Values First Advisors, Inc. Diversified Active

CIK: 0001913608 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Jan 18, 2024

Total Value ($000): $165,721 (100.0% shares, 0.0% debt)

Holdings (164)

MINT PIMCO ETF TR 6.2%
Value ($000) $10,296 Shares 103,178 Est. Cost $101.41 Unrealized
SHV ISHARES TR 4.7%
Value ($000) $7,739 Shares 70,269 Est. Cost $110.13 Unrealized
SGOV ISHARES TR 3.5%
Value ($000) $5,770 Shares 57,546 Est. Cost $100.59 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 2.6%
Value ($000) $4,254 Shares 72,936 Est. Cost $59.77 Unrealized
ENSG ENSIGN GROUP INC 2.0%
Value ($000) $3,238 Shares 28,854 Est. Cost $70.19 Unrealized +46.6%
MPWR MONOLITHIC PWR SYS INC 1.8%
Value ($000) $2,942 Shares 4,664 Est. Cost $399.02 Unrealized +28.8%
SHY ISHARES TR 1.7%
Value ($000) $2,747 Shares 33,484 Est. Cost $83.10 Unrealized
IEI ISHARES TR 1.7%
Value ($000) $2,742 Shares 23,414 Est. Cost $117.13 Unrealized
IEF ISHARES TR 1.7%
Value ($000) $2,736 Shares 28,388 Est. Cost $96.39 Unrealized
NEAR ISHARES U S ETF TR 1.6%
Value ($000) $2,656 Shares 52,576 Est. Cost $50.04 Unrealized
NNN NNN REIT INC 1.5%
Value ($000) $2,445 Shares 56,733 Est. Cost $48.29 Unrealized
CTAS CINTAS CORP 1.5%
Value ($000) $2,444 Shares 4,055 Est. Cost $69.34 Unrealized +89.9%
APH AMPHENOL CORP NEW 1.4%
Value ($000) $2,378 Shares 23,991 Est. Cost $33.86 Unrealized +28.1%
SRCE 1ST SOURCE CORP 1.4%
Value ($000) $2,361 Shares 42,967 Est. Cost $48.01 Unrealized
SYNOVUS FINL CORP 1.4%
Value ($000) $2,340 Shares 62,145 Est. Cost $31.31 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. 1.4%
Value ($000) $2,256 Shares 25,014 Est. Cost $57.22 Unrealized +34.5%
MAA MID-AMER APT CMNTYS INC 1.3%
Value ($000) $2,236 Shares 16,631 Est. Cost $119.25 Unrealized -2.1%
GNTX GENTEX CORP 1.3%
Value ($000) $2,232 Shares 68,331 Est. Cost $29.05 Unrealized +6.3%
BIL SPDR SER TR 1.3%
Value ($000) $2,175 Shares 23,795 Est. Cost $91.73 Unrealized
EXPD EXPEDITORS INTL WASH INC 1.3%
Value ($000) $2,136 Shares 16,792 Est. Cost $79.93 Unrealized +43.5%
EGY VAALCO ENERGY INC 1.2%
Value ($000) $1,988 Shares 442,826 Est. Cost $4.12 Unrealized -5.7%
SSNC SS&C TECHNOLOGIES HLDGS INC 1.2%
Value ($000) $1,983 Shares 32,455 Est. Cost $62.24 Unrealized -12.2%
EOG EOG RES INC 1.2%
Value ($000) $1,928 Shares 15,938 Est. Cost $64.60 Unrealized +78.9%
LMAT LEMAITRE VASCULAR INC 1.2%
Value ($000) $1,908 Shares 33,617 Est. Cost $43.57 Unrealized +18.0%
AFG AMERICAN FINL GROUP INC OHIO 1.1%
Value ($000) $1,881 Shares 15,822 Est. Cost $67.20 Unrealized +44.0%
