VALLEY FINANCIAL MANAGEMENT, INC.

PrivateCIK: 1128122
Location

NEW YORK, NY

42
Positions
$193.20M
Total AUM (reported)
2.72M
Total Shares

Allocation by class

TOTAL AUM$193.20M42 positions
EXCHANGE TRADED FUND$193.20M100.0%

Portfolio Concentration

Top 325.7%4–1031.3%11–2534.7%Rest8.2%TOP 1057.1%0%100%
Top 3$49.74M25.7%
4–10$60.54M31.3%
11–25$67.09M34.7%
Rest$15.83M8.2%

Top 3 weight

25.7%

Top 10 weight

57.1%

Voting Authority Distribution

Total shares with voting rights: 0.00

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole0
Shared0
Other42
Dominant voting typeNone · 0.0% of voting shares
Institutional Holdings42
Rows:

Vanguard Russell 1000 Growth ETF

DFND
Exchange Traded Fund
Shares289.02K
TypeSH
Market value$20.45M
10.59%
Sole
0.00
Shared
0.00
None
0.00

VanEck Morningstar Wide Moat ETF

DFND
Exchange Traded Fund
Shares200.70K
TypeSH
Market value$16.01M
8.29%
Sole
0.00
Shared
0.00
None
0.00

WisdomTree Europe Quality Div Gr ETF

DFND
Exchange Traded Fund
Shares433.66K
TypeSH
Market value$13.27M
6.87%
Sole
0.00
Shared
0.00
None
0.00

WisdomTree Europe Hedged Equity ETF

DFND
Exchange Traded Fund
Shares133.43K
TypeSH
Market value$10.92M
5.65%
Sole
0.00
Shared
0.00
None
0.00

Vanguard Value ETF

DFND
Exchange Traded Fund
Shares72.31K
TypeSH
Market value$10.28M
5.32%
Sole
0.00
Shared
0.00
None
0.00

iShares Semiconductor ETF

DFND
Exchange Traded Fund
Shares19.81K
TypeSH
Market value$10.05M
5.20%
Sole
0.00
Shared
0.00
None
0.00

iShares Core US Aggregate Bond ETF

DFND
Exchange Traded Fund
Shares78.14K
TypeSH
Market value$7.65M
3.96%
Sole
0.00
Shared
0.00
None
0.00

Invesco Aerospace & Defense ETF

DFND
Exchange Traded Fund
Shares88.78K
TypeSH
Market value$7.50M
3.88%
Sole
0.00
Shared
0.00
None
0.00

Health Care Select Sector SPDR(R) ETF

DFND
Exchange Traded Fund
Shares53.55K
TypeSH
Market value$7.11M
3.68%
Sole
0.00
Shared
0.00
None
0.00

Vanguard S&P 500 ETF

DFND
Exchange Traded Fund
Shares17.22K
TypeSH
Market value$7.03M
3.64%
Sole
0.00
Shared
0.00
None
0.00

SPDR(R) S&P Regional Banking ETF

DFND
Exchange Traded Fund
Shares163.64K
TypeSH
Market value$6.68M
3.46%
Sole
0.00
Shared
0.00
None
0.00

JPMorgan Ultra-Short Income ETF

DFND
Exchange Traded Fund
Shares132.95K
TypeSH
Market value$6.67M
3.45%
Sole
0.00
Shared
0.00
None
0.00

iShares Core MSCI Pacific ETF

DFND
Exchange Traded Fund
Shares114.35K
TypeSH
Market value$6.57M
3.40%
Sole
0.00
Shared
0.00
None
0.00

SPDR(R) S&P Oil & Gas Explor & Prodtn ETF

DFND
Exchange Traded Fund
Shares49.02K
TypeSH
Market value$6.32M
3.27%
Sole
0.00
Shared
0.00
None
0.00

Vanguard Mid-Cap Growth ETF

DFND
Exchange Traded Fund
Shares30K
TypeSH
Market value$6.17M
3.20%
Sole
0.00
Shared
0.00
None
0.00

SPDR(R) Portfolio S&P 600 Sm Cap ETF

DFND
Exchange Traded Fund
Shares149.77K
TypeSH
Market value$5.82M
3.01%
Sole
0.00
Shared
0.00
None
0.00

SPDR(R) Gold Shares

DFND
Exchange Traded Fund
Shares25.68K
TypeSH
Market value$4.58M
2.37%
Sole
0.00
Shared
0.00
None
0.00

Vanguard Total International Bond ETF

DFND
Exchange Traded Fund
Shares73.20K
TypeSH
Market value$3.58M
1.85%
Sole
0.00
Shared
0.00
None
0.00

First Trust Cloud Computing ETF

DFND
Exchange Traded Fund
Shares45.50K
TypeSH
Market value$3.46M
1.79%
Sole
0.00
Shared
0.00
None
0.00

Technology Select Sector SPDR(R) ETF

DFND
Exchange Traded Fund
Shares19.46K
TypeSH
Market value$3.38M
1.75%
Sole
0.00
Shared
0.00
None
0.00

iShares 7-10 Year Treasury Bond ETF

DFND
Exchange Traded Fund
Shares30.09K
TypeSH
Market value$2.91M
1.50%
Sole
0.00
Shared
0.00
None
0.00

iShares Expanded Tech-Software Sect ETF

DFND
Exchange Traded Fund
Shares8.33K
TypeSH
Market value$2.88M
1.49%
Sole
0.00
Shared
0.00
None
0.00

Robo Global(R) Robotics&Automation ETF

DFND
Exchange Traded Fund
Shares49.05K
TypeSH
Market value$2.87M
1.49%
Sole
0.00
Shared
0.00
None
0.00

VanEck Biotech ETF

DFND
Exchange Traded Fund
Shares17.65K
TypeSH
Market value$2.75M
1.43%
Sole
0.00
Shared
0.00
None
0.00

ETFMG Prime Cyber Security ETF

DFND
Exchange Traded Fund
Shares48.68K
TypeSH
Market value$2.46M
1.27%
Sole
0.00
Shared
0.00
None
0.00
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