VERUS ADVISORY, INC.

PrivateCIK: 2064821
Location

SEATTLE, WA

8
Positions
$8.00
Total AUM (reported)
0.00
Total Shares

Allocation by class

TOTAL AUM$8.008 positions
TR UNIT$1.0012.5%
TOTAL STK MKT$1.0012.5%
TOTAL BOND MARKET$1.0012.5%
NUBEEN ESG INTL$1.0012.5%
FTSE EMR MKT ETF$1.0012.5%
ADASINA SOCIAL$1.0012.5%
VAN FTSE DEV MKT$1.0012.5%

Portfolio Concentration

Top 337.5%4–1062.5%TOP 10100.0%0%100%
Top 3$3.0037.5%
4–10$5.0062.5%

Top 3 weight

37.5%

Top 10 weight

100.0%

Voting Authority Distribution

Total shares with voting rights: 0.00

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole8
Shared0
Other0
Dominant voting typeNone · 0.0% of voting shares
Institutional Holdings8
Rows:

SPDR S&P 500 ETF TR

SOLE
TR UNIT
Shares0.00
TypeSH
Market value$1.00
12.50%
Sole
0.00
Shared
0.00
None
0.00

VANGUARD INDEX FDS

SOLE
TOTAL STK MKT
Shares0.00
TypeSH
Market value$1.00
12.50%
Sole
0.00
Shared
0.00
None
0.00

VANGUARD BD INDEX FDS

SOLE
TOTAL BOND MARKET
Shares0.00
TypeSH
Market value$1.00
12.50%
Sole
0.00
Shared
0.00
None
0.00

NUSHARES ETF TR

SOLE
NUBEEN ESG INTL
Shares0.00
TypeSH
Market value$1.00
12.50%
Sole
0.00
Shared
0.00
None
0.00

VANGUARD INTL EQUITY INDEX F

SOLE
FTSE EMR MKT ETF
Shares0.00
TypeSH
Market value$1.00
12.50%
Sole
0.00
Shared
0.00
None
0.00

TIKAL TRUST I

SOLE
ADASINA SOCIAL
Shares0.00
TypeSH
Market value$1.00
12.50%
Sole
0.00
Shared
0.00
None
0.00

VANGUARD TAX-MANAGED FDS

SOLE
VAN FTSE DEV MKT
Shares0.00
TypeSH
Market value$1.00
12.50%
Sole
0.00
Shared
0.00
None
0.00

NUSHARES ETF TR

SOLE
NUVEEN ESG EMRGN
Shares0.00
TypeSH
Market value$1.00
12.50%
Sole
0.00
Shared
0.00
None
0.00