Valued Retirements, Inc.
13F Portfolio Filings
Most recent 13F Q3 2025Location houston, TXCIK 0002044874All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
89 | $88.59M | NDQ, DFIV, FDVV, VOO | 13F-HR | Oct 15, 2025 | 000204487425000011 | ||
89 | $88.59M | NDQ, DFIV, FDVV, VOO | 13F-HR | Aug 13, 2025 | 000204487425000007 | ||
82 | $76.06M | DFIV, XOM, NDQ, FDVV | 13F-HR | May 7, 2025 | 000204487425000004 | ||
78 | $74.22M | NDQ, DFIV, XOM, RWJ | 13F-HR | Feb 10, 2025 | 000204487425000002 | ||
81 | $72.57M | DFIV, NDQ, XOM, RWJ | 13F-HR | Nov 15, 2024 | 000204487424000001 | ||
70 | $65.89M | NDQ, XOM, DFIV, RWJ | 13F-HR | Nov 18, 2024 | 000204487424000002 | ||
72 | $62.53M | XOM, NDQ, DFIV, RWJ | 13F-HR | Nov 18, 2024 | 000204487424000003 | ||
68 | $57.74M | XOM, NDQ, DFIV, RWJ | 13F-HR | Nov 18, 2024 | 000204487424000004 |