Veery Capital, LLC

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 18, 2024), Veery Capital, LLC reported 96 stock positions worth $246.9 million. Its top holding was Schwab US Large-Cap ETF (SCHX) at 13.2% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 12.0%) and Vanguard Mrngstar GR ETF-Sui (VUG, 7.9%). Compared with Q1 2024, it opened 2 new positions, sold out of 2, added to 36 and reduced 41. The biggest buy was Schwab US Large-Cap Growth (SCHG, shares +18%) and the biggest sale Schwab US Large-Cap ETF (SCHX, shares −7%).

Most Recent 13F
Q2 2026
Location
Wilmington, DE
CIK
0001844375
Portfolio Value
$246.9M (Q2 2024)
SEC Filing
0001844375-24-000003 ↗ filed Jul 18, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $244.0M Q1 2024 Q2 2024: $246.9M $246.9M Q2 2024 Q3 2024: $266.5M Q3 2024 Q4 2024: $261.3M Q4 2024 Q1 2025: $257.1M Q1 2025 Q2 2025: $290.8M Q2 2025 Q3 2025: $316.8M Q3 2025 Q4 2025: $325.8M Q4 2025 Q1 2026: $326.1M Q1 2026 Q2 2026: $372.3M Q2 2026

Holdings 96 stocks · $246.9M
SCHX Schwab US Large-Cap ETF 13.24% 508,658 $32.7M Reduce -7.3%
VEA Vanguard Ftse Developed ETF 11.98% 598,590 $29.6M Reduce -1.9%
VUG Vanguard Mrngstar GR ETF-Sui 7.88% 51,983 $19.4M Reduce -5.5%
VTV Vanguard Mrngstr Val ETF-Aui 7.48% 115,132 $18.5M Reduce -2.6%
BND Vanguard Total Bond Market 5.82% 199,531 $14.4M Add +5.4%
IEFA iShares Core MSCI Eafe ETF 4.60% 156,333 $11.4M Reduce -0.7%
MUB iShares National Muni Bond E 4.09% 94,801 $10.1M Add +1.2%
SCHG Schwab US Large-Cap Growth 3.40% 83,302 $8.4M Add +18.5%
VWO Vanguard Ftse Emerging Marke 3.24% 182,691 $8.0M Add +0.0%
SCHA Schwab US Small-Cap ETF 2.71% 140,931 $6.7M Reduce -2.5%
IDEV iShares Core MSCI Dev MKTS 2.67% 100,532 $6.6M Add +20.9%
HYLB Xtrackers Usd High Yield Cor 2.09% 145,666 $5.2M Reduce -1.3%
IEMG iShares Core MSCI Emerging 1.99% 91,568 $4.9M Add +4.6%
SCHV Schwab US Large-Cap Value 1.89% 63,050 $4.7M Add +39.4%
HYD Vaneck High Yield Muni ETF 1.82% 87,197 $4.5M Add +0.3%
VBK Van Morst SML-Cap Gro-Usd Inc. 1.74% 17,154 $4.3M Add +4.8%
VBR Vngrd Mrngst SL-CP Val ETF-U 1.71% 23,074 $4.2M Add +3.6%
EMLC Vaneck JPM Em Local Curr BND 1.44% 149,861 $3.6M Reduce -2.5%
VWOB Vanguard Emerg MKTS Gov BND 1.36% 53,323 $3.4M Reduce -0.4%
RSP Invesco S&P 500 Equal Weight 1.12% 16,808 $2.8M Add +12.0%
AAPL Apple Inc. 0.89% 10,426 $2.2M Reduce -0.1%
VTIP Vanguard Short-Term Tips 0.85% 43,032 $2.1M Reduce -1.6%
VOO Vanguard S&P 500 ETF 0.85% 4,172 $2.1M Add +0.7%
MSFT Microsoft Corp. 0.76% 4,215 $1.9M Reduce -0.1%
BCI Abrdn Bloomberg All Commodit filed as ABRDN ETFS 0.70% 85,163 $1.7M Add +7.2%
QQQ Invesco QQQ Trust Series 1 0.58% 3,005 $1.4M Add +0.1%
IWN iShares Russell 2000 Value E 0.48% 7,796 $1.2M Add +5.0%
AMZN Amazon.com Inc. 0.46% 5,933 $1.1M Add +1.8%
GOOG Alphabet Inc. Class C 0.46% 6,223 $1.1M Reduce -0.2%
