Vermillion & White Wealth Management Group, LLC - Portfolio overview

Vermillion & White Wealth Management Group, LLC has 545 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Defensive.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES CORE S&P 500 ETF, 19.61%
2. DFAI - DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF, 8.58%
3. DFCF - DIMENSIONAL CORE FIXED INCOME ETF, 8.40%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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