Filling information for Verus Financial Partners, Inc. as Treemap, investor disclosed 103 total holdings based on 2023-06-30 SEC fillings. A list of the exposed holdings
Product description
CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
---|---|---|---|---|---|---|
00287Y109 | 00287Y109 | ABBVIE INC | COM | 381211 | 2692 | |
02079K305 | 02079K305 | ALPHABET INC | CAP STK CL A | 290143 | 2374 | |
02209S103 | 02209S103 | ALTRIA GROUP INC | COM | 2516230 | 55350 | |
023135106 | 023135106 | AMAZON COM INC | COM | 209449 | 1622 | |
025072562 | 025072562 | AMERICAN CENTY ETF TR | AVANTIS CORE FI | 32218773 | 781988 | |
025072240 | 025072240 | AMERICAN CENTY ETF TR | AVANTIS INFLATIN | 253240 | 4447 | |
025072687 | 025072687 | AMERICAN CENTY ETF TR | AVANTIS SHFXDINC | 53647530 | 1170817 | |
025072364 | 025072364 | AMERICAN CENTY ETF TR | INTERNATIONAL LR | 652455 | 12921 | |
037833100 | 037833100 | APPLE INC | COM | 5364990 | 27709 | |
058498106 | 058498106 | BALL CORP | COM | 296168 | 5002 | |
060505104 | 060505104 | BANK AMERICA CORP | COM | 370894 | 11536 | |
084670702 | 084670702 | BERKSHIRE HATHAWAY INC DEL | CL B NEW | 669092 | 1925 | |
105368203 | 105368203 | BRANDYWINE RLTY TR | SH BEN INT NEW | 572360 | 127191 | |
11271J107 | 11271J107 | BROOKFIELD CORP | CL A LTD VT SH | 219289 | 6146 | |
14040H105 | 14040H105 | CAPITAL ONE FINL CORP | COM | 344098 | 3005 | |
143130102 | 143130102 | CARMAX INC | COM | 1121969 | 13716 | |
149123101 | 149123101 | CATERPILLAR INC | COM | 208204 | 794 | |
166764100 | 166764100 | CHEVRON CORP NEW | COM | 287636 | 1769 | |
191216100 | 191216100 | COCA COLA CO | COM | 264710 | 4252 | |
20030N101 | 20030N101 | COMCAST CORP NEW | CL A | 203581 | 4702 | |
22160K105 | 22160K105 | COSTCO WHSL CORP NEW | COM | 242467 | 429 | |
126408103 | 126408103 | CSX CORP | COM | 889089 | 26804 | |
244199105 | 244199105 | DEERE & CO | COM | 288763 | 647 | |
25434V872 | 25434V872 | DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 255263 | 6129 | |
25434V807 | 25434V807 | DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 18641333 | 545228 | |
25434V781 | 25434V781 | DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 287377 | 11509 | |
25434V849 | 25434V849 | DIMENSIONAL ETF TRUST | NATL MUN BD ETF | 2674331 | 55972 | |
25434V864 | 25434V864 | DIMENSIONAL ETF TRUST | SHORT DURATION F | 538451 | 11585 | |
25434V401 | 25434V401 | DIMENSIONAL ETF TRUST | US EQUITY ETF | 265991 | 5370 | |
25434V724 | 25434V724 | DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 990718 | 27635 | |
25434V500 | 25434V500 | DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 782346 | 13737 | |
25434V609 | 25434V609 | DIMENSIONAL ETF TRUST | US TARGETED VLU | 303688 | 6237 | |
25434V880 | 25434V880 | DIMENSIONAL ETF TRUST | WORLD EX US CORE | 399860 | 16578 | |
25746U109 | 25746U109 | DOMINION ENERGY INC | COM | 968373 | 17893 | |
26441C204 | 26441C204 | DUKE ENERGY CORP NEW | COM NEW | 259013 | 2718 | |
036752103 | 036752103 | ELEVANCE HEALTH INC | COM | 882342 | 1854 | |
30231G102 | 30231G102 | EXXON MOBIL CORP | COM | 682840 | 6461 | |
33939L407 | 33939L407 | FLEXSHARES TR | MORNSTAR UPSTR | 257545 | 6047 | |
369604301 | 369604301 | GENERAL ELECTRIC CO | COM NEW | 218985 | 1869 | |
384802104 | 384802104 | GRAINGER W W INC | COM | 885471 | 1155 | |
40412C101 | 40412C101 | HCA HEALTHCARE INC | COM | 1735737 | 6079 | |
437076102 | 437076102 | HOME DEPOT INC | COM | 404136 | 1243 | |
438516106 | 438516106 | HONEYWELL INTL INC | COM | 238758 | 1139 | |
46090E103 | 46090E103 | INVESCO QQQ TR | UNIT SER 1 | 277410 | 732 | |
464285204 | 464285204 | ISHARES GOLD TR | ISHARES NEW | 227489 | 6112 | |
464289859 | 464289859 | ISHARES TR | AGGRES ALLOC ETF | 739646 | 10987 | |
464289883 | 464289883 | ISHARES TR | CONSER ALLOC ETF | 253872 | 7151 | |
46432F834 | 46432F834 | ISHARES TR | CORE MSCI TOTAL | 33042450 | 512604 | |
464287507 | 464287507 | ISHARES TR | CORE S&P MCP ETF | 4059021 | 14992 | |
464287150 | 464287150 | ISHARES TR | CORE S&P TTL STK | 2662040 | 26435 | |
