Values First Advisors, Inc.

Q4 2024 13F Holdings

  • Location
    gray, TN
  • Num holdings

    224

  • Value ($000)

    $181,662

  • Date Filed
    01/29/2025
  • 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 Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
MINT
MINT

PIMCO ETF TR

ENHAN SHRT MA AC
$9.26M
5 %

92,304

VGSH
VGSH

VANGUARD SCOTTSDALE FDS

SHORT TERM TREAS
$7.63M
4 %

131,094

SHY
SHY

ISHARES TR

1 3 YR TREAS BD
$6.62M
4 %

80,799

ISTB
ISTB

ISHARES TR

CORE 1 5 YR USD
$6.18M
3 %

129,274

IEI
IEI

ISHARES TR

3 7 YR TREAS BD
$4.90M
3 %

42,392

IEF
IEF

ISHARES TR

7-10 YR TRSY BD
$4.72M
3 %

51,029

NEAR
NEAR

ISHARES U S ETF TR

SHORT DURATION B
$4.21M
2 %

83,300

EBS
EBS

EMERGENT BIOSOLUTIONS INC

COM
$3.60M
2 %

376,692

ENSG
ENSG

ENSIGN GROUP INC

COM
$3.46M
2 %

26,053

MAA
MAA

MID-AMER APT CMNTYS INC

COM
$2.82M
2 %

18,227

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