Instuitional Investor - Values Added Financial Llc
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Index Shs Fds | 398,570 | $17,700,493 | 7.47% | |
| 2. | Vanguard Tax-Managed Fds | 192,882 | $12,049,330 | 5.09% | |
| 3. | BND | 155,827 | $11,542,108 | 4.87% | |
| 4. | Ishares Tr | 197,656 | $9,884,786 | 4.17% | |
| 5. | Vanguard Charlotte Fds - TOTAL INT BD ETF | 198,234 | $9,578,655 | 4.04% |
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