VERUS WEALTH MANAGEMENT, LLC
Q1 2025 13F Holdings
- Locationde pere, WI
- Num holdings
53
- Value ($000)
$91,268
- Date Filed04/23/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
MUB ISHARES TR | NATIONAL MUN ETF | 464288414 | $11.39M | 13 % | 108,048 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $9.96M | 11 % | 19,384 | ||
VCIT VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $6.58M | 7 % | 80,433 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $6.35M | 7 % | 124,959 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $5.73M | 6 % | 78,059 | ||
VONV VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | 92206C714 | $4.09M | 5 % | 49,552 | ||
KRE SPDR SER TR | PORTFLI HIGH YLD | 78468R606 | $3.70M | 4 % | 157,909 | ||
AVEM AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | $3.60M | 4 % | 59,754 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $3.49M | 4 % | 33,352 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | $3.11M | 3 % | 62,645 |
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