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Home > Institutional Investor > Valued Retirements, Inc. > Profile

Instuitional Investor - Valued Retirements, Inc.

Fund Profile
Filing Period:
Fund Name: Valued Retirements, Inc.
Portfolio Value $102,316,566
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Exxon Mobil Corp
 XOM 38,638 $6,555,323 6.41%
2.
Dimensional Etf Trust
 110,591 $5,836,971 5.7%
3.
Sprott Physical Gold Trust
 PHYS 149,587 $5,301,363 5.18%
4.
Invesco Qqq Tr
 9,092 $5,247,925 5.13%
5.
Vanguard Index Fds - S&P 500 ETF SHS
 8,582 $5,128,293 5.01%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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