VeraBank, N.A.
CIK: 0001767297SEC EDGAR →
Portfolio Value
$549.0M
Holdings
180
As of
Q4 2025
New Positions
4
Closed Positions
8
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 842,019 | $39.0M | 7.10% |
| 2 | FLEXSHARES TR | 460,560 | $36.0M | 6.56% |
| 3 | ISHARES TR | 49,032 | $33.0M | 6.01% |
| 4 | — BLUE BELL CREAMERIES INC. | 245 | $32.0M | 5.83% |
| 5 | VANGUARD INDEX FDS | 59,057 | $28.0M | 5.10% |
| 6 | VANGUARD WHITEHALL FDS | 273,269 | $24.0M | 4.37% |
| 7 | DIMENSIONAL ETF TRUST | 675,611 | $23.0M | 4.19% |
| 8 | AMERICAN CENTY ETF TR | 269,353 | $20.0M | 3.64% |
| 9 | APPLE INC | 71,361 | $19.0M | 3.46% |
| 10 | DIMENSIONAL ETF TRUST | 540,716 | $18.0M | 3.28% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 66 | $301.0M | 66.0% |
| Technology | 20 | $50.0M | 11.0% |
| Unknown | 7 | $40.0M | 8.8% |
| Communication Services | 5 | $18.0M | 3.9% |
| Healthcare | 19 | $13.0M | 2.9% |
| Consumer Cyclical | 10 | $12.0M | 2.6% |
| Energy | 12 | $10.0M | 2.2% |
| Industrials | 18 | $7.0M | 1.5% |
| Consumer Defensive | 12 | $5.0M | 1.1% |
| Utilities | 8 | $0 | 0.0% |
| Basic Materials | 3 | $0 | 0.0% |