Values First Advisors, Inc.

Q3 2025 13F Holdings

  • Location
    johnson city, TN
  • Num holdings

    171

  • Value ($000)

    $186,839

  • Date Filed
    10/21/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VGSH
VGSH

VANGUARD SCOTTSDALE FDS

SHORT TERM TREAS
92206C102
$9.02 M
5 %

153,285

SHY
SHY

ISHARES TR

1 3 YR TREAS BD
464287457
$6.84 M
4 %

82,422

ISTB
ISTB

ISHARES TR

CORE 1 5 YR USD
46432F859
$6.37 M
3 %

130,514

IEI
IEI

ISHARES TR

3 7 YR TREAS BD
464288661
$5.17 M
3 %

43,221

IEF
IEF

ISHARES TR

7-10 YR TRSY BD
464287440
$5.12 M
3 %

53,099

MINT
MINT

PIMCO ETF TR

ENHAN SHRT MA AC
72201R833
$4.35 M
2 %

43,201

NEAR
NEAR

ISHARES U S ETF TR

SHORT DURATION B
46431W507
$4.33 M
2 %

84,484

ENSG
ENSG

ENSIGN GROUP INC

COM
29358P101
$3.53 M
2 %

20,449

KRE
KRE

SPDR SERIES TRUST

BLOOMBERG 1-3 MO
78468R663
$3.47 M
2 %

37,847

EBS
EBS

EMERGENT BIOSOLUTIONS INC

COM
29089Q105
$3.25 M
2 %

367,919

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