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David Christopher Benfer

@Veery Capital, Llc

Latest period2024 - Q4ReportedManaged Assets$261.3MTotal holdings91
Assets growth rate-1.96%Assets growth rate (2-Q avg)3.01%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Veery Capital, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 91 positions.

Assets under management

The assets under management (AUM) of Veery Capital, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 261.3M in assets, with a quarterly growth rate of -1.96% and a 2-quarter average growth rate of 3.01%. The portfolio is managed by David Christopher Benfer, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SCHGSchwab Strategic Tr
Recent Activity
Increased 387.27%
13.34%
$34.841M
1.25M shares@ $27.88 avg price
SCHVSchwab Strategic Tr
Recent Activity
Increased 262.87%
10.36%
$27.064M
1.038M shares@ $26.07 avg price
IDEVIshares Tr
Recent Activity
Increased 18.76%
8.28%
$21.633M
335,554 shares@ $64.48 avg price
VUGVanguard Index Fds
Recent Activity
Increased 0.22%
8.11%
$21.183M
51,611 shares@ $410.44 avg price
VTVVanguard Index Fds
Recent Activity
Increased 1.36%
7.6%
$19.839M
117,184 shares@ $169.31 avg price
BNDVanguard Bd Index Fds
Recent Activity
Increased 0.67%
6.65%
$17.37M
241,546 shares@ $71.92 avg price
MUBIshares Tr
Recent Activity
Increased 5.93%
4.45%
$11.616M
109,016 shares@ $106.56 avg price
IEFAIshares Tr
Recent Activity
Increased 0.42%
4.26%
$11.126M
158,316 shares@ $70.28 avg price
IEMGIshares Inc
Recent Activity
Increased 12.5%
4.22%
$11.012M
210,886 shares@ $52.23 avg price
VBKVanguard Index Fds
Recent Activity
Increased 19.57%
3.68%
$9.598M
34,272 shares@ $280.07 avg price