$282 Million is the total value of Verum Partners LLC's 156 reported holdings in Q1 2024. The portfolio turnover from Q4 2023 to Q1 2024 was 11.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GOVT | Buy | ISHARES TRus treas bd etf | $22,943,614 | +20.5% | 1,007,625 | +21.9% | 8.15% | +8.2% |
| JPST | Buy | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $21,333,286 | +18.6% | 422,860 | +18.1% | 7.58% | +6.5% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $14,602,744 | +0.5% | 27,776 | -8.7% | 5.18% | -9.7% |
| Buy | NORTHERN LTS FD TR IIIfpa gbl eqty etf | $13,003,466 | +45.6% | 450,414 | +33.9% | 4.62% | +30.7% | |
| FNDF | Buy | SCHWAB STRATEGIC TRschwb fdt int lg | $11,792,762 | +33.3% | 331,164 | +26.2% | 4.19% | +19.7% |
| VOO | Buy | VANGUARD INDEX FDS | $11,433,912 | +37.4% | 23,786 | +24.9% | 4.06% | +23.4% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $11,165,734 | +13.7% | 101,029 | +11.3% | 3.96% | +2.1% |
| FNDX | Buy | SCHWAB STRATEGIC TRschwab fdt us lg | $9,858,999 | +39.6% | 146,298 | +28.3% | 3.50% | +25.3% |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $7,902,571 | -11.9% | 43,276 | -17.8% | 2.81% | -20.9% |
| FNDA | Buy | SCHWAB STRATEGIC TRschwab fdt us sc | $5,895,809 | +46.0% | 103,381 | +41.7% | 2.09% | +31.1% |
| Buy | 2023 ETF SERIES TRUST IIgmo us quality e | $5,827,955 | +292.5% | 196,227 | +252.0% | 2.07% | +252.5% | |
| VEA | Buy | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $5,763,317 | +12.8% | 114,876 | +7.7% | 2.05% | +1.2% |
| SPHQ | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $4,909,444 | -16.5% | 81,255 | -25.3% | 1.74% | -25.1% |
| VOOG | Sell | VANGUARD ADMIRAL FDS INC500 grth idx f | $4,657,194 | -11.7% | 15,284 | -21.5% | 1.65% | -20.7% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $4,556,074 | +2.0% | 13,518 | -8.3% | 1.62% | -8.4% |
| AAPL | Sell | APPLE INC | $4,014,397 | -12.3% | 23,410 | -1.6% | 1.42% | -21.3% |
| Buy | VANGUARD MALVERN FDScore bd etf | $3,908,927 | +1731.5% | 51,099 | +1751.4% | 1.39% | +1552.4% | |
| KO | Buy | COCA COLA CO | $3,780,171 | +3.9% | 61,788 | +0.1% | 1.34% | -6.7% |
| VGSH | Sell | VANGUARD SCOTTSDALE FDSshort term treas | $3,764,473 | -38.8% | 64,826 | -38.5% | 1.34% | -45.0% |
| MSFT | Buy | MICROSOFT CORP | $3,317,199 | +15.1% | 7,885 | +2.9% | 1.18% | +3.4% |
| PXF | Sell | INVESCO EXCH TRADED FD TR IIftse rafi dev | $3,229,640 | +2.4% | 65,048 | -2.2% | 1.15% | -8.0% |
| SHYG | Buy | ISHARES TR0-5yr hi yl cp | $3,179,863 | +1.0% | 74,732 | +0.3% | 1.13% | -9.3% |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $2,974,623 | +5.0% | 13,013 | -2.0% | 1.06% | -5.7% |
