VERUS WEALTH MANAGEMENT, LLC
Q4 2024 13F Holdings
- Locationde pere, WI
- Num holdings
53
- Value ($000)
$89,166
- Date Filed01/22/2025
- Form type13F-HR
- CIK0002042938
- 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 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
MUB ISHARES TR | NATIONAL MUN ETF | 464288414 | $11.49M | 13 % | 107,872 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $9.53M | 11 % | 17,682 | ||
VCIT VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $6.03M | 7 % | 75,153 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $5.96M | 7 % | 124,544 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $5.12M | 6 % | 71,133 | ||
VONV VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | 92206C714 | $3.89M | 4 % | 47,855 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $3.73M | 4 % | 32,330 | ||
KRE SPDR SER TR | PORTFLI HIGH YLD | 78468R606 | $3.60M | 4 % | 153,192 | ||
AVEM AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | $3.43M | 4 % | 58,303 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | $3.24M | 4 % | 64,703 |
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