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CIK 0001844375 • 6 13F filings • Apr 8, 2025 – Jul 9, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADOBE INC | COM | $315K | 0.1% | 822 SH | |
| ADVANCED MICRO DEVICES INC | COM | $324K | 0.1% | 3,150 SH | |
| ALPHABET INC | CAP STK CL A | $532K | 0.2% | 3,437 SH | |
| ALPHABET INC | CAP STK CL C | $1.0M | 0.4% | 6,492 SH | |
| AMAZON COM INC | COM | $1.2M | 0.5% | 6,453 SH | |
| AMERICAN EXPRESS CO | COM | $203K | 0.1% | 753 SH | |
| AMERIPRISE FINL INC | COM | $283K | 0.1% | 584 SH | |
| AMPHENOL CORP NEW | CL A | $505K | 0.2% | 7,696 SH | |
| ANALOG DEVICES INC | COM | $229K | 0.1% | 1,135 SH | |
| APPLE INC | COM | $2.6M | 1.0% | 11,762 SH | |
| ASTRAZENECA PLC | SPONSORED ADR | $282K | 0.1% | 3,832 SH | |
| AT&T INC | COM | $287K | 0.1% | 10,136 SH | |
| BANK AMERICA CORP | COM | $351K | 0.1% | 8,411 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $278K | 0.1% | 522 SH | |
| BROADCOM INC | COM | $279K | 0.1% | 1,665 SH | |
| CONSTELLATION ENERGY CORP | COM | $706K | 0.3% | 3,501 SH | |
| COSTCO WHSL CORP NEW | COM | $811K | 0.3% | 858 SH | |
| DANAHER CORPORATION | COM | $328K | 0.1% | 1,601 SH | |
| DEXCOM INC | COM | $275K | 0.1% | 4,023 SH | |
| DRAFTKINGS INC NEW | COM CL A | $1.3M | 0.5% | 38,140 SH | |
| ELI LILLY & CO | COM | $263K | 0.1% | 318 SH | |
| ENERGY TRANSFER L P | COM UT LTD PTN | $214K | 0.1% | 11,500 SH | |
| EXELON CORP | COM | $386K | 0.2% | 8,372 SH | |
| EXXON MOBIL CORP | COM | $531K | 0.2% | 4,462 SH | |
| GILEAD SCIENCES INC | COM | $280K | 0.1% | 2,501 SH | |
| GRAYSCALE BITCOIN MINI TR ET | SHS NEW | $210K | 0.1% | 5,761 SH | |
| HOME DEPOT INC | COM | $246K | 0.1% | 671 SH | |
| INTERNATIONAL BUSINESS MACHS | COM | $271K | 0.1% | 1,091 SH | |
| INTUIT | COM | $488K | 0.2% | 794 SH | |
| INTUITIVE SURGICAL INC | COM NEW | $587K | 0.2% | 1,185 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $1.4M | 0.5% | 2,921 SH | |
| ISHARES INC | CORE MSCI EMKT | $11.6M | 4.5% | 215,710 SH | |
| ISHARES INC | MSCI GBL MIN VOL | $219K | 0.1% | 1,886 SH | |
| ISHARES TR | CORE MSCI EAFE | $11.0M | 4.3% | 145,436 SH | |
| ISHARES TR | CORE MSCI INTL | $24.1M | 9.4% | 350,384 SH | |
| ISHARES TR | JPMORGAN USD EMG | $201K | 0.1% | 2,223 SH | |
| ISHARES TR | MSCI EAFE MIN VL | $214K | 0.1% | 2,745 SH | |
| ISHARES TR | MSCI USA MIN VOL | $706K | 0.3% | 7,537 SH | |
| ISHARES TR | NATIONAL MUN ETF | $11.5M | 4.5% | 109,205 SH | |
| ISHARES TR | RUS 2000 GRW ETF | $1.0M | 0.4% | 4,022 SH | |
| ISHARES TR | RUS 2000 VAL ETF | $1.1M | 0.4% | 7,244 SH | |
| ISHARES TR | S&P 500 GRWT ETF | $299K | 0.1% | 3,218 SH | |
| ISHARES TR | S&P 500 VAL ETF | $247K | 0.1% | 1,295 SH | |
| JOHNSON & JOHNSON | COM | $241K | 0.1% | 1,454 SH | |
| JPMORGAN CHASE & CO. | COM | $676K | 0.3% | 2,754 SH | |
| KROGER CO | COM | $236K | 0.1% | 3,481 SH | |
| MARATHON PETE CORP | COM | $234K | 0.1% | 1,603 SH | |
| MASTERCARD INCORPORATED | CL A | $778K | 0.3% | 1,419 SH | |
| MERCK & CO INC | COM | $242K | 0.1% | 2,694 SH | |
| META PLATFORMS INC | CL A | $711K | 0.3% | 1,234 SH | |
| MICROSOFT CORP | COM | $1.8M | 0.7% | 4,709 SH | |
