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Home > Institutional Investor > Values First Advisors, Inc. > Profile

Instuitional Investor - Values First Advisors, Inc.

Fund Profile
Filing Period:
Fund Name: Values First Advisors, Inc.
Portfolio Value $218,959,211
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Scottsdale Funds
 VCIT 173,787 $10,114,360 4.62%
2.
Schwab Strategic Trust
 SCHD 296,679 $7,161,827 3.27%
3.
Ishares Trust
 HYG 144,740 $6,983,726 3.19%
4.
Ishares Tr
 49,287 $5,788,740 2.64%
5.
Ishares Trust
 IEF 60,525 $5,723,872 2.61%
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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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.