DCI DONALDSON INC 1.1%
Value ($000) $1,867 Shares 28,566 Est. Cost $49.40 Unrealized +19.0%
SLP SIMULATIONS PLUS INC 1.1%
Value ($000) $1,862 Shares 41,602 Est. Cost $39.44 Unrealized 0.0%
CINF CINCINNATI FINL CORP 1.1%
Value ($000) $1,820 Shares 17,592 Est. Cost $70.74 Unrealized +35.9%
FIZZ NATIONAL BEVERAGE CORP 1.1%
Value ($000) $1,769 Shares 35,589 Est. Cost $33.86 Unrealized +31.9%
TECH BIO-TECHNE CORP 1.0%
Value ($000) $1,722 Shares 22,322 Est. Cost $73.64 Unrealized -11.5%
TTC TORO CO 1.0%
Value ($000) $1,653 Shares 17,216 Est. Cost $81.84 Unrealized +4.7%
FTNT FORTINET INC 1.0%
Value ($000) $1,651 Shares 28,215 Est. Cost $54.40 Unrealized +1.6%
CGNX COGNEX CORP 0.9%
Value ($000) $1,534 Shares 36,744 Est. Cost $53.84 Unrealized -29.9%
PANW PALO ALTO NETWORKS INC 0.9%
Value ($000) $1,519 Shares 5,151 Est. Cost $77.23 Unrealized +73.1%
GBIL GOLDMAN SACHS ETF TR 0.9%
Value ($000) $1,480 Shares 14,840 Est. Cost $100.08 Unrealized
ROP ROPER TECHNOLOGIES INC 0.9%
Value ($000) $1,464 Shares 2,686 Est. Cost $397.96 Unrealized +27.7%
IDXX IDEXX LABS INC 0.9%
Value ($000) $1,452 Shares 2,615 Est. Cost $404.24 Unrealized +16.1%
MED MEDIFAST INC 0.9%
Value ($000) $1,428 Shares 21,245 Est. Cost $87.17 Unrealized -20.1%
ODFL OLD DOMINION FREIGHT LINE IN 0.9%
Value ($000) $1,415 Shares 3,491 Est. Cost $101.40 Unrealized +93.1%
MTD METTLER TOLEDO INTERNATIONAL 0.8%
Value ($000) $1,382 Shares 1,139 Est. Cost $1143.68 Unrealized -5.4%
ALNY ALNYLAM PHARMACEUTICALS INC 0.8%
Value ($000) $1,337 Shares 6,983 Est. Cost $118.65 Unrealized +43.6%
KARUNA THERAPEUTICS INC 0.8%
Value ($000) $1,278 Shares 4,039 Est. Cost $120.28 Unrealized
TT TRANE TECHNOLOGIES PLC 0.7%
Value ($000) $1,237 Shares 5,071 Est. Cost $130.45 Unrealized +64.5%
BILS SPDR SER TR 0.7%
Value ($000) $1,202 Shares 12,124 Est. Cost $99.31 Unrealized
SKT TANGER INC 0.7%
Value ($000) $1,113 Shares 40,138 Est. Cost $8.97 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.6%
Value ($000) $1,068 Shares 4,182 Est. Cost $146.03 Unrealized +43.4%
COLL COLLEGIUM PHARMACEUTICAL INC 0.6%
Value ($000) $1,042 Shares 33,865 Est. Cost $19.89 Unrealized +26.0%
TLT ISHARES TR 0.6%
Value ($000) $1,028 Shares 10,398 Est. Cost $98.88 Unrealized
TLH ISHARES TR 0.6%
Value ($000) $1,026 Shares 9,479 Est. Cost $108.26 Unrealized
ASND ASCENDIS PHARMA A/S 0.6%
Value ($000) $988 Shares 7,844 Est. Cost $122.49 Unrealized
EXAS EXACT SCIENCES CORP 0.6%
Value ($000) $960 Shares 12,973 Est. Cost $66.81 Unrealized -1.9%
GH GUARDANT HEALTH INC 0.6%
