Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2023 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
DIMENSIONAL ETF TRUST | 1 | Q4 2023 | 17.8% |
DIMENSIONAL ETF TRUST | 1 | Q4 2023 | 13.8% |
DIMENSIONAL ETF TRUST | 1 | Q4 2023 | 12.8% |
DIMENSIONAL ETF TRUST | 1 | Q4 2023 | 11.8% |
AMERICAN CENTY ETF TR | 1 | Q4 2023 | 6.2% |
AMERICAN CENTY ETF TR | 1 | Q4 2023 | 6.0% |
DIMENSIONAL ETF TRUST | 1 | Q4 2023 | 5.8% |
DIMENSIONAL ETF TRUST | 1 | Q4 2023 | 4.9% |
AMERICAN CENTY ETF TR | 1 | Q4 2023 | 2.4% |
AMERICAN CENTY ETF TR | 1 | Q4 2023 | 2.3% |
View Valued Wealth Advisors LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
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.