White Wing Wealth Management
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| VANGUARD INDEX FDS | $44.31M | 26.5% |
| J P MORGAN EXCHANGE TRADED F | $20.29M | 12.1% |
| VANGUARD TAX-MANAGED FDS | $17.71M | 10.6% |
| VANGUARD INDEX FDS | $14.28M | 8.5% |
| INVESCO QQQ TR | $13.51M | 8.1% |
| SCHWAB STRATEGIC TR | $10.63M | 6.3% |
| VANGUARD SPECIALIZED FUNDS | $10.32M | 6.2% |
| DIMENSIONAL ETF TRUST | $6.52M | 3.9% |
| DIMENSIONAL ETF TRUST | $4.91M | 2.9% |
| ISHARES TR | $3.46M | 2.1% |
| DIMENSIONAL ETF TRUST | $3.44M | 2.1% |
| Apple Inc. | $2.19M | 1.3% |
| Tesla Inc | $2.16M | 1.3% |
| NVIDIA Corp | $1.92M | 1.1% |
| ADVANCED MICRO DEVICES INC | $1.48M | 0.9% |
| DIMENSIONAL ETF TRUST | $1.03M | 0.6% |
| FIRST TR EXCHANGE-TRADED FD | $913.5K | 0.5% |
| Amazon.com Inc | $835.3K | 0.5% |
| Salesforce Inc | $646.5K | 0.4% |
| Meta Platforms Inc | $599.9K | 0.4% |
| DIMENSIONAL ETF TRUST | $587.8K | 0.4% |
| elf Beauty Inc | $562.8K | 0.3% |
| Alphabet Inc. | $557.0K | 0.3% |
| MICROSOFT CORP | $532.5K | 0.3% |
| CHEVRON CORP | $527.4K | 0.3% |
| CHEESECAKE FACTORY INC | $458.6K | 0.3% |
| ADOBE INC. | $457.8K | 0.3% |
| VANGUARD INDEX FDS | $436.7K | 0.3% |
| NIKE, Inc. | $435.2K | 0.3% |
| EXXON MOBIL CORP | $379.2K | 0.2% |
| Alphabet Inc. | $361.6K | 0.2% |
| SoFi Technologies, Inc. | $310.8K | 0.2% |
| Broadcom Inc. | $300.1K | 0.2% |
| Palantir Technologies Inc | $257.6K | 0.2% |
| VANGUARD INDEX FDS | $206.8K | 0.1% |