Portfolio (Quarterly)
Guide ↗
Verum Partners LLC
· CIK 0001958984| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | DUSB | DIMENSIONAL ETF TRUST | — | 16,714 | $848K | 0.16% | SOLD |
| 2 | HON | HONEYWELL INTL INC | Industrials | 1,835 | $415K | 0.08% | SOLD |
| 3 | BNDX | VANGUARD CHARLOTTE FDS | — | 7,307 | $351K | 0.07% | SOLD |
| 4 | IGSB | ISHARES TR | — | 5,733 | $301K | 0.06% | SOLD |
| 5 | ACN | ACCENTURE PLC IRELAND | Technology | 1,420 | $282K | 0.05% | SOLD |
| 6 | SHY | ISHARES TR | — | 3,051 | $252K | 0.05% | SOLD |
Sector Allocation
Technology
27.8%
Financial Services
25.0%
Healthcare
10.8%
Consumer Cyclical
10.0%
Consumer Defensive
9.3%
Industrials
9.1%
Communication Services
3.7%
Energy
2.3%
Utilities
1.3%
Basic Materials
0.4%