Veery Capital as of March 31, 2026
Portfolio Holdings for Veery Capital
Veery Capital holds 96 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 12.1 | $39M | 1.4M | 29.13 | |
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 10.9 | $36M | 1.2M | 30.50 | |
| Ishares Tr Core Msci Intl (IDEV) | 10.7 | $35M | 419k | 83.57 | |
| Vanguard Index Fds Value Etf (VTV) | 8.3 | $27M | 137k | 196.20 | |
| Vanguard Index Fds Growth Etf (VUG) | 7.8 | $25M | 58k | 436.79 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 6.5 | $21M | 288k | 73.64 | |
| Ishares Core Msci Emkt (IEMG) | 5.4 | $18M | 254k | 69.75 | |
| Ishares Tr Core Msci Eafe (IEFA) | 4.1 | $13M | 147k | 90.53 | |
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 3.8 | $12M | 41k | 302.25 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 3.7 | $12M | 56k | 217.25 | |
| Ishares Tr National Mun Etf (MUB) | 3.5 | $12M | 108k | 106.15 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 2.4 | $7.8M | 122k | 64.08 | |
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 1.5 | $4.8M | 101k | 48.05 | |
| Vaneck Etf Trust High Yld Munietf (HYD) | 1.4 | $4.6M | 93k | 50.14 | |
| Apple (AAPL) | 1.0 | $3.3M | 13k | 253.78 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.9 | $2.8M | 4.8k | 597.56 | |
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.8 | $2.7M | 54k | 49.95 | |
| Spdr Series Trust State Street Spd (SPHY) | 0.8 | $2.6M | 113k | 23.32 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.7 | $2.2M | 3.7k | 577.25 | |
| Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) | 0.6 | $1.9M | 77k | 25.11 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $1.8M | 6.4k | 286.86 | |
| Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 0.6 | $1.8M | 28k | 65.69 | |
| Microsoft Corporation (MSFT) | 0.5 | $1.8M | 4.8k | 370.20 | |
| NVIDIA Corporation (NVDA) | 0.5 | $1.5M | 8.4k | 174.40 | |
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.5 | $1.5M | 7.7k | 189.59 | |
| Amazon (AMZN) | 0.4 | $1.4M | 6.5k | 208.27 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.4 | $1.3M | 51k | 25.64 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $1.3M | 4.5k | 287.57 | |
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.4 | $1.3M | 4.1k | 313.84 | |
| Tesla Motors (TSLA) | 0.4 | $1.2M | 3.3k | 371.75 | |
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.4 | $1.2M | 51k | 24.27 | |
| Draftkings Com Cl A (DKNG) | 0.3 | $1.1M | 52k | 21.62 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $1.0M | 19k | 54.05 | |
| Costco Wholesale Corporation (COST) | 0.3 | $953k | 956.00 | 996.43 | |
| Amphenol Corp Cl A (APH) | 0.3 | $938k | 7.4k | 126.35 | |
| Popular Com New (BPOP) | 0.3 | $832k | 6.2k | 134.17 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $811k | 2.8k | 294.18 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $802k | 4.7k | 169.66 | |
| Constellation Energy (CEG) | 0.2 | $793k | 2.8k | 279.25 | |
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $760k | 15k | 49.89 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $726k | 7.8k | 92.74 | |
| Mastercard Incorporated Cl A (MA) | 0.2 | $706k | 1.4k | 499.66 | |
| Visa Com Cl A (V) | 0.2 | $666k | 2.2k | 302.24 | |
| Meta Platforms Cl A (META) | 0.2 | $652k | 1.1k | 572.11 | |
