Verde Capital Management

Latest statistics and disclosures from Verde Capital Management's latest quarterly 13F-HR filing:

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Positions held by Verde Capital Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Verde Capital Management

Verde Capital Management holds 43 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 18.3 $48M -7% 570k 84.87
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Vanguard World Esg Us Stk Etf (ESGV) 15.8 $42M -2% 493k 85.06
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 9.8 $26M -9% 154k 168.54
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Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 8.1 $22M -3% 636k 33.73
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Ishares Tr Core S&p Mcp Etf (IJH) 7.9 $21M -4% 75k 277.15
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Ishares Tr Hdg Msci Eafe (HEFA) 5.3 $14M -6% 447k 31.51
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Ishares Tr Core S&p Scp Etf (IJR) 5.2 $14M -3% 127k 108.25
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Vanguard Bd Index Fds Intermed Term (BIV) 4.7 $13M -13% 163k 76.38
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Invesco Qqq Tr Unit Ser 1 (QQQ) 3.2 $8.6M -8% 21k 409.52
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Ishares Tr Core Lt Usdb Etf (ILTB) 2.4 $6.4M -8% 121k 52.58
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Tesla Motors (TSLA) 1.5 $4.1M -4% 16k 248.47
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NVIDIA Corporation (NVDA) 1.4 $3.8M -4% 7.6k 495.23
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Schwab Strategic Tr Us Tips Etf (SCHP) 1.4 $3.7M -16% 72k 52.20
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Paypal Holdings (PYPL) 1.2 $3.2M +26% 52k 61.41
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Netflix (NFLX) 1.1 $3.0M -5% 6.1k 486.85
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Alphabet Cap Stk Cl C (GOOG) 1.1 $2.8M -13% 20k 140.93
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Amazon (AMZN) 1.0 $2.6M -18% 17k 151.94
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Spotify Technology S A SHS (SPOT) 1.0 $2.6M -10% 14k 187.91
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Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.9 $2.4M -19% 37k 63.75
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Ishares Tr MRGSTR MD CP GRW (IMCG) 0.8 $2.2M +12% 34k 64.45
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salesforce (CRM) 0.8 $2.2M -27% 8.2k 263.15
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Spdr Ser Tr Portfli Tips Etf (SPIP) 0.8 $2.1M -36% 83k 25.57
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Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.7 $2.0M -14% 22k 89.81
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.7 $1.9M -20% 38k 49.37
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Prologis (PLD) 0.7 $1.8M +7% 13k 133.30
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American Tower Reit (AMT) 0.6 $1.5M +3% 7.2k 215.89
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Chipotle Mexican Grill (CMG) 0.4 $1.1M NEW 499.00 2286.96
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Airbnb Com Cl A (ABNB) 0.4 $1.1M NEW 8.3k 136.14
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Equinix (EQIX) 0.4 $1.0M -2% 1.3k 805.50
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Vaneck Etf Trust Emerging Mrkt Hi (HYEM) 0.3 $782k -20% 42k 18.51
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Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $729k 8.3k 88.36
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Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.3 $697k +2% 16k 42.59
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $544k -65% 11k 47.90
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Apple (AAPL) 0.2 $538k 2.8k 192.56
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Welltower Inc Com reit (WELL) 0.2 $446k NEW 4.9k 90.16
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Zillow Group Cl A (ZG) 0.1 $388k -83% 6.8k 56.72
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Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.1 $269k -46% 5.8k 46.36
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Lockheed Martin Corporation (LMT) 0.1 $248k -17% 547.00 453.17
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $232k -33% 3.0k 77.03
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Ishares Tr Core S&p500 Etf (IVV) 0.1 $224k -6% 468.00 477.63
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Visa Com Cl A (V) 0.1 $213k -27% 820.00 260.26
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $212k -17% 1.9k 110.66
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Peloton Interactive Cl A Com (PTON) 0.1 $195k -81% 32k 6.09
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Past Filings by Verde Capital Management

SEC 13F filings are viewable for Verde Capital Management going back to 2019