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CIK: 0001737012
Total reported value
$426.5M
$426.5M
1341 檔
23.9%
In Q1 2025, Vermillion Wealth Management, Inc.'s U.S. equity holdings reached a combined market value of $426.5M, distributed across 1341 disclosed stock positions.
In Q1 2025, Vermillion Wealth Management, Inc. displayed an active expansion posture, initiating 40 new positions and adding to 5 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including DFUS, BND, DFCF) accounted for 23.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
SWSBX
市值: $14.2M
Top Position Liquidated / Trimmed
BND
前期市值: $23.5M
Showing top 200 holdings (of 1341 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 10.43% | -4.82% | +4.49% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 6.99% | -3.58% | -0.59% | |
| 3 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 5.34% | -3.41% | +0.65% | |
| 4 | SWSBX | Schwab Short-term Bond Index | Stock-Other | 4.17% | +4.23% | NEW | |
| 5 | SUTXX | Schwab US Treasury Money-ult | Stock-Other | 3.04% | +3.76% | NEW | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.70% | -1.73% | -1.08% | |
| 7 | SNSXX | Schwab US Treasury Money-inv | Stock-Other | 2.51% | +1.16% | NEW | |
| 8 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 2.35% | -1.93% | +8.59% | |
| 9 | DFAI | Dimensional International Co | ETF-Other | 2.23% | -1.80% | +8.86% | |
| 10 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.85% | -1.10% | +3.09% | |
| 11 | DFUSX | Dfa US Lrg Comp Port-inst | Stock-Other | 1.67% | +0.73% | NEW | |
| 12 | VTEAX | Vanguard T/e Bond Index-adm | Stock-Other | 1.65% | +1.30% | NEW | |
| 13 | SNOXX | Schwab Trsry Obl Mny-inv | Stock-Other | 1.65% | +1.23% | NEW | |
| 14 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.60% | -0.79% | +7.32% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.48% | -0.75% | +1.56% | |
| 16 | SWAGX | Schwab US Agg Bnd Indx | Stock-Other | 1.45% | +0.92% | NEW | |
| 17 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.37% | -0.38% | +1.09% | |
| 18 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.29% | -0.38% | +0.06% | |
| 19 | SWVXX | Schwa Prime Adv Money Fd-inv | Stock-Other | 1.21% | +0.60% | NEW | |
| 20 | SCTXX | Schwab Amt Tax Fr Mny-ultra | Stock-Other | 1.17% | — | — | |
| 21 | SWPPX | Schwab S&p 500 Index-sel | Stock-Other | 1.17% | +1.09% | NEW | |
| 22 | VFIAX | Vanguard 500 Index-adm | Stock-Other | 1.11% | +1.18% | NEW | |
| 23 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.06% | -0.66% | +6.34% | |
| 24 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.04% | -0.61% | +2.30% | |
| 25 | B 0 06-05-25Bond | Treasury Bill | Bond | 1.02% | — | — | |
| 26 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.97% | -0.47% | -13.36% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.81% | -0.48% | -1.80% | |
| 28 | DMNBX | Dfa Mn Municipal Bnd-inst | Stock-Other | 0.72% | +0.57% | NEW | |
| 29 | AAPL | Apple Inc | Stock-Tech | 0.67% | -0.46% | -1.98% | |
| 30 | VTWG | Vanguard Russell 2000 Growth | ETF-Small Cap | 0.50% | -0.23% | +9.06% | |
| 31 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.44% | -0.27% | +6.97% | |
| 32 | SWTSX | Schwab Tot Stk Mrkt Indx | Stock-Other | 0.42% | +0.36% | NEW | |
| 33 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.41% | -0.66% | -0.90% | |
| 34 | DFQTX | Dfa US Core Eqty 2 Port-inst | Stock-Other | 0.41% | +0.32% | NEW | |
| 35 | DFSB | Dim Glb Sustain Fix Inc ETF | ETF-Other | 0.41% | -0.24% | +0.17% | |
| 36 | B 0 07-03-25Bond | Treasury Bill | Bond | 0.39% | — | — | |
| 37 | B 0 09-11-25Bond | Treasury Bill | Bond | 0.38% | — | — | |
| 38 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.37% | -0.22% | +17.26% | |
| 39 | DHRIX | Diamond Hill Core Bond-i | Stock-Other | 0.37% | +0.29% | NEW | |
| 40 | DFSMX | Dfa Shrt-trm Muni Bnd-inst | Stock-Other | 0.36% | +0.19% | NEW | |
| 41 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.36% | -0.18% | -3.09% | |
| 42 | XEL | Xcel Energy Inc | Stock-Utilities | 0.34% | -0.21% | +0.45% | |
| 43 | NVDA | Nvidia CORP | Stock-Tech | 0.34% | -0.49% | -20.30% | |
| 44 | B 0 05-29-25Bond | Treasury Bill | Bond | 0.33% | — | — | |
| 45 | SCOXX | Schwab Trsry Obl Mny-ult | Stock-Other | 0.33% | +0.27% | NEW | |
