13F HOLDINGS REPORT
Verus Financial Partners, Inc.
Quarter ended Q4 2024 · Filed January 24, 2025 · Accession 0001481714-25-000002
Total Value
$890.8M
Positions
97
Other Managers
0
Confidential Omitted
No
Holdings (97)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908769 | 737,905 | $212.0M | 23.80% |
| 2 | VANGUARD BD INDEX FDS | 921937835 | 1,517,000 | $108.1M | 12.13% |
| 3 | AMERICAN CENTY ETF TR | 025072687 | 1,429,467 | $65.7M | 7.38% |
| 4 | VANGUARD STAR FDS | 921909768 | 1,109,780 | $64.6M | 7.25% |
| 5 | VANGUARD INDEX FDS | 922908611 | 291,822 | $57.0M | 6.40% |
| 6 | AMERICAN CENTY ETF TR | 025072562 | 1,274,559 | $51.2M | 5.75% |
| 7 | VANGUARD WORLD FD | 921910873 | 215,745 | $45.5M | 5.10% |
| 8 | VANGUARD BD INDEX FDS | 921937819 | 530,891 | $39.2M | 4.41% |
| 9 | VANGUARD INTL EQUITY INDEX F | 922042775 | 676,428 | $38.3M | 4.30% |
| 10 | DIMENSIONAL ETF TRUST | 25434V807 | 811,296 | $28.7M | 3.22% |
| 11 | ISHARES TR | 464287200 | 48,066 | $28.0M | 3.15% |
| 12 | SCHWAB STRATEGIC TR | 808524797 | 968,987 | $26.2M | 2.94% |
| 13 | VANGUARD INDEX FDS | 922908637 | 75,280 | $20.1M | 2.26% |
| 14 | VANGUARD MUN BD FDS | 922907746 | 237,545 | $11.8M | 1.33% |
| 15 | ISHARES TR | 46432F834 | 169,537 | $11.1M | 1.24% |
| 16 | VANGUARD INDEX FDS | 922908629 | 30,756 | $8.1M | 0.91% |
| 17 | ISHARES TR | 464287168 | 59,893 | $7.7M | 0.86% |
| 18 | ISHARES TR | 464287507 | 65,764 | $4.1M | 0.46% |
| 19 | DIMENSIONAL ETF TRUST | 25434V849 | 80,692 | $3.8M | 0.43% |
| 20 | APPLE INC | AAPL | 15,599 | $3.7M | 0.41% |
| 21 | SPDR S&P 500 ETF TR | SPY | 5,110 | $3.0M | 0.33% |
| 22 | PHILIP MORRIS INTL INC | 718172109 | 24,925 | $2.9M | 0.33% |
| 23 | ALTRIA GROUP INC | MO | 54,172 | $2.8M | 0.31% |
| 24 | VANGUARD INDEX FDS | 922908363 | 4,768 | $2.5M | 0.29% |
| 25 | ISHARES TR | 464287598 | 10,732 | $2.0M | 0.22% |
| 26 | DIMENSIONAL ETF TRUST | 25434V872 | 43,622 | $1.8M | 0.20% |
| 27 | VANGUARD SCOTTSDALE FDS | 92206C599 | 6,627 | $1.7M | 0.19% |
| 28 | VANGUARD SCOTTSDALE FDS | 92206C102 | 29,164 | $1.7M | 0.19% |
| 29 | HCA HEALTHCARE INC | HCA | 5,300 | $1.6M | 0.18% |
| 30 | VANGUARD INTL EQUITY INDEX F | 922042742 | 13,758 | $1.6M | 0.18% |
| 31 | VANGUARD BD INDEX FDS | 92203C303 | 28,065 | $1.4M | 0.16% |
| 32 | MICROSOFT CORP | MSFT | 3,123 | $1.3M | 0.15% |
| 33 | GRAINGER W W INC | 384802104 | 1,170 | $1.2M | 0.14% |
| 34 | QUALCOMM INC | QCOM | 7,649 | $1.2M | 0.13% |
| 35 | DIMENSIONAL ETF TRUST | 25434V724 | 26,420 | $1.1M | 0.12% |
| 36 | BRANDYWINE RLTY TR | 105368203 | 212,255 | $1.0M | 0.12% |
| 37 | VANGUARD INDEX FDS | 922908751 | 4,293 | $1.0M | 0.11% |
| 38 | EXXON MOBIL CORP | XOM | 9,291 | $989,810 | 0.11% |
| 39 | ISHARES TR | 464287614 | 2,362 | $940,430 | 0.11% |
| 40 | INTERNATIONAL BUSINESS MACHS | INTR | 4,265 | $937,234 | 0.11% |
| 41 | DIMENSIONAL ETF TRUST | 25434V500 | 13,952 | $894,601 | 0.10% |
| 42 | FIDELITY WISE ORIGIN BITCOIN | FBTC | 10,447 | $863,862 | 0.10% |
| 43 | LOWES COS INC | 548661107 | 3,466 | $859,220 | 0.10% |
| 44 | DOMINION ENERGY INC | D | 15,956 | $851,916 | 0.10% |
| 45 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,833 | $811,396 | 0.09% |
