Veery Capital, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 19, 2024), Veery Capital, LLC reported 96 stock positions worth $244.0 million. Its top holding was Schwab US Large-Cap ETF (SCHX) at 14.0% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 12.6%) and Vanguard Mrngstr Val ETF-Aui (VTV, 7.9%). Compared with Q4 2023, it opened 8 new positions, sold out of 2, added to 40 and reduced 35. The biggest buy was iShares National Muni Bond E (MUB, shares +21%) and the biggest sale Vanguard Tax-Exempt Bond ETF (VTEB, shares −63%).
- Most Recent 13F
- Q2 2026
- Location
- Wilmington, DE
- CIK
- 0001844375
- Portfolio Value
- $244.0M (Q1 2024)
- SEC Filing
- 0001844375-24-000002 ↗ filed Apr 19, 2024
Holdings Value
Holdings 96 stocks · $244.0M
| SCHX Schwab US Large-Cap ETF | 13.96% | 548,820 | $34.1M | Add +1.3% |
| VEA Vanguard Ftse Developed ETF | 12.55% | 610,502 | $30.6M | Add +4.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 7.89% | 118,164 | $19.2M | Add +0.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 7.75% | 54,978 | $18.9M | Reduce -1.1% |
| BND Vanguard Total Bond Market | 5.63% | 189,329 | $13.8M | Add +7.3% |
| IEFA iShares Core MSCI Eafe ETF | 4.79% | 157,449 | $11.7M | Reduce -2.0% |
| MUB iShares National Muni Bond E | 4.13% | 93,712 | $10.1M | Add +21.4% |
| VWO Vanguard Ftse Emerging Marke | 3.13% | 182,685 | $7.6M | Add +6.9% |
| SCHA Schwab US Small-Cap ETF | 2.92% | 144,521 | $7.1M | Add +5.5% |
| SCHG Schwab US Large-Cap Growth | 2.67% | 70,312 | $6.5M | Reduce -0.2% |
| IDEV iShares Core MSCI Dev MKTS | 2.29% | 83,165 | $5.6M | Add +11.6% |
| HYLB Xtrackers Usd High Yield Cor | 2.16% | 147,557 | $5.3M | Add +22.6% |
| HYD Vaneck High Yield Muni ETF | 1.86% | 86,967 | $4.5M | Add +14.9% |
| IEMG iShares Core MSCI Emerging | 1.85% | 87,519 | $4.5M | Add +3.2% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 1.75% | 22,270 | $4.3M | Add +1.3% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 1.75% | 16,363 | $4.3M | Add +1.7% |
| EMLC Vaneck JPM Em Local Curr BND | 1.54% | 153,758 | $3.8M | Add +8.7% |
| SCHV Schwab US Large-Cap Value | 1.41% | 45,242 | $3.4M | Add +0.7% |
| VWOB Vanguard Emerg MKTS Gov BND | 1.40% | 53,523 | $3.4M | Add +18.9% |
| RSP Invesco S&P 500 Equal Weight | 1.04% | 15,005 | $2.5M | Add +22.1% |
| VTIP Vanguard Short-Term Tips | 0.86% | 43,749 | $2.1M | Add +9.0% |
| VOO Vanguard S&P 500 ETF | 0.82% | 4,142 | $2.0M | Add +1.3% |
| AAPL Apple Inc. | 0.73% | 10,439 | $1.8M | Reduce -0.0% |
| MSFT Microsoft Corp. | 0.73% | 4,221 | $1.8M | Reduce -0.4% |
| BCI Abrdn Bloomberg All Commodit filed as ABRDN ETFS | 0.64% | 79,413 | $1.6M | Add +26.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.55% | 3,003 | $1.3M | Add +0.8% |