Value ($000) $950 Shares 35,135 Est. Cost $39.07 Unrealized -32.9%
DLO DLOCAL LTD 0.6%
Value ($000) $938 Shares 53,039 Est. Cost $23.34 Unrealized -26.9%
BIBL NORTHERN LTS FD TR IV 0.6%
Value ($000) $921 Shares 26,388 Est. Cost $30.96 Unrealized
GLBE GLOBAL E ONLINE LTD 0.5%
Value ($000) $902 Shares 22,754 Est. Cost $35.93 Unrealized +0.2%
LOW LOWES COS INC 0.5%
Value ($000) $888 Shares 3,990 Est. Cost $150.70 Unrealized +29.2%
WCN WASTE CONNECTIONS INC 0.5%
Value ($000) $886 Shares 5,937 Est. Cost $111.42 Unrealized +21.7%
DHI D R HORTON INC 0.5%
Value ($000) $880 Shares 5,788 Est. Cost $70.50 Unrealized +71.0%
DV DOUBLEVERIFY HLDGS INC 0.5%
Value ($000) $875 Shares 23,800 Est. Cost $27.64 Unrealized +12.7%
HWKN HAWKINS INC 0.5%
Value ($000) $835 Shares 11,863 Est. Cost $30.01 Unrealized +107.4%
HUBS HUBSPOT INC 0.5%
Value ($000) $828 Shares 1,427 Est. Cost $286.03 Unrealized +68.2%
OLN OLIN CORP 0.5%
Value ($000) $827 Shares 15,325 Est. Cost $20.86 Unrealized +117.5%
LAD LITHIA MTRS INC 0.5%
Value ($000) $824 Shares 2,503 Est. Cost $268.92 Unrealized +2.0%
TTD THE TRADE DESK INC 0.5%
Value ($000) $819 Shares 11,382 Est. Cost $60.24 Unrealized +22.0%
COUR COURSERA INC 0.5%
Value ($000) $811 Shares 41,853 Est. Cost $16.03 Unrealized +19.2%
FLYW FLYWIRE CORPORATION 0.5%
Value ($000) $808 Shares 34,917 Est. Cost $25.22 Unrealized 0.0%
ARGX ARGENX SE 0.5%
Value ($000) $784 Shares 2,061 Est. Cost $338.63 Unrealized
APTIV PLC 0.5%
Value ($000) $781 Shares 8,704 Est. Cost $93.74 Unrealized
SHOCKWAVE MED INC 0.5%
Value ($000) $762 Shares 4,000 Est. Cost $197.25 Unrealized
LQDT LIQUIDITY SVCS INC 0.5%
Value ($000) $753 Shares 43,768 Est. Cost $7.53 Unrealized +152.5%
UA UNDER ARMOUR INC 0.5%
Value ($000) $752 Shares 90,103 Est. Cost $7.14 Unrealized +1.2%
LAM RESEARCH CORP 0.5%
Value ($000) $750 Shares 958 Est. Cost $371.51 Unrealized
MDB MONGODB INC 0.4%
Value ($000) $746 Shares 1,824 Est. Cost $254.24 Unrealized +49.2%
EBS EMERGENT BIOSOLUTIONS INC 0.4%
Value ($000) $739 Shares 307,892 Est. Cost $5.94 Unrealized -60.4%
POOL POOL CORP 0.4%
Value ($000) $730 Shares 1,831 Est. Cost $351.84 Unrealized -3.3%
ZNTL ZENTALIS PHARMACEUTICALS INC 0.4%
Value ($000) $728 Shares 48,068 Est. Cost $22.30 Unrealized -34.6%
TREX TREX CO INC 0.4%
Value ($000) $716 Shares 8,643 Est. Cost $64.63 Unrealized +2.6%
ASML ASML HOLDING N V 0.4%
Value ($000) $696 Shares 920 Est. Cost $534.44 Unrealized
XMTR XOMETRY INC 0.4%
Value ($000) $686 Shares 19,117 Est. Cost $22.18 Unrealized -3.3%
TMDX TRANSMEDICS GROUP INC 0.4%
Value ($000) $684 Shares 8,665 Est. Cost $60.33 Unrealized 0.0%
