Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| VEERY CAPITAL LLC | 04-19-2024 | 03-31-2024 | 96 | 244,037,886 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 1 | $34,059,750 | 548,820 | 0.01 | 0.01 | 6,986 | 1.29 | 03-31-2024 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 2 | $30,628,897 | 610,502 | 0.01 | 0.01 | 25,683 | 4.39 | 03-31-2024 |
| VANGUARD INDEX FDS | VALUE ETF | 3 | $19,244,146 | 118,164 | 0.01 | 0.01 | 857 | 0.73 | 03-31-2024 |
| VANGUARD INDEX FDS | GROWTH ETF | 4 | $18,923,296 | 54,978 | 0.01 | 0.01 | -639 | -1.15 | 03-31-2024 |
