VALUES FIRST ADVISORS, INC.

PrivateCIK: 1913608
Location

JOHNSON CITY, TN

232
Positions
$218.58M
Total AUM (reported)
3.67M
Total Shares

Allocation by class

TOTAL AUM$218.58M232 positions
COM$114.25M52.3%
SHORT TERM TREAS$10.11M4.6%
COM NEW$8.95M4.1%
SHT TM US TRES$7.16M3.3%
CORE 1 5 YR USD$6.98M3.2%
3 7 YR TREAS BD$5.79M2.6%
7-10 YR TRSY BD$5.72M2.6%

Portfolio Concentration

Top 311.1%4–1014.5%11–2518.3%Rest56.1%TOP 1025.6%0%100%
Top 3$24.26M11.1%
4–10$31.76M14.5%
11–25$39.90M18.3%
Rest$122.66M56.1%

Top 3 weight

11.1%

Top 10 weight

25.6%

Voting Authority Distribution

Total shares with voting rights: 3.67M

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

3.67M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole232
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings232
Rows:

VANGUARD SCOTTSDALE FDS

SOLE
SHORT TERM TREAS
Shares4.46K
TypeSH
Market value$10.11M
4.63%
Sole
0.00
Shared
0.00
None
4.46K

SCHWAB STRATEGIC TR

SOLE
SHT TM US TRES
Shares9.30K
TypeSH
Market value$7.16M
3.28%
Sole
0.00
Shared
0.00
None
9.30K

ISHARES TR

SOLE
CORE 1 5 YR USD
Shares511.00
TypeSH
Market value$6.98M
3.20%
Sole
0.00
Shared
0.00
None
511.00

ISHARES TR

SOLE
3 7 YR TREAS BD
Shares4.45K
TypeSH
Market value$5.79M
2.65%
Sole
0.00
Shared
0.00
None
4.45K

ISHARES TR

SOLE
7-10 YR TRSY BD
Shares2.75K
TypeSH
Market value$5.72M
2.62%
Sole
0.00
Shared
0.00
None
2.75K

PIMCO ETF TR

SOLE
ENHAN SHRT MA AC
Shares4.62K
TypeSH
Market value$4.73M
2.16%
Sole
0.00
Shared
0.00
None
4.62K

VANGUARD INSTL INDEX FD

SOLE
ULTR SHOR TR ETF
Shares1.05K
TypeSH
Market value$4.30M
1.97%
Sole
0.00
Shared
0.00
None
1.05K

SPDR SERIES TRUST

SOLE
ST STR BLO 1 ETF
Shares3.31K
TypeSH
Market value$4.04M
1.85%
Sole
0.00
Shared
0.00
None
3.31K

LAM RESEARCH CORP

SOLE
COM NEW
Shares0.00
TypeSH
Market value$3.65M
1.67%
Sole
0.00
Shared
0.00
None
0.00

ISHARES TR

SOLE
0-3 MTH TREASURY
Shares9.15K
TypeSH
Market value$3.53M
1.62%
Sole
0.00
Shared
0.00
None
9.15K

BROADCOM INC

SOLE
COM
Shares63.00
TypeSH
Market value$3.20M
1.46%
Sole
0.00
Shared
0.00
None
63.00

XOMETRY INC

SOLE
CLASS A COM
Shares3.00
TypeSH
Market value$3.09M
1.41%
Sole
0.00
Shared
0.00
None
3.00

MID-AMER APT CMNTYS INC

SOLE
COM
Shares7.93K
TypeSH
Market value$2.90M
1.33%
Sole
0.00
Shared
0.00
None
7.93K

NNN REIT INC

SOLE
COM
Shares1.10K
TypeSH
Market value$2.85M
1.31%
Sole
0.00
Shared
0.00
None
1.10K

BIO-TECHNE CORP

SOLE
COM
Shares630.00
TypeSH
Market value$2.85M
1.30%
Sole
0.00
Shared
0.00
None
630.00

ENSIGN GROUP INC

SOLE
COM
Shares1.86K
TypeSH
Market value$2.79M
1.28%
Sole
0.00
Shared
0.00
None
1.86K

AMPHENOL CORP

SOLE
CL A
Shares39.08K
TypeSH
Market value$2.77M
1.27%
Sole
0.00
Shared
0.00
None
39.08K

MONOLITHIC PWR SYS INC

SOLE
COM
Shares9.82K
TypeSH
Market value$2.57M
1.18%
Sole
0.00
Shared
0.00
None
9.82K

LOWES COS INC

SOLE
COM
Shares6.87K
TypeSH
Market value$2.53M
1.16%
Sole
0.00
Shared
0.00
None
6.87K

EMERGENT BIOSOLUTIONS INC

SOLE
COM
Shares4.18K
TypeSH
Market value$2.53M
1.16%
Sole
0.00
Shared
0.00
None
4.18K

GUARDANT HEALTH INC

SOLE
COM
Shares2.00
TypeSH
Market value$2.47M
1.13%
Sole
0.00
Shared
0.00
None
2.00

TRANE TECHNOLOGIES PLC

SOLE
SHS
Shares15.00
TypeSH
Market value$2.42M
1.11%
Sole
0.00
Shared
0.00
None
15.00

BADGER METER INC

SOLE
COM
Shares49.94K
TypeSH
Market value$2.39M
1.09%
Sole
0.00
Shared
0.00
None
49.94K

GE VERNOVA INC

SOLE
COM
Shares21.00
TypeSH
Market value$2.30M
1.05%
Sole
0.00
Shared
0.00
None
21.00

CINCINNATI FINL CORP

SOLE
COM
Shares1.74K
TypeSH
Market value$2.23M
1.02%
Sole
0.00
Shared
0.00
None
1.74K
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