WDAY WORKDAY INC 0.4%
Value ($000) $642 Shares 2,326 Est. Cost $232.02 Unrealized +2.6%
DDOG DATADOG INC 0.4%
Value ($000) $635 Shares 5,230 Est. Cost $95.49 Unrealized +7.9%
FIVN FIVE9 INC 0.4%
Value ($000) $634 Shares 8,054 Est. Cost $89.51 Unrealized -22.2%
SPT SPROUT SOCIAL INC 0.4%
Value ($000) $606 Shares 9,856 Est. Cost $62.94 Unrealized -16.2%
LL FLOORING HOLDINGS INC 0.4%
Value ($000) $604 Shares 154,754 Est. Cost $4.65 Unrealized
THE AARONS COMPANY INC 0.4%
Value ($000) $590 Shares 54,229 Est. Cost $14.16 Unrealized
RXRX RECURSION PHARMACEUTICALS IN 0.4%
Value ($000) $584 Shares 59,205 Est. Cost $7.49 Unrealized -4.8%
EXR EXTRA SPACE STORAGE INC 0.4%
Value ($000) $584 Shares 3,640 Est. Cost $121.22 Unrealized -4.6%
WY WEYERHAEUSER CO MTN BE 0.3%
Value ($000) $568 Shares 16,327 Est. Cost $25.37 Unrealized +14.8%
STAG STAG INDL INC 0.3%
Value ($000) $543 Shares 13,836 Est. Cost $39.26 Unrealized
ELAN ELANCO ANIMAL HEALTH INC 0.3%
Value ($000) $535 Shares 35,921 Est. Cost $11.71 Unrealized -3.2%
IRDM IRIDIUM COMMUNICATIONS INC 0.3%
Value ($000) $532 Shares 12,921 Est. Cost $29.18 Unrealized +35.7%
KIM KIMCO RLTY CORP 0.3%
Value ($000) $530 Shares 24,858 Est. Cost $17.68 Unrealized -3.8%
COLD AMERICOLD REALTY TRUST INC 0.3%
Value ($000) $529 Shares 17,470 Est. Cost $30.27 Unrealized
APARTMENT INCOME REIT CORP 0.3%
Value ($000) $528 Shares 15,202 Est. Cost $34.73 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.3%
Value ($000) $523 Shares 5,032 Est. Cost $102.68 Unrealized
MNDY MONDAY COM LTD 0.3%
Value ($000) $521 Shares 2,772 Est. Cost $160.98 Unrealized 0.0%
WELL WELLTOWER INC 0.3%
Value ($000) $519 Shares 5,757 Est. Cost $65.48 Unrealized +26.8%
EVH EVOLENT HEALTH INC 0.3%
Value ($000) $517 Shares 15,656 Est. Cost $27.80 Unrealized +1.8%
WM WASTE MGMT INC DEL 0.3%
Value ($000) $516 Shares 2,883 Est. Cost $117.02 Unrealized +38.8%
ISRG INTUITIVE SURGICAL INC 0.3%
Value ($000) $510 Shares 1,511 Est. Cost $273.17 Unrealized +9.1%
OHI OMEGA HEALTHCARE INVS INC 0.3%
Value ($000) $502 Shares 16,388 Est. Cost $34.22 Unrealized
NLY ANNALY CAPITAL MANAGEMENT IN 0.3%
Value ($000) $500 Shares 25,809 Est. Cost $18.54 Unrealized
CENT CENTRAL GARDEN & PET CO 0.3%
Value ($000) $498 Shares 9,941 Est. Cost $26.09 Unrealized +33.6%
TRGP TARGA RES CORP 0.3%
Value ($000) $496 Shares 5,711 Est. Cost $74.33 Unrealized +10.4%
ENTG ENTEGRIS INC 0.3%
Value ($000) $495 Shares 4,129 Est. Cost $100.13 Unrealized +0.4%
ORLY OREILLY AUTOMOTIVE INC 0.3%
Value ($000) $494 Shares 520 Est. Cost $61.51 Unrealized +2.7%
