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Bluerock Total Inc mutual funds - shares owned by Vermillion Wealth Management

Quarter-by-quarter ownership of Bluerock Total Inc mutual funds - (TIPWX) shares owned by Vermillion Wealth Management from 13F filings

Historical chart of Vermillion Wealth Management investment in Bluerock Total Inc mutual funds -

Tip: Access up to 7 years of quarterly data

All positions including Bluerock Total Inc mutual funds - held by Vermillion Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bluerock Total Inc mutual funds - by Vermillion Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $23k 894 25.58
2025-03-31 $30k 1.1k 26.60

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Dimensional Etf Trust Us Equity Market (DFUS)
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Dimensional Etf Trust Core Fixed Incom (DFCF)
Schwab Short-term Bond Index Schwab Mutl Funds (SWSBX)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard World Inf Tech Etf (VGT)
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Dfa Us Large Company I Equity Funds (DFUSX)
Schwab Us Treasury Money Investor Schwab Non-sweep Mmf (SNSXX)
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Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Tax-exempt Bond Index Admiral Bond Funds (VTEAX)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Schwab S&p 500 Index Schwab Mutl Funds (SWPPX)

View all positions for Vermillion Wealth Management

Top funds holding Bluerock Total Inc mutual funds -

Financial Gravity Wealth
Financial Gravity Companies
Vermillion Wealth Management
Transce3nd
Trust Co Of Vermont

View all funds holding Bluerock Total Inc mutual funds -