Fund HoldingsValues Added Financial LLC

Total Portfolio Value
$237.66M
Total Bought
$49.37M
Total Sold
$43.03M
Net Transaction
+$6.34M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
SPDR INDEX SHS FDS
ST STR PO EX ETF
0428,469+428,469019,5608.23%+19,560
SPDR INDEX SHS FDS
ST PORT MARK ETF
0178,638+178,63808,3803.53%+8,380
ISHARES TR
CORE INTL AGGR
0330,887+330,887016,5586.97%+16,558
SPDR INDEX SHS FDS057,071+57,07102,8401.20%+2,840
VANGUARD MUN BD FDS090,715+90,71504,5261.90%+4,526
VANGUARD CALIF TAX FREE FDS011,991+11,99101,1880.50%+1,188
SPDR SERIES TRUST
ST STR AGGRE ETF
296,704331,546+34,8427,6408,4943.57%+854
ISHARES TR95,967106,524+10,5577,2138,0373.38%+824
ISHARES TR80,17987,375+7,1963,7314,1801.76%+449
VANECK ETF TRUST
GREEN BOND ETF
016,531+16,53103960.17%+396
SCHWAB STRATEGIC TR23,06239,906+16,8445399270.39%+388
ISHARES TR27,60434,897+7,2931,5891,9260.81%+337
ISHARES TR
CORE MSCI INTL
02,759+2,75902310.10%+231
KLA CORP(KLAC)0154+15402270.10%+227
FEDEX CORP(FDX)0608+60802170.09%+217
GILEAD SCIENCES INC(GILD)01,524+1,52402120.09%+212
MICRON TECHNOLOGY INC(MU)0622+62202100.09%+210
UNION PAC CORP(UNP)0842+84202040.09%+204
ASML HLDG NV
N Y REGISTRY SHS
778784+68321,0360.44%+203
VANGUARD INTL EQUITY INDEX F01,455+1,45502010.08%+201
COSTCO WHOLESALE CORPORATION(COST)01,343+1,34301,3380.56%+1,338
SPDR SERIES TRUST
ST STR SP600 SML
24,59127,455+2,8641,1521,3270.56%+174
CORNING INC(GLW)3,3183,270-482914450.19%+154
EXXON MOBIL CORP3,1283,119-93765290.22%+153
SCHWAB STRATEGIC TR88,16989,679+1,5102,6512,7761.17%+125
APPLIED MATLS INC9801,019+392523480.15%+96
MOTOROLA SOLUTIONS INC(MSI)01,827+1,82707930.33%+793
SCHWAB STRATEGIC TR168,704168,329-3754,8054,8952.06%+90
VANGUARD WHITEHALL FDS8,6938,997+3041,2481,3320.56%+85
VANGUARD INTL EQUITY INDEX F52,63252,63203,8723,9531.66%+81
HA SUSTAINABLE INFRA CAP INC(HASI)14,20514,20504465220.22%+76
QUANTA SVCS INC0532+53202920.12%+292
MERCK & CO INC(MRK)3,4563,602+1463644330.18%+70
ISHARES TR019,719+19,71908950.38%+895
JOHNSON & JOHNSON(JNJ)1,6521,65203424040.17%+62
SCHWAB STRATEGIC TR041,502+41,50201,3670.58%+1,367
NETFLIX INC.(NFLX)03,822+3,82203670.15%+367
PEPSICO INC(PEP)2,6652,794+1293824340.18%+51
TORTOISE ENERGY INFRSTRCTR C(TYG)5,7165,71602342850.12%+51
CHURCH & DWIGHT CO INC(CHD)03,729+3,72903480.15%+348
ISHARES TR6,0016,498+4976436900.29%+47
SPDR SERIES TRUST
ST STR P400MID
6,1186,769+6513544010.17%+47
SCHWAB STRATEGIC TR12,20112,20105525970.25%+45
WELLTOWER INC(WELL)1,7761,865+893303690.16%+39
NUSHARES ETF TR
ESG LARGE CAP
013,593+13,59306290.26%+629
TEXAS INSTRS INC(TXN)01,612+1,61203130.13%+313
WALMART INC(WMT)3,0052,955-503353670.15%+32
