Instuitional Investor - Verus Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Verus Wealth Management, Llc |
| Portfolio Value | $107,315,800 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 20,981 | $13,157,944 | 12.26% | |
| 2. | Ishares Tr - NATIONAL MUN ETF | 117,216 | $12,555,006 | 11.7% | |
| 3. | Vanguard Scottsdale Funds | 99,012 | $8,292,248 | 7.73% | |
| 4. | BND | 92,728 | $6,868,348 | 6.4% | |
| 5. | Vanguard Mun Bd Fds | 106,720 | $5,366,949 | 5% |