Verde Capital Management 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
VC Verde Capital Management | Institutional Filer | ▼ 0.26% | $467.7M | 69 |
Current Portfolio Holdings
Showing all 69 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | ESGV | VANGUARD WORLD FD | — | 607K | $68.2M | 14.58% |
| 2 | MOAT | VANECK ETF TRUST | — | 658K | $63.7M | 13.61% |
| 3 | FNDF | SCHWAB STRATEGIC TR | — | 992K | $48.6M | 10.38% |
| 4 | QQQM | INVESCO EXCH TRADED FD TR II | — | 166K | $39.4M | 8.43% |
| 5 | HEFA | ISHARES TR | — | 832K | $35.3M | 7.56% |
| 6 | IJH | ISHARES TR | — | 495K | $33.4M | 7.14% |
| 7 | BIV | VANGUARD BD INDEX FDS | — | 141K | $10.9M | 2.33% |
| 8 | NVDA | NVIDIA Corporation | Technology | 60K | $10.5M | 2.25% |
| 9 | IBIT | ISHARES BITCOIN TRUST ETF | — | 262K | $10.1M | 2.16% |
| 10 | ILTB | ISHARES TR | — | 175K | $8.6M | 1.83% |
| 11 | TSLA | Tesla, Inc. | Consumer Cyclical | 22K | $8.0M | 1.72% |
| 12 | QQQ | Invesco QQQ Trust | — | 14K | $7.9M | 1.69% |
| 13 | GOOG | Alphabet Inc. | Technology | 23K | $6.5M | 1.39% |
| 14 | IMCG | ISHARES TR | — | 78K | $6.1M | 1.31% |
| 15 | NFLX | Netflix, Inc. | Communication Services | 60K | $5.8M | 1.23% |
Showing 1 to 15 of 69 holdings