StockDriftsStockDriftsTop 42 Valley Financial Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VONG | Vanguard Russell 1000 Growth ETF | 10.59% | 289.0K | $20.5M | +63.08%(+111.79K) | — | 2023-06-30 | |
| MOAT | VanEck Morningstar Wide Moat ETF | 8.29% | 200.7K | $16.0M | +332.71%(+154.32K) | — | 2023-06-30 | |
| EUDG | WisdomTree Europe Quality Div Gr ETF | 6.87% | 433.7K | $13.3M | +6.28%(+25.62K) | — | 2023-06-30 | |
| HEDJ | WisdomTree Europe Hedged Equity ETF | 5.65% | 133.4K | $10.9M | +24.05%(+25.87K) | — | 2023-06-30 | |
| VTV | Vanguard Value ETF | 5.32% | 72.3K | $10.3M | new | — | 2023-06-30 | |
| SOXX | iShares Semiconductor ETF | 5.2% | 19.8K | $10.0M | +171.47%(+12.51K) | — | 2023-06-30 | |
| AGG | iShares Core US Aggregate Bond ETF | 3.96% | 78.1K | $7.7M | +156.37%(+47.66K) | — | 2023-06-30 | |
| PPA | Invesco Aerospace & Defense ETF | 3.88% | 88.8K | $7.5M | -41.14%(-62.05K) | — | 2023-06-30 | |
| XLV | Health Care Select Sector SPDR(R) ETF | 3.68% | 53.5K | $7.1M | +6.41%(+3.23K) | — | 2023-06-30 | |
| VOO | Vanguard S&P 500 ETF | 3.64% | 17.2K | $7.0M | -3.23%(-574) | — | 2023-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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