Loading…
CIK 0002016904 • 7 13F filings • Apr 17, 2025 – Oct 19, 2026
Import this data to Google Sheets with:
=jivedata("verisail-partners-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $223K | 0.1%Prev: 0.1% | 1,200 SH | Decreased |
| APPLE INC | COM | $652K | 0.3%Prev: 0.3% | 3,180 SH | Decreased+520 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $753K | 0.3%Prev: 0.3% | 1,551 SH | Increased |
| CINCINNATI FINL CORP | COM | $250K | 0.1%Prev: 0.1% | 1,680 SH | Decreased |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $20.1M | 8.5%Prev: 9.0% | 475,528 SH | Decreased-49,283 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $13.9M | 5.9%Prev: 6.5% | 467,561 SH | Decreased+6,634 SH |
| DIMENSIONAL ETF TRUST | GLOBAL EX US COR | $20.5M | 8.7% | 383,299 SH | New |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $21.0M | 8.9%Prev: 9.3% | 783,538 SH | Decreased-78,766 SH |
| DIMENSIONAL ETF TRUST | INFLATION PROTE | $214K | 0.1%Prev: 0.1% | 5,118 SH | Decreased-388 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $41.0M | 17.4%Prev: 18.2% | 1,319,801 SH | Decreased+58,546 SH |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $2.1M | 0.9%Prev: 1.0% | 44,840 SH | Decreased-4,547 SH |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $17.7M | 7.5%Prev: 7.9% | 369,278 SH | Decreased-37,048 SH |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $2.1M | 0.9%Prev: 0.9% | 48,538 SH | Decreased |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $78.5M | 33.3%Prev: 34.5% | 2,189,067 SH | Decreased-1,271 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $455K | 0.2%Prev: 0.2% | 15,448 SH | Decreased-1,003 SH |
| ISHARES TR | CORE INTL AGGR | $847K | 0.4% | 16,580 SH | New |
| ISHARES TR | CORE MSCI TOTAL | $1.1M | 0.5% | 14,029 SH | New |
| ISHARES TR | CORE S&P500 ETF | $284K | 0.1%Prev: 0.2% | 458 SH | Decreased-161 SH |
| MARRIOTT INTL INC NEW | CL A | $2.4M | 1.0%Prev: 1.1% | 8,604 SH | Decreased+113 SH |
| MICROSOFT CORP | COM | $1.0M | 0.4%Prev: 0.3% | 2,035 SH | Increased-39 SH |
| PARKER-HANNIFIN CORP | COM | $221K | 0.1% | 316 SH | New |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $895K | 0.4% | 5,440 SH | New |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $1.1M | 0.4% | 11,847 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.5M | 0.7%Prev: 0.1% | 2,701 SH | Increased+2,306 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $904K | 0.4% | 4,636 SH | New |
| VANGUARD INDEX FDS | TOTAL STK MKT | $340K | 0.1% | 1,118 SH | New |
| VANGUARD INDEX FDS | VALUE ETF | $381K | 0.2% | 2,153 SH | New |
| VANGUARD INTL EQUITY INDEX F | GLB EX US ETF | $823K | 0.3% | 17,825 SH | New |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $1.2M | 0.5%Prev: 0.1% | 24,544 SH | Increased+19,155 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $623K | 0.3%Prev: 0.1% | 7,510 SH | Increased+4,390 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $206K | 0.1% | 3,442 SH | New |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $267K | 0.1% | 3,364 SH | New |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000VAL | $643K | 0.3% | 4,621 SH | New |
| VANGUARD STAR FDS | VG TL INTL STK F | $987K | 0.4% | 14,290 SH | New |
| WALMART INC | COM | $473K | 0.2%Prev: 0.2% | 4,836 SH | Decreased |
| 13F-HR |
| 0001085146-25-005877 |
| $235.8M |
| View |
| Jul 14, 2026 | Q2 2026 | 13F-HR | 0002016904-26-000003 | $269.8M | View |
| Jul 28, 2025 | Q2 2025 | 13F-HR | 0001085146-25-004204 | $235.5M | View |
| Apr 21, 2026 | Q1 2026 | 13F-HR | 0002016904-26-000002 | $246.5M | View |
| Apr 17, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002186 | $216.9M | View |