VICUS CAPITAL
Q4 2024 13F Holdings
- Locationstate college, PA
- Num holdings
231
- Value ($000)
$1,126,443
- Date Filed01/30/2025
- Form type13F-HR
- CIK0001544806
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES S&P 500 INDEX | ETF | 464287200 | $192.07M | 17 % | 326,271 | ||
IEFA ISHARES CORE MSCI EAFE | ETF | 46432F842 | $87.75M | 8 % | 1,248,535 | ||
IJH ISHARES CORE S&P MID CAP ETF | ETF | 464287507 | $80.08M | 7 % | 1,285,202 | ||
IJR ISHARES S&P SMALLCAP 600 ETF | ETF | 464287804 | $58.17M | 5 % | 504,885 | ||
AGG ISHARES AGGREGATE BOND ETF | ETF | 464287226 | $40.73M | 4 % | 420,328 | ||
RSP INVESCO S&P 500 EQUAL WEIGHT ETF | ETF | 46137V357 | $34.22M | 3 % | 195,289 | ||
MSFT MICROSOFT | COM | 594918104 | $33.68M | 3 % | 79,902 | ||
FBND FIDELITY TOTAL BOND ETF | ETF | 316188309 | $31.63M | 3 % | 704,993 | ||
OEF ISHARES TR S&P 100 INDEX FUND | ETF | 464287101 | $31.61M | 3 % | 109,420 | ||
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF | ETF | 78464A508 | $30.52M | 3 % | 596,751 |
Rows Per Page
1 - 10 of 23110
- 10
- 50
- 100