| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 3 | Q2 2024 | 19.7% |
| DIMENSIONAL ETF TRUST | 3 | Q2 2024 | 12.9% |
| DIMENSIONAL ETF TRUST | 3 | Q2 2024 | 13.8% |
| AMERICAN CENTY ETF TR | 3 | Q2 2024 | 12.5% |
| AMERICAN CENTY ETF TR | 3 | Q2 2024 | 6.6% |
| AMERICAN CENTY ETF TR | 3 | Q2 2024 | 6.2% |
| DIMENSIONAL ETF TRUST | 3 | Q2 2024 | 12.8% |
| AMERICAN CENTY ETF TR | 3 | Q2 2024 | 6.2% |
| DIMENSIONAL ETF TRUST | 3 | Q2 2024 | 4.9% |
| DIMENSIONAL ETF TRUST | 3 | Q2 2024 | 5.8% |
View Valued Wealth Advisors LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-17 |
| 13F-HR | 2024-04-30 |
| 13F-HR | 2024-01-08 |
View Valued Wealth Advisors LLC'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.