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Values Added Financial LLC

All holdings · as of Dec 31, 2025

135 positions

CompanyClassValueShares% of portfolio
ISHARES TR—$390.1K5,9110.2%
VANGUARD INDEX FDS—$391.1K1,5160.2%
BlackRock, Inc.—$407.8K3810.2%
Moody's Corp—$410.7K8040.2%
CISCO SYSTEMS, INC.—$418.6K5,4340.2%
ABBOTT LABORATORIES—$425.6K3,3970.2%
ISHARES TR—$435.4K9200.2%
HA Sustainable Infrastructure Capital, Inc.—$446.5K14,2050.2%
AUTOMATIC DATA PROCESSING INC—$449.4K1,7470.2%
SPDR SERIES TRUST—$452.5K3,2520.2%
THERMO FISHER SCIENTIFIC INC.—$525.6K9070.2%
SCHWAB STRATEGIC TR—$539.0K23,0620.2%
SCHWAB STRATEGIC TR—$551.6K12,2010.2%
ORACLE CORP—$572.6K2,9380.2%
STRYKER CORP—$584.5K1,6630.2%
VANGUARD WORLD FD—$584.7K2,0310.2%
NUSHARES ETF TR—$591.4K12,3590.2%
SCHWAB STRATEGIC TR—$599.5K24,9390.3%
ISHARES TR—$630.3K4,6030.3%
ISHARES TR—$640.7K13,3660.3%
ISHARES TR—$642.8K6,0010.3%
Meta Platforms Inc—$643.6K9750.3%
SPDR SERIES TRUST—$648.3K11,5370.3%
Warren E. Buffett—$688.6K1,3700.3%
Motorola Solutions, Inc.—$700.3K1,8270.3%
VANGUARD SPECIALIZED FUNDS—$700.4K3,1870.3%
HOME DEPOT, INC.—$700.9K2,0370.3%
VANGUARD INDEX FDS—$705.5K2,4310.3%
INTERNATIONAL BUSINESS MACHINES CORP—$714.0K2,4100.3%
Broadcom Inc.—$737.5K2,1310.3%
JPMORGAN CHASE & CO—$744.0K2,3090.3%
Edwards Lifesciences Corp—$800.8K9,3940.3%
ISHARES TR—$827.3K18,5280.3%
ASML HOLDING N V—$832.4K7780.4%
VANGUARD WORLD FD—$844.4K11,7900.4%
VANGUARD INDEX FDS—$881.8K2,8010.4%
ISHARES TR—$952.7K16,3940.4%
Mastercard Inc—$969.9K1,6990.4%
ELI LILLY & Co—$1.04M9720.4%
Visa Inc—$1.06M3,0240.4%
COSTCO WHOLESALE CORP /NEW—$1.15M1,3280.5%
SPDR SERIES TRUST—$1.15M24,5910.5%
ISHARES INC—$1.18M17,6220.5%
VANGUARD WHITEHALL FDS—$1.25M8,6930.5%
SCHWAB STRATEGIC TR—$1.27M49,2930.5%
SCHWAB STRATEGIC TR—$1.31M40,0700.6%
SCHWAB STRATEGIC TR—$1.32M49,6780.6%
SCHWAB STRATEGIC TR—$1.35M49,7040.6%
ISHARES TR—$1.36M29,5360.6%
ISHARES TR—$1.59M27,6040.7%
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