| 46 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.32% | -0.12% | +0.22% | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.30% | -0.20% | -1.09% | |
| 48 | CAT | Caterpillar Inc | Stock-Industrials | 0.29% | -0.26% | +0.27% | |
| 49 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.29% | -0.12% | -8.95% | |
| 50 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.29% | -0.15% | -4.83% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SWSBX | Schwab Short-term Bond Index | +4.2% | NEW | New buy |
| 2 | SUTXX | Schwab US Treasury Money-ult | +3% | NEW | New buy |
| 3 | SNSXX | Schwab US Treasury Money-inv | +2.5% | NEW | New buy |
| 4 | DFUSX | Dfa US Lrg Comp Port-inst | +1.7% | NEW | New buy |
| 5 | VTEAX | Vanguard T/e Bond Index-adm | +1.7% | NEW | New buy |
| 6 | SNOXX | Schwab Trsry Obl Mny-inv | +1.7% | NEW | New buy |
| 7 | SWAGX | Schwab US Agg Bnd Indx | +1.5% | NEW | New buy |
| 8 | SWVXX | Schwa Prime Adv Money Fd-inv | +1.2% | NEW | New buy |
| 9 | SCTXX | Schwab Amt Tax Fr Mny-ultra | +1.2% | NEW | New buy |
| 10 | SWPPX | Schwab S&p 500 Index-sel | +1.2% | NEW | New buy |
| 11 | VFIAX | Vanguard 500 Index-adm | +1.1% | NEW | New buy |
| 12 | B 0 06-05-25Bond | Treasury Bill | +1% | NEW | New buy |
| 13 | DMNBX | Dfa Mn Municipal Bnd-inst | +0.7% | NEW | New buy |
| 14 | SWTSX | Schwab Tot Stk Mrkt Indx | +0.4% | NEW | New buy |
| 15 | DFQTX | Dfa US Core Eqty 2 Port-inst | +0.4% | NEW | New buy |
| 16 | B 0 07-03-25Bond | Treasury Bill | +0.4% | NEW | New buy |
| 17 | B 0 09-11-25Bond | Treasury Bill | +0.4% | NEW | New buy |
| 18 | DHRIX | Diamond Hill Core Bond-i | +0.4% | NEW | New buy |
| 19 | DFSMX | Dfa Shrt-trm Muni Bnd-inst | +0.4% | NEW | New buy |
| 20 | B 0 05-29-25Bond | Treasury Bill | +0.3% | NEW | New buy |
| 21 | SCOXX | Schwab Trsry Obl Mny-ult | +0.3% | NEW | New buy |
| 22 | VIMAX | Vanguard Mid Cap Index-adm | +0.3% | NEW | New buy |
| 23 | SWTXX | Schwab Municipal Money-inv | +0.3% | NEW | New buy |
| 24 | DFAPX | Dfa Investment Grade Port | +0.3% | NEW | New buy |
| 25 | SWWXX | Schwab Amt Tax Fr Mny-inv | +0.2% | NEW | New buy |
| 26 | DFXIX | Dfa Diversifed Fix Inc-inst | +0.2% | NEW | New buy |
| 27 | T 5 09-30-25Bond | US Treasury N/b | +0.2% | NEW | New buy |
| 28 | B 0 05-15-25Bond | Treasury Bill | +0.2% | NEW | New buy |
| 29 | DFSTX | Dfa US Small Cap Portfolio | +0.2% | NEW | New buy |
| 30 | T 4.25 05-31-25Bond | US Treasury N/b | +0.2% | NEW | New buy |
| 31 | T 2.25 11-15-25Bond | US Treasury N/b | +0.2% | NEW | New buy |
| 32 | SWISX | Schwab Intl Indx | +0.2% | NEW | New buy |
| 33 | SWSSX | Schwab Small-cap Index | +0.1% | NEW | New buy |
| 34 | SNAXX | Schwa Prime Adv Money Fd-ult | +0.1% | NEW | New buy |
| 35 | DREVX | Bnym Large Cap Securities | +0.1% | NEW | New buy |
| 36 | FWMIX | Amer Fnd Wash Mut Inv-f3 | +0.1% | NEW | New buy |
| 37 | FRIAX | Franklin Income Fund-adv | +0.1% | NEW | New buy |
| 38 | FTRNX | Fidelity Trend Fund | +0.1% | NEW | New buy |
| 39 | DGSIX | Dfa Glbl All 60/40 Port-inst | +0.1% | NEW | New buy |
| 40 | T 2.875 11-30-25Bond | US Treasury N/b | +0.1% | NEW | New buy |
| 41 | NVDA | Nvidia CORP | -0.6% | -20.30% | Trim |
| 42 | AAPL | Apple Inc | -0.7% | -1.98% | Trim |
| 43 | DFNM | Dimensional National Muni Bd | -1% | -13.36% | Trim |
| 44 | DFAI | Dimensional International Co | -1.1% | +8.86% | Add |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | -1.4% | -1.08% | Trim |
| 46 | VGT | Vanguard Info Tech ETF | -1.4% | +7.32% | Add |
| 47 | DFGX | Dimsnl Intr Cf In Etf-usd In | -1.4% | +8.59% | Add |
| 48 | DFAS | Dimensional US Small Cap ETF | -1.6% | +3.09% | Add |
| 49 | DFCF | Dimensional Core Fixed Inc | -3.8% | +0.65% | Add |
| 50 | BND | Vanguard Total Bond Market | -5% | -0.59% | Trim |
According to official SEC Form 13F filings, Vermillion Wealth Management, Inc. reported a total U.S. public equity portfolio value of $426.5M across 1341 disclosed positions in Q1 2025.
During Q1 2025, Vermillion Wealth Management, Inc.'s top holdings by market value included DFUS (10.4%)、BND (7.0%)、DFCF (5.3%). The largest single position, DFUS, represented 10.4% of total portfolio value.
In Q1 2025, Vermillion Wealth Management, Inc. made 50 total portfolio adjustments, initiating 40 new buys, adding to 5 positions, trimming 5 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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