VALLEY FINANCIAL MANAGEMENT, INC.
13F Portfolio Filings
- Most recent 13FQ2 2023
- Locationnew york, NY
- CIK0001128122
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
42 | $193.20M | VONG, MOAT, EUDG, HEDJ | 13F-HR | Aug 14, 2023 | 000092963823002269 | ||
46 | $161.75M | EUDG, PPA, VONG, RSP | 13F-HR | May 15, 2023 | 000092963823001466 | ||
42 | $179.71M | PPA, AGG, EUDG, DIVO | 13F-HR | Feb 14, 2023 | 000092963823000607 | ||
37 | $166.84B | AGG, VOO, RSP, USFR | 13F-HR | Nov 14, 2022 | 000156761922020137 |