| SCHD | Sell | SCHWAB STRATEGIC TRus dividend eq | $2,934,757 | -9.4% | 36,398 | -14.4% | 1.04% | -18.6% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $2,872,227 | +10.2% | 5,491 | +0.2% | 1.02% | -1.0% |
| BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $2,613,155 | -20.1% | 34,083 | -19.7% | 0.93% | -28.2% |
| VIOO | Sell | VANGUARD ADMIRAL FDS INCsmllcp 600 idx | $2,566,731 | -3.6% | 25,288 | -5.8% | 0.91% | -13.5% |
| AMZN | Sell | AMAZON COM INC | $2,558,265 | +18.5% | 14,183 | -0.2% | 0.91% | +6.3% |
| Buy | DIMENSIONAL ETF TRUSTemerging mkts va | $2,500,752 | +6.6% | 96,331 | +3.5% | 0.89% | -4.3% | |
| ICSH | Sell | ISHARES TRblackrock ultra | $2,306,624 | -28.5% | 45,622 | -28.8% | 0.82% | -35.8% |
| IWD | Sell | ISHARES TRrus 1000 val etf | $2,271,234 | -22.4% | 12,681 | -28.4% | 0.81% | -30.3% |
| IXUS | Sell | ISHARES TRcore msci total | $2,132,164 | +0.2% | 31,420 | -4.2% | 0.76% | -10.1% |
| Sell | DIMENSIONAL ETF TRUSTinternatnal val | $2,103,894 | +2.3% | 57,249 | -4.4% | 0.75% | -8.2% | |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $2,066,636 | +6.0% | 12,690 | -2.7% | 0.73% | -4.8% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $2,031,020 | +8.3% | 9,752 | +0.1% | 0.72% | -2.8% |
| SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $1,967,050 | +6.0% | 31,696 | -3.7% | 0.70% | -4.9% |
| LOW | Buy | LOWES COS INC | $1,840,124 | +17.3% | 7,224 | +2.5% | 0.65% | +5.2% |
| VOOV | Sell | VANGUARD ADMIRAL FDS INC500 val idx fd | $1,814,633 | -7.8% | 10,055 | -14.1% | 0.64% | -17.2% |
| PRF | Sell | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $1,784,641 | +9.0% | 46,390 | -0.3% | 0.63% | -2.2% |
| VONV | Sell | VANGUARD SCOTTSDALE FDSvng rus1000val | $1,772,414 | -21.9% | 22,538 | -28.0% | 0.63% | -30.0% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $1,749,784 | +18.4% | 4,161 | +0.4% | 0.62% | +6.3% |
| SHY | Sell | ISHARES TR1 3 yr treas bd | $1,723,887 | -19.5% | 21,080 | -19.3% | 0.61% | -27.7% |
| IWV | ISHARES TRrussell 3000 etf | $1,662,143 | +9.6% | 5,539 | 0.0% | 0.59% | -1.7% | |
| VONG | Sell | VANGUARD SCOTTSDALE FDSvng rus1000grw | $1,645,604 | -22.7% | 18,987 | -30.5% | 0.58% | -30.6% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $1,418,869 | -8.2% | 33,969 | -9.7% | 0.50% | -17.5% |
| HD | Buy | HOME DEPOT INC | $1,410,585 | +11.4% | 3,677 | +0.7% | 0.50% | 0.0% |
| JPM | Buy | JPMORGAN CHASE & CO | $1,240,896 | +22.6% | 6,195 | +4.1% | 0.44% | +10.2% |
| OEF | Buy | ISHARES TRs&p 100 etf | $1,154,014 | +11.0% | 4,664 | +0.2% | 0.41% | -0.2% |
| NVDA | Sell | NVIDIA CORPORATION | $1,132,870 | +56.2% | 1,254 | -14.4% | 0.40% | +40.1% |
