Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
VERUS FINANCIAL PARTNERS INC 10-23-2023 09-30-2023 103 767,539,763
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
VANGUARD INDEX FDS TOTAL STK MKT 1 $163,933,725 767,732 0.02 0.02 43,108 5.95 09-30-2023
VANGUARD BD INDEX FDS TOTAL BND MRKT 2 $87,970,939 1,266,680 0.01 0.01 81,694 6.89 09-30-2023
AMERICAN CENTY ETF TR AVANTIS SHFXDINC 3 $57,844,351 1,273,148 0.01 0.01 102,331 8.74 09-30-2023
VANGUARD STAR FDS VG TL INTL STK F 4 $49,436,620 931,185 0.01 0.00 303,806 48.42 09-30-2023
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