Values First Advisors, Inc.

Q1 2025 13F Holdings

  • Location
    gray, TN
  • Num holdings

    183

  • Value ($000)

    $171,447

  • Date Filed
    04/30/2025
  • Form type
    13F-HR
  • CIK
    0001913608
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
MINT
MINT

PIMCO ETF TR

ENHAN SHRT MA AC
$9.33M
5 %

92,692

VGSH
VGSH

VANGUARD SCOTTSDALE FDS

SHORT TERM TREAS
$7.73M
5 %

131,741

SHY
SHY

ISHARES TR

1 3 YR TREAS BD
$6.56M
4 %

79,337

ISTB
ISTB

ISHARES TR

CORE 1 5 YR USD
$6.26M
4 %

129,402

IEI
IEI

ISHARES TR

3 7 YR TREAS BD
$5.04M
3 %

42,695

IEF
IEF

ISHARES TR

7-10 YR TRSY BD
$5.03M
3 %

52,796

NEAR
NEAR

ISHARES U S ETF TR

SHORT DURATION B
$4.24M
3 %

83,352

ENSG
ENSG

ENSIGN GROUP INC

COM
$3.39M
2 %

26,211

MAA
MAA

MID-AMER APT CMNTYS INC

COM
$3.09M
2 %

18,436

NNN
NNN

NNN REIT INC

COM
$2.51M
2 %

58,971

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