$108 Million is the total value of Valued Wealth Advisors LLC's 546 reported holdings in Q4 2023. The portfolio turnover from Q3 2023 to Q4 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2023 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-01-08
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.