OLIVER LAGORE VANVALIN INVESTMENT GROUP
CIK 1907568 · Holdings on Dec 31, 2023 · First reported Jan 31, 2024
Top ten holdings
Q4 2023- SPY29.13%
- AAAU4.21%
- BIL3.58%
- SGOV3.58%
- JPST3.17%
- QQQ3.16%
- RSP3.07%
- SPYM2.13%
- IEF2.07%
- QQQM2.02%
Share classes counted separately56.12%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $78.35M | 29.13% | 164.85K shares | — | ↗▾ | |
| 02 | AAAUGOLDMAN SACHS PHYSICAL GOLDUNIT View history and evidence | $11.31M | 4.21% | 553.57K shares | — | ↗▾ | |
| 03 | BILSS SPDR BB 1-3M T-BILL ETFBLOOMBERG 1-3 MO View history and evidence | $9.63M | 3.58% | 105.42K shares | — | ↗▾ | |
| 04 | SGOVISHARES 0-3 MONTH TREASURY B0-3 MNTH TREASRY View history and evidence | $9.63M | 3.58% | 96.00K shares | — | ↗▾ | |
| 05 | JPSTJPMORGAN ULTRA-SHORT INCOMEULTRA SHRT INC View history and evidence | $8.52M | 3.17% | 169.63K shares | — | ↗▾ | |
| 06 | QQQINVESCO QQQ TRUST SERIES 1UNIT SER 1 View history and evidence | $8.51M | 3.16% | 20.78K shares | — | ↗▾ | |
| 07 | RSPINVESCO S&P 500 EQUAL WEIGHTS&P500 EQL WGT View history and evidence | $8.25M | 3.07% | 52.30K shares | — | ↗▾ | |
| 08 | SPYMSTE STR SPDR PT S&P 500 ETFPORTFOLIO S&P500 View history and evidence | $5.74M | 2.13% | 102.65K shares | — | ↗▾ | |
| 09 | IEFISHARES 7-10 YEAR TREASURY B7-10 YR TRSY BD View history and evidence | $5.58M | 2.07% | 57.86K shares | — | ↗▾ | |
| 10 | QQQMINVESCO NASDAQ 100 ETFNASDAQ 100 ETF View history and evidence | $5.42M | 2.02% | 32.17K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 268
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| XBI SS SPDR S&P BIOTECH ETF | Non-derivative | — | — | SEC filing ↗ | |
| GDX VANECK GOLD MINERS ETF | Non-derivative | — | — | SEC filing ↗ | |
| GDOC GOLDMAN SACHS FUTURE HEALTH | Non-derivative | — | — | SEC filing ↗ |
3 / 268 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1907568 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-01-31
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 268972044
}Research all 785 reported holdings.
This page includes 30 of 785 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 785 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_portfolio
{"cik":"1907568","quarter":"2023Q4","page_size":100}
get_institutional_manager_history
{"cik":"1907568","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.