Values Added Financial LLC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationwashington, DC
- CIK0001973921
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
115 | $172.84M | BND, VEA, SPDW, AAPL | 13F-HR | Jan 30, 2025 | 000108514625000618 | ||
105 | $158.61M | VEA, SPDW, BND, SPEM | 13F-HR | Oct 28, 2024 | 000108514624005184 | ||
91 | $138.76M | VEA, SPDW, BND, SPEM | 13F-HR | Jul 30, 2024 | 000108514624003337 | ||
84 | $128.23M | VEA, SPDW, BND, VOTE | 13F-HR | Apr 25, 2024 | 000108514624002045 | ||
82 | $122.17M | VEA, SPDW, BND, KRE | 13F-HR | Jan 18, 2024 | 000108514624000300 | ||
80 | $109.65M | SPDW, VEA, BND, AAPL | 13F-HR | Oct 19, 2023 | 000108514623003825 | ||
79 | $106.67M | SPDW, VEA, KRE, AAPL | 13F-HR | Jul 24, 2023 | 000108514623002842 |