Verus Wealth Management

Verus Wealth Management as of March 31, 2025

Portfolio Holdings for Verus Wealth Management

Verus Wealth Management holds 53 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr National Mun Etf (MUB) 12.5 $11M 108k 105.44
Vanguard Index Fds S&p 500 Etf Shs (VOO) 10.9 $10M 19k 513.92
Vanguard Scottsdale Fds Int-term Corp (VCIT) 7.2 $6.6M 80k 81.76
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 7.0 $6.4M 125k 50.83
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 6.3 $5.7M 78k 73.45
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 4.5 $4.1M 50k 82.54
Spdr Ser Tr Portfli High Yld (SPHY) 4.1 $3.7M 158k 23.42
American Centy Etf Tr Avantis Emgmkt (AVEM) 3.9 $3.6M 60k 60.17
Ishares Tr Core S&p Scp Etf (IJR) 3.8 $3.5M 33k 104.57
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 3.4 $3.1M 63k 49.62
Ishares Tr Jpmorgan Usd Emg (EMB) 2.8 $2.5M 28k 90.59
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.5 $2.3M 29k 78.94
Ishares Core Msci Emkt (IEMG) 2.4 $2.2M 41k 53.97
Dimensional Etf Trust Us Targeted Vlu (DFAT) 1.9 $1.7M 34k 51.49
Apple (AAPL) 1.6 $1.5M 6.6k 222.13
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 1.5 $1.4M 22k 64.20
Dimensional Etf Trust Internatnal Val (DFIV) 1.5 $1.4M 35k 39.36
Spdr Ser Tr Portfolio Intrmd (SPIB) 1.5 $1.4M 41k 33.24
American Centy Etf Tr Intl Smcp Vlu (AVDV) 1.4 $1.3M 19k 69.74
Dimensional Etf Trust Us Mktwide Value (DFUV) 1.4 $1.2M 30k 41.21
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.3 $1.2M 61k 19.78
Ishares Tr Rus 1000 Grw Etf (IWF) 1.2 $1.1M 3.1k 361.09
Microsoft Corporation (MSFT) 1.2 $1.1M 2.9k 375.39
Dimensional Etf Trust Us Small Cap Etf (DFAS) 1.0 $913k 15k 59.75
Ishares Tr Core Msci Intl (IDEV) 0.9 $856k 12k 68.89
NVIDIA Corporation (NVDA) 0.8 $747k 6.9k 108.38
Ishares Tr S&p 500 Grwt Etf (IVW) 0.7 $684k 7.4k 92.83
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.7 $670k 3.6k 184.19
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) 0.7 $664k 28k 23.85
Amazon (AMZN) 0.7 $638k 3.4k 190.26
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.7 $609k 2.4k 253.86
Nicolet Bankshares (NIC) 0.6 $572k 5.3k 108.96
Spdr Ser Tr S&p 500 Esg Etf (EFIV) 0.6 $530k 9.9k 53.50
Meta Platforms Cl A (META) 0.5 $452k 784.00 576.36
Alphabet Cap Stk Cl A (GOOGL) 0.4 $402k 2.6k 154.64
Essential Utils (WTRG) 0.4 $394k 10k 39.53
Verizon Communications (VZ) 0.4 $350k 7.7k 45.36
Ishares Tr Core Us Aggbd Et (AGG) 0.4 $349k 3.5k 98.92
Constellation Energy (CEG) 0.4 $334k 1.7k 201.63
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.4 $327k 4.0k 81.69
JPMorgan Chase & Co. (JPM) 0.3 $313k 1.3k 245.30
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $309k 581.00 532.58
Eli Lilly & Co. (LLY) 0.3 $287k 347.00 825.91
Vanguard World Esg Us Corp Bd (VCEB) 0.3 $278k 4.4k 62.92
Visa Com Cl A (V) 0.3 $274k 782.00 350.46
Ishares Tr Rus 1000 Val Etf (IWD) 0.3 $268k 1.4k 188.16
Broadcom (AVGO) 0.3 $260k 1.6k 167.43
Costco Wholesale Corporation (COST) 0.3 $258k 273.00 945.78
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.3 $236k 6.6k 35.81
Netflix (NFLX) 0.3 $230k 247.00 932.53
Tesla Motors (TSLA) 0.2 $228k 878.00 259.16
Alphabet Cap Stk Cl C (GOOG) 0.2 $208k 1.3k 156.23
Exelon Corporation (EXC) 0.2 $204k 4.4k 46.08