464287200 | 464287200 | ISHARES TR | CORE S&P500 ETF | 25332283 | 55330 | |
464289867 | 464289867 | ISHARES TR | GRWT ALLOCAT ETF | 635596 | 12242 | |
464289875 | 464289875 | ISHARES TR | MODERT ALLOC ETF | 725282 | 17833 | |
464287614 | 464287614 | ISHARES TR | RUS 1000 GRW ETF | 684356 | 2428 | |
464287598 | 464287598 | ISHARES TR | RUS 1000 VAL ETF | 1748696 | 10724 | |
464287655 | 464287655 | ISHARES TR | RUSSELL 2000 ETF | 236114 | 1211 | |
464287168 | 464287168 | ISHARES TR | SELECT DIVID ETF | 16881871 | 143822 | |
478160104 | 478160104 | JOHNSON & JOHNSON | COM | 754462 | 4376 | |
46625H100 | 46625H100 | JPMORGAN CHASE & CO | COM | 324245 | 2068 | |
532457108 | 532457108 | LILLY ELI & CO | COM | 241761 | 528 | |
548661107 | 548661107 | LOWES COS INC | COM | 1028171 | 4395 | |
577933104 | 577933104 | MAXIMUS INC | COM | 504251 | 5790 | |
580135101 | 580135101 | MCDONALDS CORP | COM | 359548 | 1230 | |
58155Q103 | 58155Q103 | MCKESSON CORP | COM | 343410 | 835 | |
58933Y105 | 58933Y105 | MERCK & CO INC | COM | 400164 | 3721 | |
594918104 | 594918104 | MICROSOFT CORP | COM | 1409289 | 4015 | |
609207105 | 609207105 | MONDELEZ INTL INC | CL A | 363768 | 4889 | |
631103108 | 631103108 | NASDAQ INC | COM | 403862 | 7908 | |
655844108 | 655844108 | NORFOLK SOUTHN CORP | COM | 492274 | 2076 | |
713448108 | 713448108 | PEPSICO INC | COM | 298949 | 1562 | |
717081103 | 717081103 | PFIZER INC | COM | 393485 | 10618 | |
718172109 | 718172109 | PHILIP MORRIS INTL INC | COM | 2631732 | 27078 | |
742718109 | 742718109 | PROCTER AND GAMBLE CO | COM | 355679 | 2313 | |
808524797 | 808524797 | SCHWAB STRATEGIC TR | US DIVIDEND EQ | 13264412 | 176084 | |
842587107 | 842587107 | SOUTHERN CO | COM | 424792 | 5850 | |
78462F103 | 78462F103 | SPDR S&P 500 ETF TR | TR UNIT | 2645297 | 5808 | |
872540109 | 872540109 | TJX COS INC NEW | COM | 283485 | 3248 | |
89832Q109 | 89832Q109 | TRUIST FINL CORP | COM | 239801 | 7360 | |
902653104 | 902653104 | UDR INC | COM | 306252 | 7249 | |
91324P102 | 91324P102 | UNITEDHEALTH GROUP INC | COM | 210540 | 412 | |
913456109 | 913456109 | UNIVERSAL CORP VA | COM | 809347 | 16691 | |
921937827 | 921937827 | VANGUARD BD INDEX FDS | SHORT TRM BOND | 45724558 | 605303 | |
921937835 | 921937835 | VANGUARD BD INDEX FDS | TOTAL BND MRKT | 85816685 | 1184986 | |
92203C303 | 92203C303 | VANGUARD BD INDEX FDS | VANGUARD ULTRA | 1871951 | 38071 | |
922908736 | 922908736 | VANGUARD INDEX FDS | GROWTH ETF | 363895 | 1256 | |
922908637 | 922908637 | VANGUARD INDEX FDS | LARGE CAP ETF | 30176249 | 144709 | |
922908629 | 922908629 | VANGUARD INDEX FDS | MID CAP ETF | 7702025 | 33781 | |
922908553 | 922908553 | VANGUARD INDEX FDS | REAL ESTATE ETF | 561756 | 6512 | |
922908363 | 922908363 | VANGUARD INDEX FDS | S&P 500 ETF SHS | 1898180 | 4535 | |
922908611 | 922908611 | VANGUARD INDEX FDS | SM CP VAL ETF | 51918497 | 300977 | |
922908751 | 922908751 | VANGUARD INDEX FDS | SMALL CP ETF | 1145893 | 5563 | |
922908595 | 922908595 | VANGUARD INDEX FDS | SML CP GRW ETF | 286896 | 1217 | |
922908769 | 922908769 | VANGUARD INDEX FDS | TOTAL STK MKT | 164409920 | 724624 | |
922908744 | 922908744 | VANGUARD INDEX FDS | VALUE ETF | 562007 | 3824 | |
922042775 | 922042775 | VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 61077231 | 1092421 | |
922042742 | 922042742 | VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 233989 | 2344 | |
922020805 | 922020805 | VANGUARD MALVERN FDS | STRM INFPROIDX | 1919930 | 40659 | |
922907746 | 922907746 | VANGUARD MUN BD FDS | TAX EXEMPT BD | 11224813 | 222626 | |
92206C599 | 92206C599 | VANGUARD SCOTTSDALE FDS | VNG RUS3000IDX | 2826817 | 13893 | |
921908844 | 921908844 | VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 773778 | 4635 | |
921909768 | 921909768 | VANGUARD STAR FDS | VG TL INTL STK F | 36218567 | 627379 | |
921910873 | 921910873 | VANGUARD WORLD FD | MEGA CAP INDEX | 36818913 | 229030 | |
92204A306 | 92204A306 | VANGUARD WORLD FDS | ENERGY ETF | 380565 | 3167 |