Valued Retirements, Inc.

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Houston, TX
CIK
0002044874
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 81 72,565 DFIV, QQQ, XOM, RWJ 13F-HR 11/14/2024 000204487424000001
Q2 2024 70 65,885 QQQ, XOM, DFIV, RWJ 13F-HR 11/18/2024 000204487424000002
Q1 2024 72 62,525 XOM, QQQ, DFIV, RWJ 13F-HR 11/18/2024 000204487424000003
Q4 2023 68 57,737 XOM, QQQ, DFIV, RWJ 13F-HR 11/18/2024 000204487424000004