Portfolio (Quarterly)
Guide ↗
Vermillion & White Wealth Management Group, LLC
· CIK 0001862443| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | IDV | ISHARES INTERNATIONAL SEL DIV ETF | — | 3,480 | $137K | 0.07% | SOLD |
| 22 | KO | THE COCA-COLA CO | Consumer Defensive | 2,440 | $134K | 0.07% | SOLD |
| 23 | CGDG | CAPITAL GROUP DIVIDEND GROWER ETF | — | 3,675 | $131K | 0.07% | SOLD |
| 24 | CGGO | CAPITAL GROUP GLOBAL GRWT EQY ETF | — | 3,647 | $126K | 0.07% | SOLD |
| 25 | GSK | GSK PLC ADR FSPONSORED ADR 1 ADR REPS 2 ORD SHS | Healthcare | 2,575 | $126K | 0.07% | SOLD |
| 26 | IWR | ISHARES RUSSELL MID CAP ETF | — | 1,276 | $123K | 0.07% | SOLD |
| 27 | GOOG | ALPHABET INC CLASS CLASS C | Communication Services | 377 | $118K | 0.06% | SOLD |
| 28 | JNJ | JOHNSON & JOHNSON | Healthcare | 776 | $118K | 0.06% | SOLD |
| 29 | VLUE | ISHARES MSCI USA VALUE FACTOR ETF | — | 860 | $118K | 0.06% | SOLD |
| 30 | BND | VANGUARD TOTAL BOND MARKET ETF | — | 1,505 | $111K | 0.06% | SOLD |
| 31 | SO | SOUTHERN CO | Utilities | 1,256 | $110K | 0.06% | SOLD |
| 32 | CGCB | CAPITAL GROUP CORE BOND ETF | — | 4,063 | $108K | 0.06% | SOLD |
| 33 | SLV | ISHARES SILVER TRUST ETF | Financial Services | 1,655 | $107K | 0.06% | SOLD |
| 34 | TLH | ISHARES 10-20 YEAR TSURYBOND ETF | — | 1,040 | $106K | 0.06% | SOLD |
| 35 | VWO | VANGUARD FTSE EMERGING MARKETS ETF | — | 1,885 | $101K | 0.06% | SOLD |
| 36 | TIC | TIC SOLUTIONS INC | Industrials | 10,000 | $101K | 0.06% | SOLD |
| 37 | SCHW | CHARLES SCHWAB CORP | Financial Services | 1,010 | $101K | 0.06% | SOLD |
| 38 | ABBV | ABBVIE INC | Healthcare | 432 | $99K | 0.05% | SOLD |
| 39 | AEP | AMERICAN ELEC PWR CO INC | Utilities | 1,018 | $96K | 0.05% | SOLD |
| 40 | SPTL | STATE STRET SPDR PRTFL LT TRSRY ETF | — | 3,589 | $95K | 0.05% | SOLD |
Sector Allocation
Technology
48.4%
Consumer Defensive
16.4%
Consumer Cyclical
10.8%
Financial Services
8.2%
Utilities
5.9%
Industrials
5.4%
Communication Services
2.6%
Energy
2.3%