Instuitional Investor - Verus Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Verus Wealth Management, Llc |
| Portfolio Value | $89,165,578 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares Tr - NATIONAL MUN ETF | 107,872 | $11,493,762 | 12.89% | |
| 2. | Vanguard Index Fds - S&P 500 ETF SHS | 17,682 | $9,527,364 | 10.68% | |
| 3. | Vanguard Scottsdale Funds | 75,153 | $6,032,531 | 6.76% | |
| 4. | Vanguard Tax-Managed Fds | 124,544 | $5,955,676 | 6.67% | |
| 5. | BND | 71,133 | $5,115,174 | 5.73% |
