Top 50 Valley Financial Group Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 21.04% | 59.7K | $39.0M | +3.86%(+2.22K) | $506.83(+46.49%) | 2026-03-31 | |
| EVTR | MORGAN STANLEY ETF TRUST | 14.22% | 519.2K | $26.4M | +4.52%(+22.45K) | $51.25(-1.70%) | 2026-03-31 | |
| QVAL | EA SERIES TRUST | 9.24% | 328.4K | $17.1M | +2.98%(+9.49K) | $42.65(+23.61%) | 2026-03-31 | |
| QMOM | EA SERIES TRUST | 8.67% | 235.3K | $16.1M | +3.36%(+7.64K) | $55.95(+38.24%) | 2026-03-31 | |
| FENI | FIDELITY COVINGTON TRUST | 6.97% | 347.2K | $12.9M | +5.94%(+19.47K) | $35.98(+8.60%) | 2026-03-31 | |
| BRIE | MFS ACTIVE EXCHANGE TRADED F | 6.91% | 473.5K | $12.8M | +4.77%(+21.55K) | $26.51(+9.08%) | 2026-03-31 | |
| GRNY | TIDAL TRUST I | 4.3% | 333.9K | $8.0M | +7.40%(+23.00K) | $24.84(+7.83%) | 2026-03-31 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 2.89% | 71.4K | $5.4M | -3.67%(-2.72K) | $55.87(+44.99%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 1.96% | 11.3K | $3.6M | +11.81%(+1.20K) | $235.72(+53.89%) | 2026-03-31 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 1.88% | 59.5K | $3.5M | -2.15%(-1.31K) | $57.97(+0.37%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.84% | +28.94% |
| Top 20 Holdings Unweighted | +8.18% | +26.59% |
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