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iShares S&P Moderate Allocation Fund ETF shares owned by Vermillion & White Wealth Management Group

Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Vermillion & White Wealth Management Group from 13F filings

Historical chart of Vermillion & White Wealth Management Group investment in iShares S&P Moderate Allocation Fund ETF

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Moderate Allocation Fund ETF held by Vermillion & White Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P Moderate Allocation Fund ETF by Vermillion & White Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $68k 1.4k 47.73
2025-09-30 $1.4k 30 47.57
2025-06-30 $1.4k 30 46.03

More positions owned by Vermillion & White Wealth Management Group

Ishares Core S&p 500 Etf Uie (IVV)
Dimensional Intern Core Eqt Mkt Etf Uie (DFAI)
Dimensional Core Fixed Income Etf Uie (DFCF)
Astoria Us Quality Growth Kings Etf Uie (GQQQ)
Astoria Us Equal Wt Qlt Kings Etf Uie (ROE)
Dimensional Emerg Core Eqy Mrkt Etf Uie (DFAE)
Dimensional Shrt Drt Fxdincm Etf Uie (DFSD)
St Strt Spdr Prtfl Intdttm Tsry Etf Uie (SPTI)
Ea Astoria Dynmc Cre Us Fxd Incm Etf Uie (AGGA)
Invsc Kbw Bank Etf Uie (KBWB)
Astoria Real Assets Etf Uie (PPI)
Ishares Flexible Incme Active Etf Uie (BINC)
Microsoft Corporation (MSFT)
Apple (AAPL)
Doubleline Mortgage Etf Uie (DMBS)

View all positions for Vermillion & White Wealth Management Group

Top funds holding iShares S&P Moderate Allocation Fund ETF

BlackRock
LPL Financial
Wells Fargo & Company
Foundations Investment Advisors
Raymond James Financial
Ameriprise Financial
Weitzel Financial Services
Royal Bank of Canada
TCG Advisory Services
AJ Advisors
Cetera Investment Advisers
Weaver Consulting Group
Investment Advisory Group
Commonwealth Equity Services
Advisor Group Holdings

View all funds holding iShares S&P Moderate Allocation Fund ETF