Filer Name: VERIDAN WEALTH LLC
CIK: 2052405
Period: 2024-12-31
Filed At: 2025-02-05
Number of Holdings: 82
Portfolio Value: $0.21B

Veridan Wealth Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
COOP US MR COOPER GROUP INC 545,900 $56M 26.34% - -
WFC US WELLS FARGO & CO 137,104 $11M 5.02% - -
IUSB US ISHARES CORE TOTAL BOND ETF 187,176 $8M 3.97% - -
IWY US ISHARES RUSSELL TOP 200 GROW 28,987 $7M 3.20% - -
OEF US ISHARES S&P 100 ETF 17,642 $5M 2.41% - -
DBEF US XTRACKERS MSCI EAFE HEDGED E 109,107 $5M 2.20% - -
HFXI US NYLI FTSE INT EQ CUR NEU-USD 174,470 $5M 2.20% - -
IWX US ISHARES RUSSELL TOP 200 VALU 56,356 $5M 2.19% - -
IWL US ISHARES RUSSELL TOP 200 ETF 31,420 $5M 2.17% - -
IMTM US ISHARES MSCI INTL MOMENTUM F 117,839 $5M 2.14% - -
BLV US VANGUARD LONG-TERM BOND ETF 65,836 $5M 2.12% - -
BIV US VANGUARD INTERMEDIATE-TERM B 60,512 $5M 2.12% - -
VCIT US VANGUARD INT-TERM CORPORATE 55,592 $4M 2.10% - -
IGIB US ISHARES 5-10Y INV GRADE CORP 86,712 $4M 2.10% - -
MGV US VANGUARD MEGA CAP VALUE ETF 33,063 $4M 2.02% - -
VO US VANGUARD MID-CAP ETF 15,666 $4M 2.02% - -
VUG US VANGUARD GROWTH ETF 10,038 $4M 1.95% - -
IQLT US ISHARES MSCI INTERNATIONAL Q 92,902 $4M 1.68% - -
ESGD US ISHARES TRUST ISHARES ESG AW 44,413 $3M 1.63% - -
VOE US VANGUARD MID-CAP VALUE ETF 19,515 $3M 1.51% - -
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