Vice President

0001481714-24-000003.txt : 20240507 0001481714-24-000003.hdr.sgml : 20240507 20240507161125 ACCESSION NUMBER: 0001481714-24-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240507 DATE AS OF CHANGE: 20240507 EFFECTIVENESS DATE: 20240507 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Verus Financial Partners, Inc. CENTRAL INDEX KEY: 0001481714 ORGANIZATION NAME: IRS NUMBER: 541631632 STATE OF INCORPORATION: VA FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-13642 FILM NUMBER: 24921959 BUSINESS ADDRESS: STREET 1: 9030 STONY POINT PARKWAY SUITE 160 CITY: RICHMOND STATE: VA ZIP: 23235 BUSINESS PHONE: 804-592-3465 MAIL ADDRESS: STREET 1: 9030 STONY POINT PARKWAY SUITE 160 CITY: RICHMOND STATE: VA ZIP: 23235 FORMER COMPANY: FORMER CONFORMED NAME: Kuehl Shepherd Kozlowski & Associates,Inc. DATE OF NAME CHANGE: 20100121 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001481714 XXXXXXXX 03-31-2024 03-31-2024 Verus Financial Partners, Inc.

9030 STONY POINT PARKWAY SUITE 160 RICHMOND VA 23235

13F HOLDINGS REPORT 028-13642 000106744 801-41983 N Julie Waitman Vice President 804-648-5008 Julie Waitman Richmond VA 05-06-2024 0 98 853775694 false INFORMATION TABLE 2 verus1q24.xml ABBVIE INC COM 00287Y109 669216 3675 SH SOLE 3675 0 0 ALPHABET INC CAP STK CL C 02079K107 212859 1398 SH SOLE 1398 0 0 ALPHABET INC CAP STK CL A 02079K305 337703 2237 SH SOLE 2237 0 0 ALTRIA GROUP INC COM 02209S103 2412895 55316 SH SOLE 55210 106 0 AMAZON COM INC COM 023135106 250007 1386 SH SOLE 1386 0 0 AMERICAN CENTY ETF TR AVANTIS INFLATIN 025072240 281228 4447 SH SOLE 4447 0 0 AMERICAN CENTY ETF TR INTERNATIONAL LR 025072364 709671 13123 SH SOLE 13123 0 0 AMERICAN CENTY ETF TR AVANTIS CORE FI 025072562 46482857 1126857 SH SOLE 1125102 1755 0 AMERICAN CENTY ETF TR AVANTIS SHFXDINC 025072687 61363104 1325910 SH SOLE 1322652 3258 0 APPLE INC COM 037833100 2894715 16881 SH SOLE 16622 259 0 BANK AMERICA CORP COM 060505104 447609 11804 SH SOLE 11804 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 770393 1832 SH SOLE 1832 0 0 BRANDYWINE RLTY TR SH BEN INT NEW 105368203 792134 165028 SH SOLE 165028 0 0 BROOKFIELD CORP CL A LTD VT SH 11271J107 251555 6008 SH SOLE 6008 0 0 CAPITAL ONE FINL CORP COM 14040H105 411554 2764 SH SOLE 2764 0 0 CARMAX INC COM 143130102 586512 6733 SH SOLE 6733 0 0 CATERPILLAR INC COM 149123101 335097 914 SH SOLE 914 0 0 CHEVRON CORP NEW COM 166764100 277326 1758 SH SOLE 1758 0 0 COCA COLA CO COM 191216100 256551 4193 SH SOLE 4193 0 0 COMCAST CORP NEW CL A 20030N101 214975 4959 SH SOLE 4959 0 0 CSX CORP COM 126408103 303677 8192 SH SOLE 8192 0 0 DEERE & CO COM 244199105 266117 648 SH SOLE 648 0 0 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 307185 5391 SH SOLE 5391 0 0 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 862781 13840 SH SOLE 13840 0 0 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 339784 6243 SH SOLE 6243 0 0 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 1141375 27906 SH SOLE 27906 0 0 DIMENSIONAL ETF TRUST INTL SMALL CAP V 25434V781 317329 11671 SH SOLE 11671 0 0 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 28379944 772243 SH SOLE 772243 0 0 DIMENSIONAL ETF TRUST NATL MUN BD ETF 25434V849 3713060 77211 SH SOLE 77211 0 0 DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864 358925 7630 SH SOLE 7630 0 0 DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872 1697021 40453 SH SOLE 40453 0 0 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 422814 16620 SH SOLE 16620 0 0 DOMINION ENERGY INC COM 25746U109 826155 16795 SH SOLE 16795 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 339856 3514 SH SOLE 3514 0 0 ELEVANCE HEALTH INC COM 036752103 937449 1808 SH SOLE 1808 0 0 ELI LILLY & CO COM 532457108 407222 523 SH SOLE 523 0 0 EXXON MOBIL CORP COM 30231G102 1099568 9459 SH SOLE 9459 0 0 FLEXSHARES TR MORNSTAR UPSTR 33939L407 253935 6183 SH SOLE 6183 0 0 GENERAL ELECTRIC CO COM NEW 369604301 315372 1797 SH SOLE 1797 0 0 GRAINGER W W INC COM 384802104 1183025 1163 SH SOLE 1163 0 0 HCA HEALTHCARE INC COM 40412C101 2027529 6079 