VALEO FINANCIAL ADVISORS, LLC

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Adviser Valeo Financial Advisors, LLC Type 13F-HR Submitted
04/30/2025
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker78462F103 Stock NameSPDR S&P 500 ETF $ Position$521.2 b % Position15.00 % $ Change-6.00 % # Shares949,500 # Change-2.00 %
Stock Ticker464287804 Stock NameISHARES S&P SMALLCAP 600 ETF $ Position$220.2 b % Position6.00 % $ Change-5.00 % # Shares2,221,754 # Change4.00 %
Stock Ticker464287507 Stock NameISHARES CORE S&P MID CAP ETF $ Position$202.3 b % Position6.00 % $ Change3.00 % # Shares3,471,900 # Change11.00 %
Stock Ticker037833100 Stock NameAPPLE INC $ Position$130.9 b % Position4.00 % $ Change-12.00 % # Shares768,417 # Change4.00 %
Stock Ticker46434G103 Stock NameISHARES CORE MSCI EMERGING MKTS $ Position$153.7 b % Position4.00 % $ Change8.00 % # Shares2,847,682 # Change5.00 %
Adviser Valeo Financial Advisors, LLC Type 13F-HR Submitted
01/30/2025
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker78462F103 Stock NameSPDR S&P 500 ETF $ Position$556.6 b % Position15.00 % $ Change1.00 % # Shares967,462 # Change-1.00 %
Stock Ticker464287804 Stock NameISHARES S&P SMALLCAP 600 ETF $ Position$232.2 b % Position6.00 % $ Change2.00 % # Shares2,131,099 # Change2.00 %
Stock Ticker464287507 Stock NameISHARES CORE S&P MID CAP ETF $ Position$195.6 b % Position5.00 % $ Change19.00 % # Shares3,139,386 # Change10.00 %
Stock Ticker037833100 Stock NameAPPLE INC $ Position$148.9 b % Position4.00 % $ Change5.00 % # Shares738,227 # Change13.00 %
Stock Ticker46434G103 Stock NameISHARES CORE MSCI EMERGING MKTS $ Position$141.9 b % Position4.00 % $ Change-8.00 % # Shares2,717,734 # Change1.00 %
Adviser Valeo Financial Advisors, LLC Type 13F-HR Submitted
10/10/2024
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker78462F103 Stock NameSPDR S&P 500 ETF $ Position$548.9 b % Position16.00 % $ Change5.00 % # Shares974,428 # Change-1.00 %
Stock Ticker464287804 Stock NameISHARES S&P SMALLCAP 600 ETF $ Position$227.5 b % Position6.00 % $ Change14.00 % # Shares2,093,376 # Change5.00 %
Stock Ticker464287507 Stock NameISHARES CORE S&P MID CAP ETF $ Position$164.3 b % Position5.00 % $ Change104.00 % # Shares2,856,521 # Change107.00 %
Stock Ticker037833100 Stock NameAPPLE INC $ Position$142.1 b % Position4.00 % $ Change9.00 % # Shares653,988 # Change-1.00 %
Stock Ticker46137V357 Stock NameINVESCO S&P 500 EQUAL WEIGHT ETF $ Position$123.7 b % Position4.00 % $ Change1.00 % # Shares690,703 # Change-7.00 %
Adviser Valeo Financial Advisors, LLC Type N-PX Submitted
07/31/2024
Adviser Valeo Financial Advisors, LLC Type 13F-HR Submitted
07/10/2024
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker78462F103 Stock NameSPDR S&P 500 ETF $ Position$523.4 b % Position16.00 % $ Change5.00 % # Shares979,505 # Change1.00 %
Stock Ticker464287804 Stock NameISHARES S&P SMALLCAP 600 ETF $ Position$199.8 b % Position6.00 % $ Change3.00 % # Shares1,988,823 # Change6.00 %
Stock Ticker46434G103 Stock NameISHARES CORE MSCI EMERGING MKTS $ Position$145.8 b % Position5.00 % $ Change17.00 % # Shares2,724,448 # Change12.00 %
