Veridan Wealth LLC
Q1 2025 13F Holdings
- Locationwest linn, OR
- Num holdings
80
- Value ($000)
$221,319
- Date Filed04/22/2025
- Form type13F-HR
- CIK0002052405
- 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 |
|---|---|---|---|---|---|---|---|
COOP MR COOPER GROUP INC | COM | 62482R107 | $65.21M | 30 % | 545,219 | ||
WFC WELLS FARGO CO NEW | COM | 949746101 | $9.84M | 4 % | 137,072 | ||
IUSB ISHARES TR | CORE TOTAL USD | 46434V613 | $8.64M | 4 % | 187,459 | ||
IWY ISHARES TR | RUS TP200 GR ETF | 464289438 | $6.92M | 3 % | 32,797 | ||
IWX ISHARES TR | RUS TP200 VL ETF | 464289420 | $5.52M | 3 % | 67,148 | ||
MGV VANGUARD WORLD FD | MEGA CAP VAL ETF | 921910840 | $5.39M | 2 % | 41,834 | ||
OEF ISHARES TR | S&P 100 ETF | 464287101 | $5.23M | 2 % | 19,305 | ||
IWL ISHARES TR | RUS TOP 200 ETF | 464289446 | $5.21M | 2 % | 37,911 | ||
DBEF DBX ETF TR | XTRACK MSCI EAFE | 233051200 | $4.96M | 2 % | 114,605 | ||
HFXI NEW YORK LIFE INVESTMENTS ET | NYLI FTSE INTERN | 45409B560 | $4.96M | 2 % | 180,255 |
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