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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
VBRVanguard Index Fds
Recent Activity
Increased 20.75%
3.56%
$9.279M
46,823 shares@ $198.19 avg price
HYDVaneck Etf Trust
Recent Activity
Increased 5.45%
1.97%
$5.141M
99,042 shares@ $51.92 avg price
BNDXVanguard Charlotte Fds
Recent Activity
Increased 14.67%
1.62%
$4.216M
85,949 shares@ $49.05 avg price
VOOVanguard Index Fds
Recent Activity
Increased 21.91%
1.08%
$2.804M
5,204 shares@ $538.86 avg price
AAPLApple Inc
Recent Activity
Increased 3.38%
1.04%
$2.696M
10,765 shares@ $250.41 avg price
SPHYSpdr Ser Tr
Recent Activity
Increased 17.91%
0.89%
$2.323M
98,973 shares@ $23.47 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 6.84%
0.73%
$1.884M
4,469 shares@ $421.5 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 7.97%
0.55%
$1.413M
6,440 shares@ $219.4 avg price
DKNGDraftkings Inc New
Recent Activity
Increased 17.08%
0.53%
$1.379M
37,065 shares@ $37.2 avg price
IWNIshares Tr
Recent Activity
Increased 1.76%
0.47%
$1.217M
7,413 shares@ $164.17 avg price