HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 VANGUARD INDEX FDS (VTI) |
128,542 | +30,675 | $33,382 |
| VTI | 128,542 | +30,675 | $33,382 |
| J P MORGAN EXCHANGE TRADED F (JPST) |
319,311 | -14,758 | $16,039 |
| JPST | 319,311 | -14,758 | $16,039 |
| VANGUARD TAX MANAGED FDS (VEA) |
238,853 | -32,988 | $11,935 |
| VEA | 238,853 | -32,988 | $11,935 |
| VANGUARD INDEX FDS (VB) |
49,825 | -310 | $11,292 |
| VB | 49,825 | -310 | $11,292 |
| INVESCO QQQ TR |
21,255 | +1,918 | $9,457 |
| QQQ | 21,255 | +1,918 | $9,457 |
| DIMENSIONAL ETF TRUST (DFSD) |
120,332 | +10,007 | $5,654 |
| DFSD | 120,332 | +10,007 | $5,654 |
| SCHWAB STRATEGIC TR |
85,051 | +85,051 | $4,088 |
| SCHJ | 85,051 | +85,051 | $4,088 |
| VANGUARD INDEX FDS (VTV) |
23,083 | -32,927 | $3,745 |
| VTV | 23,083 | -32,927 | $3,745 |
| VANGUARD SPECIALIZED FUNDS (VIG) |
17,013 | +17,013 | $3,088 |
| VIG | 17,013 | +17,013 | $3,088 |
| DIMENSIONAL ETF TRUST (DFAT) |
47,852 | +47,852 | $2,582 |
| DFAT | 47,852 | +47,852 | $2,582 |
| DIMENSIONAL ETF TRUST (DFAR) |
96,890 | -7,582 | $2,129 |
| DFAR | 96,890 | -7,582 | $2,129 |
| VANGUARD INDEX FDS (VBR) |
8,468 | -11,674 | $1,610 |
| VBR | 8,468 | -11,674 | $1,610 |
| ISHARES TR (SCZ) |
25,064 | -32,130 | $1,580 |
| SCZ | 25,064 | -32,130 | $1,580 |
| ISHARES TR (ISCF) |
46,860 | +46,860 | $1,541 |
| ISCF | 46,860 | +46,860 | $1,541 |
| DIMENSIONAL ETF TRUST (DFEV) |
58,232 | +58,232 | $1,517 |
| DFEV | 58,232 | +58,232 | $1,517 |
| SCHWAB STRATEGIC TR |
59,469 | -83,226 | $1,508 |
| SCHE | 59,469 | -83,226 | $1,508 |
| APPLE INC |
7,912 | +24 | $1,345 |
| AAPL | 7,912 | +24 | $1,345 |
| NVIDIA CORPORATION |
1,330 | -1 | $1,202 |
| NVDA | 1,330 | -1 | $1,202 |
| VANGUARD SCOTTSDALE FDS (VCSH) |
15,252 | -23,423 | $1,173 |
| VCSH | 15,252 | -23,423 | $1,173 |
| DIMENSIONAL ETF TRUST (DFNM) |
23,054 | +5,729 | $1,107 |
| DFNM | 23,054 | +5,729 | $1,107 |
| TESLA INC |
5,835 | +51 | $1,022 |
| TSLA | 5,835 | +51 | $1,022 |
| FIRST TR EXCH TRADED FD III (FUMB) |
28,589 | -33,156 | $573 |
| FUMB | 28,589 | -33,156 | $573 |
| CHIPOTLE MEXICAN GRILL INC |
198 | UNCH | $570 |
| CMG | 198 | UNCH | $570 |
| BP PLC |
13,481 | UNCH | $511 |
| BP | 13,481 | UNCH | $511 |
| CHEVRON CORP NEW |
2,902 | -20 | $462 |
| CVX | 2,902 | -20 | $462 |
| AMAZON COM INC |
1,888 | +16 | $342 |
| AMZN | 1,888 | +16 | $342 |
| EXXON MOBIL CORP |
2,620 | -104 | $307 |
| XOM | 2,620 | -104 | $307 |
| FIRST TR EXCHANGE TRADED FD (FTSM) |
4,696 | +4,696 | $280 |
| FTSM | 4,696 | +4,696 | $280 |
| MICROSOFT CORP |
556 | +20 | $236 |
| MSFT | 556 | +20 | $236 |
See Full List: All Stocks Held By White Wing Wealth Management
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By White Wing Wealth Management
|
Size ($ in 1000's)
At 03/31/2024: $120,498 At 12/31/2023: $108,748 White Wing Wealth Management holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from White Wing Wealth Management 13F filings. Link to 13F filings: SEC filings |