Stock Ticker037833100 Stock NameAPPLE INC $ Position$130.4 b % Position4.00 % $ Change21.00 % # Shares662,800 # Change-1.00 %
Stock Ticker46137V357 Stock NameINVESCO S&P 500 EQUAL WEIGHT ETF $ Position$122.1 b % Position4.00 % $ Change-7.00 % # Shares743,243 # Change-5.00 %
Adviser Valeo Financial Advisors, LLC Type 13F-HR/A Submitted
04/25/2024
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker78462F103 Stock NameSPDR S&P 500 ETF $ Position$486.9 b % Position17.00 % $ Change10.00 % # Shares993,539 # Change5.00 %
Stock Ticker464287804 Stock NameISHARES S&P SMALLCAP 600 ETF $ Position$189.0 b % Position7.00 % $ Change5.00 % # Shares1,909,851 # Change8.00 %
Stock Ticker46137V357 Stock NameINVESCO S&P 500 EQUAL WEIGHT ETF $ Position$126.9 b % Position5.00 % $ Change3.00 % # Shares780,127 # Change0.00 %
Stock Ticker46434G103 Stock NameISHARES CORE MSCI EMERGING MKTS $ Position$132.7 b % Position5.00 % $ Change2270.00 % # Shares2,640,622 # Change2286.00 %
Stock Ticker037833100 Stock NameAPPLE INC $ Position$106.2 b % Position4.00 % $ Change-7.00 % # Shares671,920 # Change6.00 %
Adviser Valeo Financial Advisors, LLC Type 13F-HR Submitted
04/19/2024
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker78462F103 Stock NameSPDR S&P 500 ETF $ Position$498.9 b % Position17.00 % $ Change13.00 % # Shares971,507 # Change3.00 %
Stock Ticker464287804 Stock NameISHARES S&P SMALLCAP 600 ETF $ Position$194.7 b % Position7.00 % $ Change8.00 % # Shares1,878,005 # Change6.00 %
Stock Ticker46137V357 Stock NameINVESCO S&P 500 EQUAL WEIGHT ETF $ Position$131.9 b % Position5.00 % $ Change7.00 % # Shares779,004 # Change0.00 %
Stock Ticker46434G103 Stock NameISHARES CORE MSCI EMERGING MKTS $ Position$125.1 b % Position4.00 % $ Change2136.00 % # Shares2,425,340 # Change2091.00 %
Stock Ticker037833100 Stock NameAPPLE INC $ Position$107.7 b % Position4.00 % $ Change-6.00 % # Shares672,127 # Change6.00 %
Adviser Valeo Financial Advisors, LLC Type 13F-HR Submitted
01/29/2024
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker78462F103 Stock NameSPDR S&P 500 ETF $ Position$442.4 b % Position18.00 % $ Change12.00 % # Shares946,162 # Change-21.00 %
Stock Ticker464287804 Stock NameISHARES S&P SMALLCAP 600 ETF $ Position$180.8 b % Position7.00 % $ Change21.00 % # Shares1,775,386 # Change1.00 %
Stock Ticker46137V357 Stock NameINVESCO S&P 500 EQUAL WEIGHT ETF $ Position$123.2 b % Position5.00 % $ Change12.00 % # Shares780,518 # Change-18.00 %
Stock Ticker037833100 Stock NameAPPLE INC $ Position$114.0 b % Position5.00 % $ Change12.00 % # Shares636,143 # Change0.00 %
Stock Ticker464287200 Stock NameISHARES S&P 500 INDEX $ Position$83.1 b % Position3.00 % $ Change16.00 % # Shares173,880 # Change4.00 %
Adviser Valeo Financial Advisors, LLC Type 13F-HR Submitted
10/20/2023
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker78462F103 Stock NameSPDR S&P 500 ETF $ Position$394.9 b % Position18.00 % $ Change-2.00 % # Shares1,200,928 # Change30.00 %
Stock Ticker464287804 Stock NameISHARES S&P SMALLCAP 600 ETF $ Position$150.0 b % Position7.00 % $ Change-2.00 % # Shares1,758,799 # Change6.00 %
Stock Ticker46137V357 Stock NameINVESCO S&P 500 EQUAL WEIGHT ETF $ Position$109.6 b % Position5.00 % $ Change-1.00 % # Shares951,862 # Change14.00 %
