Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
SCHWAB STRATEGIC TR | 548,820 | +6,986 | $34,060 |
SCHX | 548,820 | +6,986 | $34,060 |
VANGUARD TAX MANAGED FDS (VEA) | 610,502 | +25,683 | $30,629 |
VEA | 610,502 | +25,683 | $30,629 |
VANGUARD INDEX FDS (VTV) | 118,164 | +857 | $19,244 |
VTV | 118,164 | +857 | $19,244 |
VANGUARD INDEX FDS (VUG) | 54,978 | -639 | $18,923 |
VUG | 54,978 | -639 | $18,923 |
VANGUARD BD INDEX FDS (BND) | 189,329 | +12,903 | $13,751 |
BND | 189,329 | +12,903 | $13,751 |
ISHARES TR (IEFA) | 157,449 | -3,269 | $11,686 |
IEFA | 157,449 | -3,269 | $11,686 |
ISHARES TR (MUB) | 93,712 | +16,496 | $10,083 |
MUB | 93,712 | +16,496 | $10,083 |
VANGUARD INTL EQUITY INDEX F (VWO) | 182,685 | +11,738 | $7,631 |
VWO | 182,685 | +11,738 | $7,631 |
SCHWAB STRATEGIC TR | 144,521 | +7,604 | $7,116 |
SCHA | 144,521 | +7,604 | $7,116 |
SCHWAB STRATEGIC TR | 70,312 | -169 | $6,519 |
SCHG | 70,312 | -169 | $6,519 |
ISHARES TR (IDEV) | 83,165 | +8,637 | $5,583 |
IDEV | 83,165 | +8,637 | $5,583 |
DBX ETF TR (HYLB) | 147,557 | +27,155 | $5,269 |
HYLB | 147,557 | +27,155 | $5,269 |
VANECK ETF TRUST (HYD) | 86,967 | +11,256 | $4,545 |
HYD | 86,967 | +11,256 | $4,545 |
ISHARES INC (IEMG) | 87,519 | +2,681 | $4,516 |
IEMG | 87,519 | +2,681 | $4,516 |
VANGUARD INDEX FDS (VBR) | 22,270 | +280 | $4,273 |
VBR | 22,270 | +280 | $4,273 |
VANGUARD INDEX FDS (VBK) | 16,363 | +270 | $4,266 |
VBK | 16,363 | +270 | $4,266 |
VANECK ETF TRUST (EMLC) | 153,758 | +12,290 | $3,769 |
EMLC | 153,758 | +12,290 | $3,769 |
SCHWAB STRATEGIC TR | 45,242 | +316 | $3,437 |
SCHV | 45,242 | +316 | $3,437 |
VANGUARD WHITEHALL FDS (VWOB) | 53,523 | +8,508 | $3,417 |
VWOB | 53,523 | +8,508 | $3,417 |
INVESCO EXCHANGE TRADED FD T (RSP) | 15,005 | +2,712 | $2,541 |
RSP | 15,005 | +2,712 | $2,541 |
VANGUARD MALVERN FDS (VTIP) | 43,749 | +3,617 | $2,095 |
VTIP | 43,749 | +3,617 | $2,095 |
VANGUARD INDEX FDS (VOO) | 4,142 | +54 | $1,991 |
VOO | 4,142 | +54 | $1,991 |
APPLE INC | 10,439 | -2 | $1,790 |
AAPL | 10,439 | -2 | $1,790 |
MICROSOFT CORP | 4,221 | -18 | $1,776 |
MSFT | 4,221 | -18 | $1,776 |
ABRDN ETFS (BCI) | 79,413 | +16,699 | $1,570 |
BCI | 79,413 | +16,699 | $1,570 |
INVESCO QQQ TR | 3,003 | +24 | $1,333 |
QQQ | 3,003 | +24 | $1,333 |
ISHARES TR (IWN) | 7,424 | +437 | $1,179 |
IWN | 7,424 | +437 | $1,179 |
AMAZON COM INC | 5,829 | -61 | $1,051 |
AMZN | 5,829 | -61 | $1,051 |
ISHARES TR (IWO) | 3,809 | +308 | $1,032 |
IWO | 3,809 | +308 | $1,032 |
DRAFTKINGS INC NEW | 21,555 | +14 | $979 |
DKNG | 21,555 | +14 | $979 |
ALPHABET INC | 6,233 | UNCH | $949 |
GOOG | 6,233 | UNCH | $949 |
WISDOMTREE TR | 31,817 | +6,913 | $834 |
USDU | 31,817 | +6,913 | $834 |
VANGUARD MUN BD FDS (VTEB) | 14,941 | -25,037 | $756 |
VTEB | 14,941 | -25,037 | $756 |
ISHARES TR (USMV) | 8,888 | -1,954 | $743 |
USMV | 8,888 | -1,954 | $743 |
VANGUARD CHARLOTTE FDS (BNDX) | 15,041 | -3,387 | $740 |
BNDX | 15,041 | -3,387 | $740 |
SPDR SER TR (JNK) | 7,476 | -5,806 | $712 |
JNK | 7,476 | -5,806 | $712 |
VANGUARD BD INDEX FDS (BSV) | 9,092 | -1,898 | $697 |
BSV | 9,092 | -1,898 | $697 |
NVIDIA CORPORATION | 746 | +52 | $674 |
NVDA | 746 | +52 | $674 |
ADOBE INC | 1,291 | -4 | $651 |
ADBE | 1,291 | -4 | $651 |
MASTERCARD INCORPORATED | 1,348 | +1 | $649 |
MA | 1,348 | +1 | $649 |
ISHARES TR (EMB) | 7,231 | -2,903 | $648 |
EMB | 7,231 | -2,903 | $648 |
SCHWAB STRATEGIC TR | 13,282 | -1,344 | $640 |
SCHO | 13,282 | -1,344 | $640 |
META PLATFORMS INC | 1,222 | -84 | $593 |
META | 1,222 | -84 | $593 |
ADVANCED MICRO DEVICES INC | 3,273 | +11 | $591 |
AMD | 3,273 | +11 | $591 |
COSTCO WHSL CORP NEW | 807 | -2 | $591 |
COST | 807 | -2 | $591 |
VISA INC | 2,073 | -10 | $579 |
V | 2,073 | -10 | $579 |
DEXCOM INC | 4,004 | UNCH | $555 |
DXCM | 4,004 | UNCH | $555 |
EXXON MOBIL CORP | 4,751 | -110 | $552 |
XOM | 4,751 | -110 | $552 |
VANGUARD SCOTTSDALE FDS (VMBS) | 12,087 | -1,652 | $551 |
VMBS | 12,087 | -1,652 | $551 |
POPULAR INC | 6,148 | UNCH | $542 |
BPOP | 6,148 | UNCH | $542 |
See Full List: All Stocks Held By Veery Capital LLC
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Veery Capital LLC
Size ($ in 1000's)
At 03/31/2024: $244,040 At 12/31/2023: $223,128 Veery Capital LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Veery Capital LLC 13F filings. Link to 13F filings: SEC filings |