| NVIDIA CORPORATION | COM | $824K | 0.3% | 7,605 SH | |
| PAYCHEX INC | COM | $238K | 0.1% | 1,543 SH | |
| PHILIP MORRIS INTL INC | COM | $304K | 0.1% | 1,918 SH | |
| POPULAR INC | COM NEW | $568K | 0.2% | 6,148 SH | |
| ROPER TECHNOLOGIES INC | COM | $221K | 0.1% | 374 SH | |
| SALESFORCE INC | COM | $446K | 0.2% | 1,662 SH | |
| SAP SE | SPON ADR | $220K | 0.1% | 818 SH | |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $1.2M | 0.5% | 50,170 SH | |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $31.1M | 12.1% | 1,242,387 SH | |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $27.7M | 10.8% | 1,041,330 SH | |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $1.2M | 0.5% | 54,770 SH | |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $287K | 0.1% | 12,252 SH | |
| SEMLER SCIENTIFIC INC | COM | $217K | 0.1% | 6,000 SH | |
| SLM CORP | COM | $236K | 0.1% | 8,035 SH | |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $326K | 0.1% | 8,962 SH | |
| SPDR SER TR | NUVEEN BLOOMBERG | $227K | 0.1% | 8,999 SH | |
| SPDR SER TR | PORTFLI HIGH YLD | $2.3M | 0.9% | 99,692 SH | |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $242K | 0.1% | 1,458 SH | |
| TESLA INC | COM | $636K | 0.2% | 2,453 SH | |
| THERMO FISHER SCIENTIFIC INC | COM | $212K | 0.1% | 426 SH | |
| UBER TECHNOLOGIES INC | COM | $214K | 0.1% | 2,935 SH | |
| UNITEDHEALTH GROUP INC | COM | $203K | 0.1% | 387 SH | |
| VANECK ETF TRUST | HIGH YLD MUNIETF | $5.4M | 2.1% | 105,703 SH | |
| VANECK ETF TRUST | JP MRGAN EM LOC | $2.0M | 0.8% | 82,803 SH | |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $17.8M | 6.9% | 242,039 SH | |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $4.3M | 1.7% | 87,309 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $19.8M | 7.7% | 53,266 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $2.1M | 0.8% | 4,001 SH | |
| VANGUARD INDEX FDS | SM CP VAL ETF | $9.2M | 3.6% | 49,143 SH | |
| VANGUARD INDEX FDS | SML CP GRW ETF | $9.1M | 3.5% | 35,958 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $21.0M | 8.2% | 121,480 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $865K | 0.3% | 19,113 SH | |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $2.2M | 0.9% | 43,916 SH | |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $549K | 0.2% | 11,069 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $6.1M | 2.4% | 119,981 SH | |
| VANGUARD WHITEHALL FDS | EM MK GOV BD ETF | $1.9M | 0.7% | 29,679 SH | |
| VERIZON COMMUNICATIONS INC | COM | $253K | 0.1% | 5,588 SH | |
| VISA INC | COM CL A | $772K | 0.3% | 2,203 SH | |
| WELLS FARGO CO NEW | COM | $217K | 0.1% | 3,018 SH | |
| XERIS BIOPHARMA HOLDINGS INC | COM | $78K | 0.0% | 14,163 SH | |
| ZOETIS INC | CL A | $408K | 0.2% | 2,476 SH |
| 13F-HR |
| 0002085853-25-000089 |
| $316.8M |
| View |
| Jul 9, 2026 | Q2 2026 | 13F-HR | 0002085853-26-000679 | $372.3M | View |
| Jul 7, 2025 | Q2 2025 | 13F-HR | 0001667731-25-000734 | $290.8M | View |
| Apr 9, 2026 | Q1 2026 | 13F-HR | 0002085853-26-000309 | $326.1M | View |
| Apr 8, 2025 | Q1 2025 | 13F-HR | 0001667731-25-000384 | $257.1M | View |