72,325 5.89% 205,000 384 0.012    Closed - End Fund - E...
   (SCHD)1 Year Chart         SCHD Schwab US Dividend Equity ETF 6 - $80.08 $6,928,000 85,927 5.1% 436,000 653 0.029    N/A
   (SCHM)1 Year Chart         SCHM Schwab U.S. Mid-Cap Etf 7 - $80.48 $6,329,000 77,726 4.66% 571,000 1,284 0.061    N/A
   (SDY)1 Year Chart         SDY streetTRACKS Series Trust -... 12 - $132.46 $1,597,000 12,171 1.18% 78,000 19 0.008    Closed - End Fund - E...
   (IJH)1 Year Chart         IJH iShares S&P MidCap 400 Index 13 - $60.31 $1,493,000 24,583 1.1% 57,000 19,403 0.011    Closed - End Fund - E...
   (IWR)1 Year Chart         IWR iShares Tr Rssll MidCap Indx 14 - $83.29 $1,347,000 16,021 0.99% 103,000 23 0.004    Closed - End Fund - E...
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 17 - $184.70 $884,000 4,900 0.65% 141,000 13 0    Internet Software & S...
   (HDV)1 Year Chart         HDV Ishares High Dividend Equit... 21 - $111.68 $586,000 5,319 0.43% 45,000 10 0    N/A
   (JNJ)1 Year Chart         JNJ Johnson & Johnson 25 - $154.64 $435,000 2,752 0.32% 6,000 12 0    Drug Manufacturers - ...
   (JKJ)1 Year Chart         JKJ IShares Trust Small Core In... 31 - $55.42 $337,000 5,989 0.25% 17,000 12 0.054    Closed - End Fund - E...
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co 34 - $204.79 $278,000 1,388 0.2% 43,000 4 0    Domestic Money Center...
      13 Records Found
  1    
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