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Home > Institutional Investor > Values Added Financial Llc > Profile

Instuitional Investor - Values Added Financial Llc

Fund Profile
Filing Period:
Fund Name: Values Added Financial Llc
Portfolio Value $122,172,895
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Tax-Managed Fds
 246,029 $11,784,808 9.64%
2.
Spdr Index Shs Fds
 270,814 $9,210,367 7.53%
3.
Vanguard Bond Index Funds
 BND 102,538 $7,541,670 6.17%
4.
Spdr Series Trust
 216,965 $5,562,970 4.55%
5.
Apple Inc.
 AAPL 27,634 $5,320,288 4.35%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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)