Instuitional Investor - Verus Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Verus Wealth Management, Llc |
| Portfolio Value | $91,268,009 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares Tr - NATIONAL MUN ETF | 108,048 | $11,392,581 | 12.48% | |
| 2. | Vanguard Index Fds - S&P 500 ETF SHS | 19,384 | $9,961,876 | 10.91% | |
| 3. | Vanguard Scottsdale Funds | 80,433 | $6,576,202 | 7.21% | |
| 4. | Vanguard Tax-Managed Fds | 124,959 | $6,351,647 | 6.96% | |
| 5. | BND | 78,059 | $5,733,434 | 6.28% |
