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  Name: White Wing Wealth Management
  City: THE WODLANDS
  State: TX
  Zip: 77380
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $120,498,000
  Total Value Change : $11,778,000
  Securities Held Change : 6
   
All Securities Held : 30
  New Positions : 7
  Closed Positions : 1
  Increased Positions : 8
  Unchanged Positions : 2
  Decreased Positions : 13

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Holdings Found : 13     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (JPST)1 Year Chart         JPST Jp Morgan Ultra Short Incom... 2 - $0.00 $16,039,000 319,311 13.31% -751,000 -14,758 0.035    N/A
   (VEA)1 Year Chart         VEA Vanguard Europe Pacific ETF 3 - $49.56 $11,935,000 238,853 9.9% -1,010,000 -32,988 0.011    Closed - End Fund - F...
   (VB)1 Year Chart         VB Vanguard Small Cap VIPERS 4 - $225.56 $11,292,000 49,825 9.37% 757,000 -310 0.027    Closed - End Fund - E...
   (VTV)1 Year Chart         VTV Vanguard Value VIPERS 8 - $163.65 $3,745,000 23,083 3.11% -4,691,000 -32,927 0.004    Closed - End Fund - E...
   (DFAR)1 Year Chart         DFAR Dfa Dimensional Us Real Est... 11 - $0.00 $2,129,000 96,890 1.77% -243,000 -7,582 0.107    N/A
   (VBR)1 Year Chart         VBR Vanguard Small Cap Val VIPER 12 - $190.08 $1,610,000 8,468 1.34% -1,974,000 -11,674 0.007    Closed - End Fund - E...
   (SCZ)1 Year Chart         SCZ ISHARES MSCI EAFE SM 13 - $64.48 $1,580,000 25,064 1.31% -1,923,000 -32,130 0.016    Closed - End Fund - E...
   (SCHE)1 Year Chart         SCHE Schwab Emerging Markets Equ... 16 - $27.20 $1,508,000 59,469 1.25% -1,978,000 -83,226 0.022    N/A
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 18 - $924.79 $1,202,000 1,330 1% 507,000 -1 0    Semiconductor - Speci...
   (VCSH)1 Year Chart         VCSH Vanguard Scottsdale Funds 19 - $77.07 $1,173,000 15,252 0.97% -1,811,000 -23,423 0.004    N/A
   (FUMB)1 Year Chart         FUMB First Trust Ultra Short Dur... 22 - $0.00 $573,000 28,589 0.48% -666,000 -33,156 0.054    N/A
   (CVX)1 Year Chart         CVX Chevron Corp 25 - $162.67 $462,000 2,902 0.38% 25,000 -20 0    Integrated Oil & Gas
   (XOM)1 Year Chart         XOM Exxon Mobil Corp 27 - $119.64 $307,000 2,620 0.25% 32,000 -104 0    Integrated Oil & Gas
      13 Records Found
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