Stock Ticker037833100 Stock NameAPPLE INC $ Position$101.9 b % Position5.00 % $ Change-10.00 % # Shares638,852 # Change1.00 %
Stock Ticker92206C409 Stock NameVANGUARD SHORT TERM CORP BOND FD ETF $ Position$85.5 b % Position4.00 % $ Change-2.00 % # Shares1,558,134 # Change4.00 %
Adviser Valeo Financial Advisors, LLC Type 13F-HR Submitted
07/14/2023
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker78462F103 Stock NameSPDR S&P 500 ETF $ Position$402.5 b % Position18.00 % $ Change10.00 % # Shares922,558 # Change-4.00 %
Stock Ticker464287804 Stock NameISHARES S&P SMALLCAP 600 ETF $ Position$152.4 b % Position7.00 % $ Change9.00 % # Shares1,663,420 # Change7.00 %
Stock Ticker46137V357 Stock NameINVESCO S&P 500 EQUAL WEIGHT ETF $ Position$110.2 b % Position5.00 % $ Change5.00 % # Shares833,962 # Change11.00 %
Stock Ticker037833100 Stock NameAPPLE INC $ Position$113.8 b % Position5.00 % $ Change12.00 % # Shares630,478 # Change-4.00 %
Stock Ticker92206C409 Stock NameVANGUARD SHORT TERM CORP BOND FD ETF $ Position$87.5 b % Position4.00 % $ Change-1.00 % # Shares1,502,079 # Change0.00 %
Adviser Valeo Financial Advisors, LLC Type 13F-HR Submitted
04/17/2023
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker78462F103 Stock NameSPDR S&P 500 ETF $ Position$364.5 b % Position18.00 % $ Change11.00 % # Shares963,453 # Change11.00 %
Stock Ticker464287804 Stock NameISHARES S&P SMALLCAP 600 ETF $ Position$139.2 b % Position7.00 % $ Change7.00 % # Shares1,561,141 # Change5.00 %
Stock Ticker46137V357 Stock NameINVESCO S&P 500 EQUAL WEIGHT ETF $ Position$105.0 b % Position5.00 % $ Change10.00 % # Shares749,923 # Change11.00 %
Stock Ticker037833100 Stock NameAPPLE INC $ Position$101.6 b % Position5.00 % $ Change44.00 % # Shares660,152 # Change12.00 %
Stock Ticker92206C409 Stock NameVANGUARD SHORT TERM CORP BOND FD ETF $ Position$88.6 b % Position4.00 % $ Change0.00 % # Shares1,506,856 # Change-1.00 %
Adviser Valeo Financial Advisors, LLC Type 13F-HR Submitted
02/09/2023
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker78462F103 Stock NameSPDR S&P 500 ETF $ Position$327.8 b % Position18.00 % $ Change108646.00 % # Shares871,641 # Change2.00 %
Stock Ticker464287804 Stock NameISHARES S&P SMALLCAP 600 ETF $ Position$130.4 b % Position7.00 % $ Change112842.00 % # Shares1,489,248 # Change4.00 %
Stock Ticker46137V357 Stock NameINVESCO S&P 500 EQUAL WEIGHT ETF $ Position$95.6 b % Position5.00 % $ Change119245.00 % # Shares676,975 # Change-4.00 %
Stock Ticker92206C409 Stock NameVANGUARD SHORT TERM CORP BOND FD ETF $ Position$88.4 b % Position5.00 % $ Change95628.00 % # Shares1,520,786 # Change-4.00 %
Stock Ticker037833100 Stock NameAPPLE INC $ Position$70.6 b % Position4.00 % $ Change104007.00 % # Shares587,118 # Change10.00 %
Adviser Valeo Financial Advisors, LLC Type 13F-HR Submitted
10/31/2022
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker78462F103 Stock NameSPDR S&P 500 ETF $ Position$301.4 m % Position19.22 % $ Change1.64 % # Shares858,424 # Change9.20 %
Stock Ticker464287804 Stock NameISHARES S&P SMALLCAP 600 ETF $ Position$115.5 m % Position7.36 % $ Change-0.32 % # Shares1,435,495 # Change12.68 %
