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Vertrix Wealth Management, LLC

Q2 2026 Holdings

Filed 2026-07-09 | 103 holdings | $297.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Vanguard Malvern FDS(VTIP)STRM INFPROIDX922020805$13.2M262,1864.4%
Vanguard BD Index FDS(BSV)SHORT TRM BOND921937827$14.9M190,8485.0%
Vanguard BD Index FDS(BIV)INTERMED TERM921937819$15.0M195,8205.1%
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