| IDEV | Buy | ISHARES TRcore msci intl | $1,127,690 | +11.5% | 16,799 | +5.7% | 0.40% | 0.0% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $1,112,554 | -3.4% | 5,290 | -7.8% | 0.40% | -13.2% |
| TSLA | Sell | TESLA INC | $1,078,120 | -30.7% | 6,133 | -2.0% | 0.38% | -37.7% |
| PRFZ | Sell | INVESCO EXCHANGE TRADED FD Tftse rafi 1500 | $1,013,124 | +2.5% | 25,792 | -2.1% | 0.36% | -7.9% |
| PG | Buy | PROCTER AND GAMBLE CO | $988,478 | +11.1% | 6,092 | +0.4% | 0.35% | -0.3% |
| AVGO | Buy | BROADCOM INC | $978,153 | +23.1% | 738 | +3.7% | 0.35% | +10.5% |
| ILCV | ISHARES TRmorningstar valu | $953,064 | +8.8% | 12,400 | 0.0% | 0.34% | -2.3% | |
| GOOG | Buy | ALPHABET INCcap stk cl c | $886,001 | +12.8% | 5,819 | +4.4% | 0.32% | +1.3% |
| IGSB | Sell | ISHARES TR | $851,745 | -5.8% | 16,610 | -5.8% | 0.30% | -15.6% |
| DGRW | Sell | WISDOMTREE TRus qtly div grt | $829,359 | -53.5% | 10,885 | -57.1% | 0.29% | -58.3% |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $820,946 | -52.3% | 10,619 | -52.3% | 0.29% | -57.3% |
| VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $782,491 | -9.8% | 6,467 | -16.8% | 0.28% | -19.0% |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $774,379 | +3.5% | 9,171 | -7.9% | 0.28% | -7.1% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $760,900 | -7.1% | 1,538 | -1.1% | 0.27% | -16.7% |
| BIV | Sell | VANGUARD BD INDEX FDSintermed term | $741,295 | -34.0% | 9,831 | -33.1% | 0.26% | -40.8% |
| QQQ | INVESCO QQQ TRunit ser 1 | $682,459 | +8.5% | 1,537 | 0.0% | 0.24% | -2.8% | |
| IEFA | ISHARES TRcore msci eafe | $667,103 | +5.5% | 8,988 | 0.0% | 0.24% | -5.2% | |
| IWB | Buy | ISHARES TRrus 1000 etf | $647,136 | +44.1% | 2,247 | +31.2% | 0.23% | +29.2% |
| SCHV | Sell | SCHWAB STRATEGIC TRus lcap va etf | $640,476 | -9.4% | 8,430 | -16.4% | 0.23% | -18.6% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $636,849 | +11.6% | 15,178 | +0.2% | 0.23% | 0.0% |
| Sell | LITMAN GREGORY FDS TRimgp dbi managed | $621,208 | +5.3% | 21,660 | -5.4% | 0.22% | -5.2% | |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $613,380 | +9.4% | 4,064 | +1.3% | 0.22% | -1.8% |
| ACN | Buy | ACCENTURE PLC IRELAND | $605,505 | -0.7% | 1,747 | +0.5% | 0.22% | -10.8% |
| TCHP | Sell | T ROWE PRICE ETF INCprice blue chip | $603,734 | +11.2% | 17,103 | -2.5% | 0.21% | -0.5% |
| IEMG | Sell | ISHARES INCcore msci emkt | $598,450 | -32.6% | 11,598 | -33.9% | 0.21% | -39.6% |
| VRSK | New | VERISK ANALYTICS INC | $588,618 | – | 2,497 | +100.0% | 0.21% | – |
| JNJ | Sell | JOHNSON & JOHNSON | $573,164 | -10.5% | 3,623 | -11.4% | 0.20% | -19.4% |
