$205 Million is the total value of Veery Capital, LLC's 81 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MPC | New | MARATHON PETE CORP | $251,376 | – | 1,661 | +100.0% | 0.12% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-13
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.