Instuitional Investor - Values Added Financial Llc
Fund Profile
Filing Period:
| Fund Name: | Values Added Financial Llc |
| Portfolio Value | $237,661,762 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Index Shs Fds | 428,469 | $19,559,609 | 8.23% | |
| 2. | Ishares Tr | 330,887 | $16,557,573 | 6.97% | |
| 3. | Vanguard Tax-Managed Fds | 182,680 | $11,706,125 | 4.93% | |
| 4. | BND | 156,527 | $11,526,683 | 4.85% | |
| 5. | Spdr Series Trust | 331,546 | $8,494,196 | 3.57% |
Hedge Fund Resource Center 
