Valley Financial Group, Inc.
Q4 2024 13F Holdings
- Locationambler, PA
- Num holdings
59
- Value ($000)
$143,771
- Date Filed02/14/2025
- Form type13F-HR
- CIK0002010327
- 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 |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $25.92M | 18 % | 44,035 | ||
MORGAN STANLEY ETF TRUST | CALVERT ULT SHR | 61774R601 | $15.62M | 11 % | 308,146 | ||
VEU VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | $12.14M | 8 % | 211,452 | ||
CAOS EA SERIES TRUST | ALPHA ARCHITECT | 02072L516 | $10.18M | 7 % | 116,279 | ||
QVAL EA SERIES TRUST | US QUAN VALUE | 02072L102 | $8.50M | 6 % | 190,503 | ||
QMOM EA SERIES TRUST | US QUAN MOMENTUM | 02072L409 | $7.97M | 6 % | 124,259 | ||
MORGAN STANLEY ETF TRUST | EATON VANCE TOTA | 61774R841 | $5.18M | 4 % | 103,877 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $4.99M | 4 % | 17,209 | ||
IVAL EA SERIES TRUST | INTL QUAN VALUE | 02072L201 | $4.76M | 3 % | 198,045 | ||
IMOM EA SERIES TRUST | INTL QUAN MOMNTM | 02072L300 | $4.33M | 3 % | 163,126 |
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