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Home > Institutional Investor > Values Added Financial Llc > Profile

Instuitional Investor - Values Added Financial Llc

Fund Profile
Filing Period:
Fund Name: Values Added Financial Llc
Portfolio Value $180,381,615
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Bond Index Funds
 BND 210,152 $15,435,676 8.56%
2.
Spdr Index Shs Fds
 316,692 $11,530,745 6.39%
3.
Vanguard Tax-Managed Fds
 205,383 $10,439,638 5.79%
4.
Spdr Series Trust
 317,016 $8,096,576 4.49%
5.
Apple Inc.
 AAPL 34,976 $7,769,174 4.31%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)