Verus Financial Partners, Inc. Q4 2024 Filing
Filed January 24, 2025
Portfolio Value
$890K
Holdings
97
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (97 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VTIVANGUARD INDEX FDS | 737,905 | $212K | 23.82% | |
| 2 | BNDVANGUARD BD INDEX FDS | 1,517,000 | $108K | 12.13% | |
| 3 | AVSFAMERICAN CENTY ETF TR | 1,429,467 | $65K | 7.30% | |
| 4 | VXUSVANGUARD STAR FDS | 1,109,780 | $64K | 7.19% | |
| 5 | VBRVANGUARD INDEX FDS | 291,822 | $56K | 6.29% | |
| 6 | AVIGAMERICAN CENTY ETF TR | 1,274,559 | $51K | 5.73% | |
| 7 | MGCVANGUARD WORLD FD | 215,745 | $45K | 5.06% | |
| 8 | BIVVANGUARD BD INDEX FDS | 530,891 | $39K | 4.38% | |
| 9 | VEUVANGUARD INTL EQUITY INDEX F | 676,428 | $38K | 4.27% | |
| 10 | DFIVDIMENSIONAL ETF TRUST | 811,296 | $28K | 3.15% | |
| 11 | IVVISHARES TR | 48,066 | $28K | 3.15% | |
| 12 | SCHDSCHWAB STRATEGIC TR | 968,987 | $26K | 2.92% | |
| 13 | VVVANGUARD INDEX FDS | 75,280 | $20K | 2.25% | |
| 14 | IXUSISHARES TR | 169,537 | $11K | 1.24% | |
| 15 | VTEBVANGUARD MUN BD FDS | 237,545 | $11K | 1.24% | |
| 16 | VOVANGUARD INDEX FDS | 30,756 | $8K | 0.90% | |
| 17 | AQLTISHARES TR | 59,893 | $7K | 0.79% | |
| 18 | IJHISHARES TR | 65,764 | $4K | 0.45% | |
| 19 | DFNMDIMENSIONAL ETF TRUST | 80,692 | $3K | 0.34% | |
| 20 | AAPLAPPLE INC | 15,599 | $3K | 0.34% | |
| 21 | VOOVANGUARD INDEX FDS | 4,768 | $2K | 0.22% | |
| 22 | 4I1PHILIP MORRIS INTL INC | 24,925 | $2K | 0.22% | |
| 23 | MOALTRIA GROUP INC | 54,172 | $2K | 0.22% | |
| 24 | SPYSPDR S&P 500 ETF TR | 5,110 | $2K | 0.22% | |
| 25 | MSFTMICROSOFT CORP | 3,123 | $1K | 0.11% | |
| 26 | GWWGRAINGER W W INC | 1,170 | $1K | 0.11% | |
| 27 | QCOMQUALCOMM INC | 7,649 | $1K | 0.11% | |
| 28 | DFCFDIMENSIONAL ETF TRUST | 43,622 | $1K | 0.11% | |
| 29 | VGSHVANGUARD SCOTTSDALE FDS | 29,164 | $1K | 0.11% | |
| 30 | VTHRVANGUARD SCOTTSDALE FDS | 6,627 | $1K | 0.11% | |
| 31 | VTVANGUARD INTL EQUITY INDEX F | 13,758 | $1K | 0.11% | |
| 32 | DFUVDIMENSIONAL ETF TRUST | 26,420 | $1K | 0.11% | |
| 33 | HCAHCA HEALTHCARE INC | 5,300 | $1K | 0.11% | |
| 34 | VBVANGUARD INDEX FDS | 4,293 | $1K | 0.11% | |
| 35 | VUSBVANGUARD BD INDEX FDS | 28,065 | $1K | 0.11% | |
| 36 | IWDISHARES TR | 10,732 | $1K | 0.11% | |
| 37 | BDNBRANDYWINE RLTY TR | 212,255 | $1K | 0.11% | |
| 38 | ELVELEVANCE HEALTH INC | 1,666 | $0 | 0.00% | |
| 39 | COSTCOSTCO WHSL CORP NEW | 338 | $0 | 0.00% | |
| 40 | LOWLOWES COS INC | 3,466 | $0 | 0.00% | |
| 41 | AVIEAMERICAN CENTY ETF TR | 4,447 | $0 | 0.00% | |
| 42 | TJXTJX COS INC NEW | 3,196 | $0 | 0.00% | |
| 43 | COFCAPITAL ONE FINL CORP | 2,219 | $0 | 0.00% | |
| 44 | ABBVABBVIE INC | 3,485 | $0 | 0.00% | |
| 45 | MRKMERCK & CO INC | 3,442 | $0 | 0.00% | |
