Vermillion & White Wealth Management Group, LLC

Q3 2025 13F Holdings

  • Location
    phoenixville, PA
  • Num holdings

    570

  • Value ($000)

    $175,710

  • Date Filed
    11/25/2025
  • Form type
    13F-HR
  • CIK
    0001862443
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IVV
IVV

ISHARES CORE S&P 500 ETF

UIE
$38.31 M
22 %

57,235

DFAI
DFAI

DIMENSIONAL INTERN CORE EQT MKT ETF

UIE
$17.22 M
10 %

473,707

DFCF
DFCF

DIMENSIONAL CORE FIXED INCOME ETF

UIE
$16.33 M
9 %

381,926

---

ASTORIA US QUALITY GROWTH KINGS ETF

UIE
$15.23 M
9 %

515,979

ROE
ROE

ASTORIA US EQUAL WT QLT KINGS ETF

UIE
$9.22 M
5 %

266,801

DFAE
DFAE

DIMENSIONAL EMERG CORE EQY MRKT ETF

UIE
$6.91 M
4 %

219,050

DFSD
DFSD

DIMENSIONAL SHRT DRT FXDINCM ETF

UIE
$6.58 M
4 %

136,580

---

SPDR PORT INTER TRM TRSRY ETF

UIE
$5.88 M
3 %

203,430

---

EA ASTORIA DYNMC CRE US FXD INCM ETF

UIE
$5.83 M
3 %

229,680

KBWB
KBWB

INVSC KBW BANK ETF

UIE
$3.91 M
2 %

50,024

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