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Verus Advisory INC

Portfolio Manager
Verus Advisory INC
Performance
-3.03% (2026 Q1)
AUM (13F)
$8
# of Holdings
8
Performance Rank
Allocation (Top 20)
100%

Verus Advisory INC Holdings Map

Top 8 Verus Advisory INC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SPY
SPDR S&P 500 ETF TR
12.5%0$1
-100.00%(-89.27K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 89.3K shares2026-Q1: 0 shares
$674.05(+12.43%)
2026-03-31
VWO
VANGUARD INTL EQUITY INDEX F
12.5%0$1
-100.00%(-146.07K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 146.1K shares2026-Q1: 0 shares
$53.97(+11.82%)
2026-03-31
VEA
VANGUARD TAX-MANAGED FDS
12.5%0$1
-100.00%(-152.27K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 152.3K shares2026-Q1: 0 shares
$61.19(+17.42%)
2026-03-31
VTI
VANGUARD INDEX FDS
12.5%0$1
-100.00%(-133.33K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 133.3K shares2026-Q1: 0 shares
$331.72(+12.66%)
2026-03-31
JSTC
TIKAL TRUST I
12.5%0$1
-100.00%(-24.22K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 24.2K shares2026-Q1: 0 shares
$20.31(+8.22%)
2026-03-31
BND
VANGUARD BD INDEX FDS
12.5%0$1
-100.00%(-354.32K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 354.3K shares2026-Q1: 0 shares
$74.22(-1.43%)
2026-03-31
NUDM
NUSHARES ETF TR
12.5%0$1
-100.00%(-53.94K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 53.9K shares2026-Q1: 0 shares
$36.91(+3.78%)
2026-03-31
NUEM
NUSHARES ETF TR
12.5%0$1
-100.00%(-19.24K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 19.2K shares2026-Q1: 0 shares
$35.64(+12.11%)
2026-03-31

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