Portfolio (Quarterly)
Guide ↗
Vermillion & White Wealth Management Group, LLC
· CIK 0001862443| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 101 | ACRV | ACRIVON THERAPEUTICS INC | Healthcare | 18,100 | $44K | 0.02% | SOLD |
| 102 | IJT | ISHARES S&P SMLL CAP 600GRTH ETF | — | 309 | $44K | 0.02% | SOLD |
| 103 | BNDX | VANGUARD TOTAL INTERNATIONAL BND ETF | — | 886 | $43K | 0.02% | SOLD |
| 104 | — | SAP SE ORDF | — | 174 | $42K | 0.02% | SOLD |
| 105 | JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | — | 855 | $42K | 0.02% | SOLD |
| 106 | SCHD | SCHWAB US DIVIDEND EQUITY ETF | — | 1,526 | $42K | 0.02% | SOLD |
| 107 | CAT | CATERPILLAR INC | Industrials | 73 | $42K | 0.02% | SOLD |
| 108 | MA | MASTERCARD INC CLASS CLASS A | Financial Services | 73 | $42K | 0.02% | SOLD |
| 109 | VV | VANGUARD LARGE CAP ETF | — | 130 | $41K | 0.02% | SOLD |
| 110 | CAH | CARDINAL HEALTH INC | Healthcare | 199 | $41K | 0.02% | SOLD |
| 111 | SPIB | ST SRT SPDR PRTFL INTDT TRM C ETF IV | — | 1,195 | $40K | 0.02% | SOLD |
| 112 | WST | WEST PHARMACEUTICAL SVCS | Healthcare | 144 | $40K | 0.02% | SOLD |
| 113 | RGLD | ROYAL GOLD INC | Basic Materials | 177 | $39K | 0.02% | SOLD |
| 114 | JPIE | JPMORGAN INCOME ETF | — | 849 | $39K | 0.02% | SOLD |
| 115 | DGRO | ISHARES CORE DIVIDEND GROWTH ETF | — | 564 | $39K | 0.02% | SOLD |
| 116 | HON | HONEYWELL INTL INC | Industrials | 200 | $39K | 0.02% | SOLD |
| 117 | CVX | CHEVRON CORP NEW | Energy | 655 | $39K | 0.02% | SOLD |
| 118 | USO | UNITED STATES OIL ETF IV | Financial Services | 549 | $38K | 0.02% | SOLD |
| 119 | DFAC | DIMENSIONAL U S CORE EQUITY 2 ETF | — | 951 | $38K | 0.02% | SOLD |
| 120 | CII | BLACKROCK ENHANCED LARGE | Financial Services | 1,608 | $38K | 0.02% | 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%