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CIK: 0001767297
Total reported value
$604.4M
$604.4M
146 檔
18.7%
In Q4 2024, VeraBank, N.A.'s U.S. equity holdings reached a combined market value of $604.4M, distributed across 146 disclosed stock positions.
During Q4 2024, VeraBank, N.A.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including QDF, VIGI, DFAU) accounted for 18.7% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QDF | Flexshares Quality Dividend | ETF-Other | 8.54% | +0.36% | +4.62% | |
| 2 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 7.11% | -0.47% | +8.84% | |
| 3 | DFAU | Dimensional US Core Equity M | ETF-Other | 6.59% | +1.03% | +22.82% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.31% | +0.63% | +21.49% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 4.33% | +0.01% | -0.36% | |
| 6 | VUG | Vanguard Growth ETF | ETF-Other | 4.29% | +0.92% | +25.23% | |
| 7 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 3.61% | +0.45% | — | |
| 8 | DFIC | Dimensional International Co | ETF-Other | 3.51% | +0.12% | +29.65% | |
| 9 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 3.45% | +1.03% | +15.40% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 3.26% | -0.36% | -0.05% | |
| 11 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 2.86% | -0.42% | -9.63% | |
| 12 | TDTT | Flexshares Iboxx 3-year Targ | ETF-Other | 2.40% | -0.13% | +4.75% | |
| 13 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.80% | +0.26% | +5.79% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.57% | +0.16% | -0.68% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.42% | -0.01% | -0.13% | |
| 16 | XOM | Exxon Mobil CORP | Stock-Energy | 1.39% | -0.53% | +0.23% | |
| 17 | DFIV | Dimensional International Va | ETF-Other | 1.37% | -0.08% | -32.49% | |
| 18 | GUNR | Flexshares Global Upstream N | ETF-Other | 1.20% | -0.20% | -48.13% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.04% | +0.09% | -0.32% | |
| 20 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.04% | +0.06% | +8.78% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.01% | -0.08% | -1.45% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.99% | +0.01% | +1.45% | |
| 23 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.99% | -0.10% | -0.31% | |
| 24 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.96% | +0.01% | -33.26% | |
| 25 | CVX | Chevron CORP | Stock-Energy | 0.88% | -0.25% | -0.47% | |
| 26 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.80% | +0.05% | +0.63% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.71% | +0.03% | -2.28% | |
| 28 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.69% | -0.02% | -0.06% | |
| 29 | CRM | Salesforce Inc | Stock-Tech | 0.68% | -0.08% | -0.08% | |
| 30 | ABBV | Abbvie Inc | Stock-Healthcare | 0.65% | -0.01% | — | |
| 31 | ABT | Abbott Laboratories | Stock-Healthcare | 0.63% | -0.08% | -0.33% | |
| 32 | DHR | Danaher CORP | Stock-Healthcare | 0.61% | -0.04% | -0.32% | |
| 33 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.61% | -0.03% | -0.25% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.61% | -0.02% | — | |
| 35 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.59% | -0.11% | -0.09% | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.57% | -0.05% | +13.98% | |
| 37 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.56% | -0.09% | -0.42% | |
| 38 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.56% | -0.03% | -0.20% | |
| 39 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.56% | -0.07% | -0.75% | |
| 40 | MA | Mastercard Inc - A | Stock-Financials | 0.56% | -0.08% | -1.86% | |
| 41 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.49% | -0.01% | -5.81% | |
| 42 | DE | Deere & Co | Stock-Industrials | 0.48% | — | +0.05% | |
| 43 | ORCL | Oracle CORP | Stock-Tech | 0.47% | -0.04% | -3.84% | |
| 44 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.47% | +0.04% | -6.52% | |
| 45 | SBR | Sabine Royalty Trust | Stock-Other | 0.44% | -0.03% | — | |
| 46 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.41% | — | -6.65% | |
| 47 | AFL | Aflac Inc | Stock-Financials | 0.39% | -0.01% | — | |
| 48 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.39% | -0.01% | — | |
| 49 | FISV | Fiserv Inc | Stock-Other | 0.37% | — | -0.92% | |
| 50 | WM | Waste Management Inc | Stock-Industrials | 0.36% | -0.03% | -0.34% |
According to official SEC Form 13F filings, VeraBank, N.A. reported a total U.S. public equity portfolio value of $604.4M across 146 disclosed positions in Q4 2024.
During Q4 2024, VeraBank, N.A.'s top holdings by market value included QDF (8.5%)、VIGI (7.1%)、DFAU (6.6%). The largest single position, QDF, represented 8.5% of total portfolio value.
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In Q4 2024, VeraBank, N.A. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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