Verus Financial Partners, Inc. Q2 2021 Filing

Filed July 23, 2021

Portfolio Value

$654.9M

Holdings

94

Report Date

Q2 2021

Filing Type

13F-HR

All Holdings (94 positions)

#StockSharesValue% PortfolioType
1
VTIVANGUARD INDEX FDS
637,470$142.2M21.71%
2
VEUVANGUARD INTL EQUITY INDEX F
1,611,765$99.6M15.21%
3
BSVVANGUARD BD INDEX FDS
867,170$71.4M10.90%
4
IXUSISHARES TR
846,961$60.5M9.24%
5
VBRVANGUARD INDEX FDS
288,035$48.2M7.36%
6
VVVANGUARD INDEX FDS
199,389$40.3M6.15%
7
MGCVANGUARD WORLD FD
261,559$40.2M6.14%
8
IVVISHARES TR
68,781$29.8M4.55%
9
AQLTISHARES TR
229,132$26.2M3.99%
10
VTIPVANGUARD MALVERN FDS
263,947$13.8M2.10%
11
VOVANGUARD INDEX FDS
38,314$9.0M1.38%
12
BNDVANGUARD BD INDEX FDS
75,441$6.5M1.00%
13
IJHISHARES TR
19,860$5.2M0.80%
14
AAPLAPPLE INC
25,500$3.7M0.57%
15
4I1PHILIP MORRIS INTL INC
32,975$3.1M0.48%
16
MOALTRIA GROUP INC
61,214$2.9M0.44%
17
MSFTMICROSOFT CORP
9,928$2.8M0.42%
18
BNDXVANGUARD CHARLOTTE FDS
46,641$2.7M0.41%
19
KMXCARMAX INC
17,830$2.4M0.37%
20
AORISHARES TR
34,548$1.9M0.29%
21
HCAHCA HEALTHCARE INC
7,194$1.8M0.27%
22
VOOVANGUARD INDEX FDS
4,453$1.8M0.27%
23
IWDISHARES TR
11,101$1.7M0.27%
24
DDOMINION ENERGY INC
22,606$1.7M0.26%
25
VBVANGUARD INDEX FDS
6,813$1.5M0.23%
26
AOAISHARES TR
19,583$1.4M0.21%
27
HDHOME DEPOT INC
3,968$1.3M0.20%
28
AOMISHARES TR
27,205$1.2M0.19%
29
BDNBRANDYWINE RLTY TR
79,494$1.1M0.17%
30
CSXCSX CORP
36,027$1.1M0.17%
31
LOWLOWES COS INC
5,545$1.1M0.16%
32
SPYSPDR S&P 500 ETF TR
2,195$946K0.14%
33
NSCNORFOLK SOUTHN CORP
3,649$937K0.14%
34
IWFISHARES TR
3,224$891K0.14%
35
ELVANTHEM INC
2,226$868K0.13%
36
JNJJOHNSON & JOHNSON
4,957$835K0.13%
37
DFASDIMENSIONAL ETF TRUST
14,661$823K0.13%
38
IWNISHARES TR
4,838$762K0.12%
39
PEPPEPSICO INC
4,310$672K0.10%
40
BRK/BBERKSHIRE HATHAWAY INC DEL
2,353$652K0.10%
41
VNQVANGUARD INDEX FDS
6,107$646K0.10%
42
VIGVANGUARD SPECIALIZED FUNDS
4,053$636K0.10%
43
PFEPFIZER INC
15,272$627K0.10%
44
MDLZMONDELEZ INTL INC
9,166$590K0.09%
45
MMSMAXIMUS INC
6,439$560K0.09%
46
XOMEXXON MOBIL CORP
9,626$539K0.08%
47
MCDMCDONALDS CORP
2,191$513K0.08%
48
BALLBALL CORP
5,971$504K0.08%
49
NDAQNASDAQ INC
2,688$486K0.07%
50
VBKVANGUARD INDEX FDS
1,724$484K0.07%
51
JPMJPMORGAN CHASE & CO
3,196$479K0.07%
52
TFCTRUIST FINL CORP
8,505$460K0.07%
53
PIIPOLARIS INC
3,400$459K0.07%
54
ABBVABBVIE INC
3,810$442K0.07%
55
PGPROCTER AND GAMBLE CO
3,084$431K0.07%
56
AOKISHARES TR
10,664$425K0.06%
57
BACVERIZON COMMUNICATIONS INC
7,625$424K0.06%
58
MRKMERCK & CO INC
5,408$412K0.06%
59
COFCAPITAL ONE FINL CORP
2,595$410K0.06%
60
VUGVANGUARD INDEX FDS
1,389$404K0.06%
61
KOCOCA COLA CO
7,156$400K0.06%
62
HONHONEYWELL INTL INC
1,651$379K0.06%
63
SOSOUTHERN CO
5,850$368K0.06%
64
CMCSACOMCAST CORP NEW
6,287$359K0.05%
65
DUKDUKE ENERGY CORP NEW
3,439$357K0.05%
66
TAT&T INC
12,599$352K0.05%
67
WMTWALMART INC
2,461$349K0.05%
68
BACBK OF AMERICA CORP
9,057$341K0.05%
69
NKENIKE INC
2,042$326K0.05%
70
AEPAMERICAN ELEC PWR CO INC
3,796$325K0.05%
71
UDRUDR INC
5,814$315K0.05%
72
VXUSVANGUARD STAR FDS
4,780$306K0.05%
73
INTCINTEL CORP
5,351$296K0.05%
74
CARLOTZ INC
60,395$286K0.04%
75
DFATDIMENSIONAL ETF TRUST
6,632$285K0.04%
76
GWWGRAINGER W W INC
589$271K0.04%
77
VNQIVANGUARD INTL EQUITY INDEX F
4,601$267K0.04%
78
COSTCOSTCO WHSL CORP NEW
637$265K0.04%
79
IBMINTERNATIONAL BUSINESS MACHS
1,893$265K0.04%
80
DFUSDIMENSIONAL ETF TRUST
5,517$261K0.04%
81
GOOGLALPHABET INC
100$252K0.04%
82
UNPUNION PAC CORP
1,164$251K0.04%
83
METAFACEBOOK INC
683$233K0.04%
84
YUMYUM BRANDS INC
1,993$232K0.04%
85
DEDEERE & CO
665$231K0.04%
86
MMM3M CO
1,132$227K0.03%
87
GOOGALPHABET INC
85$223K0.03%
88
TJXTJX COS INC NEW
3,315$220K0.03%
89
SHVISHARES TR
1,898$210K0.03%
90
DISDISNEY WALT CO
1,176$208K0.03%
91
WFCWELLS FARGO CO NEW
4,589$206K0.03%
92
DYHTARGET CORP
789$201K0.03%
93
GEGENERAL ELECTRIC CO
15,585$198K0.03%
94
NUVNUVEEN MUN VALUE FD INC
11,400$131K0.02%