| IWN iShares Russell 2000 Value E | 0.48% | 7,424 | $1.2M | Add +6.3% |
| AMZN Amazon.com Inc. | 0.43% | 5,829 | $1.1M | Reduce -1.0% |
| IWO iShares Russell 2000 Growth | 0.42% | 3,809 | $1.0M | Add +8.8% |
| DKNG Draftkings Inc. Class A | 0.40% | 21,555 | $979K | Add +0.1% |
| GOOG Alphabet Inc. Class C | 0.39% | 6,233 | $949K | No change |
| USDU Wisdomtree BBG Usd Bullish | 0.34% | 31,817 | $834K | Add +27.8% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.31% | 14,941 | $756K | Reduce -62.6% |
| USMV iShares MSCI USA Min Vol Fac | 0.30% | 8,888 | $743K | Reduce -18.0% |
| BNDX Vanguard Total Intl Bond ETF | 0.30% | 15,041 | $740K | Reduce -18.4% |
| JNK SS SPDR BB High Yield Bond | 0.29% | 7,476 | $712K | Reduce -43.7% |
| BSV Vanguard Short-Term Bond ETF | 0.29% | 9,092 | $697K | Reduce -17.3% |
| NVDA Nvidia Corp. | 0.28% | 746 | $674K | Add +7.5% |
| ADBE Adobe Inc. | 0.27% | 1,291 | $651K | Reduce -0.3% |
| MA Mastercard Inc. Class A | 0.27% | 1,348 | $649K | Add +0.1% |
| EMB iShares JP Morgan Usd Emergi | 0.27% | 7,231 | $648K | Reduce -28.6% |
| SCHO Schwab Short-Term US Treas | 0.26% | 13,282 | $640K | Reduce -9.2% |
| META Meta Platforms Inc. Class A | 0.24% | 1,222 | $593K | Reduce -6.4% |
| COST Costco Wholesale Corp. | 0.24% | 807 | $591K | Reduce -0.3% |
| AMD Advanced Micro Devices | 0.24% | 3,273 | $591K | Add +0.3% |
| V Visa Inc. Class A | 0.24% | 2,073 | $579K | Reduce -0.5% |
| DXCM Dexcom Inc. | 0.23% | 4,004 | $555K | No change |
| XOM Exxon Mobil Corp. | 0.23% | 4,751 | $552K | Reduce -2.3% |
| VMBS Vanguard Mortgage-Backed Sec | 0.23% | 12,087 | $551K | Reduce -12.0% |
| BPOP Popular Inc. | 0.22% | 6,148 | $542K | No change |
| JPM JPMorgan Chase & Co. | 0.22% | 2,637 | $528K | Add +1.4% |
| INTU Intuit Inc. | 0.21% | 795 | $517K | No change |
| VYM Vanguard High DVD Yield ETF | 0.21% | 4,162 | $504K | No change |
| ACWV iShares MSCI Global Min Vol | 0.20% | 4,717 | $497K | Reduce -25.1% |
| CEG Constellation Energy | 0.20% | 2,672 | $494K | No change |
| ISRG Intuitive Surgical Inc. | 0.19% | 1,185 | $473K | Reduce -0.7% |
| APH Amphenol Corp. Class A | 0.19% | 3,964 | $457K | Reduce -0.2% |
| BKLN Invesco Senior Loan ETF | 0.19% | 21,555 | $456K | Add +8.1% |
| GOOGL Alphabet Inc. Class A | 0.18% | 2,911 | $439K | Reduce -0.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.18% | 1,905 | $436K | Reduce -21.0% |
| CRM Salesforce Inc. | 0.17% | 1,374 | $414K | No change |
| MRK Merck & Co. Inc. | 0.17% | 3,082 | $407K | Add +0.5% |
| ZTS Zoetis Inc. | 0.17% | 2,398 | $406K | No change |
| DHR Danaher Corp. | 0.16% | 1,601 | $400K | Add +1.0% |
| UNH Unitedhealth Group Inc. | 0.16% | 792 | $392K | Reduce -2.5% |
