Vermillion & White Wealth Management Group, LLC
Q3 2025 13F Holdings
- Locationphoenixville, PA
- Num holdings
570
- Value ($000)
$175,710
- Date Filed11/25/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P 500 ETF | UIE | 464287200 | $38.31M | 22 % | 57,235 | ||
DIMENSIONAL INTERN CORE EQT MKT ETF | UIE | 25434V203 | $17.22M | 10 % | 473,707 | ||
DIMENSIONAL CORE FIXED INCOME ETF | UIE | 25434V872 | $16.33M | 9 % | 381,926 | ||
ASTORIA US QUALITY GROWTH KINGS ETF | UIE | 02072L185 | $15.23M | 9 % | 515,979 | ||
ASTORIA US EQUAL WT QLT KINGS ETF | UIE | 02072L433 | $9.22M | 5 % | 266,801 | ||
DIMENSIONAL EMERG CORE EQY MRKT ETF | UIE | 25434V302 | $6.91M | 4 % | 219,050 | ||
DIMENSIONAL SHRT DRT FXDINCM ETF | UIE | 25434V864 | $6.58M | 4 % | 136,580 | ||
SPDR PORT INTER TRM TRSRY ETF | UIE | 78464A672 | $5.88M | 3 % | 203,430 | ||
EA ASTORIA DYNMC CRE US FXD INCM ETF | UIE | 02072Q663 | $5.83M | 3 % | 229,680 | ||
INVSC KBW BANK ETF | UIE | 46138E628 | $3.91M | 2 % | 50,024 |
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