Stock Ticker92206C409 Stock NameVANGUARD SHORT TERM CORP BOND FD ETF $ Position$92.3 m % Position5.89 % $ Change-4.65 % # Shares1,588,247 # Change-1.67 %
Stock Ticker46137V357 Stock NameINVESCO S&P 500 EQUAL WEIGHT ETF $ Position$80.1 m % Position5.11 % $ Change2.37 % # Shares701,934 # Change20.38 %
Stock Ticker037833100 Stock NameAPPLE INC $ Position$67.8 m % Position4.32 % $ Change4.68 % # Shares534,472 # Change3.26 %
Adviser HR - Valeo Financial Advisors, LLC Type 13F-HR Submitted
08/03/2022
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker78462F103 Stock NameSPDR S&P 500 ETF $ Position$296.6 m % Position18.61 % $ Change-10.14 % # Shares786,113 # Change0.08 %
Stock Ticker464287804 Stock NameISHARES S&P SMALLCAP 600 ETF $ Position$115.8 m % Position7.27 % $ Change-9.62 % # Shares1,273,916 # Change4.59 %
Stock Ticker92206C409 Stock NameVANGUARD SHORT TERM CORP BOND FD ETF $ Position$96.8 m % Position6.08 % $ Change-12.36 % # Shares1,615,156 # Change-8.26 %
Stock Ticker46137V357 Stock NameINVESCO S&P 500 EQUAL WEIGHT ETF $ Position$78.3 m % Position4.91 % $ Change-6.25 % # Shares583,112 # Change5.89 %
Stock Ticker037833100 Stock NameAPPLE INC $ Position$64.8 m % Position4.07 % $ Change-29.35 % # Shares517,597 # Change-9.02 %
Adviser Valeo Financial Advisors, LLC Type 13F-HR Submitted
04/28/2022
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker78462F103 Stock NameSPDR S&P 500 ETF $ Position$330.0 m % Position16.77 % $ Change-1.06 % # Shares785,450 # Change11.84 %
Stock Ticker464287804 Stock NameISHARES S&P SMALLCAP 600 ETF $ Position$128.2 m % Position6.51 % $ Change3.04 % # Shares1,217,965 # Change12.14 %
Stock Ticker92206C409 Stock NameVANGUARD SHORT TERM CORP BOND FD ETF $ Position$110.5 m % Position5.62 % $ Change-5.50 % # Shares1,760,497 # Change-1.35 %
Stock Ticker037833100 Stock NameAPPLE INC $ Position$91.7 m % Position4.66 % $ Change16.75 % # Shares568,911 # Change17.02 %
Stock Ticker46137V357 Stock NameINVESCO S&P 500 EQUAL WEIGHT ETF $ Position$83.5 m % Position4.24 % $ Change13.01 % # Shares550,681 # Change21.31 %
Adviser Valeo Financial Advisors, LLC Type 13F-HR Submitted
01/07/2022
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker78462F103 Stock NameSPDR S&P 500 ETF $ Position$333.6 m % Position18.05 % $ Change10.80 % # Shares702,288 # Change0.11 %
Stock Ticker464287804 Stock NameISHARES S&P SMALLCAP 600 ETF $ Position$124.4 m % Position6.73 % $ Change10.49 % # Shares1,086,150 # Change5.36 %
Stock Ticker92206C409 Stock NameVANGUARD SHORT TERM CORP BOND FD ETF $ Position$116.9 m % Position6.33 % $ Change3.12 % # Shares1,784,537 # Change3.65 %
Stock Ticker037833100 Stock NameAPPLE INC $ Position$78.5 m % Position4.25 % $ Change21.06 % # Shares486,146 # Change-3.21 %
Stock Ticker46137V357 Stock NameINVESCO S&P 500 EQUAL WEIGHT ETF $ Position$73.9 m % Position4.00 % $ Change25.58 % # Shares453,963 # Change15.60 %
Adviser Valeo Financial Advisors, LLC Type 13F-HR Submitted
11/02/2021
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker78462F103 Stock NameSPDR S&P 500 ETF $ Position$301.0 m % Position17.21 % $ Change0.27 % # Shares701,494 # Change0.02 %
