Valued Retirements, Inc. - Portfolio overview

Valued Retirements, Inc. has 100 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. XOM - EXXON MOBIL CORP, 6.12%
2. DFIV - DIMENSIONAL ETF TRUST, 5.45%
3. PHYS - SPROTT ASSET MANAGEMENT LP, 4.95%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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