The Analysis of Valued Retirements, Inc.'s Holdings

Currently, Valued Retirements, Inc. holds 89 types of securities in its portfolio with a total value $88.6M.

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

QQQ INVESCO QQQ TR9.5K shares0.00%2025-09-302025-10-15

DFIV DIMENSIONAL ETF TRUST112.6K shares0.00%2025-09-302025-10-15

FDVV FIDELITY COVINGTON TRUST87.5K shares0.00%2025-09-302025-10-15

VOO VANGUARD INDEX FDS7.8K shares0.00%2025-09-302025-10-15

XOM EXXON MOBIL CORP39.1K shares0.00%2025-09-302025-10-15

PHYS SPROTT PHYSICAL GOLD TR133.9K shares0.00%2025-09-302025-10-15

AAPL APPLE INC15.0K shares0.00%2025-09-302025-10-15

JQUA J P MORGAN EXCHANGE TRADED F51.1K shares0.00%2025-09-302025-10-15

Sponsored

RWJ INVESCO EXCH TRADED FD TR II62.5K shares0.00%2025-09-302025-10-15

IWY ISHARES TR10.8K shares0.00%2025-09-302025-10-15

IAU ISHARES GOLD TR35.8K shares0.00%2025-09-302025-10-15

MSFT MICROSOFT CORP4.4K shares0.00%2025-09-302025-10-15

OMFL INVESCO EXCH TRD SLF IDX FD35.7K shares0.00%2025-09-302025-10-15

RSP INVESCO EXCHANGE TRADED FD T11.2K shares0.00%2025-09-302025-10-15

QGRO AMERICAN CENTY ETF TR18.2K shares0.00%2025-09-302025-10-15

IMTM ISHARES TR42.6K shares0.00%2025-09-302025-10-15

Sponsored

QQQM INVESCO EXCH TRADED FD TR II8.0K shares0.00%2025-09-302025-10-15

SYLD CAMBRIA ETF TR21.1K shares0.00%2025-09-302025-10-15

WTV WISDOMTREE TR14.8K shares0.00%2025-09-302025-10-15

EFA ISHARES TR14.1K shares0.00%2025-09-302025-10-15

XMMO INVESCO EXCHANGE TRADED FD T9.7K shares0.00%2025-09-302025-10-15

NVDA NVIDIA CORPORATION7.4K shares0.00%2025-09-302025-10-15

QDF FLEXSHARES TR15.0K shares0.00%2025-09-302025-10-15

AMZN AMAZON COM INC4.7K shares0.00%2025-09-302025-10-15

Sponsored

IWP ISHARES TR7.2K shares0.00%2025-09-302025-10-15

SCHF SCHWAB STRATEGIC TR37.3K shares0.00%2025-09-302025-10-15

VFMO VANGUARD WELLINGTON FD4.6K shares0.00%2025-09-302025-10-15

PAVE GLOBAL X FDS17.6K shares0.00%2025-09-302025-10-15

VUG VANGUARD INDEX FDS1.7K shares0.00%2025-09-302025-10-15

VIG VANGUARD SPECIALIZED FUNDS3.5K shares0.00%2025-09-302025-10-15

MOAT VANECK ETF TRUST7.7K shares0.00%2025-09-302025-10-15

IDMO INVESCO EXCH TRADED FD TR II13.9K shares0.00%2025-09-302025-10-15

Sponsored

LVHI LEGG MASON ETF INVT21.4K shares0.00%2025-09-302025-10-15

VEU VANGUARD INTL EQUITY INDEX F9.7K shares0.00%2025-09-302025-10-15

NFRA FLEXSHARES TR10.4K shares0.00%2025-09-302025-10-15

NFLX NETFLIX INC479 shares0.00%2025-09-302025-10-15

META META PLATFORMS INC850 shares0.00%2025-09-302025-10-15

EEMS ISHARES INC9.6K shares0.00%2025-09-302025-10-15

EXPI EXP WORLD HLDGS INC65.5K shares0.00%2025-09-302025-10-15

SPOT SPOTIFY TECHNOLOGY S A774 shares0.00%2025-09-302025-10-15

Sponsored

GUNR FLEXSHARES TR14.8K shares0.00%2025-09-302025-10-15

AVGO BROADCOM INC2.0K shares0.00%2025-09-302025-10-15

BX BLACKSTONE INC3.6K shares0.00%2025-09-302025-10-15

