Verde Capital Management

Q4 2024 13F Holdings

  • Location
    clarkston, MI
  • Num holdings

    64

  • Value ($000)

    $354,473

  • Date Filed
    01/17/2025
  • Form type
    13F-HR
  • CIK
    0001802891
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
ESGV
ESGV

VANGUARD WORLD FD

ESG US STK ETF
$59.01M
17 %

562,572

MOAT
MOAT

VANECK ETF TRUST

MRNGSTR WDE MOAT
$52.62M
15 %

567,460

QQQM
QQQM

INVESCO EXCH TRADED FD TR II

NASDAQ 100 ETF
$30.13M
9 %

143,162

FNDF
FNDF

SCHWAB STRATEGIC TR

FUNDAMENTAL INTL
$26.39M
7 %

794,619

IJH
IJH

ISHARES TR

CORE S&P MCP ETF
$25.66M
7 %

411,757

HEFA
HEFA

ISHARES TR

HDG MSCI EAFE
$20.67M
6 %

594,941

IBIT
IBIT

ISHARES BITCOIN TRUST ETF

SHS
$8.91M
3 %

168,004

NDQ
NDQ

INVESCO QQQ TR

UNIT SER 1
$8.69M
3 %

16,997

BIV
BIV

VANGUARD BD INDEX FDS

INTERMED TERM
$8.12M
2 %

108,682

TSLA
TSLA

TESLA INC

COM
$8.01M
2 %

19,822

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 64