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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
VEAVanguard Tax-managed Fds
Recent Activity
Decreased -50.58%
2.41%
$6.288M
131,493 shares@ $47.83 avg price
VTIPVanguard Malvern Fds
Recent Activity
Decreased -2.14%
0.82%
$2.138M
44,146 shares@ $48.42 avg price
EMLCVaneck Etf Trust
Recent Activity
Decreased -15.4%
0.77%
$2.006M
86,823 shares@ $23.12 avg price
VWOBVanguard Whitehall Fds
Recent Activity
Decreased -12.65%
0.76%
$1.962M
31,061 shares@ $63.16 avg price
SCHXSchwab Strategic Tr
Recent Activity
Decreased -50.91%
0.7%
$1.82M
78,527 shares@ $23.19 avg price
QQQInvesco Qqq Tr
Recent Activity
Decreased -4.51%
0.58%
$1.493M
2,920 shares@ $511.17 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Decreased -66.54%
0.4%
$1.024M
23,256 shares@ $44.05 avg price
COSTCostco Whsl Corp New
Recent Activity
Decreased -0.62%
0.29%
$733,016
800 shares@ $916.27 avg price
USMVIshares Tr
Recent Activity
Decreased -10.96%
0.26%
$669,388
7,539 shares@ $88.8 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -0.22%
0.25%
$641,358
2,676 shares@ $239.68 avg price