IWO iShares Russell 2000 Growth 0.43% 4,018 $1.1M Add +5.5%
DKNG Draftkings Inc. Class A 0.40% 26,033 $994K Add +20.8%
BNDX Vanguard Total Intl Bond ETF 0.40% 20,084 $977K Add +33.5%
NVDA Nvidia Corp. 0.37% 7,419 $917K Reduce -0.6%
USDU Wisdomtree BBG Usd Bullish 0.35% 31,855 $863K Add +0.1%
ADBE Adobe Inc. 0.29% 1,291 $717K No change
USMV iShares MSCI USA Min Vol Fac 0.28% 8,367 $702K Reduce -5.9%
COST Costco Wholesale Corp. 0.28% 809 $688K Add +0.3%
VTEB Vanguard Tax-Exempt Bond ETF 0.25% 12,527 $628K Reduce -16.2%
META Meta Platforms Inc. Class A 0.25% 1,215 $613K Reduce -0.6%
SCHO Schwab Short-Term US Treas 0.24% 12,402 $597K Reduce -6.6%
MA Mastercard Inc. Class A 0.24% 1,343 $592K Reduce -0.4%
BSV Vanguard Short-Term Bond ETF 0.24% 7,650 $587K Reduce -15.9%
JNK SS SPDR BB High Yield Bond 0.23% 6,131 $578K Reduce -18.0%
XOM Exxon Mobil Corp. 0.23% 4,891 $563K Add +3.0%
EMB iShares JP Morgan Usd Emergi 0.22% 6,159 $545K Reduce -14.8%
V Visa Inc. Class A 0.22% 2,073 $544K No change
BPOP Popular Inc. 0.22% 6,148 $544K No change
GOOGL Alphabet Inc. Class A 0.22% 2,977 $542K Add +2.3%
JPM JPMorgan Chase & Co. 0.22% 2,653 $537K Add +0.6%
CEG Constellation Energy 0.22% 2,675 $536K Add +0.1%
ISRG Intuitive Surgical Inc. 0.21% 1,189 $529K Add +0.3%
AMD Advanced Micro Devices 0.21% 3,259 $529K Reduce -0.4%
APH Amphenol Corp. Class A 0.21% 7,798 $525K Reduce -1.6%
INTU Intuit Inc. 0.21% 795 $522K No change
VYM Vanguard High DVD Yield ETF 0.20% 4,162 $494K No change
VMBS Vanguard Mortgage-Backed Sec 0.20% 10,837 $492K Reduce -10.3%
DXCM Dexcom Inc. 0.18% 4,004 $454K No change
UNH Unitedhealth Group Inc. 0.17% 819 $417K Add +3.4%
ZTS Zoetis Inc. 0.17% 2,398 $416K No change
ACWV iShares MSCI Global Min Vol 0.17% 3,946 $413K Reduce -16.4%
BKLN Invesco Senior Loan ETF 0.16% 19,267 $405K Reduce -10.6%
DHR Danaher Corp. 0.16% 1,622 $405K Add +1.3%
HYMB SS SPDR N Ice HY Muni ETF 0.15% 14,768 $376K Reduce -2.4%
MRK Merck & Co. Inc. 0.15% 3,028 $375K Reduce -1.8%
CRM Salesforce Inc. 0.14% 1,381 $355K Add +0.5%
KMB Kimberly-Clark Corp. 0.14% 2,415 $334K No change
AMAT Applied Materials Inc. 0.13% 1,401 $331K Reduce -2.3%
JNJ Johnson & Johnson 0.13% 2,202 $322K Reduce -3.6%
SPDW Ste STR SPDR PT DW Eu ETF 0.13% 9,030 $317K No change
VB Vanguard Most SM-Cap ETF-Usd 0.12% 1,405 $306K Reduce -26.3%
LLY Eli Lilly & Co. 0.12% 336 $304K Reduce -0.6%
TSLA Tesla Inc. 0.12% 1,519 $301K Reduce -6.2%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.12% 7,528 $299K Add +0.5%
MPC Marathon Petroleum Corp. 0.11% 1,614 $280K Add +0.4%
BIV Vanguard Intermediate-Term B 0.11% 3,690 $276K Reduce -17.1%
AMP Ameriprise Financial Inc. 0.11% 642 $274K Reduce -2.0%
ABBV Abbvie Inc. 0.11% 1,595 $274K Add +0.6%
EXC Exelon Corp. 0.11% 7,872 $272K Reduce -0.4%
AZN Astrazeneca PLC-Spons ADR 0.11% 3,395 $265K Reduce -4.0%
TSM Taiwan Semiconductor-SP ADR 0.11% 1,516 $263K Reduce -0.7%
