Verde Capital Management

Q1 2025 13F Holdings

  • Location
    clarkston, MI
  • Num holdings

    64

  • Value ($000)

    $351,497

  • Date Filed
    04/08/2025
  • 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 Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
ESGV
ESGV

VANGUARD WORLD FD

ESG US STK ETF
$54.74M
16 %

558,899

MOAT
MOAT

VANECK ETF TRUST

MRNGSTR WDE MOAT
$49.23M
14 %

559,452

FNDF
FNDF

SCHWAB STRATEGIC TR

FUNDAMENTAL INTL
$29.47M
8 %

815,302

QQQM
QQQM

INVESCO EXCH TRADED FD TR II

NASDAQ 100 ETF
$28.29M
8 %

146,581

IJH
IJH

ISHARES TR

CORE S&P MCP ETF
$25.02M
7 %

428,794

HEFA
HEFA

ISHARES TR

HDG MSCI EAFE
$22.04M
6 %

607,242

BIV
BIV

VANGUARD BD INDEX FDS

INTERMED TERM
$8.57M
2 %

111,879

ILTB
ILTB

ISHARES TR

CORE LT USDB ETF
$8.33M
2 %

166,687

VCIT
VCIT

VANGUARD SCOTTSDALE FDS

INT-TERM CORP
$7.85M
2 %

96,022

NDQ
NDQ

INVESCO QQQ TR

UNIT SER 1
$7.72M
2 %

16,464

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