Portfolio (Quarterly)
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Veery Capital, LLC
· CIK 0001844375| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | AMZN | AMAZON COM INC | Consumer Cyclical | 6,594.0 | $1.6M | 0.42% | +95.0 | +1.5% | $238.34 | +7.5% |
| 22 | SCHX | SCHWAB STRATEGIC TR | — | 51,559.0 | $1.5M | 0.41% | +483.0 | +0.9% | $29.43 | +3.3% |
| 23 | VWO | VANGUARD INTL EQUITY INDEX F | — | 19,062.0 | $1.1M | 0.31% | +407.0 | +2.2% | $59.69 | +2.2% |
| 24 | USMV | ISHARES TR | — | 9,007.0 | $869K | 0.23% | +1K | +15.0% | $96.46 | +5.7% |
| 25 | VTEB | VANGUARD MUN BD FDS | — | 15,349.0 | $776K | 0.21% | +110.0 | +0.7% | $50.58 | -2.2% |
| 26 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | Technology | 1,618.0 | $773K | 0.21% | +13.0 | +0.8% | $477.57 | -10.5% |
| 27 | AVGO | BROADCOM INC | Technology | 1,900.0 | $718K | 0.19% | +27.0 | +1.4% | $377.83 | -1.7% |
| 28 | SUB | ISHARES TR | — | 5,219.0 | $556K | 0.15% | +3K | +144.2% | $106.47 | -0.1% |
| 29 | IVW | ISHARES TR | — | 3,754.0 | $516K | 0.14% | +152.0 | +4.2% | $137.53 | +2.4% |
| 30 | IVE | ISHARES TR | — | 2,128.0 | $483K | 0.13% | +152.0 | +7.7% | $227.06 | +4.4% |
| 31 | JNJ | JOHNSON & JOHNSON | Healthcare | 1,691.0 | $429K | 0.12% | +335.0 | +24.7% | $253.97 | +4.6% |
| 32 | HYMB | SPDR SERIES TRUST | — | 14,610.0 | $372K | 0.10% | +527.0 | +3.7% | $25.44 | -2.5% |
| 33 | PM | PHILIP MORRIS INTL INC | Consumer Defensive | 1,885.0 | $341K | 0.09% | +37.0 | +2.0% | $180.91 | +5.3% |
| 34 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 1,111.0 | $312K | 0.08% | +185.0 | +20.0% | $281.21 | -15.1% |
| 35 | EFAV | ISHARES TR | — | 3,438.0 | $302K | 0.08% | +497.0 | +16.9% | $87.71 | +7.2% |
| 36 | C | CITIGROUP INC | Financial Services | 2,050.0 | $287K | 0.08% | +14.0 | +0.7% | $139.96 | -5.2% |
| 37 | ACWV | ISHARES INC | — | 2,221.0 | $267K | 0.07% | +238.0 | +12.0% | $120.23 | +6.0% |
| 38 | — | BERKSHIRE HATHAWAY INC DEL | — | 525.0 | $263K | 0.07% | +9.0 | +1.7% | $500.39 | — |
| 39 | CRM | SALESFORCE INC | Technology | 1,510.0 | $237K | 0.06% | +15.0 | +1.0% | $156.66 | +60.9% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
38.8%
Financial Services
21.6%
Consumer Cyclical
11.2%
Healthcare
8.0%
Communication Services
5.7%
Energy
4.3%
Industrials
4.1%
Consumer Defensive
3.8%
Utilities
2.6%