VW

Vermillion & White Wealth Management Group, LLC

13F
Vermillion & White Wealth Management Group, LLC
Last update 2025-05-15 525 Stocks (175 new)
Value $138.00 Mil Turnover 43 %
Countries:
Top Holdings: IVV(22.61%)GQQQ(10.47%)DFCF(9.19%)DFAI(7.06%)ROE(4.50%)
Summary Stock Picks Current Portfolio
Vermillion & White Wealth Mana... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV
iShares Core S&P 500 ETF
55,598
31,240.5
+42.67%
22.610
+6.76%
0.010
+18.93%
+7.03%
629,981.3
 
GQQQ
Astoria US Quality Growth Kings ETF
619,567
14,467.3
+240.92%
10.470
+7.40%
24.390
+22.48%
+6.26%
72.7
 
DFCF
Dimensional Core Fixed Income ETF
301,990
12,701.7
+194.98%
9.190
+6.07%
0.190
+1.67%
+3.45%
7,099.5
 
DFAI
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
312,183
9,749.5
+90.88%
7.060
+3.36%
0.110
+12.71%
+19.25%
10,454.2
 
ROE
Astoria US Equal Weight Quality Kings ETF
Astoria US Equal Weight Quality Kings ETF
212,635
6,223.8
-51.31%
4.500
-5.02%
3.870
+16.07%
+5.58%
171.1
 
DFSD
Dimensional Short-Duration Fixed Income ETF
Dimensional Short-Duration Fixed Income ETF
127,404
6,054.2
+116.62%
4.380
+2.36%
0.140
+1.85%
+3.72%
4,852.6
 
HEFA
iShares Currency Hedged MSCI EAFE ETF
iShares Currency Hedged MSCI EAFE ETF
153,475
5,569.6
+3,626.93%
4.030
+3.92%
0.070
+12.23%
+9.71%
6,290.2
 
DFAE
Dimensional Emerging Core Equity Market ETF
Dimensional Emerging Core Equity Market ETF
147,687
3,823.6
+218.17%
2.770
+1.90%
0.070
+19.66%
+17.03%
6,210.1
 
USMV
iShares MSCI USA Min Vol Factor ETF
37,035
3,468.7
+121.91%
2.510
+1.38%
0.010
+3.47%
+5.05%
23,469.5
 
BINC
iShares Flexible Income Active ETF
57,464
3,009.9
+1,532.04%
2.180
+2.05%
0.030
+3.18%
+3.59%
10,151.2
 

Vermillion & White Wealth Management Group, LLC's Historical Top Holdings Breakdowns

Vermillion & White Wealth Management Group, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
GQQQ
Astoria US Quality Growth Kings ETF
2025-03-31
Add
Add
+7.40%
●
23.25 ($25.38) 26.86
$27.20
7.17%
Add 240.92%
619,567
437,831
IVV
iShares Core S&P 500 ETF
2025-03-31
Add
Add
+6.76%
●
554.06 ($590.51) 615.85
$626.16
6.04%
Add 42.67%
55,598
16,627
DFCF
Dimensional Core Fixed Income ETF
2025-03-31
Add
Add
+6.07%
●
40.79 ($41.67) 42.32
$41.88
0.52%
Add 194.98%
301,990
199,614
ROE
Astoria US Equal Weight Quality Kings ETF
Astoria US Equal Weight Quality Kings ETF
2025-03-31
Reduce
Reduce
-5.02%
●
28.74 ($30.77) 32.15
$31.99
3.96%
Reduce -51.31%
212,635
-224,098
SPIB
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPDR Portfolio Intermediate Term Corporate Bond ETF
2025-03-31
Reduce
Reduce
-4.83%
●
32.5 ($32.96) 33.3
$33.33
1.13%
Reduce -99.41%
1,194
-199,995
SPTI
SPDR Portfolio Intermediate Term Treasury ETF
SPDR Portfolio Intermediate Term Treasury ETF
2025-03-31
Reduce
Reduce
-4.32%
●
27.64 ($28.14) 28.58
$28.45
1.10%
Reduce -99.62%
806
-210,360
HEFA
iShares Currency Hedged MSCI EAFE ETF
iShares Currency Hedged MSCI EAFE ETF
2025-03-31
Add
Add
+3.92%
●
34.83 ($36.45) 37.46
$37.48
2.82%
Add 3626.93%
153,475
149,357
SPLG
SPDR Portfolio S&P 500 ETF
2025-03-31
Reduce
Reduce
-3.77%
●
64.88 ($69.16) 72.1
$73.31
6.00%
Reduce -92.29%
6,189
-74,060
SPDW
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
2025-03-31
Reduce
Reduce
-3.40%
●
33.84 ($36.14) 37.77
$40.15
11.10%
Reduce -94.97%
7,146
-135,050
DFAI
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
2025-03-31
Add
Add
+3.36%
●
28.88 ($30.87) 32.4
$34.27
11.00%
Add 90.88%
312,183
148,630

Vermillion & White Wealth Management Group, LLC Total Holding History ($B)

To

Vermillion & White Wealth Management Group, LLC's Asset Allocation

To

Vermillion & White Wealth Management Group, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Vermillion & White Wealth Management Group, LLC's Hypothetical Growth since 2025-03-31

Vermillion & White Wealth Management Group, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Vermillion & White Wealth Management Group, LLC's Holdings Heat Map

Size field:

Vermillion & White Wealth Management Group, LLC's Holdings Bubble Chart

Vermillion & White Wealth Management Group, LLC News

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