Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2020 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES CORE S&P 500 ETF | 3 | Q2 2024 | 15.2% |
ASTORIA US QUALITY KINGSETF IV | 3 | Q2 2024 | 13.7% |
SPDR INTRMDT TRM CRPRATEBND ETF | 3 | Q2 2024 | 6.2% |
WISDOMTREE US QLT DIV GRW ETF IV | 3 | Q2 2024 | 7.2% |
SPDR PORT INTER TRM TRSRY ETF | 3 | Q2 2024 | 5.7% |
DIMENSIONAL INTERN CORE EQT MKT ETF | 3 | Q2 2024 | 3.8% |
ISHARES MSCI USA QLTY FACT ETF | 3 | Q2 2024 | 4.5% |
WISDOMTREE INTER HDG QLYDIV GRT ETF | 3 | Q2 2024 | 3.7% |
DIMENSIONAL CORE FIXED INCOME ETF | 3 | Q2 2024 | 3.7% |
SPDR PORTFOLIO DVLPD WRLD EX-US ETF | 3 | Q2 2024 | 3.5% |
View Vermillion & White Wealth Management Group, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-11-13 |
13F-HR | 2024-08-14 |
13F-HR | 2024-05-15 |
13F-HR | 2024-02-13 |
View Vermillion & White Wealth Management Group, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.