Veridan Wealth LLC
87 holdingsFiling period: 2026-06-30Current AUM: $265.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | RKT | Rocket Cos Inc | 5.94M | $93.6M | $66.8M | 25.17% | -- | 2026-06-30 |
| 2 | WFC | Wells Fargo & Co | 137.8K | $11.4M | $11.3M | 4.26% | +686 | 2026-06-30 |
| 3 | IWY | iShares TR | 29.8K | $8.7M | $8.6M | 3.23% | +112 | 2026-06-30 |
| 4 | MGV | Vanguard World FD | 42.1K | $6.9M | $7.0M | 2.64% | -554 | 2026-06-30 |
| 5 | IWX | iShares TR | 64.3K | $6.8M | $7.3M | 2.75% | -3,035 | 2026-06-30 |
| 6 | IWL | iShares TR | 35.5K | $6.6M | $6.8M | 2.56% | -1,010 | 2026-06-30 |
| 7 | HFXI | New York Life Investments ET | 171.9K | $6.5M | $6.3M | 2.36% | -4,017 | 2026-06-30 |
| 8 | OEF | iShares TR | 17.6K | $6.5M | $6.8M | 2.54% | -535 | 2026-06-30 |
| 9 | FENI | Fidelity Covington Trust | 159.5K | $6.4M | $6.3M | 2.39% | +10.5K | 2026-06-30 |
| 10 | IMTM | iShares TR | 118.8K | $6.3M | $6.1M | 2.30% | +4.8K | 2026-06-30 |
| 11 | RKT | Rocket Cos Inc | 374.8K | $5.9M | $4.2M | 1.59% | -- | 2026-06-30 |
| 12 | VO | Vanguard Index Fds | 73.0K | $5.9M | $5.9M | 2.23% | +55.7K | 2026-06-30 |
| 13 | VB | Vanguard Index Fds | 18.4K | $5.6M | $5.3M | 2.00% | +675 | 2026-06-30 |
| 14 | VCIT | Vanguard Scottsdale Fds | 64.7K | $5.3M | $5.1M | 1.92% | +6.0K | 2026-06-30 |
| 15 | IEI | iShares TR | 44.6K | $5.2M | $5.1M | 1.92% | +24.3K | 2026-06-30 |
| 16 | ICSH | iShares TR | 102.9K | $5.2M | $5.2M | 1.95% | -- | 2026-06-30 |
| 17 | IGSB | iShares TR | 97.2K | $5.1M | $5.0M | 1.88% | -- | 2026-06-30 |
| 18 | VUG | Vanguard Index Fds | 53.2K | $4.6M | $4.7M | 1.78% | +44.0K | 2026-06-30 |
| 19 | IQLT | iShares TR | 91.6K | $4.5M | $4.6M | 1.74% | +4.6K | 2026-06-30 |
| 20 | ESGD | iShares TR | 44.0K | $4.5M | $4.5M | 1.70% | +2.5K | 2026-06-30 |
| 21 | IEF | iShares TR | 47.2K | $4.5M | $4.3M | 1.60% | +4.3K | 2026-06-30 |
| 22 | EMGF | iShares Inc | 59.7K | $4.4M | $4.1M | 1.53% | -4,759 | 2026-06-30 |
| 23 | SCHF | Schwab Strategic TR | 154.2K | $4.3M | $4.2M | 1.57% | -1,668 | 2026-06-30 |
| 24 | SCHG | Schwab Strategic TR | 124.0K | $4.2M | $4.4M | 1.66% | +147 | 2026-06-30 |
| 25 | VOE | Vanguard Index Fds | 20.6K | $4.1M | $4.3M | 1.61% | -1,448 | 2026-06-30 |
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