Values Added Financial LLC
Q4 2024 13F Holdings
- Locationwashington, DC
- Num holdings
115
- Value ($000)
$172,842
- Date Filed01/30/2025
- Form type13F-HR
- CIK0001973921
- 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 |
|---|---|---|---|---|---|---|---|
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $13.62M | 8 % | 189,402 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $10.89M | 6 % | 227,812 | ||
SPDW SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $10.13M | 6 % | 296,928 | ||
AAPL APPLE INC | COM | 037833100 | $7.08M | 4 % | 28,275 | ||
VOTE TCW ETF TRUST | TRANSFRM 500 ETF | 29287L106 | $6.73M | 4 % | 97,825 | ||
KRE SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | $6.65M | 4 % | 96,478 | ||
SPEM SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 | $6.47M | 4 % | 168,532 | ||
KRE SPDR SER TR | PORTFOLIO AGRGTE | 78464A649 | $6.08M | 4 % | 243,447 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | $5.95M | 3 % | 118,716 | ||
SPDR SER TR | PORTFOLI S&P1500 | 78464A805 | $5.23M | 3 % | 73,177 |
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