VERUS WEALTH MANAGEMENT, LLC
data from 31/03/2026
Capitalization
Portfolio size
Portfolio performance
Portfolio performance %
Performance compared to S&P 500 (%)
Stock in VERUS WEALTH MANAGEMENT, LLC
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2026/03/31 | MUB | ISHARES TR | 12.39% | 13.351 M $ | 125778 | 2024/12/31 | -112.527 K $ | -0.90 % |
| 2026/03/31 | VOO | VANGUARD INDEX FDS | 11.88% | 12.793 M $ | 21409 | 2024/12/31 | -620.617 K $ | -4.72 % |
| 2026/03/31 | VCIT | VANGUARD SCOTTSDALE FDS | 8.11% | 8.737 M $ | 105583 | 2024/12/31 | -99.012 K $ | -1.19 % |
| 2026/03/31 | BND | VANGUARD BD INDEX FDS | 6.64% | 7.147 M $ | 97055 | 2024/12/31 | -39.873 K $ | -0.58 % |
| 2026/03/31 | VTEB | VANGUARD MUN BD FDS | 4.33% | 4.667 M $ | 93555 | 2024/12/31 | -42.687 K $ | -0.80 % |
| 2026/03/31 | VONV | VANGUARD SCOTTSDALE FDS | 3.88% | 4.182 M $ | 44610 | 2024/12/31 | 62.058 K $ | 1.56 % |
| 2026/03/31 | AVDE | AMERICAN CENTY ETF TR | 3.73% | 4.019 M $ | 47376 | 2025/12/31 | 118.240 K $ | 3.06 % |
| 2026/03/31 | SPHY | SPDR SERIES TRUST | 3.67% | 3.954 M $ | 169534 | 2024/12/31 | -62.083 K $ | -1.48 % |
| 2026/03/31 | IJR | ISHARES TR | 3.56% | 3.839 M $ | 30883 | 2024/12/31 | 128.905 K $ | 3.44 % |
| 2026/03/31 | VEA | VANGUARD TAX-MANAGED FDS | 3.45% | 3.720 M $ | 58048 | 2024/12/31 | 92.618 K $ | 2.58 % |
| 2026/03/31 | AVEM | AMERICAN CENTY ETF TR | 3.37% | 3.629 M $ | 45039 | 2024/12/31 | 161.154 K $ | 4.62 % |
| 2026/03/31 | VCSH | VANGUARD SCOTTSDALE FDS | 2.71% | 2.921 M $ | 36842 | 2024/12/31 | -16.695 K $ | -0.58 % |
| 2026/03/31 | EMB | ISHARES TR | 2.70% | 2.904 M $ | 30916 | 2024/12/31 | -70.436 K $ | -2.44 % |
| 2026/03/31 | IEMG | ISHARES INC | 2.27% | 2.451 M $ | 35133 | 2024/12/31 | 88.967 K $ | 3.76 % |
| 2026/03/31 | SPIB | SPDR SERIES TRUST | 2.04% | 2.196 M $ | 65466 | 2024/12/31 | -18.111 K $ | -0.80 % |
| 2026/03/31 | VONE | VANGUARD SCOTTSDALE FDS | 1.58% | 1.703 M $ | 5770 | 2024/12/31 | -70.783 K $ | -4.50 % |
| 2026/03/31 | DFIV | DIMENSIONAL ETF TRUST | 1.53% | 1.647 M $ | 31209 | 2024/12/31 | 92.761 K $ | 5.77 % |
| 2026/03/31 | DFAT | DIMENSIONAL ETF TRUST | 1.51% | 1.631 M $ | 26113 | 2024/12/31 | 76.634 K $ | 4.89 % |
| 2026/03/31 | VWOB | VANGUARD WHITEHALL FDS | 1.50% | 1.612 M $ | 24542 | 2024/12/31 | -41.967 K $ | -2.58 % |
| 2026/03/31 | AVDV | AMERICAN CENTY ETF TR | 1.43% | 1.538 M $ | 15402 | 2024/12/31 | 93.362 K $ | 6.27 % |
| 2026/03/31 | DFAS | DIMENSIONAL ETF TRUST | 1.40% | 1.504 M $ | 21145 | 2024/12/31 | 30.586 K $ | 2.10 % |
| 2026/03/31 | DFUV | DIMENSIONAL ETF TRUST | 1.34% | 1.442 M $ | 29765 | 2024/12/31 | 56.221 K $ | 4.01 % |
| 2026/03/31 | IWF | ISHARES TR | 1.24% | 1.331 M $ | 3122 | 2024/12/31 | -146.421 K $ | -9.91 % |
| 2026/03/31 | SCHF | SCHWAB STRATEGIC TR | 1.23% | 1.322 M $ | 53418 | 2024/12/31 | 37.983 K $ | 2.95 % |
