$190 Million is the total value of Veery Capital, LLC's 81 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | $970,000 | +1.5% | 291 | 0.0% | 0.51% | -6.1% | |
| GOOG | ALPHABET INCcap stk cl c | $859,000 | +8.5% | 297 | 0.0% | 0.45% | +0.4% | |
| DXCM | DEXCOM INC | $573,000 | -1.7% | 1,067 | 0.0% | 0.30% | -9.1% | |
| INTU | INTUIT | $511,000 | +19.1% | 795 | 0.0% | 0.27% | +10.3% | |
| BPOP | POPULAR INC | $504,000 | +5.4% | 6,148 | 0.0% | 0.26% | -2.2% | |
| EL | LAUDER ESTEE COS INCcl a | $427,000 | +23.4% | 1,154 | 0.0% | 0.22% | +14.3% | |
| SBAC | SBA COMMUNICATIONS CORP NEWcl a | $365,000 | +17.7% | 938 | 0.0% | 0.19% | +9.1% | |
| AMT | AMERICAN TOWER CORP NEW | $346,000 | +10.2% | 1,184 | 0.0% | 0.18% | +2.2% | |
| KMB | KIMBERLY-CLARK CORP | $340,000 | +7.9% | 2,379 | 0.0% | 0.18% | 0.0% | |
| APH | AMPHENOL CORP NEWcl a | $324,000 | +19.6% | 3,699 | 0.0% | 0.17% | +10.4% | |
| TMO | THERMO FISHER SCIENTIFIC INC | $290,000 | +16.5% | 435 | 0.0% | 0.15% | +7.8% | |
| EW | EDWARDS LIFESCIENCES CORP | $252,000 | +14.5% | 1,945 | 0.0% | 0.13% | +5.6% | |
| VYM | VANGUARD WHITEHALL FDShigh div yld | $237,000 | +8.2% | 2,115 | 0.0% | 0.12% | 0.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD TAX-MANAGED INTL FD | 12 | Q3 2023 | 14.5% |
| SCHWAB STRATEGIC TR | 12 | Q3 2023 | 12.9% |
| VANGUARD INDEX FDS | 12 | Q3 2023 | 10.6% |
| VANGUARD INDEX FDS | 12 | Q3 2023 | 9.4% |
| ISHARES TR | 12 | Q3 2023 | 6.1% |
| VANGUARD BD INDEX FDS | 12 | Q3 2023 | 5.5% |
| ISHARES TR | 12 | Q3 2023 | 5.5% |
| VANGUARD INTL EQUITY INDEX F | 12 | Q3 2023 | 4.5% |
| SCHWAB STRATEGIC TR | 12 | Q3 2023 | 3.0% |
| SCHWAB STRATEGIC TR | 12 | Q3 2023 | 2.9% |
View Veery Capital, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-19 |
| 13F-HR | 2024-01-10 |
| 13F-HR | 2023-10-13 |
| 13F-HR | 2023-07-13 |
| 13F-HR | 2023-04-13 |
| 13F-HR | 2023-01-17 |
| 13F-HR | 2022-10-12 |
| 13F-HR | 2022-07-18 |
| 13F-HR | 2022-04-18 |
| 13F-HR | 2022-01-13 |
View Veery Capital, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.