Instuitional Investor - Valued Retirements, Inc.
Fund Profile
Filing Period:
| Fund Name: | Valued Retirements, Inc. |
| Portfolio Value | $88,593,498 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Invesco Qqq Tr | 9,540 | $5,262,655 | 5.94% | |
| 2. | Dimensional Etf Trust | 112,558 | $4,820,845 | 5.44% | |
| 3. | Fidelity Covington Trust | 87,500 | $4,551,745 | 5.14% | |
| 4. | Vanguard Index Fds - S&P 500 ETF SHS | 7,773 | $4,415,444 | 4.98% | |
| 5. | XOM | 39,138 | $4,219,076 | 4.76% |