| 2026/03/31 | NVDA | NVIDIA CORPORATION | 1.13% | 1.219 M $ | 6988 | 2024/12/31 | -84.687 K $ | -6.49 % |
| 2026/03/31 | AAPL | APPLE INC | 1.11% | 1.193 M $ | 4701 | 2024/12/31 | -84.531 K $ | -6.65 % |
| 2026/03/31 | MSFT | MICROSOFT CORP | 0.84% | 909.508 K $ | 2457 | 2024/12/31 | -277.385 K $ | -23.46 % |
| 2026/03/31 | IVW | ISHARES TR | 0.77% | 833.394 K $ | 7368 | 2024/12/31 | -74.785 K $ | -8.23 % |
| 2026/03/31 | AGG | ISHARES TR | 0.74% | 799.818 K $ | 8057 | 2024/12/31 | -4.850 K $ | -0.61 % |
| 2026/03/31 | VOOV | VANGUARD ADMIRAL FDS INC | 0.67% | 725.085 K $ | 3558 | 2024/12/31 | -3.742 K $ | -0.52 % |
| 2026/03/31 | IDEV | ISHARES TR | 0.62% | 665.217 K $ | 7960 | 2024/12/31 | 9.132 K $ | 1.32 % |
| 2026/03/31 | AMZN | AMAZON COM INC | 0.55% | 591.070 K $ | 2838 | 2024/12/31 | -62.846 K $ | -9.77 % |
| 2026/03/31 | GOOGL | ALPHABET INC | 0.55% | 588.635 K $ | 2047 | 2024/12/31 | -52.202 K $ | -8.13 % |
| 2026/03/31 | EFIV | SPDR SERIES TRUST | 0.52% | 564.570 K $ | 8950 | 2024/12/31 | -27.476 K $ | -4.64 % |
| 2026/03/31 | FLMI | FRANKLIN TEMPLETON ETF TR | 0.50% | 542.975 K $ | 21903 | 2025/12/31 | -695.000 $ | -0.32 % |
| 2026/03/31 | VCEB | VANGUARD WORLD FD | 0.49% | 524.002 K $ | 8340 | 2024/12/31 | -6.792 K $ | -1.26 % |
| 2026/03/31 | AVGO | BROADCOM INC | 0.39% | 418.148 K $ | 1351 | 2024/12/31 | -49.433 K $ | -10.57 % |
| 2026/03/31 | META | META PLATFORMS INC | 0.37% | 396.486 K $ | 693 | 2024/12/31 | -61.044 K $ | -13.33 % |
| 2026/03/31 | AVSD | AMERICAN CENTY ETF TR | 0.36% | 390.329 K $ | 5300 | 2025/09/30 | -3.232 K $ | -0.82 % |
| 2026/03/31 | CMF | ISHARES TR | 0.35% | 372.433 K $ | 6550 | 2025/06/30 | -4.020 K $ | -1.04 % |
| 2026/03/31 | GOOG | ALPHABET INC | 0.35% | 372.344 K $ | 1298 | 2024/12/31 | -34.860 K $ | -8.59 % |
| 2026/03/31 | TSLA | TESLA INC | 0.30% | 320.820 K $ | 863 | 2024/12/31 | -66.976 K $ | -17.34 % |
| 2026/03/31 | LLY | ELI LILLY & CO | 0.29% | 316.401 K $ | 344 | 2024/12/31 | -53.134 K $ | -14.41 % |
| 2026/03/31 | JPM | JPMORGAN CHASE & CO | 0.29% | 315.339 K $ | 1072 | 2024/12/31 | -30.108 K $ | -8.71 % |
| 2026/03/31 | IWD | ISHARES TR | 0.28% | 304.266 K $ | 1424 | 2024/12/31 | 4.741 K $ | 1.58 % |
| 2026/03/31 | AVUV | AMERICAN CENTY ETF TR | 0.27% | 292.745 K $ | 2650 | 2025/06/30 | 22.939 K $ | 8.33 % |
| 2026/03/31 | GUNR | FLEXSHARES TR | 0.26% | 276.627 K $ | 5015 | 2025/06/30 | 46.689 K $ | 20.31 % |
| 2026/03/31 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 0.25% | 274.582 K $ | 573 | 2024/12/31 | -13.436 K $ | -4.67 % |
| 2026/03/31 | DFSU | DIMENSIONAL ETF TRUST | 0.25% | 271.194 K $ | 6600 | 2024/12/31 | -15.443 K $ | -5.39 % |
| 2026/03/31 | V | VISA INC | 0.00% | 0.000 $ | 0 | 2024/12/31 | 0.000 $ | 0.00 % |