Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| VERUS CAPITAL PARTNERS LLC | 02-09-2024 | 12-31-2023 | 371 | 817,301,833 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 151 | $612,598 | 8,329 | 0.00 | 0.00 | 214 | 2.64 | 12-31-2023 |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 152 | $598,395 | 16,899 | 0.00 | 0.00 | 4,825 | 39.96 | 12-31-2023 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL TEC | 153 | $591,529 | 18,123 | 0.00 | 0.00 | -15,656 | -46.35 | 12-31-2023 |
| ISHARES TR | ESG AWR US AGRGT | 154 | $589,253 | 12,343 | 0.00 | 0.00 | 2,341 | 23.41 | 12-31-2023 |
