Vermillion & White Wealth Management Group, LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Phoenixville, PA
CIK
0001862443
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 353 135,230 IVV, ROE, DGRW, SPIB 13F-HR 11/13/2024 000203611424000001
Q2 2024 376 132,856 IVV, ROE, SPTI, SPIB 13F-HR 8/14/2024 000186244324000005
Q1 2024 346 125,246 IVV, ROE, SPIB, QUAL 13F-HR 5/14/2024 000186244324000004
Q4 2023 300 103,131 IVV, ASTORIA US QUALITY KINGSETF IV, DGRW, SPIB 13F-HR 2/13/2024 000186244324000003