StockDriftsStockDriftsTop 50 Vermillion & White Wealth Management Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES CORE S&P 500 ETF | 22.65% | 60.2K | $39.3M | +1.91%(+1.13K) | $478.77(+56.32%) | 2026-03-31 | |
| DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | 9.91% | 441.9K | $17.2M | -8.17%(-39.30K) | $30.93(+34.41%) | 2026-03-31 | |
| DFCF | DIMENSIONAL CORE FIXED INCOME ETF | 9.71% | 399.2K | $16.9M | +0.92%(+3.62K) | $41.78(+0.97%) | 2026-03-31 | |
| GQQQ | ASTORIA US QUALITY GROWTH KINGS ETF | 9.04% | 545.2K | $15.7M | +2.54%(+13.50K) | $25.09(+40.21%) | 2026-03-31 | |
| ROE | ASTORIA US EQUAL WEIGHT QUALITY KINGS ETF | 5.94% | 291.1K | $10.3M | +4.59%(+12.77K) | $27.10(+54.88%) | 2026-03-31 | |
| DFAE | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | 5.02% | 257.6K | $8.7M | +13.61%(+30.86K) | $27.78(+39.79%) | 2026-03-31 | |
| DMBS | DOUBLELINE MORTGAGE ETF | 4.07% | 143.2K | $7.1M | +316.55%(+108.82K) | $49.48(-1.24%) | 2026-03-31 | |
| AGGA | ASTORIA DYNAMIC CORE US FIXED INCOME ETF | 3.69% | 255.1K | $6.4M | +6.41%(+15.37K) | $25.27(-0.49%) | 2026-03-31 | |
| PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | 3.25% | 215.2K | $5.6M | new | $26.43(-0.16%) | 2026-03-31 | |
| DFSD | DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | 2.84% | 103.1K | $4.9M | -24.37%(-33.23K) | $47.06(+1.46%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.24% | +33.97% |
| Top 20 Holdings Unweighted | +7.93% | +25.71% |
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