Verum Partners LLC
Q4 2024 13F Holdings
- Locationcharlotte, NC
- Num holdings
164
- Value ($000)
$347,449
- Date Filed01/17/2025
- Form type13F-HR
- CIK0001958984
- 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 |
|---|---|---|---|---|---|---|---|
GOVT ISHARES TR | US TREAS BD ETF | 46429B267 | $34.61M | 10 % | 1,505,944 | ||
FPAG INVESTMENT MANAGERS SER TR I | FPA GBL EQTY ETF | 30254T577 | $30.56M | 9 % | 1,009,192 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $20.45M | 6 % | 37,955 | ||
JPST J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | $15.41M | 4 % | 305,939 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $14.93M | 4 % | 129,565 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $14.85M | 4 % | 25,228 | ||
VCRB VANGUARD MALVERN FDS | CORE BD ETF | 922020748 | $14.09M | 4 % | 185,824 | ||
SYLD CAMBRIA ETF TR | SHSHLD YIELD ETF | 132061201 | $12.61M | 4 % | 184,217 | ||
FNDF SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 808524755 | $12.14M | 4 % | 365,664 | ||
QLTY 2023 ETF SERIES TRUST II | GMO US QUALITY E | 90139K100 | $11.60M | 3 % | 362,838 |
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