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Name: |
Verde Capital Management |
City: |
Clarkston |
State: |
MI |
Zip: |
48348 |
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Holdings
Found :
27 |
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
|
ESGV |
Vanguard Esg Us Stock Etf |
2 |
- |
$0.00 |
$49,527,000 |
531,464 |
16.95% |
7,633,000 |
38,944 |
1.412 |
N/A |
|
FNDF |
Schwab Fundamental Internat... |
4 |
- |
$36.08 |
$23,476,000 |
659,258 |
8.04% |
2,014,000 |
22,971 |
0.038 |
N/A |
|
IJH |
iShares S&P MidCap 400 Index |
5 |
- |
$59.52 |
$23,119,000 |
380,624 |
7.91% |
2,238,000 |
305,281 |
0.164 |
Closed - End Fund - E... |
|
HEFA |
Ishares Currency Hedged Msc... |
6 |
- |
$0.00 |
$16,931,000 |
485,418 |
5.8% |
2,857,000 |
38,764 |
0.062 |
N/A |
|
IJR |
iShares Core S&P Small-Cap |
7 |
- |
$108.82 |
$14,795,000 |
133,864 |
5.06% |
1,048,000 |
6,869 |
0.023 |
Closed - End Fund - E... |
|
BIV |
Vanguard Intermediate-Term ... |
8 |
- |
$74.36 |
$13,305,000 |
176,462 |
4.55% |
849,000 |
13,379 |
0.11 |
Closed - End Fund - Debt |
|
ILTB |
iShares Core Long Term US |
10 |
- |
$49.73 |
$7,124,000 |
139,387 |
2.44% |
769,000 |
18,528 |
1.805 |
Closed - End Fund - Debt |
|
PYPL |
Paypal Holdings, Inc. |
12 |
- |
$61.64 |
$3,690,000 |
55,088 |
1.26% |
493,000 |
3,030 |
0.005 |
N/A |
|
TSLA |
Tesla Motors Inc |
16 |
- |
$177.81 |
$3,097,000 |
17,620 |
1.06% |
-971,000 |
1,248 |
0.001 |
Auto Manufacturers |
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JKH |
iShares Trust - Mid Growth ... |
18 |
- |
$69.05 |
$3,025,000 |
42,797 |
1.04% |
842,000 |
8,921 |
0.113 |
Closed - End Fund - E... |
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VWOB |
Vanguard Emerging Markets G... |
20 |
- |
$63.32 |
$2,611,000 |
40,898 |
0.89% |
244,000 |
3,776 |
0.017 |
N/A |
|
IPE |
Spdr Barclays Capital Tips Etf |
22 |
- |
$25.25 |
$2,222,000 |
86,714 |
0.76% |
110,000 |
4,125 |
0.039 |
Closed - End Fund - E... |
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PLD |
ProLogis Inc |
24 |
- |
$104.75 |
$1,844,000 |
14,161 |
0.63% |
77,000 |
903 |
0.002 |
REIT - Industrial |
|
ABNB |
Airbnb, Inc. |
25 |
- |
$144.47 |
$1,734,000 |
10,512 |
0.59% |
599,000 |
2,177 |
0.003 |
N/A |
|
CMG |
Chipotle Mexican Grill Inc |
26 |
- |
$3,151.63 |
$1,713,000 |
589 |
0.59% |
572,000 |
90 |
0.002 |
Restaurants |
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AMT |
American Tower Corp |
27 |
- |
$185.93 |
$1,615,000 |
8,172 |
0.55% |
68,000 |
1,007 |
0.002 |
Integrated Telecommun... |
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WELL |
Welltower Inc |
28 |
- |
$100.87 |
$1,125,000 |
12,035 |
0.39% |
679,000 |
7,088 |
0.002 |
REIT - Healthcare Fac... |
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EQIX |
Equinix Inc |
29 |
- |
$766.12 |
$1,100,000 |
1,332 |
0.38% |
58,000 |
39 |
0.001 |
Telecom Services - Do... |
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VNQ |
Vanguard REIT Index VIPERs |
30 |
- |
$81.86 |
$927,000 |
10,718 |
0.32% |
198,000 |
2,463 |
0.003 |
Closed - End Fund - E... |
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VNQI |
Vanguard Global Ex-US Real ... |
31 |
- |
$41.76 |
$887,000 |
21,045 |
0.3% |
190,000 |
4,687 |
0.024 |
Closed - End Fund - E... |
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HYEM |
Vaneck Vectors Emerging Mar... |
32 |
- |
$19.15 |
$864,000 |
45,258 |
0.3% |
82,000 |
2,994 |
0.081 |
N/A |
|
LMT |
Lockheed Martin Corp |
34 |
- |
$467.35 |
$398,000 |
874 |
0.14% |
150,000 |
327 |
0 |
Aerospace/Defense - M... |
|
V |
Visa Inc |
35 |
- |
$274.49 |
$376,000 |
1,347 |
0.13% |
163,000 |
527 |
0 |
Business Services |
|
UNH |
Unitedhealth Group Inc |
36 |
- |
$508.17 |
$328,000 |
662 |
0.11% |
328,000 |
662 |
0 |
Health Care Plans |
|
BSV |
Vanguard Short-Term Bond |
38 |
- |
$76.29 |
$281,000 |
3,660 |
0.1% |
49,000 |
646 |
0.001 |
Closed - End Fund - E... |
|
IVV |
iShares Core S&P 500 Etf |
39 |
- |
$532.15 |
$266,000 |
505 |
0.09% |
42,000 |
37 |
0 |
Closed - End Fund - E... |
|
LQD |
iShares Trust Goldman Sachs |
42 |
- |
$106.98 |
$229,000 |
2,099 |
0.08% |
17,000 |
182 |
0.001 |
Closed - End Fund - E... |
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