Instuitional Investor - Values Added Financial Llc
Fund Profile
Filing Period:
| Fund Name: | Values Added Financial Llc |
| Portfolio Value | $224,856,631 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Index Shs Fds | 394,878 | $16,896,827 | 7.51% | |
| 2. | Ishares Tr | 320,990 | $16,444,336 | 7.31% | |
| 3. | BND | 157,547 | $11,716,774 | 5.21% | |
| 4. | Vanguard Tax-Managed Fds | 193,778 | $11,611,155 | 5.16% | |
| 5. | Spdr Index Shs Fds | 171,390 | $8,022,779 | 3.57% |
Hedge Fund Resource Center 
