VERUS WEALTH MANAGEMENT, LLC 13F Holdings
CIK 0002042938
As of Sep 30, 2025, VERUS WEALTH MANAGEMENT, LLC reported 56 positions worth
CIK 0002042938
As of Sep 30, 2025, VERUS WEALTH MANAGEMENT, LLC reported 56 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES NATIONAL MUNI BOND ETF | MUB | — | 115,534 | 2.3M | 11.48% |
| VANGUARD 500 INDEX FUND | VOO | — | 19,806 | 2.1M | 11.32% |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | VCIT | — | 94,000 | $7.9M | 7.38% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | — | 89,444 | $6.7M | 6.21% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 108,437 | $6.5M | 6.06% |
| VANGUARD TAX-EXEMPT BOND INDEX FUND | VTEB | — | 93,325 | $4.7M | 4.36% |
| STATE STREET(R) SPDR(R) PORTFOLIO HIGH YIELD BOND ETF | SPHY | — | 174,733 | $4.2M | 3.90% |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND | VONV | — | 46,084 | $4.1M | 3.84% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 30,636 | $3.6M | 3.40% |
| AVANTIS EMERGING MARKETS EQUITY ETF | AVEM | Equity | 47,795 | $3.6M | 3.35% |
| ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | EMB | — | 29,567 | $2.8M | 2.63% |
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | VCSH | — | 31,980 | $2.6M | 2.39% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 36,168 | $2.4M | 2.23% |
| STATE STREET(R) SPDR(R) PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | SPIB | — | 54,713 | .9M | 1.73% |
| APPLE INC | AAPL | Technology | 6,493 | .7M | 1.54% |
| VANGUARD WHITEHALL FUNDS | VWOB | — | 24,151 | .6M | 1.51% |
| DIMENSIONAL INTERNATIONAL VALUE ETF | DFIV | — | 34,713 | .6M | 1.49% |
| DIMENSIONAL US SMALL CAP ETF | DFAS | — | 23,339 | .6M | 1.49% |
| VANGUARD RUSSELL 1000 INDEX FUND | VONE | — | 5,280 | .6M | 1.49% |
| DIMENSIONAL US TARGETED VALUE ETF | DFAT | — | 26,943 | .6M | 1.46% |
| MICROSOFT CORP | MSFT | Technology | 2,939 | .5M | 1.42% |
| AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | AVDV | Equity | 16,726 | .5M | 1.39% |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 3,122 | .5M | 1.37% |
| DIMENSIONAL US MARKETWIDE VALUE ETF | DFUV | — | 30,065 | .3M | 1.25% |
| NVIDIA CORP | NVDA | Technology | 7,008 | .3M | 1.22% |