Values Added Financial LLC

Q3 2023 13F Holdings Report, Stock Holdings

Signature - Title
Ariel Weisbard - Managing Partner
Location
Washington, DC
Holdings as of
30 Sep 2023
Value $
$110M
Num holdings
80
Date filed
19 Oct 2023, 11:59
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included SPDW, VEA, BND, AAPL, and VOTE.
Previous filing
Q2 2023 - 24 Jul 2023
Next filing
Q4 2023 - 18 Jan 2024
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2023 Q3 compared to 2023 Q2 by default.
* 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 19 Oct 2023