Values Added Financial LLC
Q1 2025 13F Holdings
- Locationwashington, DC
- Num holdings
117
- Value ($000)
$180,382
- Date Filed04/29/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $15.44 M | 9 % | 210,152 | ||
SPDW SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $11.53 M | 6 % | 316,692 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $10.44 M | 6 % | 205,383 | ||
KRE SPDR SER TR | PORTFOLIO AGRGTE | 78464A649 | $8.10 M | 5 % | 317,016 | ||
AAPL APPLE INC | COM | 037833100 | $7.77 M | 4 % | 34,976 | ||
SPEM SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 | $6.60 M | 4 % | 167,622 | ||
VOTE TCW ETF TRUST | TRANSFRM 500 ETF | 29287L106 | $6.44 M | 4 % | 98,493 | ||
KRE SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | $6.39 M | 4 % | 97,154 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | $5.33 M | 3 % | 107,437 | ||
SPDR SER TR | PORTFOLI S&P1500 | 78464A805 | $4.80 M | 3 % | 70,528 |
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