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Home > Institutional Investor > Veratis Advisors, Inc. > Profile

Instuitional Investor - Veratis Advisors, Inc.

Fund Profile
Filing Period:
Fund Name: Veratis Advisors, Inc.
Portfolio Value $141,300,510
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - GROWTH ETF
 149,325 $12,862,867 9.1%
2.
Dimensional Etf Trust
 DFAC 166,058 $8,970,434 6.35%
3.
Ishares Trust
 IEF 36,570 $8,865,611 6.27%
4.
Lincoln Electric Holdings Inc
 LECO 32,800 $8,708,728 6.16%
5.
Vanguard Index Fds - VALUE ETF
 40,894 $8,471,607 6%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.