Instuitional Investor - Valued Retirements, Inc.
Fund Profile
Filing Period:
| Fund Name: | Valued Retirements, Inc. |
| Portfolio Value | $76,056,600 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 119,076 | $4,686,850 | 6.16% | |
| 2. | XOM | 39,138 | $4,654,682 | 6.12% | |
| 3. | Invesco Qqq Tr | 9,566 | $4,485,667 | 5.9% | |
| 4. | Fidelity Covington Trust | 81,537 | $4,044,233 | 5.32% | |
| 5. | Vanguard Index Fds - S&P 500 ETF SHS | 7,431 | $3,818,998 | 5.02% |
