Verus Advisory, Inc.
CIK: 0002064821SEC EDGAR →
Portfolio Value
$153K
Holdings
8
As of
Q4 2025
New Positions
8
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 133,330 | $45.0M | 29394.22% |
| 2 | VANGUARD BD INDEX FDS | 354,323 | $26.3M | 17170.34% |
| 3 | VANGUARD TAX-MANAGED FDS | 152,270 | $9.6M | 6239.19% |
| 4 | VANGUARD INTL EQUITY INDEX F | 146,068 | $7.9M | 5127.87% |
| 5 | NUSHARES ETF TR | 53,941 | $2.0M | 1280.34% |
| 6 | NUSHARES ETF TR | 19,239 | $685K | 447.01% |
| 7 | TIKAL TRUST I | 24,224 | $493K | 321.72% |
| 8 | SPDR S&P 500 ETF TR | 89,273 | $61K | 40.02% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 8 | $92.0M | 100.0% |