Vermillion & White Wealth Management Group, LLC
Q1 2025 13F Holdings
- Locationphoenixville, PA
- Num holdings
530
- Value ($000)
$138,155
- Date Filed05/14/2025
- Form type13F-HR
- CIK0001862443
- 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 |
|---|---|---|---|---|---|---|---|
IVV ISHARES CORE S&P 500 ETF | UIE | 464287200 | $31.24M | 23 % | 55,598 | ||
ASTORIA US QUALITY GROWTH KINGS ETF | UIE | 02072L185 | $14.47M | 11 % | 619,567 | ||
DFCF DIMENSIONAL CORE FIXED INCOME ETF | UIE | 25434V872 | $12.70M | 9 % | 301,990 | ||
DFAI DIMENSIONAL INTERN CORE EQT MKT ETF | UIE | 25434V203 | $9.75M | 7 % | 312,183 | ||
ROE ASTORIA US EQUAL WT QLT KINGS ETF | UIE | 02072L433 | $6.22M | 5 % | 212,635 | ||
DFSD DIMENSIONAL SHRT DRT FXDINCM ETF | UIE | 25434V864 | $6.05M | 4 % | 127,404 | ||
HEFA ISHARES CURRENCY HEDG MSCI EAFE ETF | UIE | 46434V803 | $5.57M | 4 % | 153,475 | ||
DFAE DIMENSIONAL EMERG CORE EQY MRKT ETF | UIE | 25434V302 | $3.82M | 3 % | 147,687 | ||
USMV ISHARES MSCI USA MIN VOLFCTR ETF | UIE | 46429B697 | $3.47M | 3 % | 37,035 | ||
BINC ISHARES FLEXIBLE INCME ACTIVE ETF | UIE | 092528603 | $3.01M | 2 % | 57,464 |
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