Stock Ticker92206C409 Stock NameVANGUARD SHORT TERM CORP BOND FD ETF $ Position$113.4 m % Position6.48 % $ Change1.22 % # Shares1,721,622 # Change1.27 %
Stock Ticker464287804 Stock NameISHARES S&P SMALLCAP 600 ETF $ Position$112.6 m % Position6.43 % $ Change-0.32 % # Shares1,030,876 # Change3.14 %
Stock Ticker037833100 Stock NameAPPLE INC $ Position$64.9 m % Position3.71 % $ Change19.36 % # Shares502,261 # Change13.99 %
Stock Ticker922042858 Stock NameVANGUARD FTSE EMERGING MARKETS ETF $ Position$62.0 m % Position3.54 % $ Change-24.82 % # Shares1,239,489 # Change-18.36 %
Adviser Valeo Financial Advisors, LLC Type 13F-HR Submitted
07/22/2021
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker78462F103 Stock NameSPDR S&P 500 ETF $ Position$300.2 m % Position18.21 % $ Change8.37 % # Shares701,387 # Change0.34 %
Stock Ticker464287804 Stock NameISHARES S&P SMALLCAP 600 ETF $ Position$112.9 m % Position6.85 % $ Change6.16 % # Shares999,509 # Change1.98 %
Stock Ticker92206C409 Stock NameVANGUARD SHORT TERM CORP BOND FD ETF $ Position$112.0 m % Position6.80 % $ Change1.65 % # Shares1,700,073 # Change1.11 %
Stock Ticker922042858 Stock NameVANGUARD FTSE EMERGING MARKETS ETF $ Position$82.5 m % Position5.00 % $ Change5.65 % # Shares1,518,174 # Change1.25 %
Stock Ticker037833100 Stock NameAPPLE INC $ Position$54.4 m % Position3.30 % $ Change3.80 % # Shares440,624 # Change-6.73 %
Adviser Valeo Financial Advisors, LLC Type 13F-HR Submitted
04/12/2021
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker78462F103 Stock NameSPDR S&P 500 ETF $ Position$277.0 m % Position12.81 % $ Change6.42 % # Shares699,003 # Change0.39 %
Stock Ticker464287200 Stock NameISHARES S&P 500 INDEX $ Position$208.8 m % Position9.66 % $ Change6.29 % # Shares524,881 # Change0.30 %
Stock Ticker023135106 Stock NameAMAZON.COM INC $ Position$150.1 m % Position6.94 % $ Change-4.26 % # Shares48,522 # Change-69.92 %
Stock Ticker92206C409 Stock NameVANGUARD SHORT TERM CORP BOND FD ETF $ Position$110.2 m % Position5.10 % $ Change17.72 % # Shares1,681,404 # Change-14.56 %
Stock Ticker464287804 Stock NameISHARES S&P SMALLCAP 600 ETF $ Position$106.4 m % Position4.92 % $ Change17.58 % # Shares980,142 # Change-0.44 %
Adviser Valeo Financial Advisors, LLC Type 13F-HR Submitted
02/11/2021
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker78462F103 Stock NameSPDR S&P 500 ETF $ Position$260.3 m % Position13.38 % $ Change12.59 % # Shares696,262 # Change0.85 %
Stock Ticker464287200 Stock NameISHARES S&P 500 INDEX $ Position$196.5 m % Position10.10 % $ Change434.26 % # Shares523,328 # Change378.28 %
Stock Ticker023135106 Stock NameAMAZON.COM INC $ Position$156.8 m % Position8.06 % $ Change738.92 % # Shares161,313 # Change2617.54 %
Stock Ticker92206C409 Stock NameVANGUARD SHORT TERM CORP BOND FD ETF $ Position$93.6 m % Position4.81 % $ Change11.20 % # Shares1,967,894 # Change93.66 %
Stock Ticker464287804 Stock NameISHARES S&P SMALLCAP 600 ETF $ Position$90.5 m % Position4.65 % $ Change35.28 % # Shares984,481 # Change3.38 %
Adviser Valeo Financial Advisors, LLC Type 13F-HR Submitted
10/28/2020
