Valley Financial Management, Inc.

13F Portfolio Filings

Most recent 13F
Q2 2023
Location
New York, NY
CIK
0001128122
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2023 42 193,201 VONG, MOAT, EUDG, HEDJ 13F-HR 8/14/2023 000092963823002269
Q1 2023 46 161,753 EUDG, PPA, VONG, RSP 13F-HR 5/15/2023 000092963823001466
Q4 2022 42 179,705 PPA, AGG, EUDG, DIVO 13F-HR 2/14/2023 000092963823000607
Q3 2022 37 166,837 AGG, VOO, RSP, USFR 13F-HR 11/14/2022 000156761922020137