Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2018 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
Invesco Aerospace & Defense ETF | 4 | Q2 2023 | 9.5% |
iShares Core US Aggregate Bond ETF | 4 | Q2 2023 | 12.8% |
Vanguard Russell 1000 Growth ETF | 4 | Q2 2023 | 10.6% |
Vanguard S&P 500 ETF | 4 | Q2 2023 | 9.8% |
Select Sector Spdr Trust The Health Care Select Sector Spdr Fund | 4 | Q2 2023 | 5.1% |
iShares Semiconductor ETF | 4 | Q2 2023 | 5.2% |
SPDR S&P Oil & Gas Explor & Prodtn ETF | 4 | Q2 2023 | 3.3% |
iShares Expanded Tech-Software Sect ETF | 4 | Q2 2023 | 3.4% |
VanEck Biotech ETF | 4 | Q2 2023 | 1.7% |
Technology Select Sector SPDR(R) ETF | 4 | Q2 2023 | 1.8% |
View VALLEY FINANCIAL MANAGEMENT, INC.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
X-17A-5 | 2024-02-28 |
13F-HR | 2023-08-14 |
13F-HR | 2023-05-15 |
X-17A-5 | 2023-02-27 |
X-17A-5 | 2023-02-15 |
13F-HR | 2023-02-14 |
13F-HR | 2022-11-14 |
FOCUSN | 2022-02-16 |
X-17A-5 | 2022-02-16 |
FOCUSN | 2019-03-04 |
View VALLEY FINANCIAL MANAGEMENT, INC.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.