Valued Retirements, Inc.
Q4 2024 13F Holdings
- Locationhouston, TX
- Num holdings
78
- Value ($000)
$74,219
- Date Filed02/10/2025
- Form type13F-HR
- CIK0002044874
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $5.04 M | 7 % | 9,859 | ||
DFIV DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | $4.38 M | 6 % | 123,412 | ||
XOM EXXON MOBIL CORP | COM | 30231G102 | $4.27 M | 6 % | 39,662 | ||
RWJ INVESCO EXCH TRADED FD TR II | S&P SMALLCAP 600 | 46138G664 | $3.94 M | 5 % | 86,026 | ||
AAPL APPLE INC | COM | 037833100 | $3.80 M | 5 % | 15,168 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $3.61 M | 5 % | 6,708 | ||
FDVV FIDELITY COVINGTON TRUST | HIGH DIVID ETF | 316092840 | $3.53 M | 5 % | 70,590 | ||
SYLD CAMBRIA ETF TR | SHSHLD YIELD ETF | 132061201 | $3.15 M | 4 % | 45,944 | ||
OMFL INVESCO EXCH TRD SLF IDX FD | RUSL 1000 DYNM | 46138J619 | $1.93 M | 3 % | 35,678 | ||
EEMS ISHARES INC | EM MKT SM-CP ETF | 464286475 | $1.84 M | 3 % | 31,626 |
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