Vericrest Private Wealth
Q2 2022 13F Holdings
- Locationnewtown, PA
- Num holdings
39
- Value ($000)
$81,512
- Date Filed08/15/2022
- Form type13F-HR
- CIK0001912300
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2022 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $9.10M | 11 % | 89,477 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $7.44M | 9 % | 19,614 | ||
SPY SPDR TR S&P 500 ETF TR | TR UNIT | 78462F103 | $6.01M | 7 % | 15,940 | ||
AAPL APPLE INC | COM | 037833100 | $3.97M | 5 % | 29,058 | ||
MUB ISHARES TR | NATIONAL MUN ETF | 464288414 | $3.40M | 4 % | 31,945 | ||
FLOT ISHARES TR | FLTG RATE NT ETF | 46429B655 | $3.26M | 4 % | 65,255 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $3.21M | 4 % | 34,726 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $3.16M | 4 % | 13,978 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $3.07M | 4 % | 52,188 | ||
KRE SPDR SER TR | BLOMBERG BRC INV | 78468R200 | $3.07M | 4 % | 101,865 |
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