Values Added Financial LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| SPDR INDEX SHS FDS | $17.70M | 7.5% |
| VANGUARD TAX-MANAGED FDS | $12.05M | 5.1% |
| VANGUARD BD INDEX FDS | $11.54M | 4.9% |
| ISHARES TR | $9.88M | 4.2% |
| VANGUARD CHARLOTTE FDS | $9.58M | 4.0% |
| Apple Inc. | $8.40M | 3.5% |
| SPDR INDEX SHS FDS | $8.19M | 3.5% |
| SPDR SERIES TRUST | $7.97M | 3.4% |
| SPDR SERIES TRUST | $7.64M | 3.2% |
| iShares MSCI UAE ETF | $7.21M | 3.0% |
| TCW ETF TRUST | $6.95M | 2.9% |
| SPDR SERIES TRUST | $5.69M | 2.4% |
| SCHWAB STRATEGIC TR | $4.80M | 2.0% |
| VANGUARD INDEX FDS | $4.52M | 1.9% |
| SCHWAB STRATEGIC TR | $4.24M | 1.8% |
| MICROSOFT CORP | $4.18M | 1.8% |
| VANGUARD INTL EQUITY INDEX F | $3.99M | 1.7% |
| VANGUARD INTL EQUITY INDEX F | $3.87M | 1.6% |
| Alphabet Inc. | $3.77M | 1.6% |
| ISHARES TR | $3.73M | 1.6% |
| VANGUARD INDEX FDS | $3.44M | 1.5% |
| VANGUARD MUN BD FDS | $3.30M | 1.4% |
| Alphabet Inc. | $3.18M | 1.3% |
| SPDR INDEX SHS FDS | $3.12M | 1.3% |
| VANGUARD INDEX FDS | $3.08M | 1.3% |
| Markel Group Inc | $2.91M | 1.2% |
| Amazon.com Inc | $2.79M | 1.2% |
| SCHWAB STRATEGIC TR | $2.66M | 1.1% |
| SCHWAB STRATEGIC TR | $2.65M | 1.1% |
| ISHARES TR | $2.24M | 0.9% |
| NVIDIA Corp | $1.98M | 0.8% |
| ISHARES TR | $1.93M | 0.8% |
| iShares MSCI UAE ETF | $1.88M | 0.8% |
| ISHARES TR | $1.79M | 0.8% |
| VANGUARD WORLD FD | $1.71M | 0.7% |
| ISHARES TR | $1.59M | 0.7% |
| ISHARES TR | $1.36M | 0.6% |
| SCHWAB STRATEGIC TR | $1.35M | 0.6% |
| SCHWAB STRATEGIC TR | $1.32M | 0.6% |
| SCHWAB STRATEGIC TR | $1.31M | 0.6% |
| SCHWAB STRATEGIC TR | $1.27M | 0.5% |
| VANGUARD WHITEHALL FDS | $1.25M | 0.5% |
| ISHARES INC | $1.18M | 0.5% |
| SPDR SERIES TRUST | $1.15M | 0.5% |
| COSTCO WHOLESALE CORP /NEW | $1.15M | 0.5% |
| Visa Inc | $1.06M | 0.4% |
| ELI LILLY & Co | $1.04M | 0.4% |
| Mastercard Inc | $969.9K | 0.4% |
| ISHARES TR | $952.7K | 0.4% |
| VANGUARD INDEX FDS | $881.8K | 0.4% |