IVW iShares S&P 500 Growth ETF 0.10% 2,782 $257K Add +3.4%
BLV Vanguard Long-Term Bond ETF 0.10% 3,629 $255K Reduce -15.6%
ADI Analog Devices Inc. 0.10% 1,117 $255K Add +0.5%
TMO Thermo Fisher Scientific Inc. 0.10% 435 $241K Add +0.7%
NXPI NXP Semiconductors NV 0.09% 868 $234K No change
HCA HCA Healthcare Inc. 0.09% 712 $229K Add +0.3%
VZ Verizon Communications Inc. 0.09% 5,470 $226K Reduce -0.2%
SLM SLM Corp. 0.09% 10,770 $224K No change
VIG Vanguard Dividend Apprec ETF 0.09% 1,222 $223K No change
USIG iShares Broad Usd Investment 0.09% 4,406 $221K No change
BRK.B Berkshire Hathaway Inc. Class B 0.09% 520 $212K No change
ROP Roper Technologies Inc. 0.09% 374 $211K No change
SHEL Shell PLC-ADR 0.08% 2,873 $207K New
SMLR Semler Scientific Inc. 0.08% 6,000 $206K New
ET Energy Transfer LP 0.08% 11,500 $187K No change
XERS Xeris Biopharma Holdings Inc. 0.01% 14,163 $32K No change

Portfolio Sells Q1 2024 → Q2 2024
SCHX Schwab US Large-Cap ETF Reduce -7.3% 13.24% −0.72
VEA Vanguard Ftse Developed ETF Reduce -1.9% 11.98% −0.57
VTV Vanguard Mrngstr Val ETF-Aui Reduce -2.6% 7.48% −0.40
SCHA Schwab US Small-Cap ETF Reduce -2.5% 2.71% −0.21
IEFA iShares Core MSCI Eafe ETF Reduce -0.7% 4.60% −0.19
EMLC Vaneck JPM Em Local Curr BND Reduce -2.5% 1.44% −0.10
IBM Intl Business Machines Corp. Sold out 0.00% −0.09
KR Kroger Co. Sold out 0.00% −0.08
HYLB Xtrackers Usd High Yield Cor Reduce -1.3% 2.09% −0.07
JNK SS SPDR BB High Yield Bond Reduce -18.0% 0.23% −0.06
VTEB Vanguard Tax-Exempt Bond ETF Reduce -16.2% 0.25% −0.06
VB Vanguard Most SM-Cap ETF-Usd Reduce -26.3% 0.12% −0.05
BSV Vanguard Short-Term Bond ETF Reduce -15.9% 0.24% −0.05
EMB iShares JP Morgan Usd Emergi Reduce -14.8% 0.22% −0.04
VWOB Vanguard Emerg MKTS Gov BND Reduce -0.4% 1.36% −0.04
ACWV iShares MSCI Global Min Vol Reduce -16.4% 0.17% −0.04
AMD Advanced Micro Devices Reduce -0.4% 0.21% −0.03
VMBS Vanguard Mortgage-Backed Sec Reduce -10.3% 0.20% −0.03
MA Mastercard Inc. Class A Reduce -0.4% 0.24% −0.03
BIV Vanguard Intermediate-Term B Reduce -17.1% 0.11% −0.03
BLV Vanguard Long-Term Bond ETF Reduce -15.6% 0.10% −0.02
BKLN Invesco Senior Loan ETF Reduce -10.6% 0.16% −0.02
SCHO Schwab Short-Term US Treas Reduce -6.6% 0.24% −0.02
USMV iShares MSCI USA Min Vol Fac Reduce -5.9% 0.28% −0.02
JNJ Johnson & Johnson Reduce -3.6% 0.13% −0.02
MRK Merck & Co. Inc. Reduce -1.8% 0.15% −0.01
VTIP Vanguard Short-Term Tips Reduce -1.6% 0.85% −0.01
EXC Exelon Corp. Reduce -0.4% 0.11% −0.01
HYMB SS SPDR N Ice HY Muni ETF Reduce -2.4% 0.15% −0.01
AMP Ameriprise Financial Inc. Reduce -2.0% 0.11% −0.01
VZ Verizon Communications Inc. Reduce -0.2% 0.09% −0.00
META Meta Platforms Inc. Class A Reduce -0.6% 0.25% +0.01
TSLA Tesla Inc. Reduce -6.2% 0.12% +0.01
AZN Astrazeneca PLC-Spons ADR Reduce -4.0% 0.11% +0.01
AMAT Applied Materials Inc. Reduce -2.3% 0.13% +0.01