| 46 | HONHONEYWELL INTL INC | 1,011 | $0 | 0.00% | |
| 47 | DFUSDIMENSIONAL ETF TRUST | 5,410 | $0 | 0.00% | |
| 48 | INDAISHARES TR | 5,199 | $0 | 0.00% | |
| 49 | MMSMAXIMUS INC | 3,442 | $0 | 0.00% | |
| 50 | MDLZMONDELEZ INTL INC | 4,888 | $0 | 0.00% | |
| 51 | BACBANK AMERICA CORP | 10,935 | $0 | 0.00% | |
| 52 | IWFISHARES TR | 2,362 | $0 | 0.00% | |
| 53 | GUNRFLEXSHARES TR | 6,353 | $0 | 0.00% | |
| 54 | SOSOUTHERN CO | 5,950 | $0 | 0.00% | |
| 55 | AVIVAMERICAN CENTY ETF TR | 13,579 | $0 | 0.00% | |
| 56 | IBITISHARES BITCOIN TRUST ETF | 7,122 | $0 | 0.00% | |
| 57 | FBTCFIDELITY WISE ORIGIN BITCOIN | 10,447 | $0 | 0.00% | |
| 58 | WMTWALMART INC | 2,235 | $0 | 0.00% | |
| 59 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,833 | $0 | 0.00% | |
| 60 | UDRUDR INC | 6,320 | $0 | 0.00% | |
| 61 | VUGVANGUARD INDEX FDS | 1,154 | $0 | 0.00% | |
| 62 | DUKDUKE ENERGY CORP NEW | 3,521 | $0 | 0.00% | |
| 63 | PFEPFIZER INC | 9,292 | $0 | 0.00% | |
| 64 | JPMJPMORGAN CHASE & CO. | 1,909 | $0 | 0.00% | |
| 65 | AMZNAMAZON COM INC | 1,475 | $0 | 0.00% | |
| 66 | GEGE AEROSPACE | 1,799 | $0 | 0.00% | |
| 67 | METAMETA PLATFORMS INC | 584 | $0 | 0.00% | |
| 68 | DFAXDIMENSIONAL ETF TRUST | 16,687 | $0 | 0.00% | |
| 69 | NSCNORFOLK SOUTHN CORP | 1,987 | $0 | 0.00% | |
| 70 | CVXCHEVRON CORP NEW | 1,405 | $0 | 0.00% | |
| 71 | NDQINVESCO QQQ TR | 760 | $0 | 0.00% | |
| 72 | DFATDIMENSIONAL ETF TRUST | 6,767 | $0 | 0.00% | |
| 73 | MCKMCKESSON CORP | 790 | $0 | 0.00% | |
| 74 | DISVDIMENSIONAL ETF TRUST | 11,986 | $0 | 0.00% | |
| 75 | PEPPEPSICO INC | 1,768 | $0 | 0.00% | |
| 76 | CATCATERPILLAR INC | 914 | $0 | 0.00% | |
| 77 | DFASDIMENSIONAL ETF TRUST | 13,952 | $0 | 0.00% | |
| 78 | VDEVANGUARD WORLD FD | 3,320 | $0 | 0.00% | |
| 79 | XBILRBB FD INC | 4,100 | $0 | 0.00% | |
| 80 | MCDMCDONALDS CORP | 955 | $0 | 0.00% | |
| 81 | ILFISHARES TR | 11,774 | $0 | 0.00% | |
| 82 | IBMINTERNATIONAL BUSINESS MACHS | 4,265 | $0 | 0.00% | |
| 83 | AVXCAMERICAN CENTY ETF TR | 5,651 | $0 | 0.00% | |
| 84 | KOCOCA COLA CO | 3,993 | $0 | 0.00% | |
| 85 | KMXCARMAX INC | 6,733 | $0 | 0.00% | |
| 86 | GOOGALPHABET INC | 1,266 | $0 | 0.00% | |
| 87 | PGPROCTER AND GAMBLE CO | 2,451 | $0 | 0.00% | |
| 88 | DDOMINION ENERGY INC | 15,956 | $0 | 0.00% | |
| 89 | DFSDDIMENSIONAL ETF TRUST | 7,308 | $0 | 0.00% | |
| 90 | HDHOME DEPOT INC | 1,242 | $0 | 0.00% | |
| 91 | CSXCSX CORP | 8,192 | $0 | 0.00% | |
| 92 | VBKVANGUARD INDEX FDS | 1,217 | $0 | 0.00% | |
| 93 | GOOGLALPHABET INC | 2,216 | $0 | 0.00% | |
| 94 | JNJJOHNSON & JOHNSON | 4,001 | $0 | 0.00% | |
| 95 | NDAQNASDAQ INC | 7,391 | $0 | 0.00% | |
| 96 | NVDANVIDIA CORPORATION | 2,270 | $0 | 0.00% | |
| 97 | XOMEXXON MOBIL CORP | 9,291 | $0 | 0.00% |