Vermillion Wealth Management, Inc.
Q1 2025 13F Holdings
- Locationrosemount, MN
- Num holdings
1,341
- Value ($000)
$340,714
- Date Filed04/28/2025
- Form type13F-HR
- CIK0001737012
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFUS DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $35.54M | 10 % | 587,685 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $23.83M | 7 % | 324,446 | ||
DFCF DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $18.21M | 5 % | 432,866 | ||
SWSBX SCHWAB SHORT-TERM BOND INDEX | COM | 808517692 | $14.21M | 4 % | 1,475,287 | ||
SUTXX SCHWAB US TREASURY MONEY ULTRA | COM | 808515472 | $10.36M | 3 % | 10,364,985 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $9.21M | 3 % | 17,299 | ||
SNSXX SCHWAB US TREASURY MONEY INVESTOR | COM | 808515548 | $8.55M | 3 % | 8,551,110 | ||
DFGX DIMENSIONAL ETF TRUST | GLOBAL EX US COR | 25434V575 | $8.01M | 2 % | 153,341 | ||
DFAI DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $7.58M | 2 % | 242,755 | ||
DFAS DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | $6.31M | 2 % | 105,600 |
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