Instuitional Investor - Valley Financial Management, Inc.
Fund Profile
Filing Period:
| Fund Name: | Valley Financial Management, Inc. |
| Portfolio Value | $193,201,493 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Scottsdale Funds | 289,018 | $20,450,914 | 10.58% | |
| 2. | Vaneck Morningstar Wide Moat Etf | 200,701 | $16,013,933 | 8.28% | |
| 3. | Wisdomtree Europe Quality Div Gr Etf | 433,662 | $13,271,532 | 6.86% | |
| 4. | Wisdomtree Europe Hedged Equity Etf | 133,429 | $10,923,832 | 5.65% | |
| 5. | Vanguard Value Etf | 72,313 | $10,275,677 | 5.31% |
