Vermillion Wealth Management, Inc.: 13F holdings
CIK 17370122026Q2
| Positions | 1,545 |
|---|---|
| Reported value | $426.5m |
| Filed | 2026-07-16 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| DFUS DIMENSIONAL ETF TRUST | 681,053 | $55.8m | 13.1% |
| BND VANGUARD BD INDEX FDS | 319,746 | $23.5m | 5.5% |
| DFCF DIMENSIONAL ETF TRUST | 482,080 | $20.3m | 4.8% |
| DIMENSIONAL ETF TRUST | 357,028 | $19.1m | 4.5% |
| SCHWAB SHORT-TERM BOND INDEX | 1,889,348 | $18.1m | 4.2% |
| SCHWAB US TREASURY MONEY ULTRA | 16,021,155 | $16.0m | 3.8% |
| DFAI DIMENSIONAL ETF TRUST | 353,529 | $14.6m | 3.4% |
| VGT VANGUARD WORLD FD | 108,590 | $13.0m | 3.0% |
| DIMENSIONAL ETF TRUST | 119,256 | $9.8m | 2.3% |
| DFAE DIMENSIONAL ETF TRUST | 188,079 | $7.6m | 1.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1737012")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.