The Analysis of White Wing Wealth Management's Holdings
Currently, White Wing Wealth Management holds 35 types of securities in its portfolio with a total value $167.5M. In the most recent quarter, they have increased their positions in SCHJ (+81.7K shares, valued at $2.0M), VEA (+30.9K shares, valued at $1.9M), DFSD (+22.8K shares, valued at $1.1M); decreased their positions in VTI (-11.7K shares, valued at $3.9M), DFNM (-10.3K shares, valued at $495.9K), N/A (-617 shares, valued at $379.0K); initiated new positions in CRM (+2.4K shares, valued at $646.5K), ADBE (+1.3K shares, valued at $457.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VTI VANGUARD INDEX FDS132.2K shares-8.16%2025-12-312026-01-15
JPST J P MORGAN EXCHANGE TRADED F401.1K shares-0.79%2025-12-312026-01-15 VEA VANGUARD TAX-MANAGED FDS283.4K shares12.23%2025-12-312026-01-15 VB VANGUARD INDEX FDS55.3K shares1.76%2025-12-312026-01-15 SCHJ SCHWAB STRATEGIC TR426.7K shares23.69%2025-12-312026-01-15 VIG VANGUARD SPECIALIZED FUNDS47.0K shares1.29%2025-12-312026-01-15 DFSD DIMENSIONAL ETF TRUST136.0K shares20.17%2025-12-312026-01-15 DFAT DIMENSIONAL ETF TRUST82.5K shares1.72%2025-12-312026-01-15 ISCF ISHARES TR83.4K shares21.92%2025-12-312026-01-15 DFEV DIMENSIONAL ETF TRUST101.9K shares16.81%2025-12-312026-01-15 AAPL APPLE INC8.1K shares-0.05%2025-12-312026-01-15 TSLA TESLA INC4.8K shares1.45%2025-12-312026-01-15 NVDA NVIDIA CORPORATION10.3K shares-2.22%2025-12-312026-01-15 AMD ADVANCED MICRO DEVICES INC6.9K shares3.72%2025-12-312026-01-15 DUSB DIMENSIONAL ETF TRUST20.3K shares19.77%2025-12-312026-01-15 FTSM FIRST TR EXCHANGE-TRADED FD15.2K shares117.56%2025-12-312026-01-15 AMZN AMAZON COM INC3.6K shares28.74%2025-12-312026-01-15 CRM SALESFORCE INC2.4K sharesnew addition2025-12-312026-01-15 META META PLATFORMS INC909 shares24.35%2025-12-312026-01-15 DFNM DIMENSIONAL ETF TRUST12.2K shares-45.76%2025-12-312026-01-15 ELF E L F BEAUTY INC7.4K shares67.88%2025-12-312026-01-15 ALPHABET INC ALPHABET INC1.8K shares4.91%2025-12-312026-01-15 MSFT MICROSOFT CORP1.1K shares5.66%2025-12-312026-01-15 CVX CHEVRON CORP NEW3.5K shares0.93%2025-12-312026-01-15 CAKE CHEESECAKE FACTORY INC9.1K shares17.38%2025-12-312026-01-15 ADBE ADOBE INC1.3K sharesnew addition2025-12-312026-01-15 VTV VANGUARD INDEX FDS2.3K shares28.48%2025-12-312026-01-15 NKE NIKE INC6.8K shares9.77%2025-12-312026-01-15 XOM EXXON MOBIL CORP3.2K shares-1.47%2025-12-312026-01-15 ALPHABET INC ALPHABET INC1.2K shares2.94%2025-12-312026-01-15 SOFI SOFI TECHNOLOGIES INC11.9K shares0.42%2025-12-312026-01-15 BROADCOM INC BROADCOM INC867 shares7.70%2025-12-312026-01-15 PLTR PALANTIR TECHNOLOGIES INC1.4K shares0.84%2025-12-312026-01-15 VBR VANGUARD INDEX FDS976 shares0.31%2025-12-312026-01-15 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available