Vermillion & White Wealth Management Group, LLC
CIK 1862443 · Holdings on Dec 31, 2023 · First reported Feb 13, 2024
Top ten holdings
Q4 2023- IVV15.04%
- ROE13.72%
- DGRW7.23%
- SPIB6.21%
- SPTI5.68%
- DFAI3.85%
- IHDG3.69%
- DFCF3.67%
- SPDW3.47%
- QUAL2.56%
Share classes counted separately65.12%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $15.51M | 15.04% | 32.47K shares | Prior unavailable — | — | ↗▾ |
| 02 | ROEAST US EQ WGT QLTY KINGS ETFASTORIA U S QUAL View history and evidence | $14.15M | 13.72% | 544.23K shares | Prior unavailable — | — | ↗▾ |
| 03 | DGRWWISDOMTREE U.S. QUALITY DIVIUS QTLY DIV GRT View history and evidence | $7.45M | 7.23% | 106.06K shares | Prior unavailable — | — | ↗▾ |
| 04 | SPIBSS SPDR P INT C CORP ETFPORTFOLIO INTRMD View history and evidence | $6.40M | 6.21% | 194.94K shares | Prior unavailable — | — | ↗▾ |
| 05 | SPTISS SPDR P INT TERM TSY ETFPORTFLI INTRMDIT View history and evidence | $5.86M | 5.68% | 205.18K shares | Prior unavailable — | — | ↗▾ |
| 06 | DFAIDIMENSIONAL INTERNATIONAL COINTL CORE EQT MK View history and evidence | $3.97M | 3.85% | 138.49K shares | Prior unavailable — | — | ↗▾ |
| 07 | IHDGWISDOMTREE INTERNATIONAL HEDITL HDG QTLY DIV View history and evidence | $3.80M | 3.69% | 90.52K shares | Prior unavailable — | — | ↗▾ |
| 08 | DFCFDIMENSIONAL CORE FIXED INCCORE FIXED INCOM View history and evidence | $3.79M | 3.67% | 89.29K shares | Prior unavailable — | — | ↗▾ |
| 09 | SPDWSTE STR SPDR PT DW EU ETFPORTFOLIO DEVLPD View history and evidence | $3.58M | 3.47% | 105.36K shares | Prior unavailable — | — | ↗▾ |
| 10 | QUALISHARES MSCI USA QUALITY FACMSCI USA QLT FCT View history and evidence | $2.64M | 2.56% | 16.37K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1862443 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-02-13
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 103131956
}Research all 300 reported holdings.
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