Veery Capital as of Dec. 31, 2025
Portfolio Holdings for Veery Capital
Veery Capital holds 94 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 13.2 | $43M | 1.3M | 32.62 | |
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 10.3 | $34M | 1.1M | 29.61 | |
| Ishares Tr Core Msci Intl (IDEV) | 10.0 | $33M | 394k | 82.48 | |
| Vanguard Index Fds Growth Etf (VUG) | 8.5 | $28M | 57k | 487.86 | |
| Vanguard Index Fds Value Etf (VTV) | 7.9 | $26M | 134k | 190.99 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 6.2 | $20M | 274k | 74.07 | |
| Ishares Core Msci Emkt (IEMG) | 4.8 | $16M | 235k | 67.22 | |
| Ishares Tr Core Msci Eafe (IEFA) | 4.0 | $13M | 145k | 89.46 | |
| Ishares Tr National Mun Etf (MUB) | 3.7 | $12M | 113k | 107.11 | |
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 3.7 | $12M | 40k | 302.11 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 3.5 | $12M | 55k | 211.79 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 2.3 | $7.6M | 122k | 62.47 | |
| Vaneck Etf Trust High Yld Munietf (HYD) | 1.7 | $5.4M | 105k | 51.12 | |
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 1.5 | $4.8M | 99k | 48.32 | |
| Apple (AAPL) | 1.1 | $3.5M | 13k | 271.85 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.9 | $2.9M | 4.6k | 627.09 | |
| Spdr Series Trust State Street Spd (SPHY) | 0.8 | $2.6M | 112k | 23.67 | |
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.8 | $2.5M | 51k | 49.46 | |
| Microsoft Corporation (MSFT) | 0.7 | $2.3M | 4.9k | 483.62 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.7 | $2.3M | 3.7k | 614.28 | |
| Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) | 0.7 | $2.2M | 85k | 25.82 | |
| Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 0.6 | $2.1M | 31k | 67.43 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $2.0M | 6.4k | 313.80 | |
| Draftkings Com Cl A (DKNG) | 0.5 | $1.7M | 50k | 34.46 | |
| NVIDIA Corporation (NVDA) | 0.5 | $1.6M | 8.4k | 186.50 | |
| Amazon (AMZN) | 0.5 | $1.5M | 6.5k | 230.82 | |
| Tesla Motors (TSLA) | 0.5 | $1.5M | 3.3k | 449.72 | |
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.4 | $1.4M | 7.7k | 181.22 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $1.4M | 4.4k | 313.01 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.4 | $1.4M | 50k | 26.91 | |
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.4 | $1.3M | 4.1k | 323.02 | |
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.4 | $1.2M | 50k | 24.37 | |
| Amphenol Corp Cl A (APH) | 0.3 | $1.0M | 7.4k | 135.14 | |
| Constellation Energy (CEG) | 0.3 | $1.0M | 2.8k | 353.27 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $998k | 19k | 53.76 | |
| JPMorgan Chase & Co. (JPM) | 0.3 | $889k | 2.8k | 322.28 | |
| Costco Wholesale Corporation (COST) | 0.3 | $824k | 956.00 | 862.34 | |
| Mastercard Incorporated Cl A (MA) | 0.2 | $806k | 1.4k | 570.88 | |
| Visa Com Cl A (V) | 0.2 | $773k | 2.2k | 350.71 | |
| Popular Com New (BPOP) | 0.2 | $773k | 6.2k | 124.52 | |
| Meta Platforms Cl A (META) | 0.2 | $770k | 1.2k | 659.92 | |
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $732k | 15k | 50.29 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $709k | 7.5k | 94.16 | |
| Intuitive Surgical Com New (ISRG) | 0.2 | $662k | 1.2k | 566.36 | |
