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Home > Institutional Investor > Valued Retirements, Inc. > Profile

Instuitional Investor - Valued Retirements, Inc.

Fund Profile
Filing Period:
Fund Name: Valued Retirements, Inc.
Portfolio Value $74,219,433
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Qqq Tr
 9,859 $5,040,193 6.79%
2.
Dimensional Etf Trust
 123,412 $4,378,673 5.89%
3.
Exxon Mobil Corp
 XOM 39,662 $4,266,441 5.74%
4.
Invesco Exch Traded Fd Tr Ii
 86,026 $3,936,531 5.3%
5.
Apple Inc.
 AAPL 15,168 $3,798,485 5.11%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)