Vermillion & White Wealth Management Group, LLC
Q2 2025 13F Holdings
- Locationphoenixville, PA
- Num holdings
537
- Value ($000)
$153,810
- Date Filed08/12/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES CORE S&P 500 ETF | UIE | 464287200 | $34.52M | 22 % | 55,598 | ||
ASTORIA US QUALITY GROWTH KINGS ETF | UIE | 02072L185 | $16.86M | 11 % | 622,913 | ||
DFCF DIMENSIONAL CORE FIXED INCOME ETF | UIE | 25434V872 | $15.07M | 10 % | 356,717 | ||
DFAI DIMENSIONAL INTERN CORE EQT MKT ETF | UIE | 25434V203 | $13.14M | 9 % | 380,122 | ||
ROE ASTORIA US EQUAL WT QLT KINGS ETF | UIE | 02072L433 | $7.16M | 5 % | 222,426 | ||
DFSD DIMENSIONAL SHRT DRT FXDINCM ETF | UIE | 25434V864 | $6.13M | 4 % | 127,592 | ||
DFAE DIMENSIONAL EMERG CORE EQY MRKT ETF | UIE | 25434V302 | $4.04M | 3 % | 139,629 | ||
ASTORIA DYNAMIC CORE US FD IC ETF | UIE | 02072Q663 | $3.62M | 2 % | 143,300 | ||
USMV ISHARES MSCI USA MIN VOLFCTR ETF | UIE | 46429B697 | $3.50M | 2 % | 37,263 | ||
BINC ISHARES FLEXIBLE INCME ACTIVE ETF | UIE | 092528603 | $3.03M | 2 % | 57,338 |
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