MIRM MIRUM PHARMACEUTICALS INC 0.3%
Value ($000) $494 Shares 16,740 Est. Cost $27.38 Unrealized +10.5%
LNG CHENIERE ENERGY INC 0.3%
Value ($000) $477 Shares 2,794 Est. Cost $138.58 Unrealized +24.0%
CRMT AMERICAS CAR-MART INC 0.3%
Value ($000) $467 Shares 6,165 Est. Cost $95.56 Unrealized -20.9%
CSV CARRIAGE SVCS INC 0.3%
Value ($000) $428 Shares 17,096 Est. Cost $24.38 Unrealized -6.4%
CWEN CLEARWAY ENERGY INC 0.3%
Value ($000) $418 Shares 15,221 Est. Cost $20.51 Unrealized 0.0%
EXEL EXELIXIS INC 0.2%
Value ($000) $409 Shares 17,032 Est. Cost $18.06 Unrealized +20.4%
SNPS SYNOPSYS INC 0.2%
Value ($000) $399 Shares 774 Est. Cost $371.74 Unrealized +37.6%
PLD PROLOGIS INC. 0.2%
Value ($000) $397 Shares 2,981 Est. Cost $114.11 Unrealized -7.4%
KLAC KLA CORP 0.2%
Value ($000) $397 Shares 684 Est. Cost $393.46 Unrealized +29.8%
SHW SHERWIN WILLIAMS CO 0.2%
Value ($000) $376 Shares 1,206 Est. Cost $289.12 Unrealized -8.7%
PCOR PROCORE TECHNOLOGIES INC 0.2%
Value ($000) $373 Shares 5,390 Est. Cost $61.67 Unrealized 0.0%
XPO XPO INC 0.2%
Value ($000) $373 Shares 4,259 Est. Cost $37.33 Unrealized +118.3%
NOVT NOVANTA INC 0.2%
Value ($000) $373 Shares 2,215 Est. Cost $108.82 Unrealized +33.9%
SAGE THERAPEUTICS INC 0.2%
Value ($000) $368 Shares 16,980 Est. Cost $20.99 Unrealized
EXSCIENTIA PLC 0.2%
Value ($000) $359 Shares 55,958 Est. Cost $5.57 Unrealized
NVT NVENT ELECTRIC PLC 0.2%
Value ($000) $338 Shares 5,718 Est. Cost $33.58 Unrealized +54.0%
TOST TOAST INC 0.2%
Value ($000) $331 Shares 18,113 Est. Cost $21.71 Unrealized -24.5%
ITRN ITURAN LOCATION AND CONTROL 0.2%
Value ($000) $326 Shares 11,967 Est. Cost $17.01 Unrealized +55.4%
PATTERSON COS INC 0.2%
Value ($000) $311 Shares 10,940 Est. Cost $29.55 Unrealized
NEOG NEOGEN CORP 0.2%
Value ($000) $304 Shares 15,137 Est. Cost $19.84 Unrealized -14.7%
MG MISTRAS GROUP INC 0.2%
Value ($000) $297 Shares 40,568 Est. Cost $8.18 Unrealized -25.0%
LSCC LATTICE SEMICONDUCTOR CORP 0.2%
Value ($000) $294 Shares 4,261 Est. Cost $66.76 Unrealized
CLDX CELLDEX THERAPEUTICS INC NEW 0.2%
Value ($000) $293 Shares 7,399 Est. Cost $29.41 Unrealized 0.0%
PERFICIENT INC 0.2%
Value ($000) $288 Shares 4,380 Est. Cost $50.72 Unrealized
CDW CDW CORP 0.2%
Value ($000) $286 Shares 1,259 Est. Cost $170.79 Unrealized +20.7%
SSYS STRATASYS LTD 0.2%
Value ($000) $281 Shares 19,652 Est. Cost $19.56 Unrealized -40.2%
CTRE CARETRUST REIT INC 0.2%
Value ($000) $255 Shares 11,401 Est. Cost $19.83 Unrealized
FERG1GBX FERGUSON PLC NEW 0.2%
Value ($000) $250 Shares 1,296 Est. Cost $193.09 Unrealized
