account_balance
Investment manager · 13F filer · SEC CIK 1862443
Vermillion & White Wealth Management Group, LLC
Reported value$197Mas of Sep 30, 2026
Positions67 3 new, 5 sold out
Top 10 weight77.1%IVV alone is 24%
FiledNov 1041 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Core S&P 500 ETF
23.9%Trimmed −4%
GQQQAstoria US Quality Growth Kings ETF
10.8%
DFCFDimensional Core Fixed Income ETF
8.5%Added +2%
DFAIDimensional International Core Equity Market ETF
8.0%
ROEAstoria US Equal Weight Quality Kings ETF
6.7%
DFAEDimensional Emerging Core Equity Market ETF
4.6%Trimmed −9%
DMBSDoubleline Mortgage ETF
4.2%Added +20%
DFSDDimensional Short-Duration Fixed Income ETF
4.1%Added +67%
AGGAEa Astoria Beacon Dynamic Core US Fixed Income ETF
3.3%+4%
PYLDPimco Multisector Bond Active Exchange-Traded Fund
3.0%
KBWBInvesco KBW Bank ETF
2.3%
PPI2.1%
IVViShares Core S&P 500 ETF
23.9%Trimmed −4%
GQQQAstoria US Quality Growth Kings ETF
10.8%
DFCFDimensional Core Fixed Income ETF
8.5%+2%
DFAIDimensional International Core Equity Market ETF
8.0%
ROEAstoria US Equal Weight Quality Kings ETF
6.7%
DFAEDimensional Emerging Core Equity Market ETF
4.6%
DMBSDoubleline Mortgage ETF
4.2%
DFSD4.1%
AGGA
PYLD
KBWB
PPI
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Core S&P 500 ETF 23.9% Trimmed −4%
GQQQ Astoria US Quality Growth Kings ETF 10.8% Held
DFCF Dimensional Core Fixed Income ETF 8.5% Added +2%
DFAI Dimensional International Core Equity Market ETF 8.0% Held
ROE Astoria US Equal Weight Quality Kings ETF 6.7% Held
DFAE Dimensional Emerging Core Equity Market ETF 4.6% Trimmed −9%
DMBS Doubleline Mortgage ETF 4.2% Added +20%
DFSD Dimensional Short-Duration Fixed Income ETF 4.1% Added +67%
AGGA Ea Astoria Beacon Dynamic Core US Fixed Income ETF 3.3% Added +4%
PYLD Pimco Multisector Bond Active Exchange-Traded Fund 3.0% Held
KBWB Invesco KBW Bank ETF 2.3% Trimmed −8%
PPI Astoria Real Asset ETF 2.1% Added +3%
What changed
Biggest moves since Jun 30, 2026
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