| HYMB SS SPDR N Ice HY Muni ETF | 0.16% | 15,138 | $389K | Reduce -49.2% |
| JNJ Johnson & Johnson | 0.15% | 2,285 | $361K | Add +1.9% |
| BIV Vanguard Intermediate-Term B | 0.14% | 4,451 | $336K | Reduce -18.9% |
| MPC Marathon Petroleum Corp. | 0.13% | 1,607 | $324K | Reduce -0.1% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.13% | 9,030 | $324K | Add +17.8% |
| KMB Kimberly-Clark Corp. | 0.13% | 2,415 | $312K | Reduce -0.2% |
| BLV Vanguard Long-Term Bond ETF | 0.13% | 4,298 | $311K | Reduce -18.4% |
| EXC Exelon Corp. | 0.12% | 7,903 | $297K | No change |
| AMAT Applied Materials Inc. | 0.12% | 1,434 | $296K | Add +0.6% |
| ABBV Abbvie Inc. | 0.12% | 1,585 | $289K | Add +0.3% |
| AMP Ameriprise Financial Inc. | 0.12% | 655 | $287K | Reduce -0.8% |
| TSLA Tesla Inc. | 0.12% | 1,620 | $285K | New |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.12% | 7,490 | $284K | Add +0.2% |
| LLY Eli Lilly & Co. | 0.11% | 338 | $263K | Reduce -4.3% |
| TMO Thermo Fisher Scientific Inc. | 0.10% | 432 | $251K | Add +1.9% |
| AZN Astrazeneca PLC-Spons ADR | 0.10% | 3,536 | $240K | Add +1.4% |
| HCA HCA Healthcare Inc. | 0.10% | 710 | $237K | New |
| SLM SLM Corp. | 0.10% | 10,770 | $235K | Reduce -15.6% |
| VZ Verizon Communications Inc. | 0.09% | 5,481 | $230K | Reduce -0.1% |
| IVW iShares S&P 500 Growth ETF | 0.09% | 2,691 | $227K | New |
| USIG iShares Broad Usd Investment | 0.09% | 4,406 | $224K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.09% | 1,222 | $223K | No change |
| ADI Analog Devices Inc. | 0.09% | 1,111 | $220K | Reduce -1.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.09% | 520 | $219K | New |
| NXPI NXP Semiconductors NV | 0.09% | 868 | $215K | New |
| ROP Roper Technologies Inc. | 0.09% | 374 | $210K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.09% | 1,098 | $210K | New |
| TSM Taiwan Semiconductor-SP ADR | 0.09% | 1,526 | $208K | New |
| KR Kroger Co. | 0.08% | 3,503 | $200K | New |
| ET Energy Transfer LP | 0.07% | 11,500 | $181K | No change |
| XERS Xeris Biopharma Holdings Inc. | 0.01% | 14,163 | $31K | Add +12.9% |
Portfolio Sells Q4 2023 → Q1 2024
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -62.6% | 0.31% | −0.60 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -2.0% | 4.79% | −0.28 |
| JNK SS SPDR BB High Yield Bond | Reduce -43.7% | 0.29% | −0.27 |
| HYMB SS SPDR N Ice HY Muni ETF | Reduce -49.2% | 0.16% | −0.18 |
| AAPL Apple Inc. | Reduce -0.0% | 0.73% | −0.17 |
| EMB iShares JP Morgan Usd Emergi | Reduce -28.6% | 0.27% | −0.14 |
| SMLR Semler Scientific Inc. | Sold out | 0.00% | −0.12 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -18.4% | 0.30% | −0.10 |
