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CIK: 0001737012
Total reported value
$426.5M
$426.5M
551 檔
21.7%
The Q4 2024 SEC filing reveals that Vermillion Wealth Management, Inc. held a total portfolio value of $426.5M, covering 551 public equity positions.
During Q4 2024, Vermillion Wealth Management, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 551 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 18.36% | -4.82% | — | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 12.02% | -3.58% | — | |
| 3 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 9.09% | -3.41% | — | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.06% | -1.73% | — | |
| 5 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 3.78% | -1.93% | — | |
| 6 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 3.41% | -1.10% | — | |
| 7 | DFAI | Dimensional International Co | ETF-Other | 3.33% | -1.80% | — | |
| 8 | VGT | Vanguard Info Tech ETF | ETF-Tech | 2.98% | -0.79% | — | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.57% | -0.75% | — | |
| 10 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.38% | -0.38% | — | |
| 11 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.10% | -0.38% | — | |
| 12 | DFNM | Dimensional National Muni Bd | ETF-Other | 1.97% | -0.47% | — | |
| 13 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.73% | -0.61% | — | |
| 14 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.70% | -0.66% | — | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.51% | -0.48% | — | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.35% | -0.46% | — | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 0.91% | -0.49% | — | |
| 18 | VTWG | Vanguard Russell 2000 Growth | ETF-Small Cap | 0.90% | -0.23% | — | |
| 19 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.77% | -0.66% | — | |
| 20 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.72% | -0.27% | — | |
| 21 | DFSB | Dim Glb Sustain Fix Inc ETF | ETF-Other | 0.70% | -0.24% | — | |
| 22 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.67% | -0.18% | — | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.59% | -0.29% | — | |
| 24 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.59% | -0.12% | — | |
| 25 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.58% | -0.15% | — | |
| 26 | CAT | Caterpillar Inc | Stock-Industrials | 0.56% | -0.26% | — | |
| 27 | XEL | Xcel Energy Inc | Stock-Utilities | 0.56% | -0.21% | — | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.56% | -0.20% | — | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.55% | -0.18% | — | |
| 30 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.54% | -0.22% | — | |
| 31 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.54% | -0.12% | — | |
| 32 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.43% | -0.40% | — | |
| 33 | MSFT | Microsoft CORP | Stock-Tech | 0.42% | -0.18% | — | |
| 34 | HRL | Hormel Foods CORP | Stock-Consumer Staples | 0.41% | -0.08% | — | |
| 35 | WMT | Walmart Inc | Stock-Consumer Staples | 0.40% | -0.19% | — | |
| 36 | XLK | Ss Technology Select Sector | ETF-Tech | 0.36% | -0.27% | — | |
| 37 | DFAT | Dimensional US Target Value | ETF-Other | 0.33% | -0.12% | — | |
| 38 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.31% | -0.10% | — | |
| 39 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.31% | -0.13% | — | |
| 40 | WFC | Wells Fargo & Co | Stock-Financials | 0.29% | -0.11% | — | |
| 41 | DFIC | Dimensional International Co | ETF-Other | 0.27% | -0.09% | — | |
| 42 | XME | Ss Spdr S&p Metals Mining | ETF-Other | 0.27% | -0.20% | — | |
| 43 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.23% | -0.10% | — | |
| 44 | DE | Deere & Co | Stock-Industrials | 0.23% | -0.07% | — | |
| 45 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.23% | -0.06% | — | |
| 46 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 0.22% | -0.07% | — | |
| 47 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.22% | -0.15% | — | |
| 48 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.21% | -0.05% | — | |
| 49 | ECL | Ecolab Inc | Stock-Materials | 0.21% | -0.08% | — | |
| 50 | AEBA | Allete Inc | Stock-Other | 0.21% | — | — |
According to official SEC Form 13F filings, Vermillion Wealth Management, Inc. reported a total U.S. public equity portfolio value of $426.5M across 551 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFUS, BND, DFCF) accounted for 21.7% of total reported equity market value during Q4 2024.
During Q4 2024, Vermillion Wealth Management, Inc.'s top holdings by market value included DFUS (18.4%)、BND (12.0%)、DFCF (9.1%). The largest single position, DFUS, represented 18.4% of total portfolio value.
In Q4 2024, Vermillion Wealth Management, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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