Top 8 Verus Advisory INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF TR | 12.5% | 0 | $1 | -100.00%(-89.27K) | $674.05(+12.43%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 12.5% | 0 | $1 | -100.00%(-146.07K) | $53.97(+11.82%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 12.5% | 0 | $1 | -100.00%(-152.27K) | $61.19(+17.42%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 12.5% | 0 | $1 | -100.00%(-133.33K) | $331.72(+12.66%) | 2026-03-31 | |
| JSTC | TIKAL TRUST I | 12.5% | 0 | $1 | -100.00%(-24.22K) | $20.31(+8.22%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 12.5% | 0 | $1 | -100.00%(-354.32K) | $74.22(-1.43%) | 2026-03-31 | |
| NUDM | NUSHARES ETF TR | 12.5% | 0 | $1 | -100.00%(-53.94K) | $36.91(+3.78%) | 2026-03-31 | |
| NUEM | NUSHARES ETF TR | 12.5% | 0 | $1 | -100.00%(-19.24K) | $35.64(+12.11%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -11.59% | -30.91% |
| Top 20 Holdings Unweighted | -3.63% | -10.51% |
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