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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 $276,879,046
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Index Shs Fds - ST STR PO EX ETF
 461,569 $23,258,454 8.4%
2.
Ishares Tr
 396,650 $20,070,484 7.25%
3.
Vanguard Tax-Managed Fds
 181,468 $12,929,585 4.67%
4.
Vanguard Bond Index Funds
 BND 168,548 $12,373,107 4.47%
5.
Apple Inc.
 AAPL 35,183 $10,180,424 3.68%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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