VALUES FIRST ADVISORS, INC.

PrivateCIK: 1913608
Location

JOHNSON CITY, TN

179
Positions
$191.92M
Total AUM (reported)
3.68M
Total Shares

Allocation by class

TOTAL AUM$191.92M179 positions
COM$102.68M53.5%
SHORT TERM TREAS$9.62M5.0%
1 3 YR TREAS BD$7.38M3.8%
COM NEW$6.87M3.6%
CORE 1 5 YR USD$6.80M3.5%
3 7 YR TREAS BD$5.48M2.9%
7-10 YR TRSY BD$5.43M2.8%

Portfolio Concentration

Top 312.4%4–1016.3%11–2518.8%Rest52.5%TOP 1028.7%0%100%
Top 3$23.80M12.4%
4–10$31.31M16.3%
11–25$36.04M18.8%
Rest$100.76M52.5%

Top 3 weight

12.4%

Top 10 weight

28.7%

Voting Authority Distribution

Total shares with voting rights: 3.68M

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

3.68M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole179
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings179
Rows:

VANGUARD SCOTTSDALE FDS

SOLE
SHORT TERM TREAS
Shares164.29K
TypeSH
Market value$9.62M
5.01%
Sole
0.00
Shared
0.00
None
164.29K

ISHARES TR

SOLE
1 3 YR TREAS BD
Shares89.41K
TypeSH
Market value$7.38M
3.85%
Sole
0.00
Shared
0.00
None
89.41K

ISHARES TR

SOLE
CORE 1 5 YR USD
Shares140.27K
TypeSH
Market value$6.80M
3.54%
Sole
0.00
Shared
0.00
None
140.27K

ISHARES TR

SOLE
3 7 YR TREAS BD
Shares46.20K
TypeSH
Market value$5.48M
2.86%
Sole
0.00
Shared
0.00
None
46.20K

ISHARES TR

SOLE
7-10 YR TRSY BD
Shares56.85K
TypeSH
Market value$5.43M
2.83%
Sole
0.00
Shared
0.00
None
56.85K

PIMCO ETF TR

SOLE
ENHAN SHRT MA AC
Shares46.80K
TypeSH
Market value$4.71M
2.45%
Sole
0.00
Shared
0.00
None
46.80K

ISHARES U S ETF TR

SOLE
SHORT DURATION B
Shares91.73K
TypeSH
Market value$4.66M
2.43%
Sole
0.00
Shared
0.00
None
91.73K

ENSIGN GROUP INC

SOLE
COM
Shares18.52K
TypeSH
Market value$3.73M
1.94%
Sole
0.00
Shared
0.00
None
18.52K

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares40.63K
TypeSH
Market value$3.72M
1.94%
Sole
0.00
Shared
0.00
None
40.63K

MONOLITHIC PWR SYS INC

SOLE
COM
Shares3.28K
TypeSH
Market value$3.58M
1.87%
Sole
0.00
Shared
0.00
None
3.28K

ISHARES TR

SOLE
0-3 MNTH TREASRY
Shares34.08K
TypeSH
Market value$3.43M
1.79%
Sole
0.00
Shared
0.00
None
34.08K

COGNEX CORP

SOLE
COM
Shares58.58K
TypeSH
Market value$2.87M
1.50%
Sole
0.00
Shared
0.00
None
58.58K

AMPHENOL CORP

SOLE
CL A
Shares20.63K
TypeSH
Market value$2.61M
1.36%
Sole
0.00
Shared
0.00
None
20.63K

EMERGENT BIOSOLUTIONS INC

SOLE
COM
Shares307.88K
TypeSH
Market value$2.56M
1.33%
Sole
0.00
Shared
0.00
None
307.88K

LOWES COS INC

SOLE
COM
Shares10.30K
TypeSH
Market value$2.43M
1.27%
Sole
0.00
Shared
0.00
None
10.30K

NNN REIT INC

SOLE
COM
Shares57.33K
TypeSH
Market value$2.41M
1.26%
Sole
0.00
Shared
0.00
None
57.33K

MICROCHIP TECHNOLOGY INC.

SOLE
COM
Shares36.26K
TypeSH
Market value$2.34M
1.22%
Sole
0.00
Shared
0.00
None
36.26K

VAALCO ENERGY INC

SOLE
COM NEW
Shares354.86K
TypeSH
Market value$2.25M
1.17%
Sole
0.00
Shared
0.00
None
354.86K

EOG RES INC

SOLE
COM
Shares15.39K
TypeSH
Market value$2.22M
1.16%
Sole
0.00
Shared
0.00
None
15.39K

EXPEDITORS INTL WASH INC

SOLE
COM
Shares15.51K
TypeSH
Market value$2.22M
1.16%
Sole
0.00
Shared
0.00
None
15.51K

LEMAITRE VASCULAR INC

SOLE
COM
Shares20.20K
TypeSH
Market value$2.20M
1.15%
Sole
0.00
Shared
0.00
None
20.20K

TORO CO

SOLE
COM
Shares23.58K
TypeSH
Market value$2.20M
1.15%
Sole
0.00
Shared
0.00
None
23.58K

DONALDSON INC

SOLE
COM
Shares25.20K
TypeSH
Market value$2.14M
1.11%
Sole
0.00
Shared
0.00
None
25.20K

ISHARES GOLD TR

SOLE
ISHARES NEW
Shares23.89K
TypeSH
Market value$2.11M
1.10%
Sole
0.00
Shared
0.00
None
23.89K

GE VERNOVA INC

SOLE
COM
Shares2.34K
TypeSH
Market value$2.05M
1.07%
Sole
0.00
Shared
0.00
None
2.34K
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