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GOOG has hit a 52 week high
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NOC has hit a 52 week high
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Vermillion & White Wealth Management Group, Llc

13F Holdings
Filed: 2025-02-14
Portfolio Value
135.75M arrow_upward 0.38%
Number of Holdings
lock info
Reporting Date
2024-12-31
Key Stats trending_flat
CIK
0001862443
Filing Date
2025-02-14 00:00:00
Address
521 Kimberton Road
Phoenixville
PA
Prior Value
135.23M
Top 10 Holdings %
lock
Portfolio Value
Vermillion & White Wealth Management Group, Llc
(13F - 2024-12-31)
Ishares Core S&p 500 Etf Iv
-
2025-02-14
Value
22.94M
Shares
38.97K
Portfolio %
16.90%
Astoria Us Equal Wt Qlt Kings Etf
-
2025-02-14
Value
13.28M
Shares
436.73K
Portfolio %
9.78%
Spdr Intrmdt Trm Crpratebnd Etf
-
2025-02-14
Value
6.59M
Shares
201.19K
Portfolio %
4.86%
Spdr Port Inter Trm Trsry Etf
-
2025-02-14
Value
5.89M
Shares
211.17K
Portfolio %
4.34%
Spdr Portfolio S&p 500 Etf
-
2025-02-14
Value
5.53M
Shares
80.25K
Portfolio %
4.08%
Spdr Portfolio Dvlpd Wrld Ex-Us Etf
-
2025-02-14
Value
4.85M
Shares
142.20K
Portfolio %
3.58%
Dimensional Intern Core Eqt Mkt Etf
-
2025-02-14
Value
4.78M
Shares
163.55K
Portfolio %
3.52%
Astoria Us Quality Growth Kings Etf
-
2025-02-14
Value
4.66M
Shares
181.74K
Portfolio %
3.43%
Dimensional Core Fixed Income Etf
-
2025-02-14
Value
4.23M
Shares
102.38K
Portfolio %
3.11%
Wisdomtree Us Qlt Div Grw Etf
-
2025-02-14
Value
4.03M
Shares
49.75K
Portfolio %
2.97%
Top Increases | Vermillion & White Wealth Management Group, Llc
(2024-09-30 → 2024-12-31)
Spdr Portfolio S&p 500 Etf
-
2025-02-14
Value Change
arrow_upward 5.51M
Shares
arrow_upward 79.96K
Portfolio % Change
arrow_upward 4.06%
Portfolio %
4.08%
Ishares Core Msci Emerging Etf
-
2025-02-14
Value Change
arrow_upward 2.95M
Shares
arrow_upward 57.08K
Portfolio % Change
arrow_upward 2.17%
Portfolio %
2.41%
Ishares Core S&p 500 Etf Iv
-
2025-02-14
Value Change
arrow_upward 2.37M
Shares
arrow_upward 3.31K
Portfolio % Change
arrow_upward 1.69%
Portfolio %
16.90%
Spdr Portfolio Dvlpd Wrld Ex-Us Etf
-
2025-02-14
Value Change
arrow_upward 1.43M
Shares
arrow_upward 51.10K
Portfolio % Change
arrow_upward 1.05%
Portfolio %
3.58%
Ishs Us Eqty Factr Rotatn Act Etf
-
2025-02-14
Value Change
arrow_upward 380.53K
Shares
arrow_upward 7.31K
Portfolio % Change
arrow_upward 0.28%
Portfolio %
0.40%
Vanguard Total Stock Market Etf
-
2025-02-14
Value Change
arrow_upward 363.76K
Shares
arrow_upward 16.00
Portfolio % Change
arrow_upward 0.27%
Portfolio %
0.30%
Dimensional Core Fixed Income Etf
-
2025-02-14
Value Change
arrow_upward 224.54K
Shares
arrow_upward 9.75K
Portfolio % Change
arrow_upward 0.15%
Portfolio %
3.11%
Ishares Flexible Incme Active Etf
-
2025-02-14
Value Change
arrow_upward 139.91K
Shares
arrow_upward 2.71K
Portfolio % Change
arrow_upward 0.10%
Portfolio %
0.13%
Ishares Us Technology Etf
-
2025-02-14
Value Change
arrow_upward 123.11K
Shares
arrow_upward 662.00
Portfolio % Change
arrow_upward 0.09%
Portfolio %
0.34%
Ishares 20 Pls Year Treasury Bnd Etf
-
2025-02-14
Value Change
arrow_upward 119.07K
Shares
arrow_upward 2.67K
Portfolio % Change
arrow_upward 0.08%
Portfolio %
0.85%
Top Decreases | Vermillion & White Wealth Management Group, Llc
(2024-09-30 → 2024-12-31)
Medical Marijuana Inc
-
2025-02-14
Value Change
arrow_downward 0.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.00%
Gen Digital Inc
-
2025-02-14
Value Change
arrow_downward 0.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.00%
Dimensional U S Small Cap Etf
-
2025-02-14
Value Change
arrow_downward 11.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.00%
Vanguard Total World Stock Etf
