Portfolio (Quarterly)
Guide ↗
Vermillion & White Wealth Management Group, LLC
· CIK 0001862443| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | HDV | ISHARES CORE HIGH DIVIDEND ETF | — | 780 | $95K | 0.05% | SOLD |
| 42 | CGMS | CAPITAL GROUP U S MULTI SEC ETF | — | 3,357 | $93K | 0.05% | SOLD |
| 43 | WMT | WALMART INC | Consumer Defensive | 829 | $92K | 0.05% | SOLD |
| 44 | COF | CAPITAL ONE FINL CORP | Financial Services | 376 | $91K | 0.05% | SOLD |
| 45 | IGIB | ISHARES TRT IS 5-10 INV GR CR BD ETF | — | 1,690 | $91K | 0.05% | SOLD |
| 46 | CRS | CARPENTER TECHNOLOGY COR | Industrials | 28 | $88K | 0.05% | SOLD |
| 47 | MMM | 3M CO | Industrials | 599 | $88K | 0.05% | SOLD |
| 48 | VTV | VANGUARD VALUE ETF | — | 457 | $87K | 0.05% | SOLD |
| 49 | BTC | GRAYSCALE BITCOIN MINI TRUST ETF | Financial Services | 2,200 | $85K | 0.05% | SOLD |
| 50 | SOFI | SOFI TECHNOLOGIES INC | Financial Services | 3,197 | $84K | 0.05% | SOLD |
| 51 | — | BERKSHIRE HATHAWAY CLASS CLASS B | — | 164 | $82K | 0.04% | SOLD |
| 52 | UBER | UBER TECHNOLOGIES INC | Technology | 1,000 | $82K | 0.04% | SOLD |
| 53 | SDY | STATE STREET SPDR S&P DIV ETF | — | 587 | $82K | 0.04% | SOLD |
| 54 | MBB | ISHARES MBS ETF | — | 834 | $79K | 0.04% | SOLD |
| 55 | IVW | ISHARES S&P 500 GROWTH ETF | — | 642 | $79K | 0.04% | SOLD |
| 56 | VB | VANGUARD SMALL CAP ETF | — | 289 | $75K | 0.04% | SOLD |
| 57 | PG | PROCTER & GAMBLE CO | Consumer Defensive | 515 | $74K | 0.04% | SOLD |
| 58 | NEAR | ISHARES SHORT DURATN BNDACTV ETF | — | 1,419 | $73K | 0.04% | SOLD |
| 59 | SHY | ISHARES 1-3 YEAR TREASRYBOND ETF | — | 875 | $72K | 0.04% | SOLD |
| 60 | SPYD | ST STRT SPDR PRTL S&P 500 HG ETF | — | 1,674 | $72K | 0.04% | 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%