White Wing Wealth Management Top Holdings and 13F Report (2024) → Conflict In Israel Sends Gold Soaring ???? Here’s How To Get Your Share (From Colonial Metals) (Ad) About White Wing Wealth ManagementInvestment ActivityWhite Wing Wealth Management has $120.50 million in total holdings as of March 31, 2024.White Wing Wealth Management owns shares of 30 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 19.01% of the portfolio was purchased this quarter.About 14.11% of the portfolio was sold this quarter.This quarter, White Wing Wealth Management has purchased 24 new stocks and bought additional shares in 8 stocks.White Wing Wealth Management sold shares of 13 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard Total Stock Market ETF $33,382,235JPMorgan Ultra-Short Income ETF $16,039,012Vanguard FTSE Developed Markets Index Fund ETF Shares $11,935,496Vanguard Small-Cap ETF $11,291,774Invesco QQQ $9,457,275 Largest New Holdings this Quarter Schwab 1-5 Year Corporate Bond ETF $4,088,402 HoldingVanguard Dividend Appreciation Index Fund ETF Shares $3,088,370 HoldingDimensional U.S. Targeted Value ETF $2,582,104 HoldingiShares International Small Cap Equity Factor ETF $1,541,225 HoldingDimensional Emerging Markets Value ETF $1,516,944 Holding Largest Purchases this Quarter Vanguard Total Stock Market ETF 30,675 shares (about $7.97M)Schwab 1-5 Year Corporate Bond ETF 85,051 shares (about $4.09M)Vanguard Dividend Appreciation Index Fund ETF Shares 17,013 shares (about $3.09M)Dimensional U.S. Targeted Value ETF 47,852 shares (about $2.58M)iShares International Small Cap Equity Factor ETF 46,860 shares (about $1.54M) Largest Sales this Quarter Vanguard Value ETF 32,927 shares (about $5.34M)Vanguard Small-Cap Value ETF 11,674 shares (about $2.22M)Schwab Emerging Markets Equity ETF 83,226 shares (about $2.11M)iShares MSCI EAFE Small-Cap ETF 32,130 shares (about $2.03M)Vanguard Short-Term Corporate Bond ETF 23,423 shares (about $1.80M) Sector Allocation Over TimeMap of 500 Largest Holdings ofWhite Wing Wealth Management Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$33,382,235$7,966,268 ▲31.3%128,54227.7%ETFJPSTJPMorgan Ultra-Short Income ETF$16,039,012$741,295 ▼-4.4%319,31113.3%ETFVEAVanguard FTSE Developed Markets Index Fund ETF Shares$11,935,496$1,648,412 ▼-12.1%238,8539.9%ETFVBVanguard Small-Cap ETF$11,291,774$70,255 ▼-0.6%49,8259.4%ETFQQQInvesco QQQ$9,457,275$853,402 ▲9.9%21,2557.8%FinanceDFSDDimensional Short-Duration Fixed Income ETF$5,654,391$470,228 ▲9.1%120,3324.7%ETFSCHJSchwab 1-5 Year Corporate Bond ETF$4,088,402$4,088,402 ▲New Holding85,0513.4%ETFVTVVanguard Value ETF$3,744,557$5,341,465 ▼-58.8%23,0833.1%ETFVIGVanguard Dividend Appreciation Index Fund ETF Shares$3,088,370$3,088,370 ▲New Holding17,0132.6%ETFDFATDimensional U.S. Targeted Value ETF$2,582,104$2,582,104 ▲New Holding47,8522.1%ETFDFARDimensional US Real Estate ETF$2,128,675$166,577 ▼-7.3%96,8901.8%ETFVBRVanguard Small-Cap Value ETF$1,610,266$2,219,916 ▼-58.0%8,4681.3%ETFSCZiShares MSCI EAFE Small-Cap ETF$1,580,265$2,025,771 ▼-56.2%25,0641.3%ETFISCFiShares International Small Cap Equity Factor ETF$1,541,225$1,541,225 ▲New Holding46,8601.3%ETFDFEVDimensional Emerging Markets Value ETF$1,516,944$1,516,944 ▲New Holding58,2321.3%ETFSCHESchwab Emerging Markets Equity ETF$1,507,536$2,109,775 ▼-58.3%59,4691.3%ETFAAPLApple$1,345,202$4,080 ▲0.3%7,9121.1%Computer and TechnologyNVDANVIDIA$1,202,152$904 ▼-0.1%1,3301.0%Computer and TechnologyVCSHVanguard Short-Term Corporate Bond ETF$1,172,883$1,801,235 ▼-60.6%15,2521.0%ETFDFNMDimensional National Municipal Bond ETF$1,106,582$274,990 ▲33.1%23,0540.9%ETFTSLATesla$1,022,409$8,936 ▲0.9%5,8350.8%Auto/Tires/TrucksFUMBFirst Trust Ultra Short Duration Municipal ETF$572,646$664,124 ▼-53.7%28,5890.5%ETFCMGChipotle Mexican Grill$569,6460.0%1980.5%Retail/WholesaleBPBP$511,4690.0%13,4810.4%Oils/EnergyCVXChevron$461,700$3,182 ▼-0.7%2,9020.4%Oils/EnergyAMZNAmazon.com$341,671$2,896 ▲0.9%1,8880.3%Retail/WholesaleXOMExxon Mobil$306,505$12,167 ▼-3.8%2,6200.3%Oils/EnergyFTSMFirst Trust Enhanced Short Maturity ETF$279,917$279,917 ▲New Holding4,6960.2%ManufacturingMSFTMicrosoft$236,193$8,496 ▲3.7%5560.2%Computer and TechnologyAMDAdvanced Micro Devices$221,291$221,291 ▲New Holding1,2070.2%Computer and TechnologyBABoeing$0$201,978 ▼-100.0%00.0%AerospaceShowing largest 100 holdings. 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