IRM IRON MTN INC DEL5.2K shares0.00%2025-09-302025-10-15

MA MASTERCARD INCORPORATED936 shares0.00%2025-09-302025-10-15

APO APOLLO GLOBAL MGMT INC3.6K shares0.00%2025-09-302025-10-15

EPD ENTERPRISE PRODS PARTNERS L15.9K shares0.00%2025-09-302025-10-15

IGM ISHARES TR4.3K shares0.00%2025-09-302025-10-15

Sponsored

SO SOUTHERN CO5.3K shares0.00%2025-09-302025-10-15

RPV INVESCO EXCHANGE TRADED FD T5.0K shares0.00%2025-09-302025-10-15

BRK.B BERKSHIRE HATHAWAY INC DEL945 shares0.00%2025-09-302025-10-15

IWR ISHARES TR5.0K shares0.00%2025-09-302025-10-15

WELL WELLTOWER INC2.9K shares0.00%2025-09-302025-10-15

DBEF DBX ETF TR10.1K shares0.00%2025-09-302025-10-15

GOOGL ALPHABET INC2.5K shares0.00%2025-09-302025-10-15

IQDF FLEXSHARES TR15.0K shares0.00%2025-09-302025-10-15

Sponsored

TIP ISHARES TR3.6K shares0.00%2025-09-302025-10-15

JPM JPMORGAN CHASE & CO.1.3K shares0.00%2025-09-302025-10-15

CIBR FIRST TR EXCHANGE TRADED FD4.3K shares0.00%2025-09-302025-10-15

VOOG VANGUARD ADMIRAL FDS INC811 shares0.00%2025-09-302025-10-15

SPMO INVESCO EXCH TRADED FD TR II2.7K shares0.00%2025-09-302025-10-15

VCIT VANGUARD SCOTTSDALE FDS3.5K shares0.00%2025-09-302025-10-15

VTWG VANGUARD SCOTTSDALE FDS1.4K shares0.00%2025-09-302025-10-15

SPYG SPDR SERIES TRUST3.0K shares0.00%2025-09-302025-10-15

Sponsored

CSCO CISCO SYS INC4.1K shares0.00%2025-09-302025-10-15

RGLD ROYAL GOLD INC1.6K shares0.00%2025-09-302025-10-15

GOOG ALPHABET INC1.5K shares0.00%2025-09-302025-10-15

IVOG VANGUARD ADMIRAL FDS INC2.4K shares0.00%2025-09-302025-10-15

HDV ISHARES TR2.3K shares0.00%2025-09-302025-10-15

SPY SPDR S&P 500 ETF TR422 shares0.00%2025-09-302025-10-15

VONG VANGUARD SCOTTSDALE FDS2.4K shares0.00%2025-09-302025-10-15

RING ISHARES INC5.8K shares0.00%2025-09-302025-10-15

Sponsored

V VISA INC708 shares0.00%2025-09-302025-10-15

TSLA TESLA INC790 shares0.00%2025-09-302025-10-15

GBIL GOLDMAN SACHS ETF TR2.5K shares0.00%2025-09-302025-10-15

GILD GILEAD SCIENCES INC2.2K shares0.00%2025-09-302025-10-15

SPYV SPDR SERIES TRUST4.6K shares0.00%2025-09-302025-10-15

COST COSTCO WHSL CORP NEW234 shares0.00%2025-09-302025-10-15

MTUM ISHARES TR964 shares0.00%2025-09-302025-10-15

CCI CROWN CASTLE INC2.2K shares0.00%2025-09-302025-10-15

Sponsored

IDHQ INVESCO EXCH TRADED FD TR II6.9K shares0.00%2025-09-302025-10-15

IVOO VANGUARD ADMIRAL FDS INC2.2K shares0.00%2025-09-302025-10-15

PLTR PALANTIR TECHNOLOGIES INC1.6K shares0.00%2025-09-302025-10-15

EW EDWARDS LIFESCIENCES CORP2.7K shares0.00%2025-09-302025-10-15

APD AIR PRODS & CHEMS INC751 shares0.00%2025-09-302025-10-15

VIOO VANGUARD ADMIRAL FDS INC2.1K shares0.00%2025-09-302025-10-15

BIL SPDR SERIES TRUST2.2K shares0.00%2025-09-302025-10-15

DTH WISDOMTREE TR4.3K shares0.00%2025-09-302025-10-15

Sponsored

PAGS PAGSEGURO DIGITAL LTD11.3K shares0.00%2025-09-302025-10-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available