The Analysis of White Wing Wealth Management's Holdings
Currently, White Wing Wealth Management holds 34 types of securities in its portfolio with a total value $161.1M. In the most recent quarter, they have increased their positions in VEA (+25.0K shares, valued at $1.5M), DFSD (+23.0K shares, valued at $1.1M), DFAT (+9.4K shares, valued at $551.5K); decreased their positions in VTI (-8.7K shares, valued at $2.9M), QQQ (-983 shares, valued at $593.0K), NVDA (-1.2K shares, valued at $226.6K); initiated new positions in NKE (+6.2K shares, valued at $461.7K), GOOG (+1.7K shares, valued at $415.5K), GOOGL (+1.1K shares, valued at $274.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VTI VANGUARD INDEX FDS143.9K shares-5.69%2025-09-302025-10-31
JPST J P MORGAN EXCHANGE TRADED F404.3K shares1.47%2025-09-302025-10-31 VEA VANGUARD TAX-MANAGED FDS252.5K shares11.00%2025-09-302025-10-31 VB VANGUARD INDEX FDS54.4K shares1.87%2025-09-302025-10-31 QQQ INVESCO QQQ TR22.6K shares-4.17%2025-09-302025-10-31 VIG VANGUARD SPECIALIZED FUNDS46.4K shares3.17%2025-09-302025-10-31 SCHJ SCHWAB STRATEGIC TR345.0K shares6.47%2025-09-302025-10-31 DFSD DIMENSIONAL ETF TRUST113.1K shares25.52%2025-09-302025-10-31 DFAT DIMENSIONAL ETF TRUST81.1K shares13.17%2025-09-302025-10-31 ISCF ISHARES TR68.4K shares17.78%2025-09-302025-10-31 DFEV DIMENSIONAL ETF TRUST87.3K shares19.74%2025-09-302025-10-31 TSLA TESLA INC4.7K shares-5.53%2025-09-302025-10-31 AAPL APPLE INC8.1K shares0.05%2025-09-302025-10-31 NVDA NVIDIA CORPORATION10.5K shares-10.33%2025-09-302025-10-31 AMD ADVANCED MICRO DEVICES INC6.6K shares43.24%2025-09-302025-10-31 DFNM DIMENSIONAL ETF TRUST22.5K shares-0.63%2025-09-302025-10-31 DUSB DIMENSIONAL ETF TRUST17.0K shares48.65%2025-09-302025-10-31 AMZN AMAZON COM INC2.8K shares14.69%2025-09-302025-10-31 ELF E L F BEAUTY INC4.4K shares49.81%2025-09-302025-10-31 MSFT MICROSOFT CORP1.0K shares11.32%2025-09-302025-10-31 CVX CHEVRON CORP NEW3.4K shares2.02%2025-09-302025-10-31 META META PLATFORMS INC731 shares13.33%2025-09-302025-10-31 NKE NIKE INC6.2K sharesnew addition2025-09-302025-10-31 CAKE CHEESECAKE FACTORY INC7.7K shares45.31%2025-09-302025-10-31 FTSM FIRST TR EXCHANGE-TRADED FD7.0K shares79.96%2025-09-302025-10-31 GOOG ALPHABET INC1.7K sharesnew addition2025-09-302025-10-31 XOM EXXON MOBIL CORP3.2K shares2.37%2025-09-302025-10-31 VTV VANGUARD INDEX FDS1.8K shares0.74%2025-09-302025-10-31 SOFI SOFI TECHNOLOGIES INC11.8K shares15.32%2025-09-302025-10-31 GOOGL ALPHABET INC1.1K sharesnew addition2025-09-302025-10-31 AVGO BROADCOM INC805 shares10.88%2025-09-302025-10-31 PLTR PALANTIR TECHNOLOGIES INC1.4K sharesnew addition2025-09-302025-10-31 NFLX NETFLIX INC199 shares4.19%2025-09-302025-10-31 VBR VANGUARD INDEX FDS973 sharesnew addition2025-09-302025-10-31 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available