| BSV Vanguard Short-Term Bond ETF | Reduce -17.3% | 0.29% | −0.09 |
| ACWV iShares MSCI Global Min Vol | Reduce -25.1% | 0.20% | −0.08 |
| ADBE Adobe Inc. | Reduce -0.3% | 0.27% | −0.08 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -18.0% | 0.30% | −0.07 |
| VMBS Vanguard Mortgage-Backed Sec | Reduce -12.0% | 0.23% | −0.06 |
| SCHO Schwab Short-Term US Treas | Reduce -9.2% | 0.26% | −0.06 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -21.0% | 0.18% | −0.05 |
| BIV Vanguard Intermediate-Term B | Reduce -18.9% | 0.14% | −0.05 |
| BLV Vanguard Long-Term Bond ETF | Reduce -18.4% | 0.13% | −0.05 |
| UNH Unitedhealth Group Inc. | Reduce -2.5% | 0.16% | −0.03 |
| LWLG Lightwave Logic Inc. | Sold out | 0.00% | −0.02 |
| SLM SLM Corp. | Reduce -15.6% | 0.10% | −0.01 |
| ADI Analog Devices Inc. | Reduce -1.6% | 0.09% | −0.01 |
| V Visa Inc. Class A | Reduce -0.5% | 0.24% | −0.01 |
| KMB Kimberly-Clark Corp. | Reduce -0.2% | 0.13% | −0.00 |
| GOOGL Alphabet Inc. Class A | Reduce -0.7% | 0.18% | −0.00 |
| VZ Verizon Communications Inc. | Reduce -0.1% | 0.09% | +0.00 |
| COST Costco Wholesale Corp. | Reduce -0.3% | 0.24% | +0.00 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -1.1% | 7.75% | +0.01 |
| AMP Ameriprise Financial Inc. | Reduce -0.8% | 0.12% | +0.01 |
| XOM Exxon Mobil Corp. | Reduce -2.3% | 0.23% | +0.01 |
| APH Amphenol Corp. Class A | Reduce -0.2% | 0.19% | +0.01 |
| MSFT Microsoft Corp. | Reduce -0.4% | 0.73% | +0.01 |
| ISRG Intuitive Surgical Inc. | Reduce -0.7% | 0.19% | +0.01 |
| LLY Eli Lilly & Co. | Reduce -4.3% | 0.11% | +0.02 |
| MPC Marathon Petroleum Corp. | Reduce -0.1% | 0.13% | +0.03 |
| AMZN Amazon.com Inc. | Reduce -1.0% | 0.43% | +0.03 |
| META Meta Platforms Inc. Class A | Reduce -6.4% | 0.24% | +0.04 |
| SCHG Schwab US Large-Cap Growth | Reduce -0.2% | 2.67% | +0.05 |
Portfolio Buys Q4 2023 → Q1 2024
| MUB iShares National Muni Bond E | Add +21.4% | 4.13% | +0.38 |
| SCHX Schwab US Large-Cap ETF | Add +1.3% | 13.96% | +0.26 |
| HYLB Xtrackers Usd High Yield Cor | Add +22.6% | 2.16% | +0.24 |
| RSP Invesco S&P 500 Equal Weight | Add +22.1% | 1.04% | +0.17 |
| IDEV iShares Core MSCI Dev MKTS | Add +11.6% | 2.29% | +0.16 |
| NVDA Nvidia Corp. | Add +7.5% | 0.28% | +0.12 |
| TSLA Tesla Inc. | New | 0.12% | +0.12 |
| VWOB Vanguard Emerg MKTS Gov BND | Add +18.9% | 1.40% | +0.11 |
| HYD Vaneck High Yield Muni ETF | Add +14.9% | 1.86% | +0.11 |
| BCI Abrdn Bloomberg All Commodit | Add +26.6% | 0.64% | +0.10 |
| HCA HCA Healthcare Inc. | New | 0.10% | +0.10 |
| IVW iShares S&P 500 Growth ETF | New | 0.09% | +0.09 |
| BRK.B Berkshire Hathaway Inc. Class B | New | 0.09% | +0.09 |
| NXPI NXP Semiconductors NV | New | 0.09% | +0.09 |
