Instuitional Investor - Valued Retirements, Inc.
Fund Profile
Filing Period:
| Fund Name: | Valued Retirements, Inc. |
| Portfolio Value | $102,274,790 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Invesco Qqq Tr | 9,085 | $5,581,268 | 5.46% | |
| 2. | Vanguard Index Fds - S&P 500 ETF SHS | 8,679 | $5,442,841 | 5.32% | |
| 3. | Dimensional Etf Trust | 108,430 | $5,410,660 | 5.29% | |
| 4. | Fidelity Covington Trust | 87,817 | $4,978,318 | 4.87% | |
| 5. | PHYS | 150,650 | $4,974,463 | 4.86% |