SH SOLE 6079 0 0 HOME DEPOT INC COM 437076102 463616 1209 SH SOLE 1209 0 0 HONEYWELL INTL INC COM 438516106 207415 1011 SH SOLE 1011 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 641053 3357 SH SOLE 3357 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 336854 759 SH SOLE 759 0 0 ISHARES TR SELECT DIVID ETF 464287168 9212696 74791 SH SOLE 74618 173 0 ISHARES TR CORE S&P500 ETF 464287200 26296913 50020 SH SOLE 49999 21 0 ISHARES TR CORE S&P MCP ETF 464287507 4188917 68965 SH SOLE 68724 241 0 ISHARES TR RUS 1000 VAL ETF 464287598 1921489 10728 SH SOLE 10728 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 796112 2362 SH SOLE 2362 0 0 ISHARES TR AGGRES ALLOC ETF 464289859 643066 8754 SH SOLE 8754 0 0 ISHARES TR GRWT ALLOCAT ETF 464289867 249152 4476 SH SOLE 4476 0 0 ISHARES TR MODERT ALLOC ETF 464289875 460816 10772 SH SOLE 10772 0 0 ISHARES TR CORE MSCI TOTAL 46432F834 16018844 236057 SH SOLE 235727 330 0 JOHNSON & JOHNSON COM 478160104 725039 4583 SH SOLE 4583 0 0 JPMORGAN CHASE & CO COM 46625H100 410501 2049 SH SOLE 2049 0 0 LOWES COS INC COM 548661107 974312 3825 SH SOLE 3825 0 0 MARATHON PETE CORP COM 56585A102 235554 1169 SH SOLE 1169 0 0 MAXIMUS INC COM 577933104 485781 5790 SH SOLE 5790 0 0 MCDONALDS CORP COM 580135101 311558 1105 SH SOLE 1105 0 0 MCKESSON CORP COM 58155Q103 543292 1012 SH SOLE 1012 0 0 MERCK & CO INC COM 58933Y105 460045 3487 SH SOLE 3487 0 0 META PLATFORMS INC CL A 30303M102 297268 612 SH SOLE 512 100 0 MICROSOFT CORP COM 594918104 1296234 3081 SH SOLE 3081 0 0 MONDELEZ INTL INC CL A 609207105 356800 5097 SH SOLE 5097 0 0 NASDAQ INC COM 631103108 479434 7598 SH SOLE 7598 0 0 NORFOLK SOUTHN CORP COM 655844108 503795 1977 SH SOLE 1977 0 0 PEPSICO INC COM 713448108 309401 1768 SH SOLE 1768 0 0 PFIZER INC COM 717081103 283148 10204 SH SOLE 10204 0 0 PHILIP MORRIS INTL INC COM 718172109 2430941 26533 SH SOLE 26533 0 0 PROCTER AND GAMBLE CO COM 742718109 460454 2838 SH SOLE 2838 0 0 RBB FD INC US TRSRY 6 MNTH 74933W460 205451 4100 SH SOLE 4100 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 23812700 295333 SH SOLE 295333 0 0 SOUTHERN CO COM 842587107 426876 5950 SH SOLE 5950 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 2802225 5357 SH SOLE 5357 0 0 TJX COS INC NEW COM 872540109 301015 2968 SH SOLE 2968 0 0 UDR INC COM 902653104 252311 6744 SH SOLE 6744 0 0 VANGUARD BD INDEX FDS INTERMED TERM 921937819 38764552 514119 SH SOLE 513325 794 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 351389 4583 SH SOLE 4256 327 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 96044331 1322378 SH SOLE 1318797 3581 0 VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 1410602 28468 SH SOLE 28468 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2287934 4760 SH SOLE 4760 0 0 VANGUARD INDEX FDS SML CP GRW ETF 922908595 317296 1217 SH SOLE 1217 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 56306910 293449 SH SOLE 292577 872 0 VANGUARD INDEX FDS MID CAP ETF 922908629 8185415 32760 SH SOLE 32595 165 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 22171606 92474 SH SOLE 92474 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 432661 1257 SH SOLE 1257 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 1129501 4941 SH SOLE 4941 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 197878838 761365 SH SOLE 759346 2019 0 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 822769 7446 SH SOLE 7412 34 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 44956993 766530 SH SOLE 766134 396 0 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 319835 6679 SH SOLE 6679 0 0 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 11407020 225435 SH SOLE 225435 0 0 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 2068919 35628 SH SOLE 35628 0 0 VANGUARD SCOTTSDALE FDS VNG RUS3000IDX 92206C599 1753452 7527 SH SOLE 7370 157 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 59764080 991112 SH SOLE 991112 0 0 VANGUARD WORLD FD MEGA CAP INDEX 921910873 41715537 223233 SH SOLE 222150 1083 0 VANGUARD WORLD FD ENERGY ETF 92204A306 426892 3241 SH SOLE 3241 0 0