XBI SPDR SER TR 0.1%
Value ($000) $238 Shares 2,671 Est. Cost $80.06 Unrealized
SPGI S&P GLOBAL INC 0.1%
Value ($000) $233 Shares 530 Est. Cost $388.21 Unrealized 0.0%
AMSF AMERISAFE INC 0.1%
Value ($000) $224 Shares 4,782 Est. Cost $39.91 Unrealized +2.9%
AGENUS INC 0.1%
Value ($000) $223 Shares 269,829 Est. Cost $1.84 Unrealized
NOW SERVICENOW INC 0.1%
Value ($000) $219 Shares 310 Est. Cost $126.04 Unrealized 0.0%
SHOP SHOPIFY INC 0.1%
Value ($000) $218 Shares 2,804 Est. Cost $63.86 Unrealized 0.0%
AJG GALLAGHER ARTHUR J & CO 0.1%
Value ($000) $217 Shares 965 Est. Cost $185.01 Unrealized +25.6%
WMB WILLIAMS COS INC 0.1%
Value ($000) $216 Shares 6,195 Est. Cost $25.99 Unrealized +23.7%
ROL ROLLINS INC 0.1%
Value ($000) $202 Shares 4,631 Est. Cost $37.88 Unrealized 0.0%
MASS 908 DEVICES INC 0.1%
Value ($000) $191 Shares 17,003 Est. Cost $8.50 Unrealized -19.6%
ISMD NORTHERN LTS FD TR IV 0.1%
Value ($000) $180 Shares 5,191 Est. Cost $34.42 Unrealized
TLF TANDY LEATHER FACTORY INC 0.1%
Value ($000) $156 Shares 36,564 Est. Cost $4.64 Unrealized -8.4%
MARINUS PHARMACEUTICALS INC 0.1%
Value ($000) $154 Shares 14,197 Est. Cost $7.11 Unrealized
LCUT LIFETIME BRANDS INC 0.1%
Value ($000) $138 Shares 20,634 Est. Cost $6.76 Unrealized -20.1%
DHC DIVERSIFIED HEALTHCARE TR 0.1%
Value ($000) $122 Shares 32,632 Est. Cost $1.80 Unrealized
GIFI GULF IS FABRICATION INC 0.1%
Value ($000) $101 Shares 23,317 Est. Cost $4.67 Unrealized -13.5%
TLPH ACELRX PHARMACEUTICALS INC 0.1%
Value ($000) $99 Shares 135,238 Est. Cost $1.40 Unrealized -54.5%
AURA AURA BIOSCIENCES INC 0.1%
Value ($000) $97 Shares 10,929 Est. Cost $10.42 Unrealized -18.7%
ARDX ARDELYX INC 0.1%
Value ($000) $93 Shares 15,020 Est. Cost $4.49 Unrealized 0.0%
PLURI INC 0.1%
Value ($000) $87 Shares 149,544 Est. Cost $0.67 Unrealized
BIOLINERX LTD 0.0%
Value ($000) $82 Shares 52,168 Est. Cost $1.80 Unrealized
INOZYME PHARMA INC 0.0%
Value ($000) $59 Shares 13,898 Est. Cost $4.26 Unrealized
IBB ISHARES TR 0.0%
Value ($000) $43 Shares 317 Est. Cost $135.78 Unrealized
IBD NORTHERN LTS FD TR IV 0.0%
Value ($000) $16 Shares 686 Est. Cost $25.64 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $3 Shares 70 Est. Cost $51.36 Unrealized
CWB SPDR SER TR 0.0%
Value ($000) $1 Shares 16 Est. Cost $63.81 Unrealized
SPMB SPDR SER TR 0.0%
Value ($000) $0 Shares 13 Est. Cost $25.73 Unrealized
FLRN SPDR SER TR 0.0%
Value ($000) $0 Shares 6 Est. Cost $28.00 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $0 Shares 2 Est. Cost $81.29 Unrealized