| 46 | AMERICAN CENTY ETF TR | 025072364 | 13,579 | $699,744 | 0.08% |
| 47 | ELEVANCE HEALTH INC | ELV | 1,666 | $634,867 | 0.07% |
| 48 | ABBVIE INC | ABBV | 3,485 | $610,389 | 0.07% |
| 49 | JOHNSON & JOHNSON | JNJ | 4,001 | $568,344 | 0.06% |
| 50 | NASDAQ INC | NDAQ | 7,391 | $560,829 | 0.06% |
| 51 | CARMAX INC | KMX | 6,733 | $527,463 | 0.06% |
| 52 | BANK AMERICA CORP | 060505104 | 10,935 | $493,279 | 0.06% |
| 53 | HOME DEPOT INC | HD | 1,242 | $484,167 | 0.05% |
| 54 | SOUTHERN CO | SOMN | 5,950 | $483,880 | 0.05% |
| 55 | VANGUARD INDEX FDS | 922908736 | 1,154 | $470,254 | 0.05% |
| 56 | NORFOLK SOUTHN CORP | 655844108 | 1,987 | $464,879 | 0.05% |
| 57 | MCKESSON CORP | MCK | 790 | $459,575 | 0.05% |
| 58 | JPMORGAN CHASE & CO. | VYLD | 1,909 | $457,809 | 0.05% |
| 59 | ALPHABET INC | GOOG | 2,216 | $425,574 | 0.05% |
| 60 | VANGUARD WORLD FD | 92204A306 | 3,320 | $415,069 | 0.05% |
| 61 | DIMENSIONAL ETF TRUST | 25434V880 | 16,687 | $409,508 | 0.05% |
| 62 | CAPITAL ONE FINL CORP | 14040H105 | 2,219 | $389,000 | 0.04% |
| 63 | PROCTER AND GAMBLE CO | 742718109 | 2,451 | $388,634 | 0.04% |
| 64 | INVESCO QQQ TR | IVZ | 760 | $385,594 | 0.04% |
| 65 | TJX COS INC NEW | 872540109 | 3,196 | $383,673 | 0.04% |
| 66 | ISHARES BITCOIN TRUST ETF | IBIT | 7,122 | $383,448 | 0.04% |
| 67 | DUKE ENERGY CORP NEW | DUKB | 3,521 | $372,757 | 0.04% |
| 68 | DIMENSIONAL ETF TRUST | 25434V609 | 6,767 | $369,685 | 0.04% |
| 69 | META PLATFORMS INC | META | 584 | $359,947 | 0.04% |
| 70 | DIMENSIONAL ETF TRUST | 25434V401 | 5,410 | $341,996 | 0.04% |
| 71 | MERCK & CO INC | MRK | 3,442 | $341,605 | 0.04% |
| 72 | DIMENSIONAL ETF TRUST | 25434V864 | 7,308 | $341,577 | 0.04% |
| 73 | VANGUARD INDEX FDS | 922908595 | 1,217 | $340,687 | 0.04% |
| 74 | AMAZON COM INC | AMZN | 1,475 | $322,937 | 0.04% |
| 75 | CATERPILLAR INC | CAT | 914 | $320,986 | 0.04% |
| 76 | COSTCO WHSL CORP NEW | 22160K105 | 338 | $316,776 | 0.04% |
| 77 | DIMENSIONAL ETF TRUST | 25434V781 | 11,986 | $312,947 | 0.04% |
| 78 | GE AEROSPACE | 369604301 | 1,799 | $308,841 | 0.03% |
| 79 | NVIDIA CORPORATION | NVDA | 2,270 | $308,520 | 0.03% |
| 80 | AMERICAN CENTY ETF TR | 02507A101 | 5,651 | $278,529 | 0.03% |
| 81 | MONDELEZ INTL INC | 609207105 | 4,888 | $274,960 | 0.03% |
| 82 | MCDONALDS CORP | MCD | 955 | $269,697 | 0.03% |
| 83 | AMERICAN CENTY ETF TR | 025072240 | 4,447 | $267,567 | 0.03% |
| 84 | ISHARES TR | 46429B598 | 5,199 | $266,253 | 0.03% |
| 85 | MAXIMUS INC | MMS | 3,442 | $264,380 | 0.03% |
| 86 | CSX CORP | CSX | 8,192 | $260,342 | 0.03% |
| 87 | UDR INC | UDR | 6,320 | $253,358 | 0.03% |
| 88 | PEPSICO INC | PEP | 1,768 | $252,174 | 0.03% |
| 89 | ISHARES TR | 464287390 | 11,774 | $248,903 | 0.03% |
| 90 | PFIZER INC | PFE | 9,292 | $248,270 | 0.03% |
| 91 | ALPHABET INC | GOOG | 1,266 | $244,553 | 0.03% |
| 92 | COCA COLA CO | KO | 3,993 | $243,876 | 0.03% |
| 93 | FLEXSHARES TR | FLEX | 6,353 | $233,743 | 0.03% |
| 94 | HONEYWELL INTL INC | 438516106 | 1,011 | $220,674 | 0.02% |
| 95 | CHEVRON CORP NEW | CVX | 1,405 | $215,178 | 0.02% |
| 96 | WALMART INC | WMT | 2,235 | $207,846 | 0.02% |
| 97 | RBB FD INC | 74933W460 | 4,100 | $205,349 | 0.02% |