VC

Veery Capital, LLC

13F
Veery Capital, LLC
Last update 2024-07-18 96 Stocks (2 new)
Value $247.00 Mil Turnover 3 %
Countries:
Top Holdings: SCHX(13.24%)VEA(11.98%)VUG(7.88%)VTV(7.48%)BND(5.82%)
Portfolio Report
Summary Stock Picks Current Portfolio
Veery Capital, LLC Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SCHX 		Schwab U.S. Large-Cap ETF
508,658
32681.250
-7.32%
13.240
-1.02%
-
+4.37%
+19.50%
43371.902
 
VEA 		Vanguard FTSE Developed Markets ETF
598,590
29582.320
-1.95%
11.980
-0.24%
-
+4.15%
+8.46%
138036.269
 
VUG 		Vanguard Growth ETF
51,983
19442.210
-5.45%
7.880
-0.42%
-
+1.91%
+22.52%
134880.373
 
VTV 		Vanguard Value ETF
115,132
18468.280
-2.57%
7.480
-0.20%
-
+7.00%
+16.18%
123629.989
 
BND 		Vanguard Total Bond Market ETF
199,531
14376.180
+5.39%
5.820
+0.30%
-
+3.86%
+2.38%
111881.137
 
IEFA 		iShares Core MSCI EAFE ETF
156,333
11356.040
-0.71%
4.600
-0.03%
-
+5.31%
+9.03%
123354.180
 
MUB 		iShares National Muni Bond ETF
94,801
10101.020
+1.16%
4.090
+0.05%
-
+1.41%
-0.05%
39152.123
 
SCHG 		Schwab U.S. Large-Cap Growth ETF
83,302
8400.180
+18.47%
3.400
+0.53%
-
+2.53%
+24.57%
29617.242
 
VWO 		Vanguard FTSE Emerging Markets ETF
182,691
7994.570
0%
3.240
0%
-
+2.32%
+10.21%
79845.648
 
SCHA 		Schwab U.S. Small-Cap ETF
140,931
6687.180
-2.48%
2.710
-0.07%
-
+9.98%
+9.21%
17821.769
 

Veery Capital, LLC's Historical Top Holdings Breakdowns

Veery Capital, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SCHX 		Schwab U.S. Large-Cap ETF2024-06-30Reduce
-1.02%
●
58.7 ($61.99) 64.78
$67.40
8.73%
Reduce -7.32%
508,658
-40,162
SCHV 		Schwab U.S. Large-Cap Value ETF2024-06-30Add
+0.53%
●
71.74 ($74.13) 75.86
$79.83
7.69%
Add 39.36%
63,050
17,808
SCHG 		Schwab U.S. Large-Cap Growth ETF2024-06-30Add
+0.53%
●
87.04 ($94.35) 101.61
$103.34
9.53%
Add 18.47%
83,302
12,990
IDEV 		iShares Core MSCI International Developed Markets ETF2024-06-30Add
+0.46%
●
64.09 ($66.52) 68.74
$69.66
4.72%
Add 20.88%
100,532
17,367
VUG 		Vanguard Growth ETF2024-06-30Reduce
-0.42%
●
322.46 ($349.89) 377.11
$380.89
8.86%
Reduce -5.45%
51,983
-2,995
BND 		Vanguard Total Bond Market ETF2024-06-30Add
+0.30%
●
70.55 ($71.62) 72.66
$75.30
5.14%
Add 5.39%
199,531
10,202
VEA 		Vanguard FTSE Developed Markets ETF2024-06-30Reduce
-0.24%
●
47.83 ($49.76) 51.21
$51.95
4.40%
Reduce -1.95%
598,590
-11,912
VTV 		Vanguard Value ETF2024-06-30Reduce
-0.20%
●
154.57 ($159.83) 163.65
$173.69
8.67%
Reduce -2.57%
115,132
-3,032
RSP 		Invesco S&P 500 Equal Weight ETF2024-06-30Add
+0.12%
●
159.21 ($164.49) 168.37
$177.44
7.87%
Add 12.02%
16,808
1,803
BNDX 		Vanguard Total International Bond ETF2024-06-30Add
+0.10%
●
48.24 ($48.69) 49.07
$50.17
3.04%
Add 33.53%
20,084
5,043

Veery Capital, LLC Total Holding History ($B)

To

Veery Capital, LLC's Asset Allocation

To

Veery Capital, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Veery Capital, LLC's Hypothetical Growth since 2024-06-30

Veery Capital, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Veery Capital, LLC's Holdings Heat Map

Size field:

Veery Capital, LLC's Holdings Bubble Chart

Veery Capital, LLC News

  • 1

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