Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| VERMILLION & WHITE WEALTH MANAGEMENT GROUP LLC | 02-13-2024 | 12-31-2023 | 304 | 103,131,956 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF | CORE S&P500 ETF | 1 | $15,509,249 | 32,471 | 0.02 | 32,471 | +Inf | 12-31-2023 | |
| ASTORIA US QUALITY KINGSETF IV | ASTORIA U S QUAL | 2 | $14,147,829 | 544,231 | 0.01 | 544,231 | +Inf | 12-31-2023 | |
| WISDOMTREE US QLT DIV GRW ETF IV | US QTLY DIV GRT | 3 | $7,453,689 | 106,057 | 0.01 | 106,057 | +Inf | 12-31-2023 | |
| SPDR INTRMDT TRM CRPRATEBND ETF | PORTFOLIO INTRMD | 4 | $6,399,714 | 194,935 | 0.01 | 194,935 | +Inf | 12-31-2023 |
