Valued Retirements, Inc.

13F Portfolio Filings

  • Most recent 13F
    Q1 2025
  • Location
    houston, TX
  • CIK
    0002044874
  • All SEC filings
Q1 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

82

$76.06 M
DFIV, XOM, NDQ, FDVV
13F-HR
May 7, 2025
000204487425000004

78

$74.22 M
NDQ, DFIV, XOM, RWJ
13F-HR
Feb 10, 2025
000204487425000002

81

$72.57 M
DFIV, NDQ, XOM, RWJ
13F-HR
Nov 15, 2024
000204487424000001

70

$65.89 M
NDQ, XOM, DFIV, RWJ
13F-HR
Nov 18, 2024
000204487424000002

72

$62.53 M
XOM, NDQ, DFIV, RWJ
13F-HR
Nov 18, 2024
000204487424000003

68

$57.74 M
XOM, NDQ, DFIV, RWJ
13F-HR
Nov 18, 2024
000204487424000004
Valued Retirements, Inc. 13F Filings