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Home > Institutional Investor > Vermillion & White Wealth Management Group, Llc > Profile

Instuitional Investor - Vermillion & White Wealth Management Group, Llc

Fund Profile
Filing Period:
Fund Name: Vermillion & White Wealth Management Group, Llc
Portfolio Value $197,702,992
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 64,086 $48,153,104 24.36%
2.
Astoria Us Quality Growth Kings Etf
 597,457 $21,770,808 11.01%
3.
Dimensional Etf Trust
 DFAC 407,548 $17,258,692 8.73%
4.
Dimensional Etf Trust
 DFAC 379,208 $15,695,784 7.94%
5.
Astoria Us Equal Weight Quality Kings Etf
 307,900 $13,167,924 6.66%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.