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Schwab Target 2040 shares owned by Vermillion Wealth Management

Quarter-by-quarter ownership of Schwab Target 2040 (SWERX) shares owned by Vermillion Wealth Management from 13F filings

Historical chart of Vermillion Wealth Management investment in Schwab Target 2040

Tip: Access up to 7 years of quarterly data

All positions including Schwab Target 2040 held by Vermillion Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Target 2040 by Vermillion Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $57k 2.6k 21.49
2025-09-30 $27k 1.3k 20.61
2025-03-31 $17k 964 17.89

More positions owned by Vermillion Wealth Management

Dimensional Etf Trust Us Equi Mark Etf (DFUS)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Core Fixe In Etf (DFCF)
Dimensional Etf Trust Intl Cor Fix Etf (DFGX)
Schwab Short-term Bond Index Schwab Mutl Funds (SWSBX)
Schwab Us Treasury Money Ultra Schwab Non-sweep Mmf (SUTXX)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard World Inf Tech Etf (VGT)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Tax-exempt Bond Index Admiral Bond Funds (VTEAX)
Schwab Treasury Oblig Money Inv Schwab Non-sweep Mmf (SNOXX)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Vermillion Wealth Management

Top funds holding Schwab Target 2040

Vermillion Wealth Management
Coston, McIsaac & Partners

View all funds holding Schwab Target 2040