Values Added Financial LLC

Q2 2023 13F Holdings Report, Stock Holdings

Signature - Title
Ariel Weisbard - Managing Partner
Location
Washington, DC
Holdings as of
30 Jun 2023
Value $
$106,672,827
Num holdings
79
Filing time
24 Jul 2023, 13:45:44 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included SPDW, VEA, SPAB, AAPL, and VOTE.
Next filing
Q3 2023 - 19 Oct 2023
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Ariel Weisbard Managing Partner Washington, District Of Columbia 24 Jul 2023