StockDriftsStockDriftsTop 49 Verus Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MUB | ISHARES TR | 12.39% | 125.8K | $13.4M | +7.30%(+8.56K) | $107.29(-0.60%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 11.88% | 21.4K | $12.8M | +2.04%(+428) | $539.92(+26.39%) | 2026-03-31 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 8.11% | 105.6K | $8.7M | +6.64%(+6.57K) | $82.21(+0.43%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 6.64% | 97.1K | $7.1M | +4.67%(+4.33K) | $73.52(-0.46%) | 2026-03-31 | |
| VTEB | VANGUARD MUN BD FDS | 4.33% | 93.6K | $4.7M | -12.34%(-13.16K) | $50.11(-0.01%) | 2026-03-31 | |
| VONV | VANGUARD SCOTTSDALE FDS | 3.88% | 44.6K | $4.2M | +3.51%(+1.51K) | $82.64(+24.57%) | 2026-03-31 | |
| AVDE | AMERICAN CENTY ETF TR | 3.73% | 47.4K | $4.0M | +0.97%(+455) | $80.64(+13.31%) | 2026-03-31 | |
| SPHY | SPDR SERIES TRUST | 3.67% | 169.5K | $4.0M | -4.42%(-7.85K) | $23.75(-1.47%) | 2026-03-31 | |
| IJR | ISHARES TR | 3.56% | 30.9K | $3.8M | -1.05%(-329) | $115.95(+16.67%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.45% | 58.0K | $3.7M | +0.91%(+521) | $50.43(+40.06%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.23% | +23.31% |
| Top 20 Holdings Unweighted | +7.93% | +25.72% |
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