Valued-Retirements

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-07
Total Holdings
82
Total Value
76056600
Accession Number
0002044874-25-000004
Form Type
13F-HR
Manager Name
Valued-Retirements
Data Enrichment
59% identified
48 identified34 unidentified

Holdings

82 positions • $76.1M total value
Manager:
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78468R663
Shares:2.2K
Value:$201.8K
% of Portfolio:0.3% ($201.8K/$76.1M)
921932828
Shares:2.1K
Value:$200.4K
% of Portfolio:0.3% ($200.4K/$76.1M)