Vermillion & White Wealth Management Group, LLC
Q4 2024 13F Holdings
- Locationphoenixville, PA
- Num holdings
387
- Value ($000)
$135,749
- Date Filed02/14/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES CORE S&P 500 ETF IV | UIE | 464287200 | $22.94M | 17 % | 38,971 | ||
ROE ASTORIA US EQUAL WT QLT KINGS ETF | UIE | 02072L433 | $13.28M | 10 % | 436,733 | ||
KRE SPDR INTRMDT TRM CRPRATEBND ETF | UIE | 78464A375 | $6.59M | 5 % | 201,189 | ||
SPDR PORT INTER TRM TRSRY ETF | UIE | 78464A672 | $5.89M | 4 % | 211,166 | ||
KRE SPDR PORTFOLIO S&P 500 ETF | UIE | 78464A854 | $5.53M | 4 % | 80,249 | ||
SPDW SPDR PORTFOLIO DVLPD WRLD EX-US ETF | UIE | 78463X889 | $4.85M | 4 % | 142,196 | ||
DFAI DIMENSIONAL INTERN CORE EQT MKT ETF | UIE | 25434V203 | $4.78M | 4 % | 163,553 | ||
ASTORIA US QUALITY GROWTH KINGS ETF | UIE | 02072L185 | $4.66M | 3 % | 181,736 | ||
DFCF DIMENSIONAL CORE FIXED INCOME ETF | UIE | 25434V872 | $4.23M | 3 % | 102,376 | ||
DGRW WISDOMTREE US QLT DIV GRW ETF | UIE | 97717X669 | $4.03M | 3 % | 49,750 |
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