| Broadcom (AVGO) | 0.2 | $580k | 1.9k | 309.56 | |
| Advanced Micro Devices (AMD) | 0.2 | $563k | 2.8k | 203.43 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.2 | $542k | 1.6k | 337.95 | |
| Intuitive Surgical Com New (ISRG) | 0.2 | $537k | 1.2k | 460.99 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $417k | 2.0k | 211.15 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $407k | 3.6k | 113.11 | |
| Spdr Index Shs Fds State Street Spd (SPDW) | 0.1 | $398k | 8.7k | 45.65 | |
| Exelon Corporation (EXC) | 0.1 | $386k | 7.9k | 49.02 | |
| Marathon Petroleum Corp (MPC) | 0.1 | $384k | 1.6k | 244.18 | |
| Bank of America Corporation (BAC) | 0.1 | $362k | 7.4k | 48.75 | |
| Caterpillar (CAT) | 0.1 | $361k | 509.00 | 708.46 | |
| Analog Devices (ADI) | 0.1 | $359k | 1.1k | 318.14 | |
| Intuit (INTU) | 0.1 | $358k | 829.00 | 432.38 | |
| Spdr Series Trust State Street Spd (HYMB) | 0.1 | $349k | 14k | 24.80 | |
| Johnson & Johnson (JNJ) | 0.1 | $332k | 1.4k | 244.44 | |
| Gilead Sciences (GILD) | 0.1 | $330k | 2.4k | 139.38 | |
| Wal-Mart Stores (WMT) | 0.1 | $326k | 2.6k | 124.28 | |
| Merck & Co (MRK) | 0.1 | $321k | 2.7k | 120.29 | |
| Danaher Corporation (DHR) | 0.1 | $315k | 1.7k | 189.60 | |
| Chevron Corporation (CVX) | 0.1 | $314k | 1.5k | 206.90 | |
| American Express Company (AXP) | 0.1 | $307k | 1.0k | 302.48 | |
| Philip Morris International (PM) | 0.1 | $306k | 1.8k | 165.34 | |
| Eli Lilly & Co. (LLY) | 0.1 | $285k | 310.00 | 919.77 | |
| salesforce (CRM) | 0.1 | $279k | 1.5k | 186.67 | |
| Ge Aerospace Com New (GE) | 0.1 | $278k | 981.00 | 283.83 | |
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $276k | 209.00 | 1320.83 | |
| Applied Materials (AMAT) | 0.1 | $271k | 794.00 | 341.79 | |
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.1 | $269k | 2.9k | 91.37 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $268k | 9.2k | 29.08 | |
| Wells Fargo & Company (WFC) | 0.1 | $266k | 3.3k | 79.61 | |
| Dex (DXCM) | 0.1 | $255k | 4.1k | 62.80 | |
| Cisco Systems (CSCO) | 0.1 | $253k | 3.3k | 77.59 | |
| Zoetis Cl A (ZTS) | 0.1 | $253k | 2.1k | 118.21 | |
| Valero Energy Corporation (VLO) | 0.1 | $250k | 1.0k | 247.08 | |
| Kroger (KR) | 0.1 | $250k | 3.5k | 72.36 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $247k | 516.00 | 479.20 | |
| Ameriprise Financial (AMP) | 0.1 | $246k | 553.00 | 444.40 | |
| Cummins (CMI) | 0.1 | $245k | 455.00 | 538.02 | |
| Ishares Msci Gbl Min Vol (ACWV) | 0.1 | $237k | 2.0k | 119.51 | |
| At&t (T) | 0.1 | $236k | 8.1k | 28.99 | |
| Citigroup Com New (C) | 0.1 | $231k | 2.0k | 113.41 | |
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $228k | 2.1k | 106.50 | |
| Verizon Communications (VZ) | 0.1 | $227k | 4.5k | 50.20 | |
| International Business Machines (IBM) | 0.1 | $225k | 926.00 | 242.39 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $222k | 12k | 19.30 | |
| Home Depot (HD) | 0.1 | $212k | 643.00 | 328.89 | |
| Uber Technologies (UBER) | 0.1 | $211k | 2.9k | 71.93 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $209k | 425.00 | 491.53 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $206k | 849.00 | 243.08 | |
| Kayne Anderson Bdc Com Shs (KBDC) | 0.1 | $204k | 15k | 13.72 | |
| Shell Spon Ads (SHEL) | 0.1 | $204k | 2.2k | 93.00 | |
| Hca Holdings (HCA) | 0.1 | $202k | 427.00 | 473.24 |