| LLY | Sell | ELI LILLY & CO | $560,158 | +29.9% | 720 | -2.7% | 0.20% | +16.4% |
| WFC | Sell | WELLS FARGO CO NEW | $557,935 | +9.3% | 9,626 | -7.2% | 0.20% | -2.0% |
| SYLD | New | CAMBRIA ETF TR | $551,503 | – | 7,527 | +100.0% | 0.20% | – |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $536,157 | -0.6% | 7,382 | +0.7% | 0.19% | -10.8% |
| JBL | JABIL INC | $520,262 | +5.1% | 3,884 | 0.0% | 0.18% | -5.6% | |
| Buy | GENERAL ELECTRIC CO | $513,649 | +47.4% | 2,926 | +7.1% | 0.18% | +31.9% | |
| ABBV | Sell | ABBVIE INC | $506,797 | +12.8% | 2,783 | -4.0% | 0.18% | +1.1% |
| VT | Sell | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $488,959 | -2.7% | 4,425 | -9.4% | 0.17% | -12.6% |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $483,131 | +8.2% | 1,935 | +0.9% | 0.17% | -2.8% |
| VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $479,165 | +58.4% | 9,470 | +59.9% | 0.17% | +41.7% |
| BAC | Sell | BANK AMERICA CORP | $462,170 | +6.3% | 12,188 | -5.6% | 0.16% | -4.7% |
| VXF | Sell | VANGUARD INDEX FDSextend mkt etf | $458,366 | -6.3% | 2,615 | -12.1% | 0.16% | -15.5% |
| MRK | Buy | MERCK & CO INC | $457,042 | +37.5% | 3,464 | +13.6% | 0.16% | +23.7% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $451,179 | +14.3% | 937 | +1.3% | 0.16% | +2.6% |
| MCD | Sell | MCDONALDS CORP | $448,717 | -7.2% | 1,591 | -2.4% | 0.16% | -16.8% |
| V | Buy | VISA INC | $421,802 | +8.8% | 1,511 | +1.5% | 0.15% | -2.0% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $418,048 | +7.6% | 1,673 | +0.2% | 0.15% | -3.9% |
| TFC | Buy | TRUIST FINL CORP | $401,945 | +5.7% | 10,312 | +0.1% | 0.14% | -4.7% |
| DUK | Buy | DUKE ENERGY CORP NEW | $385,479 | +3.7% | 3,986 | +4.0% | 0.14% | -6.8% |
| IWN | Sell | ISHARES TRrus 2000 val etf | $382,668 | -21.6% | 2,410 | -23.3% | 0.14% | -29.5% |
| BX | Buy | BLACKSTONE INC | $380,563 | +0.5% | 2,897 | +0.2% | 0.14% | -10.0% |
| TJX | Buy | TJX COS INC NEW | $377,337 | +14.1% | 3,721 | +5.5% | 0.13% | +2.3% |
| AMGN | Buy | AMGEN INC | $373,690 | +0.1% | 1,314 | +1.4% | 0.13% | -10.1% |
| RTX | Buy | RTX CORPORATION | $368,820 | +16.9% | 3,782 | +0.9% | 0.13% | +4.8% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $362,355 | +7.5% | 5,966 | +390.2% | 0.13% | -3.0% |
| EFA | Sell | ISHARES TRmsci eafe etf | $355,659 | +5.8% | 4,454 | -0.2% | 0.13% | -5.3% |
| COST | Buy | COSTCO WHSL CORP NEW | $353,544 | +13.8% | 483 | +2.5% | 0.13% | +2.4% |
| CVX | Buy | CHEVRON CORP NEW | $352,694 | +8.9% | 2,236 | +3.0% | 0.12% | -2.3% |
| QCOM | Buy | QUALCOMM INC | $345,465 | +27.1% | 2,041 | +8.6% | 0.12% | +13.9% |
| XLI | Buy | SELECT SECTOR SPDR TRindl | $341,394 | +10.8% | 2,710 | +0.2% | 0.12% | -0.8% |
