Instuitional Investor - Valpey Financial Services, Llc
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Value - VALUE ETF | 42,033 | $9,160,248 | 5.46% | |
| 2. | Vanguard Growth - GROWTH ETF | 98,356 | $8,472,394 | 5.05% | |
| 3. | SCHD | 239,215 | $8,095,052 | 4.82% | |
| 4. | Vanguard Total International B - TOTAL INT BD ETF | 152,118 | $7,367,052 | 4.39% | |
| 5. | SCHD | 190,366 | $6,626,655 | 3.95% |
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