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| Name: |
White Wing Wealth Management |
| City: |
THE WODLANDS |
| State: |
TX |
| Zip: |
77380 |
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data |
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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 |
|
VTI |
Vanguard Total Stock Market... |
1 |
- |
$262.30 |
$33,382,000 |
128,542 |
27.7% |
10,241,000 |
30,675 |
0.013 |
Closed - End Fund - E... |
|
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QQQ |
Invesco QQQ Trust Series I |
5 |
- |
$451.76 |
$9,457,000 |
21,255 |
7.85% |
1,626,000 |
1,918 |
0.004 |
Closed - End Fund - Debt |
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DFSD |
Dfa Dimensional Short-durat... |
6 |
- |
$0.00 |
$5,654,000 |
120,332 |
4.69% |
485,000 |
10,007 |
0.134 |
N/A |
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AAPL |
Apple Inc |
17 |
- |
$189.87 |
$1,345,000 |
7,912 |
1.12% |
-119,000 |
24 |
0 |
Personal Computers |
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DFNM |
Dfa Dimensional National Mu... |
20 |
- |
$0.00 |
$1,107,000 |
23,054 |
0.92% |
267,000 |
5,729 |
0.143 |
N/A |
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TSLA |
Tesla Motors Inc |
21 |
- |
$177.81 |
$1,022,000 |
5,835 |
0.85% |
-369,000 |
51 |
0 |
Auto Manufacturers |
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AMZN |
Amazon.com Inc |
26 |
- |
$184.70 |
$342,000 |
1,888 |
0.28% |
63,000 |
16 |
0 |
Internet Software & S... |
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MSFT |
Microsoft Corp |
29 |
- |
$420.21 |
$236,000 |
556 |
0.2% |
35,000 |
20 |
0 |
Application Software |
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