Instuitional Investor - Values Added Financial Llc

Filing Period:
No. Security Ticker Shares Value % Port
1. BND 189,402 $13,619,863 7.87%
2.
Vanguard Tax-Managed Fds
227,812 $10,893,989 6.3%
3.
Spdr Index Shs Fds
296,928 $10,134,142 5.86%
4. AAPL 28,275 $7,080,514 4.09%
5.
Tcw Etf Trust
97,825 $6,728,893 3.89%