Vermillion Wealth Management, Inc.
Q4 2024 13F Holdings
- Locationrosemount, MN
- Num holdings
551
- Value ($000)
$195,266
- Date Filed02/21/2025
- Form type13F-HR
- CIK0001737012
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
---|---|---|---|---|---|---|---|
DFUS DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $35.86M | 18 % | 562,446 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $23.47M | 12 % | 326,370 | ||
DFCF DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $17.75M | 9 % | 430,085 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $7.93M | 4 % | 17,487 | ||
DFGX DIMENSIONAL ETF TRUST | GLOBAL EX US COR | 25434V575 | $7.39M | 4 % | 141,211 | ||
DFAS DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | $6.67M | 3 % | 102,434 | ||
DFAI DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $6.51M | 3 % | 222,989 | ||
VANGUARD WORLD FD | INF TECH ETF | 92204A702 | $5.81M | 3 % | 9,347 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $5.01M | 3 % | 25,602 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | $4.65M | 2 % | 92,853 |
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