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Vermillion & White Wealth Management Group, LLC | Tormere

Vermillion & White Wealth Management Group, LLC

Est. AUM

$127.7M

13F long equity, this entity only

Positions

63

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES CORE S&P 500 ETF	UIE	$31.2M	55598	24.46%	SOLE
2	ASTORIA US QUALITY GROWTH KINGS ETF	UIE	$14.5M	619567	11.33%	SOLE
3	DIMENSIONAL CORE FIXED INCOME ETF	UIE	$12.7M	301990	9.94%	SOLE
4	DIMENSIONAL INTERN CORE EQT MKT ETF	UIE	$9.7M	312183	7.63%	SOLE
5	ASTORIA US EQUAL WT QLT KINGS ETF	UIE	$6.2M	212635	4.87%	SOLE
6	DIMENSIONAL SHRT DRT FXDINCM ETF	UIE	$6.1M	127404	4.74%	SOLE
7	ISHARES CURRENCY HEDG MSCI EAFE ETF	UIE	$5.6M	153475	4.36%	SOLE
8	DIMENSIONAL EMERG CORE EQY MRKT ETF	UIE	$3.8M	147687	2.99%	SOLE
9	ISHARES MSCI USA MIN VOLFCTR ETF	UIE	$3.5M	37035	2.72%	SOLE
10	ISHARES FLEXIBLE INCME ACTIVE ETF	UIE	$3.0M	57464	2.36%	SOLE
11	SCHWAB US DIVIDEND EQUITY ETF	UIE	$2.9M	104581	2.29%	SOLE
12	ASTORIA REAL ASSETS ETF	UIE	$2.3M	160425	1.82%	SOLE
13	VANGUARD ESG U.S. STOCK ETF	UIE	$1.4M	14090	1.08%	SOLE
14	WISDOMTREE US QLT DIV GRW ETF	UIE	$1.3M	16137	1.01%	SOLE
15	ISHARES MSCI USA QLTY FACT ETF	UIE	$1.3M	7420	0.99%	SOLE
16	MICROSOFT CORP	COM	$1.3M	3343	0.98%	SOLE
17	APPLE INC	COM	$1.3M	5650	0.98%	SOLE
18	UNITED PARCEL SVC INC CLASS B	COM	$1.2M	10485	0.90%	SOLE
19	INVESCO BLETSHS 2027 MNPL BND ETF	UIE	$1.1M	46598	0.86%	SOLE
20	INVSC BULLETSHARES 2027 CRP BND ETF	UIE	$955K	48724	0.75%	SOLE
21	INVESCO BLETSHS 2026 MNPL BND ETF	UIE	$921K	39006	0.72%	SOLE
22	ALTRIA GROUP INC	COM	$883K	14713	0.69%	SOLE
23	INVSC BULLETSHARS 2026 CORP BND ETF	UIE	$865K	44382	0.68%	SOLE
24	INVSC BULLETSHARES 2025 CRP BND ETF	UIE	$832K	40248	0.65%	SOLE
25	INVESCO BLETSHS 2025 MNPL BND ETF	UIE	$826K	33732	0.65%	SOLE
26	INVESCO BULT 2029 HG YL CP BD ETF	UIE	$805K	38204	0.63%	SOLE
27	INVSC BLTSHR 2027 HG YLDCRP ETF	UIE	$637K	28441	0.50%	SOLE
28	INVESCO BUL 2028 HG YLD CR BND ETF	UIE	$633K	29248	0.50%	SOLE
29	VANGUARD DIVIDEND APPRECIATION ETF	UIE	$575K	2964	0.45%	SOLE
30	ISHARES US TREASURY BONDETF	UIE	$564K	24537	0.44%	SOLE
31	BNDBLXX BLMBRG 2 YR TRG US TR ETF	UIE	$554K	11206	0.43%	SOLE
32	ISHARES MSCI EAFE VALUE ETF	UIE	$523K	8872	0.41%	SOLE
33	PHILIP MORRIS INTL INC	COM	$520K	3273	0.41%	SOLE
34	AMAZON.COM INC	COM	$506K	2658	0.40%	SOLE
35	BROADCOM INC	COM	$491K	2931	0.38%	SOLE
36	ISHARES SELECT DIVIDEND ETF	UIE	$463K	3450	0.36%	SOLE
37	BNDBLXX BLMBRG 1 YR TRG US TR ETF	UIE	$459K	9238	0.36%	SOLE
38	SPDR PORTFOLIO S&P 500 ETF	UIE	$407K	6189	0.32%	SOLE
39	VANGUARD TOTAL STOCK MARKET ETF	UIE	$359K	1306	0.28%	SOLE
40	ISHARES CORE TOTAL USD BOND MARK ETF	UIE	$338K	7330	0.26%	SOLE
41	ISHARES ESG AWARE MSCI USA ETF	UIE	$324K	2661	0.25%	SOLE
42	ISHARES TR IS 1-5 YR IN GR CR BD ETF	UIE	$306K	5839	0.24%	SOLE
43	ISHARES IBOXX INVT GRADEBOND ETF	UIE	$291K	2674	0.23%	SOLE
44	UNITEDHEALTH GROUP INC	COM	$288K	549	0.23%	SOLE
45	ISHARES SHORT TREASURY BOND ETF	UIE	$271K	2450	0.21%	SOLE
46	CONSTELLATION ENERGY COR	COM	$270K	1338	0.21%	SOLE
47	VANGUARD S&P 500 ETF	UIE	$261K	509	0.20%	SOLE
48	SPDR PORTFOLIO DEVELOPEDWORLD EX-US	UIE	$260K	7146	0.20%	SOLE
49	CAPITAL GROUP CORE BALANCED ETF	UIE	$242K	7801	0.19%	SOLE
50	EXELON CORP	COM	$199K	4329	0.16%	SOLE

1–50 of 63

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.