Valley Financial Group, Inc.
13F Portfolio Filings
Most recent 13F
Q1 2024
Location
Ambler, PA
CIK
0002010327
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2024
55
131,423
IVV, CVSB, VEU, SCHO
13F-HR
5/15/2024
000201032724000002
Q4 2023
56
127,845
IVV, MORGAN STANLEY ETF TRUST, VEU, SCHO
13F-HR
2/13/2024
000201032724000001