Veridan Wealth LLC
81 holdingsFiling period: 2026-03-31Current AUM: $278.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | RKT | ROCKET COS INC | 5.94M | $84.6M | $76.6M | 27.57% | -- | 2026-03-31 |
| 2 | WFC | WELLS FARGO & CO | 137.1K | $10.9M | $11.8M | 4.26% | -- | 2026-03-31 |
| 3 | IUSB | ISHARES TR | 191.2K | $8.8M | $8.7M | 3.13% | -66 | 2026-03-31 |
| 4 | IWY | ISHARES TR | 29.7K | $7.4M | $8.2M | 2.95% | -180 | 2026-03-31 |
| 5 | BIV | VANGUARD BD INDEX FDS | 91.8K | $7.1M | $6.9M | 2.50% | +274 | 2026-03-31 |
| 6 | IWX | ISHARES TR | 67.3K | $6.2M | $7.4M | 2.67% | +439 | 2026-03-31 |
| 7 | MGV | VANGUARD WORLD FD | 42.7K | $6.2M | $7.0M | 2.51% | -149 | 2026-03-31 |
| 8 | HFXI | NEW YORK LIFE INVESTMENTS ET | 176.0K | $5.9M | $6.6M | 2.37% | +4.8K | 2026-03-31 |
| 9 | IWL | ISHARES TR | 36.6K | $5.9M | $6.7M | 2.43% | +299 | 2026-03-31 |
| 10 | OEF | ISHARES TR | 18.2K | $5.8M | $6.7M | 2.41% | +151 | 2026-03-31 |
| 11 | FENI | FIDELITY COVINGTON TRUST | 149.0K | $5.5M | $6.1M | 2.18% | +4.6K | 2026-03-31 |
| 12 | IMTM | ISHARES TR | 114.0K | $5.5M | $5.9M | 2.14% | +3.0K | 2026-03-31 |
| 13 | RKT | ROCKET COS INC | 374.8K | $5.3M | $4.8M | 1.74% | -- | 2026-03-31 |
| 14 | VO | VANGUARD INDEX FDS | 17.4K | $5.0M | $5.6M | 2.02% | +271 | 2026-03-31 |
| 15 | VCIT | VANGUARD SCOTTSDALE FDS | 58.7K | $4.9M | $4.8M | 1.72% | +1.4K | 2026-03-31 |
| 16 | IGIB | ISHARES TR | 89.3K | $4.8M | $4.7M | 1.68% | +577 | 2026-03-31 |
| 17 | VB | VANGUARD INDEX FDS | 17.7K | $4.6M | $5.2M | 1.88% | +61 | 2026-03-31 |
| 18 | IEF | ISHARES TR | 42.9K | $4.1M | $4.0M | 1.43% | +1.6K | 2026-03-31 |
| 19 | VOE | VANGUARD INDEX FDS | 22.1K | $4.1M | $4.5M | 1.63% | +335 | 2026-03-31 |
| 20 | IQLT | ISHARES TR | 87.0K | $4.0M | $4.4M | 1.57% | +2.3K | 2026-03-31 |
| 21 | VUG | VANGUARD INDEX FDS | 9.2K | $4.0M | $4.7M | 1.69% | -219 | 2026-03-31 |
| 22 | ESGD | ISHARES TR | 41.4K | $4.0M | $4.3M | 1.56% | +1.0K | 2026-03-31 |
| 23 | FNDE | SCHWAB STRATEGIC TR | 102.4K | $3.9M | $4.2M | 1.52% | +2.4K | 2026-03-31 |
| 24 | EMGF | ISHARES INC | 64.4K | $3.9M | $4.4M | 1.58% | +1.4K | 2026-03-31 |
| 25 | SCHF | SCHWAB STRATEGIC TR | 155.9K | $3.9M | $4.3M | 1.54% | +3.7K | 2026-03-31 |
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