| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2022 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| J P MORGAN EXCHANGE TRADED F | 4 | Q3 2023 | 13.9% |
| VANGUARD SCOTTSDALE FDS | 4 | Q3 2023 | 6.9% |
| SCHWAB STRATEGIC TR | 4 | Q3 2023 | 6.2% |
| ISHARES TR | 4 | Q3 2023 | 6.4% |
| SCHWAB STRATEGIC TR | 4 | Q3 2023 | 5.2% |
| VANGUARD TAX-MANAGED FDS | 4 | Q3 2023 | 4.8% |
| COCA COLA CO | 4 | Q3 2023 | 4.7% |
| VANGUARD INDEX FDS | 4 | Q3 2023 | 4.2% |
| INVESCO EXCH TRADED FD TR II | 4 | Q3 2023 | 3.7% |
| ISHARES TR | 4 | Q3 2023 | 4.0% |
View Verum Partners LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-01-18 |
| 13F-HR | 2023-10-10 |
| 13F-HR | 2023-07-24 |
| 13F-HR | 2023-04-13 |
| 13F-HR | 2023-01-25 |
View Verum Partners 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.