Instuitional Investor - Verus Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Verus Wealth Management, Llc |
| Portfolio Value | $107,131,579 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares Tr - NATIONAL MUN ETF | 115,534 | $12,303,216 | 11.48% | |
| 2. | Vanguard Index Fds - S&P 500 ETF SHS | 19,806 | $12,128,881 | 11.32% | |
| 3. | Vanguard Scottsdale Funds | 94,000 | $7,906,340 | 7.38% | |
| 4. | BND | 89,444 | $6,651,950 | 6.21% | |
| 5. | Vanguard Tax-Managed Fds | 108,437 | $6,497,515 | 6.06% |
Hedge Fund Resource Center 
