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CIK 0002064821 • 2 13F filings • Feb 20, 2026 – Jun 5, 2026
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=jivedata("verus-advisory-inc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 2 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| NUSHARES ETF TR | NUBEEN ESG INTL | $2.0M | 1.3%Prev: 12.5% | 53,941 SH | Increased+53,941 SH |
| NUSHARES ETF TR | NUVEEN ESG EMRGN | $686K | 0.4%Prev: 12.5% | 19,239 SH | Increased+19,239 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $61.3M | 40.0%Prev: 12.5% | 89,273 SH | Increased+89,273 SH |
| TIKAL TRUST I | ADASINA SOCIAL | $493K | 0.3%Prev: 12.5% | 24,224 SH | Increased+24,224 SH |
| VANGUARD BD INDEX FDS | TOTAL BOND MARKET | $26.3M | 17.2%Prev: 12.5% | 354,323 SH | Increased+354,323 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $45.0M | 29.4%Prev: 12.5% | 133,330 SH | Increased+133,330 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $7.9M | 5.1%Prev: 12.5% | 146,068 SH | Increased+146,068 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $9.6M | 6.2%Prev: 12.5% | 152,270 SH | Increased+152,270 SH |