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker78462F103 Stock NameSPDR S&P 500 ETF $ Position$231.2 m % Position20.22 % $ Change3.80 % # Shares690,413 # Change-9.50 %
Stock Ticker92206C409 Stock NameVANGUARD SHORT TERM CORP BOND FD ETF $ Position$84.2 m % Position7.36 % $ Change18.92 % # Shares1,016,137 # Change18.65 %
Stock Ticker464287804 Stock NameISHARES S&P SMALLCAP 600 ETF $ Position$66.9 m % Position5.85 % $ Change4.27 % # Shares952,318 # Change0.20 %
Stock Ticker922042858 Stock NameVANGUARD FTSE EMERGING MARKETS ETF $ Position$56.0 m % Position4.90 % $ Change8.13 % # Shares1,295,576 # Change-0.95 %
Stock Ticker037833100 Stock NameAPPLE INC $ Position$45.7 m % Position4.00 % $ Change13.83 % # Shares394,820 # Change258.55 %
Adviser Valeo Financial Advisors, LLC Type 13F-HR Submitted
07/20/2020
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker78462F103 Stock NameSPDR S&P 500 ETF $ Position$222.8 m % Position20.28 % $ Change16.10 % # Shares762,847 # Change8.00 %
Stock Ticker92206C409 Stock NameVANGUARD SHORT TERM CORP BOND FD ETF $ Position$70.8 m % Position6.44 % $ Change16.04 % # Shares856,429 # Change13.81 %
Stock Ticker464287804 Stock NameISHARES S&P SMALLCAP 600 ETF $ Position$64.1 m % Position5.84 % $ Change19.47 % # Shares950,457 # Change6.73 %
Stock Ticker922042858 Stock NameVANGUARD FTSE EMERGING MARKETS ETF $ Position$51.8 m % Position4.72 % $ Change20.87 % # Shares1,307,977 # Change6.26 %
Stock Ticker037833100 Stock NameAPPLE INC $ Position$40.2 m % Position3.66 % $ Change35.13 % # Shares110,117 # Change-0.79 %
Adviser Valeo Financial Advisors, LLC Type 13F-HR Submitted
04/13/2020
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker78462F103 Stock NameSPDR S&P 500 ETF $ Position$191.9 m % Position20.40 % $ Change1.75 % # Shares706,353 # Change16.78 %
Stock Ticker92206C409 Stock NameVANGUARD SHORT TERM CORP BOND FD ETF $ Position$61.0 m % Position6.49 % $ Change8.97 % # Shares752,482 # Change8.91 %
Stock Ticker464287804 Stock NameISHARES S&P SMALLCAP 600 ETF $ Position$53.7 m % Position5.71 % $ Change-10.76 % # Shares890,486 # Change22.40 %
Stock Ticker922042858 Stock NameVANGUARD FTSE EMERGING MARKETS ETF $ Position$42.9 m % Position4.56 % $ Change-18.17 % # Shares1,230,955 # Change4.51 %
Stock Ticker464287200 Stock NameISHARES S&P 500 INDEX $ Position$31.7 m % Position3.37 % $ Change11.09 % # Shares113,899 # Change29.14 %
Adviser Valeo Financial Advisors, LLC Type 13F-HR Submitted
01/24/2020
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker78462F103 Stock NameSPDR S&P 500 ETF $ Position$188.6 m % Position18.31 % $ ChangeN / A # Shares604,881 # ChangeN / A
Stock Ticker464287804 Stock NameISHARES S&P SMALLCAP 600 ETF $ Position$60.2 m % Position5.84 % $ ChangeN / A # Shares727,533 # ChangeN / A
Stock Ticker92206C409 Stock NameVANGUARD SHORT TERM CORP BOND FD ETF $ Position$56.0 m % Position5.43 % $ ChangeN / A # Shares690,908 # ChangeN / A
Stock Ticker922042858 Stock NameVANGUARD FTSE EMERGING MARKETS ETF $ Position$52.4 m % Position5.08 % $ ChangeN / A # Shares1,177,887 # ChangeN / A
Stock Ticker037833100 Stock NameAPPLE INC $ Position$33.6 m % Position3.26 % $ ChangeN / A # Shares114,338 # ChangeN / A

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