Verus Financial Partners, Inc. Q3 2021 Filing

Filed October 29, 2021

Portfolio Value

$667.9M

Holdings

96

Report Date

Q3 2021

Filing Type

13F-HR

All Holdings (96 positions)

#StockSharesValue% PortfolioType
1
VTIVANGUARD INDEX FDS
614,014$142.2M21.29%
2
VEUVANGUARD INTL EQUITY INDEX F
1,600,223$100.1M14.99%
3
BSVVANGUARD BD INDEX FDS
769,949$62.8M9.40%
4
IXUSISHARES TR
839,255$61.2M9.16%
5
VBRVANGUARD INDEX FDS
281,815$49.8M7.45%
6
MGCVANGUARD WORLD FD
259,835$41.3M6.19%
7
VVVANGUARD INDEX FDS
193,836$40.7M6.09%
8
IVVISHARES TR
68,457$30.7M4.60%
9
AQLTISHARES TR
228,333$27.0M4.04%
10
VTIPVANGUARD MALVERN FDS
498,552$25.8M3.87%
11
VOVANGUARD INDEX FDS
37,840$9.4M1.41%
12
BNDVANGUARD BD INDEX FDS
69,626$5.9M0.89%
13
IJHISHARES TR
19,616$5.4M0.81%
14
AAPLAPPLE INC
25,592$3.8M0.56%
15
BNDXVANGUARD CHARLOTTE FDS
63,843$3.6M0.54%
16
4I1PHILIP MORRIS INTL INC
33,405$3.3M0.49%
17
MSFTMICROSOFT CORP
10,000$3.1M0.46%
18
MOALTRIA GROUP INC
61,002$2.9M0.44%
19
KMXCARMAX INC
17,830$2.5M0.37%
20
AORISHARES TR
33,902$1.9M0.29%
21
VOOVANGUARD INDEX FDS
4,455$1.8M0.27%
22
IWDISHARES TR
10,948$1.8M0.27%
23
HCAHCA HEALTHCARE INC
7,194$1.8M0.27%
24
DDOMINION ENERGY INC
22,639$1.6M0.24%
25
VBVANGUARD INDEX FDS
6,718$1.5M0.23%
26
HDHOME DEPOT INC
3,972$1.4M0.21%
27
AOAISHARES TR
19,270$1.4M0.21%
28
CSXCSX CORP
35,413$1.2M0.18%
29
AOMISHARES TR
26,589$1.2M0.18%
30
LOWLOWES COS INC
5,399$1.2M0.18%
31
BDNBRANDYWINE RLTY TR
79,494$1.1M0.17%
32
DFAXDIMENSIONAL ETF TRUST
41,031$1.1M0.16%
33
NSCNORFOLK SOUTHN CORP
3,729$1.0M0.15%
34
SPYSPDR S&P 500 ETF TR
2,197$982K0.15%
35
IWFISHARES TR
3,224$928K0.14%
36
DFASDIMENSIONAL ETF TRUST
14,694$872K0.13%
37
ELVANTHEM INC
2,207$857K0.13%
38
JNJJOHNSON & JOHNSON
5,056$810K0.12%
39
IWNISHARES TR
4,860$805K0.12%
40
PEPPEPSICO INC
4,345$687K0.10%
41
VIGVANGUARD SPECIALIZED FUNDS
4,238$679K0.10%
42
VNQVANGUARD INDEX FDS
6,049$645K0.10%
43
PFEPFIZER INC
15,424$637K0.10%
44
BRK/BBERKSHIRE HATHAWAY INC DEL
2,250$636K0.10%
45
XOMEXXON MOBIL CORP
9,578$599K0.09%
46
JPMJPMORGAN CHASE & CO
3,444$574K0.09%
47
MCDMCDONALDS CORP
2,294$556K0.08%
48
MDLZMONDELEZ INTL INC
9,166$548K0.08%
49
MMSMAXIMUS INC
6,439$547K0.08%
50
NDAQNASDAQ INC
2,688$547K0.08%
51
TFCTRUIST FINL CORP
8,822$545K0.08%
52
BALLBALL CORP
5,971$538K0.08%
53
VBKVANGUARD INDEX FDS
1,711$494K0.07%
54
PIIPOLARIS INC
3,400$449K0.07%
55
PGPROCTER AND GAMBLE CO
3,127$445K0.07%
56
COFCAPITAL ONE FINL CORP
2,486$421K0.06%
57
MRKMERCK & CO INC
5,410$417K0.06%
58
BACVERIZON COMMUNICATIONS INC
7,774$404K0.06%
59
KOCOCA COLA CO
7,404$399K0.06%
60
VUGVANGUARD INDEX FDS
1,292$394K0.06%
61
BACBK OF AMERICA CORP
8,490$393K0.06%
62
CMCSACOMCAST CORP NEW
7,130$379K0.06%
63
SOSOUTHERN CO
5,904$369K0.06%
64
AOKISHARES TR
9,181$365K0.05%
65
HONHONEYWELL INTL INC
1,651$364K0.05%
66
ABBVABBVIE INC
3,329$358K0.05%
67
WMTWALMART INC
2,462$349K0.05%
68
TAT&T INC
13,336$338K0.05%
69
NKENIKE INC
2,042$326K0.05%
70
GOOGLALPHABET INC
114$326K0.05%
71
DUKDUKE ENERGY CORP NEW
3,257$325K0.05%
72
UDRUDR INC
5,814$316K0.05%
73
AEPAMERICAN ELEC PWR CO INC
3,772$313K0.05%
74
VXUSVANGUARD STAR FDS
4,736$308K0.05%
75
DFATDIMENSIONAL ETF TRUST
6,634$306K0.05%
76
COSTCOSTCO WHSL CORP NEW
637$294K0.04%
77
INTCINTEL CORP
5,353$292K0.04%
78
IBMINTERNATIONAL BUSINESS MACHS
1,924$274K0.04%
79
VNQIVANGUARD INTL EQUITY INDEX F
4,650$267K0.04%
80
DFUSDIMENSIONAL ETF TRUST
5,317$261K0.04%
81
GWWGRAINGER W W INC
591$255K0.04%
82
YUMYUM BRANDS INC
1,999$253K0.04%
83
UNPUNION PAC CORP
1,093$247K0.04%
84
GOOGALPHABET INC
85$243K0.04%
85
METAFACEBOOK INC
683$229K0.03%
86
MMM3M CO
1,253$228K0.03%
87
WFCWELLS FARGO CO NEW
4,577$226K0.03%
88
CARLOTZ INC
60,395$220K0.03%
89
DEDEERE & CO
647$215K0.03%
90
TJXTJX COS INC NEW
3,315$214K0.03%
91
SHVISHARES TR
1,898$210K0.03%
92
TYLTYLER TECHNOLOGIES INC
401$203K0.03%
93
GEGENERAL ELECTRIC CO
1,943$202K0.03%
94
DISDISNEY WALT CO
1,176$201K0.03%
95
AXPAMERICAN EXPRESS CO
1,133$200K0.03%
96
NUVNUVEEN MUN VALUE FD INC
11,400$132K0.02%