Values Added Financial LLC

13F Portfolio Filings

Most recent 13F
Q1 2024
Location
Washington, DC
CIK
0001973921
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2024 84 128,233 VEA, SPDW, BND, VOTE 13F-HR 4/25/2024 000108514624002045
Q4 2023 82 122,172 VEA, SPDW, BND, SPAB 13F-HR 1/18/2024 000108514624000300
Q3 2023 80 109,650 SPDW, VEA, BND, AAPL 13F-HR 10/19/2023 000108514623003825
Q2 2023 79 106,672 SPDW, VEA, SPAB, AAPL 13F-HR 7/24/2023 000108514623002842