VICUS CAPITAL
Q1 2025 13F Holdings
- Locationstate college, PA
- Num holdings
238
- Value ($000)
$1,073,906
- Date Filed04/17/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES S&P 500 INDEX | ETF | 464287200 | $183.52M | 17 % | 326,608 | ||
IEFA ISHARES CORE MSCI EAFE | ETF | 46432F842 | $93.51M | 9 % | 1,236,033 | ||
IJH ISHARES CORE S&P MID CAP ETF | ETF | 464287507 | $65.97M | 6 % | 1,130,641 | ||
IJR ISHARES S&P SMALLCAP 600 ETF | ETF | 464287804 | $53.41M | 5 % | 510,754 | ||
AGG ISHARES AGGREGATE BOND ETF | ETF | 464287226 | $41.33M | 4 % | 417,769 | ||
IAUM ISHR GLD TRST MICR ETF BENEF INTRST | ETF | 46436F103 | $34.71M | 3 % | 1,113,568 | ||
FBND FIDELITY TOTAL BOND ETF | ETF | 316188309 | $30.49M | 3 % | 667,821 | ||
RSP INVESCO S&P 500 EQUAL WEIGHT ETF | ETF | 46137V357 | $29.93M | 3 % | 172,776 | ||
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF | ETF | 78464A508 | $29.89M | 3 % | 585,362 | ||
MSFT MICROSOFT | COM | 594918104 | $28.40M | 3 % | 75,645 |
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