Instuitional Investor - Valpey Financial Services, Llc
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - VALUE ETF | 43,377 | $8,510,704 | 5.54% | |
| 2. | Vanguard Index Fds - GROWTH ETF | 17,161 | $7,496,069 | 4.88% | |
| 3. | SCHD | 240,843 | $7,015,768 | 4.56% | |
| 4. | Vanguard Charlotte Fds - TOTAL INT BD ETF | 142,070 | $6,826,477 | 4.44% | |
| 5. | SCHD | 202,804 | $6,185,544 | 4.02% |
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