Instuitional Investor - Values Added Financial Llc
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Index Shs Fds | 372,603 | $15,086,693 | 7.31% | |
| 2. | Ishares Tr | 284,303 | $14,525,058 | 7.04% | |
| 3. | Vanguard Tax-Managed Fds | 206,256 | $11,758,677 | 5.7% | |
| 4. | BND | 158,753 | $11,688,973 | 5.67% | |
| 5. | Spdr Index Shs Fds | 169,651 | $7,250,896 | 3.52% |
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