SCHWAB STRATEGIC TR49,70449,70401,3521,3840.58%+32
SCHWAB STRATEGIC TR49,67849,67801,3201,3510.57%+31
SPDR SERIES TRUST
ST STR SP DIV
3,2523,25204534750.20%+22
ILLINOIS TOOL WKS INC(ITW)01,145+1,14502980.13%+298
SCHWAB STRATEGIC TR014,779+14,77903180.13%+318
ISHARES TR
MSCI UK ETF NEW
5,7605,76002532620.11%+9
ISHARES TR5,9115,91103903990.17%+9
CISCO SYS INC(CSCO)5,4345,501+674194270.18%+8
NUCOR CORP(NUE)1,2731,266-72082140.09%+6
ISHARES INC
ESG AWR MSCI EM
4,7934,792-12122180.09%+6
ISHARES TR
ESG AW MSCI EAFE
18,77518,725-501,7851,7900.75%+5
ISHARES TR1,0831,08302282310.10%+4
FRANKLIN TEMPLETON ETF TR
FTSE CANADA
4,6544,65402252280.10%+3
REGENERON PHARMACEUTICALS(REGN)279282+32152180.09%+3
PROCTER & GAMBLE CO(PG)01,456+1,45602100.09%+210
VANGUARD WORLD FD11,79011,79008448460.36%+1
MCDONALDS CORP(MCD)974962-122982990.13%+1
CTO RLTY GROWTH INC NEW13,22513,22502432450.10%+1
ISHARES TR2,0312,03102082080.09%-1
PNC FINL SVCS GROUP INC(PNC)1,1021,10202302290.10%-1
FRANKLIN TEMPLETON ETF TR
MUNICIPAL GRN BD
8,4898,48902022000.08%-1
AMERICAN TOWER CORP(AMT)01,868+1,86803220.14%+322
INTERCONTINENTAL EXCHANGE IN(ICE)1,5161,539+232462420.10%-3
SPDR SERIES TRUST
ST STR MSCI USAQ
1,5811,58102752710.11%-4
LOWES COS INC(LOW)1,1331,131-22732670.11%-6
ISHARES TR
ESG AWARE MSCI
028,732+28,73201,3510.57%+1,351
NUSHARES ETF TR
NUVEEN ESG SMLCP
7,6097,360-2493403320.14%-8
US BANCORP(USB)4,2294,125-1042262150.09%-11
VANGUARD BD INDEX FDS0156,527+156,527011,5274.85%+11,527
ISHARES TR016,125+16,12509350.39%+935
VANGUARD WORLD FD
HEALTH CAR ETF
2,0312,03105855530.23%-32
EDWARDS LIFESCIENCES CORP9,3949,598+2048017690.32%-32
VANGUARD INDEX FDS1,5161,369-1473913590.15%-32
ISHARES TR03,660+3,66002170.09%+217
STRYKER CORPORATION(SYK)01,678+1,67805510.23%+551
AUTOMATIC DATA PROCESSING IN02,045+2,04504160.17%+416
SPDR SERIES TRUST
ST STR SP500FF
11,53711,53706486120.26%-36
BROOKFIELD CORP(BN)6,7506,75003102730.11%-37
SCHWAB STRATEGIC TR24,93922,659-2,2806005610.24%-39
ISHARES TR04,603+4,60305900.25%+590
BLACKROCK INC(BLK)0380+38003650.15%+365
HOME DEPOT INC(HD)02,001+2,00106580.28%+658
ISHARES TR92092004353920.17%-43
VANGUARD INDEX FDS2,8012,80108828370.35%-45
ASCENT INDUSTRIES CO16,46116,46102672190.09%-47
UNITEDHEALTH GROUP INC(UNH)01,096+1,09602970.12%+297
ISHARES INC
CORE MSCI EMKT
17,62216,159-1,4631,1851,1270.47%-57
VANGUARD INDEX FDS016,425+16,42503,3801.42%+3,380
INTUIT(INTU)477585+1083162530.11%-63
ARES CAPITAL CORP(ARCC)016,477+16,47702970.12%+297
AMERICAN EXPRESS CO(AXP)748702-462772120.09%-64
JPMORGAN CHASE & CO(JPM)2,3092,308-17446790.29%-65
MOODYS CORP(MCO)804775-294113380.14%-73
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