Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| VALUES FIRST ADVISORS INC | 04-22-2024 | 03-31-2024 | 214 | 170,611,929 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | BBG CONV SEC ETF | 451 | $1,145 | 16 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SPDR SER TR | PORT MTG BK ETF | 452 | $282 | 13 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SPDR SER TR | BLOOMBERG INVT | 453 | $171 | 6 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 454 | $162 | 2 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
