Values First Advisors, Inc.

Q2 2025 13F Holdings

  • Location
    johnson city, TN
  • Num holdings

    181

  • Value ($000)

    $183,595

  • Date Filed
    07/29/2025
  • Form type
    13F-HR
  • CIK
    0001913608
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
MINT
MINT

PIMCO ETF TR

ENHAN SHRT MA AC
$9.31 M
5 %

92,624

VGSH
VGSH

VANGUARD SCOTTSDALE FDS

SHORT TERM TREAS
$7.50 M
4 %

127,642

SHY
SHY

ISHARES TR

1 3 YR TREAS BD
$6.61 M
4 %

79,788

ISTB
ISTB

ISHARES TR

CORE 1 5 YR USD
$6.22 M
3 %

127,765

IEI
IEI

ISHARES TR

3 7 YR TREAS BD
$5.00 M
3 %

42,020

IEF
IEF

ISHARES TR

7-10 YR TRSY BD
$4.97 M
3 %

51,944

NEAR
NEAR

ISHARES U S ETF TR

SHORT DURATION B
$4.20 M
2 %

82,268

ENSG
ENSG

ENSIGN GROUP INC

COM
$3.20 M
2 %

20,715

MCHP
MCHP

MICROCHIP TECHNOLOGY INC.

COM
$2.67 M
2 %

37,915

MPWR
MPWR

MONOLITHIC PWR SYS INC

COM
$2.50 M
1 %

3,411

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