| BLK | Buy | BLACKROCK INC | $331,813 | +3.2% | 398 | +0.5% | 0.12% | -7.1% |
| MFC | MANULIFE FINL CORP | $321,146 | +13.1% | 12,851 | 0.0% | 0.11% | +1.8% | |
| FB | Buy | META PLATFORMS INCcl a | $321,947 | +45.1% | 663 | +5.7% | 0.11% | +29.5% |
| SPGP | Buy | INVESCO EXCHANGE TRADED FD Ts&p 500 garp etf | $318,410 | +9.0% | 2,990 | +0.4% | 0.11% | -2.6% |
| WMT | Buy | WALMART INC | $317,821 | +18.4% | 5,282 | +210.3% | 0.11% | +6.6% |
| NPO | Buy | ENPRO INC | $315,559 | +7.9% | 1,870 | +0.2% | 0.11% | -3.4% |
| CAT | Buy | CATERPILLAR INC | $314,004 | +24.3% | 857 | +0.4% | 0.11% | +11.0% |
| ETN | Buy | EATON CORP PLC | $309,241 | +31.3% | 989 | +1.1% | 0.11% | +18.3% |
| HCA | Buy | HCA HEALTHCARE INC | $307,515 | +23.9% | 922 | +0.5% | 0.11% | +11.2% |
| QUAL | Sell | ISHARES TRmsci usa qlt fct | $300,332 | -6.1% | 1,827 | -15.9% | 0.11% | -15.1% |
| CI | Buy | THE CIGNA GROUP | $292,636 | +31.8% | 806 | +8.8% | 0.10% | +18.2% |
| PANW | PALO ALTO NETWORKS INC | $293,222 | -3.6% | 1,032 | 0.0% | 0.10% | -13.3% | |
| VV | Buy | VANGUARD INDEX FDSlarge cap etf | $288,848 | +34.3% | 1,205 | +22.2% | 0.10% | +21.2% |
| ONB | New | OLD NATL BANCORP IND | $290,463 | – | 16,684 | +100.0% | 0.10% | – |
| VLO | Sell | VALERO ENERGY CORP | $286,874 | +30.1% | 1,681 | -0.9% | 0.10% | +17.2% |
| HON | Buy | HONEYWELL INTL INC | $286,119 | -1.1% | 1,394 | +1.0% | 0.10% | -10.5% |
| IYF | ISHARES TRu.s. finls etf | $286,950 | +12.0% | 3,000 | 0.0% | 0.10% | +1.0% | |
| VOE | VANGUARD INDEX FDSmcap vl idxvip | $284,536 | +7.5% | 1,825 | 0.0% | 0.10% | -3.8% | |
| MMM | Buy | 3M CO | $280,727 | -1.9% | 2,647 | +1.1% | 0.10% | -11.5% |
| IUSV | Sell | ISHARES TRcore s&p us vlu | $267,209 | -26.3% | 2,955 | -31.2% | 0.10% | -33.6% |
| IVOO | Sell | VANGUARD ADMIRAL FDS INCmidcp 400 idx | $265,419 | -37.5% | 2,577 | -43.0% | 0.09% | -44.0% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $264,808 | -46.7% | 1,019 | -51.4% | 0.09% | -52.3% |
| PAYX | Buy | PAYCHEX INC | $258,740 | +3.3% | 2,107 | +0.2% | 0.09% | -7.1% |
| ORCL | Buy | ORACLE CORP | $259,008 | +23.6% | 2,062 | +3.8% | 0.09% | +10.8% |
| XOM | Sell | EXXON MOBIL CORP | $260,416 | +15.6% | 2,240 | -0.6% | 0.09% | +3.4% |
| New | CORE SCIENTIFIC INC NEW*w exp 01/23/202 | $253,690 | – | 105,704 | +100.0% | 0.09% | – | |
| SYK | New | STRYKER CORPORATION | $252,298 | – | 705 | +100.0% | 0.09% | – |
| HIG | New | HARTFORD FINL SVCS GROUP INC | $243,312 | – | 2,361 | +100.0% | 0.09% | – |
| PEP | Buy | PEPSICO INC | $243,590 | +7.0% | 1,392 | +3.8% | 0.09% | -4.4% |
| GPC | New | GENUINE PARTS CO | $242,623 | – | 1,566 | +100.0% | 0.09% | – |
