Long-term investor
Vermillion & White Wealth Management Group, LLC @vermillionwhitewealthman
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001862443).
Record
- Tracked since 2025-06-30 (434 days), 139 trades recorded
- Returns: week n/a · month n/a · 90 days +28.9% · 6 months +11.8% · 1 year +18.1% · all +18.1%
- Max drawdown -14.7% · Sharpe 0.36 · win rate 51% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IVV · 24.4% · long · since 2025-06-30
- GQQQ · 11.0% · long · since 2025-06-30
- DFCF · 8.7% · long · since 2025-06-30
- DFAI · 7.9% · long · since 2025-06-30
- ROE · 6.7% · long · since 2025-06-30
- DFAE · 5.2% · long · since 2025-06-30
- DMBS · 3.7% · long · since 2025-06-30
- AGGA · 3.3% · long · since 2025-06-30
- PYLD · 3.1% · long · since 2026-06-30
- KBWB · 2.7% · long · since 2025-09-30
- DFSD · 2.5% · long · since 2025-06-30
- PPI · 2.2% · long · since 2025-06-30