LLY Eli Lilly & Co. Reduce -0.6% 0.12% +0.02
TSM Taiwan Semiconductor-SP ADR Reduce -0.7% 0.11% +0.02
APH Amphenol Corp. Class A Reduce -1.6% 0.21% +0.03
MSFT Microsoft Corp. Reduce -0.1% 0.76% +0.04
GOOG Alphabet Inc. Class C Reduce -0.2% 0.46% +0.07
NVDA Nvidia Corp. Reduce -0.6% 0.37% +0.10
VUG Vanguard Mrngstar GR ETF-Sui Reduce -5.5% 7.88% +0.12
AAPL Apple Inc. Reduce -0.1% 0.89% +0.16

Portfolio Buys Q1 2024 → Q2 2024
SCHG Schwab US Large-Cap Growth Add +18.5% 3.40% +0.73
SCHV Schwab US Large-Cap Value Add +39.4% 1.89% +0.48
IDEV iShares Core MSCI Dev MKTS Add +20.9% 2.67% +0.39
BND Vanguard Total Bond Market Add +5.4% 5.82% +0.19
IEMG iShares Core MSCI Emerging Add +4.6% 1.99% +0.13
VWO Vanguard Ftse Emerging Marke Add +0.0% 3.24% +0.11
BNDX Vanguard Total Intl Bond ETF Add +33.5% 0.40% +0.09
SHEL Shell PLC-ADR New 0.08% +0.08
SMLR Semler Scientific Inc. New 0.08% +0.08
RSP Invesco S&P 500 Equal Weight Add +12.0% 1.12% +0.08
BCI Abrdn Bloomberg All Commodit Add +7.2% 0.70% +0.06
GOOGL Alphabet Inc. Class A Add +2.3% 0.22% +0.04
QQQ Invesco QQQ Trust Series 1 Add +0.1% 0.58% +0.04
COST Costco Wholesale Corp. Add +0.3% 0.28% +0.04
AMZN Amazon.com Inc. Add +1.8% 0.46% +0.03
VOO Vanguard S&P 500 ETF Add +0.7% 0.85% +0.03
ISRG Intuitive Surgical Inc. Add +0.3% 0.21% +0.02
CEG Constellation Energy Add +0.1% 0.22% +0.01
ADI Analog Devices Inc. Add +0.5% 0.10% +0.01
IVW iShares S&P 500 Growth ETF Add +3.4% 0.10% +0.01
UNH Unitedhealth Group Inc. Add +3.4% 0.17% +0.01
USDU Wisdomtree BBG Usd Bullish Add +0.1% 0.35% +0.01
BAC Bank of America Corp. Add +0.5% 0.12% +0.00
IWO iShares Russell 2000 Growth Add +5.5% 0.43% +0.00
XOM Exxon Mobil Corp. Add +3.0% 0.23% +0.00
DKNG Draftkings Inc. Class A Add +20.8% 0.40% +0.00
JPM JPMorgan Chase & Co. Add +0.6% 0.22% +0.00
DHR Danaher Corp. Add +1.3% 0.16% +0.00
IWN iShares Russell 2000 Value E Add +5.0% 0.48% −0.00
HCA HCA Healthcare Inc. Add +0.3% 0.09% −0.00
TMO Thermo Fisher Scientific Inc. Add +0.7% 0.10% −0.01
ABBV Abbvie Inc. Add +0.6% 0.11% −0.01
VBK Van Morst SML-Cap Gro-Usd Inc. Add +4.8% 1.74% −0.01
MPC Marathon Petroleum Corp. Add +0.4% 0.11% −0.02
CRM Salesforce Inc. Add +0.5% 0.14% −0.03
HYD Vaneck High Yield Muni ETF Add +0.3% 1.82% −0.04
MUB iShares National Muni Bond E Add +1.2% 4.09% −0.04
VBR Vngrd Mrngst SL-CP Val ETF-U Add +3.6% 1.71% −0.05

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 100$372.3MSCHG, SCHV, IDEV, VTV, VUG
Q1 2026 96$326.1MSCHG, SCHV, IDEV, VTV, VUG
Q4 2025 94$325.8MSCHG, SCHV, IDEV, VUG, VTV
Q3 2025 94$316.8MSCHG, SCHV, IDEV, VUG, VTV
Q2 2025 94$290.8MSCHG, SCHV, IDEV, VUG, VTV
Q1 2025 92$257.1MSCHG, SCHV, IDEV, VTV, VUG
Q4 2024 91$261.3MSCHG, SCHV, IDEV, VUG, VTV
Q3 2024 94$266.5MSCHG, SCHV, VTV, IDEV, VUG
Q2 2024 96$246.9MSCHX, VEA, VUG, VTV, BND
Q1 2024 96$244.0MSCHX, VEA, VTV, VUG, BND