| CSCO | Buy | CISCO SYS INC | $238,578 | +6.1% | 4,780 | +7.4% | 0.08% | -4.5% |
| RPG | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $235,397 | +13.6% | 6,411 | -0.2% | 0.08% | +2.4% |
| DAL | New | DELTA AIR LINES INC DEL | $236,871 | – | 4,948 | +100.0% | 0.08% | – |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $237,305 | +15.5% | 2,058 | +5.4% | 0.08% | +3.7% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $233,928 | +1.2% | 5,396 | +2.3% | 0.08% | -8.8% |
| ALLY | New | ALLY FINL INC | $226,933 | – | 5,591 | +100.0% | 0.08% | – |
| AIG | New | AMERICAN INTL GROUP INC | $226,828 | – | 2,902 | +100.0% | 0.08% | – |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $228,441 | -31.3% | 664 | -37.9% | 0.08% | -38.6% |
| GAL | Sell | SSGA ACTIVE ETF TRglobl allo etf | $223,257 | -0.8% | 5,167 | -4.9% | 0.08% | -11.2% |
| CB | New | CHUBB LIMITED | $217,484 | – | 839 | +100.0% | 0.08% | – |
| WBND | Buy | LEGG MASON ETF INVTwestn aset ttl | $213,245 | -2.4% | 10,572 | +0.0% | 0.08% | -11.6% |
| ABT | New | ABBOTT LABS | $207,011 | – | 1,821 | +100.0% | 0.07% | – |
| PWB | New | INVESCO EXCHANGE TRADED FD Tlarge cap growth | $206,848 | – | 2,317 | +100.0% | 0.07% | – |
| T | Sell | AT&T INC | $206,125 | +2.0% | 11,712 | -2.8% | 0.07% | -8.8% |
| IUSG | Sell | ISHARES TRcore s&p us gwt | $202,027 | -36.2% | 1,724 | -43.4% | 0.07% | -42.4% |
| New | CORE SCIENTIFIC INC NEW*w exp 01/23/202 | $168,703 | – | 126,844 | +100.0% | 0.06% | – | |
| CATO | Buy | CATO CORP NEWcl a | $148,255 | -17.4% | 25,694 | +2.2% | 0.05% | -25.4% |
| DHC | Buy | DIVERSIFIED HEALTHCARE TR | $28,932 | -32.1% | 11,761 | +3.3% | 0.01% | -41.2% |
| TUP | New | TUPPERWARE BRANDS CORP | $13,890 | – | 10,366 | +100.0% | 0.01% | – |
| QRTEA | Sell | QURATE RETAIL INC | $12,611 | +18.0% | 10,253 | -16.0% | 0.00% | 0.0% |
| BA | Exit | BOEING CO | $0 | – | -815 | -100.0% | -0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-04-18
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| J P MORGAN EXCHANGE TRADED F | 7 | Q2 2024 | 13.9% |
| ISHARES TR | 7 | Q2 2024 | 6.4% |
| SCHWAB STRATEGIC TR | 7 | Q2 2024 | 6.2% |
| VANGUARD SCOTTSDALE FDS | 7 | Q2 2024 | 6.9% |
| VANGUARD INDEX FDS | 7 | Q2 2024 | 5.0% |
| SCHWAB STRATEGIC TR | 7 | Q2 2024 | 5.2% |
| ISHARES TR | 7 | Q2 2024 | 4.0% |
| VANGUARD TAX-MANAGED FDS | 7 | Q2 2024 | 4.8% |
| COCA COLA CO | 7 | Q2 2024 | 4.7% |
| VANGUARD SPECIALIZED FUNDS | 7 | Q2 2024 | 3.9% |
View Verum Partners LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-05 |
| 13F-HR | 2024-07-15 |
| 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.