Veery Capital, LLC
CIK 1844375 · Holdings on Jun 30, 2025 · First reported Jul 7, 2025
Top ten holdings
Q2 2025- SCHG13.16%
- SCHV10.50%
- IDEV9.70%
- VUG8.27%
- VTV7.73%
- BND6.40%
- IEMG4.65%
- IEFA4.18%
- MUB3.79%
- VBK3.64%
Share classes counted separately72.02%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- SCHGWeight increased · +1.06 pp12.10% → 13.16%Shares +67.65K (+5.45%)
- MUBWeight decreased · -0.69 pp4.48% → 3.79%Shares -3.62K (-3.32%)
- VUGWeight increased · +0.59 pp7.68% → 8.27%Shares +1.59K (+2.98%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SCHGSCHWAB US LARGE-CAP GROWTHUS LCAP GR ETF View history and evidence | $38.27M | 13.16% | 1.31M shares | 12.10% → 13.16%+1.06 pp +67.65K (+5.45%) | Added | ↗▾ |
| 02 | SCHVSCHWAB US LARGE-CAP VALUEUS LCAP VA ETF View history and evidence | $30.53M | 10.50% | 1.10M shares | 10.77% → 10.50%-0.27 pp +62.01K (+5.96%) | Added | ↗▾ |
| 03 | IDEVISHARES CORE MSCI DEV MKTSCORE MSCI INTL View history and evidence | $28.21M | 9.70% | 370.98K shares | 9.39% → 9.70%+0.31 pp +20.60K (+5.88%) | Added | ↗▾ |
| 04 | VUGVANGUARD MRNGSTAR GR ETF-SUIGROWTH ETF View history and evidence | $24.05M | 8.27% | 54.85K shares | 7.68% → 8.27%+0.59 pp +1.59K (+2.98%) | Added | ↗▾ |
| 05 | VTVVANGUARD MRNGSTR VAL ETF-AUIVALUE ETF View history and evidence | $22.47M | 7.73% | 127.13K shares | 8.16% → 7.73%-0.43 pp +5.65K (+4.65%) | Added | ↗▾ |
| 06 | BNDVANGUARD TOTAL BOND MARKETTOTAL BND MRKT View history and evidence | $18.62M | 6.40% | 252.86K shares | 6.92% → 6.40%-0.52 pp +10.82K (+4.47%) | Added | ↗▾ |
| 07 | IEMGISHARES CORE MSCI EMERGINGCORE MSCI EMKT View history and evidence | $13.51M | 4.65% | 225.13K shares | 4.53% → 4.65%+0.12 pp +9.42K (+4.37%) | Added | ↗▾ |
| 08 | IEFAISHARES CORE MSCI EAFE ETFCORE MSCI EAFE View history and evidence | $12.15M | 4.18% | 145.59K shares | 4.28% → 4.18%-0.10 pp +156 (+0.11%) | Added | ↗▾ |
| 09 | MUBISHARES NATIONAL MUNI BOND ENATIONAL MUN ETF View history and evidence | $11.03M | 3.79% | 105.58K shares | 4.48% → 3.79%-0.69 pp -3.62K (-3.32%) | Reduced | ↗▾ |
| 10 | VBKVAN MORST SML-CAP GRO-USD INSML CP GRW ETF View history and evidence | $10.58M | 3.64% | 38.22K shares | 3.52% → 3.64%+0.12 pp +2.26K (+6.28%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 3
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| TMO THERMO FISHER SCIENTIFIC INC | Non-derivative | -426 | -$211.98K | SEC filing ↗ | SEC filing ↗ |
| UNH UNITEDHEALTH GROUP INC | Non-derivative | -387 | -$202.69K | SEC filing ↗ | SEC filing ↗ |
| EMB ISHARES JP MORGAN USD EMERGI | Non-derivative | -2,223 | -$201.41K | SEC filing ↗ | SEC filing ↗ |
3 / 3 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1844375 · Period Jun 30, 2025
Data loaded Sep 23, 2026 · First reported Jul 7, 2025
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 290803272
}Research all 94 reported holdings.
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