Veridan Wealth LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Rocket Companies, Inc. | $115.00M | 38.6% |
| WELLS FARGO & COMPANY/MN | $12.77M | 4.3% |
| ISHARES TR | $8.90M | 3.0% |
| ISHARES TR | $8.27M | 2.8% |
| VANGUARD BD INDEX FDS | $7.13M | 2.4% |
| ISHARES TR | $6.19M | 2.1% |
| ISHARES TR | $6.18M | 2.1% |
| ISHARES TR | $6.14M | 2.1% |
| VANGUARD WORLD FD | $6.05M | 2.0% |
| NEW YORK LIFE INVESTMENTS ET | $5.55M | 1.9% |
| ISHARES TR | $5.32M | 1.8% |
| FIDELITY COVINGTON TRUST | $5.28M | 1.8% |
| VANGUARD INDEX FDS | $4.96M | 1.7% |
| VANGUARD SCOTTSDALE FDS | $4.79M | 1.6% |
| ISHARES TR | $4.78M | 1.6% |
| VANGUARD INDEX FDS | $4.59M | 1.5% |
| VANGUARD INDEX FDS | $4.56M | 1.5% |
| SCHWAB STRATEGIC TR | $4.02M | 1.3% |
| ISHARES TR | $3.97M | 1.3% |
| VANGUARD INDEX FDS | $3.86M | 1.3% |
| ISHARES TR | $3.85M | 1.3% |
| ISHARES TR | $3.84M | 1.3% |
| SCHWAB STRATEGIC TR | $3.66M | 1.2% |
| ISHARES INC | $3.65M | 1.2% |
| SCHWAB STRATEGIC TR | $3.61M | 1.2% |
| ISHARES GOLD TR | $3.30M | 1.1% |
| INVESCO QQQ TR | $3.20M | 1.1% |
| ISHARES TR | $2.93M | 1.0% |
| VANGUARD INDEX FDS | $2.87M | 1.0% |
| VANGUARD WORLD FD | $2.66M | 0.9% |
| FIRST TR EXCH TRADED FD III | $2.41M | 0.8% |
| VANGUARD SCOTTSDALE FDS | $2.38M | 0.8% |
| ISHARES TR | $2.37M | 0.8% |
| ISHARES TR | $2.32M | 0.8% |
| SCHWAB STRATEGIC TR | $2.26M | 0.8% |
| Apple Inc. | $1.81M | 0.6% |
| SCHWAB STRATEGIC TR | $1.78M | 0.6% |
| NVIDIA Corp | $1.71M | 0.6% |
| MICROSOFT CORP | $1.70M | 0.6% |
| Simon Property Group Inc | $844.7K | 0.3% |
| VANGUARD MUN BD FDS | $791.5K | 0.3% |
| Amazon.com Inc | $784.3K | 0.3% |
| Alphabet Inc. | $698.3K | 0.2% |
| ISHARES TR | $659.7K | 0.2% |
| Warren E. Buffett | $650.9K | 0.2% |
| Alphabet Inc. | $626.5K | 0.2% |
| COSTCO WHOLESALE CORP /NEW | $580.5K | 0.2% |
| ISHARES TR | $550.6K | 0.2% |
| APPLIED MATERIALS INC /DE | $529.9K | 0.2% |
| VANGUARD INDEX FDS | $482.8K | 0.2% |