VW

Vermillion Wealth Management, Inc.

13F
Vermillion Wealth Management, Inc.
Last update 2025-04-28 587 Stocks (57 new)
Value $197.00 Mil Turnover 3 %
Countries:
Top Holdings: DFUS(18.00%)BND(12.07%)DFCF(9.22%)BRK.B(4.67%)DFGX(4.06%)
Summary Stock Picks Current Portfolio
Vermillion Wealth Management, ... 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
DFUS
Dimensional U.S. Equity Market ETF
587,685
35,543.2
+4.49%
18.000
+0.77%
0.260
+16.65%
+6.38%
15,710.2
 
BND
Vanguard Total Bond Market ETF
324,446
23,830.5
-0.59%
12.070
-0.07%
0.020
+0.50%
+1.22%
127,391.0
 
DFCF
Dimensional Core Fixed Income ETF
432,866
18,206.3
+0.65%
9.220
+0.06%
0.280
+1.38%
+1.67%
7,112.2
 
BRK.B
Berkshire Hathaway Inc
17,299
9,213.1
-1.08%
4.670
-0.04%
0.000
-10.05%
+5.08%
1,025,733.1
Insurance
DFGX
Dimensional Global ex US Core Fixed Income ETF
Dimensional Global ex US Core Fixed Income ETF
153,341
8,012.1
+8.59%
4.060
+0.32%
1.010
+1.41%
+1.41%
947.1
 
DFAI
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
242,755
7,581.2
+8.86%
3.840
+0.31%
0.080
+12.73%
+18.25%
10,535.1
 
DFAS
Dimensional U.S. Small Cap ETF
105,600
6,309.6
+3.09%
3.200
+0.10%
0.070
+17.44%
+0.68%
10,574.6
 
VGT
Vanguard Information Technology ETF
10,031
5,440.6
+7.32%
2.760
+0.19%
0.010
+27.98%
+7.81%
85,577.0
 
VIG
Vanguard Dividend Appreciation FTF
26,001
5,043.9
+1.56%
2.550
+0.04%
0.010
+10.45%
+5.34%
89,427.2
 
VTEB
Vanguard Tax-Exempt Bond ETF
93,863
4,657.5
+1.09%
2.360
+0.03%
0.010
+0.62%
-2.65%
35,573.6
 

Vermillion Wealth Management, Inc.'s Historical Top Holdings Breakdowns

Vermillion Wealth Management, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
DFUS
Dimensional U.S. Equity Market ETF
2025-03-31
Add
Add
+0.77%
●
59.61 ($63.9) 66.74
$67.82
6.13%
Add 4.49%
587,685
25,239
DFGX
Dimensional Global ex US Core Fixed Income ETF
Dimensional Global ex US Core Fixed Income ETF
2025-03-31
Add
Add
+0.32%
●
51.57 ($52.31) 52.96
$53.06
1.43%
Add 8.59%
153,341
12,130
DFAI
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
2025-03-31
Add
Add
+0.31%
●
28.88 ($30.87) 32.4
$34.53
11.86%
Add 8.86%
242,755
19,766
DFNM
Dimensional National Municipal Bond ETF
Dimensional National Municipal Bond ETF
2025-03-31
Reduce
Reduce
-0.26%
●
47.35 ($47.88) 48.24
$47.44
-0.92%
Reduce -13.36%
69,791
-10,763
VGT
Vanguard Information Technology ETF
2025-03-31
Add
Add
+0.19%
●
542.38 ($602.71) 646.34
$670.36
11.22%
Add 7.32%
10,031
684
NVDA
NVIDIA Corp
2025-03-31
Reduce
Reduce
-0.18%
●
106.98 ($126.74) 149.43
$164.07
29.45%
Reduce -20.3%
10,532
-2,682
FLRN
SPDR Bloomberg Investment Grade Floating Rate ETF
SPDR Bloomberg Investment Grade Floating Rate ETF
2025-03-31
Add
Add
+0.15%
●
30.71 ($30.8) 30.87
$30.76
-0.13%
Add 198.54%
14,497
9,641
DFAE
Dimensional Emerging Core Equity Market ETF
Dimensional Emerging Core Equity Market ETF
2025-03-31
Add
Add
+0.11%
●
24.64 ($25.96) 26.86
$29.12
12.17%
Add 6.34%
139,229
8,295
DFAS
Dimensional U.S. Small Cap ETF
2025-03-31
Add
Add
+0.10%
●
58.81 ($64.31) 68.2
$65.52
1.88%
Add 3.09%
105,600
3,166
MSpK.PFD
Morgan Stanley
2025-03-31
New Buy
New Buy
+0.10%
●
23.75 ($24.56) 25.02
$24.08
-1.95%
New holding
8,248
8,248

Vermillion Wealth Management, Inc. Total Holding History ($B)

To

Vermillion Wealth Management, Inc.'s Asset Allocation

To

Vermillion Wealth Management, Inc. Past Portfolios

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

Top Ranked Articles

  • 1

Vermillion Wealth Management, Inc.'s Hypothetical Growth since 2025-03-31

Vermillion Wealth Management, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Vermillion Wealth Management, Inc.'s Holdings Heat Map

Size field:

Vermillion Wealth Management, Inc.'s Holdings Bubble Chart

Vermillion Wealth Management, Inc. News

  • 1

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