Instuitional Investor - Verus Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Verus Wealth Management, Llc |
| Portfolio Value | $99,437,655 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares Tr - NATIONAL MUN ETF | 118,578 | $12,389,029 | 12.46% | |
| 2. | Vanguard Index Fds - S&P 500 ETF SHS | 19,477 | $11,063,791 | 11.13% | |
| 3. | Vanguard Scottsdale Funds | 90,131 | $7,473,663 | 7.52% | |
| 4. | Vanguard Tax-Managed Fds | 110,954 | $6,325,459 | 6.36% | |
| 5. | BND | 83,628 | $6,157,530 | 6.19% |