| IBM Intl Business Machines Corp. | New | 0.09% | +0.09 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.09% | +0.09 |
| KR Kroger Co. | New | 0.08% | +0.08 |
| USDU Wisdomtree BBG Usd Bullish | Add +27.8% | 0.34% | +0.06 |
| DKNG Draftkings Inc. Class A | Add +0.1% | 0.40% | +0.06 |
| IWO iShares Russell 2000 Growth | Add +8.8% | 0.42% | +0.03 |
| AMD Advanced Micro Devices | Add +0.3% | 0.24% | +0.03 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.7% | 7.89% | +0.03 |
| JPM JPMorgan Chase & Co. | Add +1.4% | 0.22% | +0.02 |
| AMAT Applied Materials Inc. | Add +0.6% | 0.12% | +0.02 |
| SCHA Schwab US Small-Cap ETF | Add +5.5% | 2.92% | +0.02 |
| MRK Merck & Co. Inc. | Add +0.5% | 0.17% | +0.02 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +17.8% | 0.13% | +0.02 |
| VOO Vanguard S&P 500 ETF | Add +1.3% | 0.82% | +0.02 |
| ABBV Abbvie Inc. | Add +0.3% | 0.12% | +0.01 |
| MA Mastercard Inc. Class A | Add +0.1% | 0.27% | +0.01 |
| VTIP Vanguard Short-Term Tips | Add +9.0% | 0.86% | +0.00 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +1.7% | 1.75% | +0.00 |
| BAC Bank of America Corp. | Add +0.2% | 0.12% | +0.00 |
| TMO Thermo Fisher Scientific Inc. | Add +1.9% | 0.10% | +0.00 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.8% | 0.55% | −0.00 |
| XERS Xeris Biopharma Holdings Inc. | Add +12.9% | 0.01% | −0.00 |
| DHR Danaher Corp. | Add +1.0% | 0.16% | −0.00 |
| BKLN Invesco Senior Loan ETF | Add +8.1% | 0.19% | −0.00 |
| SCHV Schwab US Large-Cap Value | Add +0.7% | 1.41% | −0.00 |
| IWN iShares Russell 2000 Value E | Add +6.3% | 0.48% | −0.00 |
| VEA Vanguard Ftse Developed ETF | Add +4.4% | 12.55% | −0.00 |
| AZN Astrazeneca PLC-Spons ADR | Add +1.4% | 0.10% | −0.01 |
| JNJ Johnson & Johnson | Add +1.9% | 0.15% | −0.01 |
| VWO Vanguard Ftse Emerging Marke | Add +6.9% | 3.13% | −0.02 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +1.3% | 1.75% | −0.02 |
| EMLC Vaneck JPM Em Local Curr BND | Add +8.7% | 1.54% | −0.06 |
| IEMG iShares Core MSCI Emerging | Add +3.2% | 1.85% | −0.07 |
| BND Vanguard Total Bond Market | Add +7.3% | 5.63% | −0.18 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 100 | $372.3M | SCHG, SCHV, IDEV, VTV, VUG |
| Q1 2026 | 96 | $326.1M | SCHG, SCHV, IDEV, VTV, VUG |
| Q4 2025 | 94 | $325.8M | SCHG, SCHV, IDEV, VUG, VTV |
| Q3 2025 | 94 | $316.8M | SCHG, SCHV, IDEV, VUG, VTV |
| Q2 2025 | 94 | $290.8M | SCHG, SCHV, IDEV, VUG, VTV |
| Q1 2025 | 92 | $257.1M | SCHG, SCHV, IDEV, VTV, VUG |
| Q4 2024 | 91 | $261.3M | SCHG, SCHV, IDEV, VUG, VTV |
| Q3 2024 | 94 | $266.5M | SCHG, SCHV, VTV, IDEV, VUG |
| Q2 2024 | 96 | $246.9M | SCHX, VEA, VUG, VTV, BND |
| Q1 2024 | 96 | $244.0M | SCHX, VEA, VTV, VUG, BND |