-
2025-02-14
Value Change
arrow_downward -3.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.00%
Target Corp Class Equity
-
2025-02-14
Value Change
arrow_downward -6.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.00%
T Rowe Price Cptl Aprctneqt Etf
-
2025-02-14
Value Change
arrow_downward 2.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.00%
Abrdn Physical Prec Mtl Bskt Shs Etf
-
2025-02-14
Value Change
arrow_downward -10.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.00%
Vanguard Short-Term Bondetf
-
2025-02-14
Value Change
arrow_downward -13.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.00%
Bndblxx Blmbrg 2 Yr Trg Us Tr Etf
-
2025-02-14
Value Change
arrow_downward -13.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.00%
Blink Charging Co
-
2025-02-14
Value Change
arrow_downward -16.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.00%
Vermillion & White Wealth Management Group, Llc (13F - 2024-12-31) Comparing to 2024-09-30
New/Increased Position added or increased from previous period Closed/Decreased Position closed or decreased from previous period
arrow_upward Increase arrow_downward Decrease
Company Ticker Type Shares Value Current % Previous % % Change $ Change $ Change % Shares Change Status Qtr End Price Filing Date
New Positions | Vermillion & White Wealth Management Group, Llc
(2024-09-30 → 2024-12-31)
Astoria Us Quality Growth Kings Etf
-
2025-02-14
Value
add_circle 4.66M
Shares
181.74K
Portfolio %
3.43%
% Change
3.43%
Chubb Ltd F
-
2025-02-14
Value
add_circle 247.84K
Shares
897.00
Portfolio %
0.18%
% Change
0.18%
Green Thumb Inds Inc F
-
2025-02-14
Value
add_circle 237.81K
Shares
29.11K
Portfolio %
0.18%
% Change
0.18%
Epr Pptys Reit
-
2025-02-14
Value
add_circle 222.80K
Shares
5.03K
Portfolio %
0.16%
% Change
0.16%
Sap Se Ordf
-
2025-02-14
Value
add_circle 133.00K
Shares
550.00
Portfolio %
0.10%
% Change
0.10%
Biomarin Pharmaceutical
-
2025-02-14
Value
add_circle 61.52K
Shares
936.00
Portfolio %
0.05%
% Change
0.05%
Trulieve Cannabis Corp F
-
2025-02-14
Value
add_circle 58.40K
Shares
11.27K
Portfolio %
0.04%
% Change
0.04%
Grayscale Bitcoin Mini Trust Etf
-
2025-02-14
Value
add_circle 41.87K
Shares
1.00K
Portfolio %
0.03%
% Change
0.03%
Aurinia Pharmaceutical Fclass Equity
-
2025-02-14
Value
add_circle 31.43K
Shares
3.50K
Portfolio %
0.02%
% Change
0.02%
Blackrock Enhcd Capitl A
-
2025-02-14
Value
add_circle 29.43K
Shares
1.46K
Portfolio %
0.02%
% Change
0.02%
Closed Positions | Vermillion & White Wealth Management Group, Llc
(2024-09-30 → 2024-12-31)
Ginkgo Bioworks Hldg Class A
DNA
2024-11-13
Value
remove_circle 41.00
Shares
5.00
Previous %
0.00%
% Change
-0.00%
Invesco Bletshs 2024 Mnpl Bnd Etf
BSMO
2024-11-13
Value
remove_circle 967.50K
Shares
38.98K
Previous %
0.00%
% Change
-0.00%
Invsc Bulletshar 2024 Crprt Bnd Etf
-
2024-11-13
Value
remove_circle 1.10M
Shares
52.10K
Previous %
0.00%
% Change
-0.00%
Ishrs 0-5 Year Inv Grd Crprat Etf
SLQD
2024-11-13
Value
remove_circle 41.10K
Shares
815.00
Previous %
0.00%
% Change
-0.00%
J P Morgan Nasdaq Eqt Prm Inc Etf
JEPQ
2024-11-13
Value
remove_circle 66.80K
Shares
1.22K
Previous %
0.00%
% Change
-0.00%
Jpmorgan Income Etf
JPIE
2024-11-13
Value
remove_circle 65.41K
Shares
1.41K
Previous %
0.00%
% Change
-0.00%
Synaptics Inc
SYNA
2024-11-13
Value
remove_circle 853.00
Shares
11.00
Previous %
0.00%
% Change
-0.00%
Teradyne Inc
TER
2024-11-13
Value
remove_circle 2.81K
Shares
21.00
Previous %
0.00%
% Change
-0.00%
United Airlines Hldgs
UAL
2024-11-13
Value
remove_circle 3.99K
Shares
70.00
Previous %
0.00%
% Change
-0.00%
Vanguard Total International Bnd Etf
BNDX
2024-11-13
Value
remove_circle 12.97K
Shares
258.00
Previous %
0.00%
% Change
-0.00%