Dear Valued Visitor,

We have noticed that you are using an ad blocker software.

Although advertisements on the web pages may degrade your experience, our business certainly depends on them and we can only keep providing you high-quality research based articles as long as we can display ads on our pages.

To view this article, you can disable your ad blocker and refresh this page or simply login.

We only allow registered users to use ad blockers. You can sign up for free by clicking here or you can login if you are already a member.

Instuitional Investor - Valeo Financial Advisors, Llc

Filing Period:
No. Security Ticker Shares Value (x$1000) % Port
1. SPY 460,396 $124,542 16.82%
2. VWO 940,585 $35,594 4.8%
Vanguard Short Term Corp Bond Fd Etf
449,079 $34,997 4.72%
4. IEF 395,559 $30,874 4.16%
5. AAPL 104,375 $22,782 3.07%