Verus Financial Partners, Inc. Q1 2021 Filing

Filed April 27, 2021

Portfolio Value

$631.1M

Holdings

87

Report Date

Q1 2021

Filing Type

13F-HR

All Holdings (87 positions)

#StockSharesValue% PortfolioType
1
VTIVANGUARD INDEX FDS
622,596$131.8M20.88%
2
VEUVANGUARD INTL EQUITY INDEX F
1,604,977$98.9M15.67%
3
BSVVANGUARD BD INDEX FDS
842,981$69.3M10.98%
4
IXUSISHARES TR
806,589$57.6M9.13%
5
VBRVANGUARD INDEX FDS
292,281$48.9M7.74%
6
MGCVANGUARD WORLD FD
269,525$38.9M6.16%
7
VVVANGUARD INDEX FDS
202,175$38.5M6.09%
8
IVVISHARES TR
70,335$28.7M4.55%
9
AQLTISHARES TR
223,659$25.9M4.10%
10
VTIPVANGUARD MALVERN FDS
246,326$12.7M2.01%
11
VOVANGUARD INDEX FDS
40,414$9.1M1.45%
12
BNDVANGUARD BD INDEX FDS
68,543$5.8M0.92%
13
IJHISHARES TR
20,608$5.4M0.86%
14
BNDXVANGUARD CHARLOTTE FDS
81,986$4.7M0.74%
15
AAPLAPPLE INC
25,549$3.3M0.52%
16
MOALTRIA GROUP INC
60,217$3.1M0.49%
17
4I1PHILIP MORRIS INTL INC
32,512$2.9M0.45%
18
MSFTMICROSOFT CORP
10,013$2.5M0.40%
19
KMXCARMAX INC
17,815$2.2M0.36%
20
AORISHARES TR
34,153$1.9M0.29%
21
IWDISHARES TR
11,500$1.8M0.28%
22
DDOMINION ENERGY INC
22,637$1.7M0.27%
23
VOOVANGUARD INDEX FDS
4,450$1.7M0.26%
24
VBVANGUARD INDEX FDS
6,945$1.5M0.24%
25
HCAHCA HEALTHCARE INC
7,194$1.3M0.21%
26
AOAISHARES TR
19,563$1.3M0.21%
27
LOWLOWES COS INC
6,674$1.3M0.20%
28
HDHOME DEPOT INC
4,044$1.3M0.20%
29
AOMISHARES TR
27,996$1.2M0.19%
30
CSXCSX CORP
12,086$1.2M0.19%
31
BDNBRANDYWINE RLTY TR
89,161$1.2M0.18%
32
NSCNORFOLK SOUTHN CORP
3,669$996K0.16%
33
SPYSPDR S&P 500 ETF TR
2,238$910K0.14%
34
ELVANTHEM INC
2,370$835K0.13%
35
IWFISHARES TR
3,224$812K0.13%
36
JNJJOHNSON & JOHNSON
4,611$754K0.12%
37
IWNISHARES TR
4,614$737K0.12%
38
MMSMAXIMUS INC
7,041$642K0.10%
39
BRK/BBERKSHIRE HATHAWAY INC DEL
2,329$614K0.10%
40
VIGVANGUARD SPECIALIZED FUNDS
4,035$604K0.10%
41
VNQVANGUARD INDEX FDS
6,386$602K0.10%
42
PFEPFIZER INC
15,565$559K0.09%
43
TFCTRUIST FINL CORP
9,164$545K0.09%
44
MDLZMONDELEZ INTL INC
9,149$542K0.09%
45
BALLBALL CORP
5,971$517K0.08%
46
MCDMCDONALDS CORP
2,175$506K0.08%
47
VBKVANGUARD INDEX FDS
1,724$478K0.08%
48
CARLOTZ INC
60,395$475K0.08%
49
PIIPOLARIS INC
3,400$468K0.07%
50
NDAQNASDAQ INC
3,088$466K0.07%
51
XOMEXXON MOBIL CORP
8,215$465K0.07%
52
BACVERIZON COMMUNICATIONS INC
7,615$449K0.07%
53
PGPROCTER AND GAMBLE CO
3,185$436K0.07%
54
PEPPEPSICO INC
3,014$432K0.07%
55
AOKISHARES TR
10,650$415K0.07%
56
JPMJPMORGAN CHASE & CO
2,676$415K0.07%
57
MRKMERCK & CO. INC
5,431$413K0.07%
58
KOCOCA COLA CO
7,243$386K0.06%
59
TAT&T INC
12,308$381K0.06%
60
ABBVABBVIE INC
3,591$378K0.06%
61
COFCAPITAL ONE FINL CORP
2,804$373K0.06%
62
VUGVANGUARD INDEX FDS
1,387$370K0.06%
63
BACBK OF AMERICA CORP
9,174$367K0.06%
64
SOSOUTHERN CO
5,850$367K0.06%
65
AEPAMERICAN ELEC PWR CO INC
4,213$365K0.06%
66
HONHONEYWELL INTL INC
1,643$359K0.06%
67
INTCINTEL CORP
5,312$352K0.06%
68
WMTWALMART INC
2,492$348K0.06%
69
CMCSACOMCAST CORP NEW
6,213$339K0.05%
70
VXUSVANGUARD STAR FDS
4,890$312K0.05%
71
DUKDUKE ENERGY CORP NEW
3,130$306K0.05%
72
NKENIKE INC
2,042$279K0.04%
73
VNQIVANGUARD INTL EQUITY INDEX F
4,601$260K0.04%
74
IBMINTERNATIONAL BUSINESS MACHS
1,892$255K0.04%
75
UNPUNION PAC CORP
1,145$253K0.04%
76
DEDEERE & CO
665$249K0.04%
77
GWWGRAINGER W W INC
587$234K0.04%
78
MMM3M CO
1,199$234K0.04%
79
COSTCOSTCO WHSL CORP NEW
637$229K0.04%
80
UDRUDR INC
5,076$226K0.04%
81
TJXTJX COS INC NEW
3,315$225K0.04%
82
GOOGLALPHABET INC
99$222K0.04%
83
METAFACEBOOK INC
678$212K0.03%
84
GEGENERAL ELECTRIC CO
15,783$211K0.03%
85
SHVISHARES TR
1,898$210K0.03%
86
DISDISNEY WALT CO
1,113$209K0.03%
87
LBAIUSDLAKELAND BANCORP INC
10,773$185K0.03%