| Broadcom (AVGO) | 0.2 | $616k | 1.8k | 346.14 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $586k | 4.9k | 120.34 | |
| Advanced Micro Devices (AMD) | 0.2 | $577k | 2.7k | 214.16 | |
| Intuit (INTU) | 0.2 | $562k | 848.00 | 662.42 | |
| SLM Corporation (SLM) | 0.1 | $478k | 18k | 27.06 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $434k | 1.4k | 303.89 | |
| salesforce (CRM) | 0.1 | $420k | 1.6k | 264.91 | |
| Bank of America Corporation (BAC) | 0.1 | $409k | 7.4k | 55.00 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $396k | 3.2k | 123.26 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $391k | 1.8k | 212.07 | |
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $387k | 8.7k | 44.41 | |
| American Express Company (AXP) | 0.1 | $377k | 1.0k | 369.95 | |
| Danaher Corporation (DHR) | 0.1 | $369k | 1.6k | 228.92 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $350k | 12k | 28.48 | |
| Astrazeneca Sponsored Adr | 0.1 | $347k | 3.8k | 91.93 | |
| Exelon Corporation (EXC) | 0.1 | $343k | 7.9k | 43.59 | |
| Spdr Series Trust State Street Spd (HYMB) | 0.1 | $342k | 14k | 24.94 | |
| Eli Lilly & Co. (LLY) | 0.1 | $334k | 311.00 | 1074.68 | |
| Wells Fargo & Company (WFC) | 0.1 | $316k | 3.4k | 93.20 | |
| Analog Devices (ADI) | 0.1 | $305k | 1.1k | 271.20 | |
| Zoetis Cl A (ZTS) | 0.1 | $305k | 2.4k | 125.82 | |
| Johnson & Johnson (JNJ) | 0.1 | $299k | 1.4k | 206.95 | |
| Gilead Sciences (GILD) | 0.1 | $297k | 2.4k | 122.74 | |
| Philip Morris International (PM) | 0.1 | $297k | 1.9k | 160.40 | |
| Wal-Mart Stores (WMT) | 0.1 | $297k | 2.7k | 111.41 | |
| Merck & Co (MRK) | 0.1 | $279k | 2.7k | 105.26 | |
| International Business Machines (IBM) | 0.1 | $276k | 931.00 | 296.21 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $274k | 782.00 | 349.99 | |
| Ameriprise Financial (AMP) | 0.1 | $271k | 553.00 | 490.34 | |
| Dex (DXCM) | 0.1 | $269k | 4.0k | 66.37 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $262k | 521.00 | 502.65 | |
| Marathon Petroleum Corp (MPC) | 0.1 | $260k | 1.6k | 162.63 | |
| Cisco Systems (CSCO) | 0.1 | $253k | 3.3k | 77.03 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $246k | 424.00 | 579.45 | |
| Caterpillar (CAT) | 0.1 | $241k | 421.00 | 572.87 | |
| Uber Technologies (UBER) | 0.1 | $240k | 2.9k | 81.71 | |
| Citigroup Com New (C) | 0.1 | $239k | 2.0k | 116.69 | |
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.1 | $236k | 2.7k | 86.25 | |
| Ishares Msci Gbl Min Vol (ACWV) | 0.1 | $236k | 2.0k | 118.75 | |
| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 0.1 | $223k | 5.8k | 38.73 | |
| Home Depot (HD) | 0.1 | $221k | 643.00 | 344.10 | |
| Ge Aerospace Com New (GE) | 0.1 | $216k | 700.00 | 308.04 | |
| Kroger (KR) | 0.1 | $216k | 3.4k | 62.48 | |
| Chevron Corporation (CVX) | 0.1 | $215k | 1.4k | 152.41 | |
| Kayne Anderson Bdc Com Shs (KBDC) | 0.1 | $213k | 15k | 14.32 | |
| Applied Materials (AMAT) | 0.1 | $211k | 820.00 | 256.99 | |
| Goldman Sachs (GS) | 0.1 | $207k | 235.00 | 879.00 | |
| Barclays Adr (BCS) | 0.1 | $204k | 8.0k | 25.45 | |
| Abbvie (ABBV) | 0.1 | $200k | 876.00 | 228.49 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $190k | 12k | 16.49 |
