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Size ($ in 1000's)
At 03/31/2024: $120,498 At 12/31/2023: $108,748
White Wing Wealth Management holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from White Wing Wealth Management 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the White Wing Wealth Management top holdings by largest position size, as per the latest 13f filing made by White Wing Wealth Management.
In the White Wing Wealth Management-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by White Wing Wealth Management in that top holding, then the share count change between reporting periods, and finally the White Wing Wealth Management top holding position size
for that row.
Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ 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
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