Instuitional Investor - Mills Wealth Advisors Llc
Fund Profile
Filing Period:
| Fund Name: | Mills Wealth Advisors Llc |
| Portfolio Value | $253,557,969 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 970,963 | $38,440,416 | 15.16% | |
| 2. | Vanguard Malvern Fds - CORE BD ETF | 427,507 | $33,300,633 | 13.13% | |
| 3. | Vanguard Mun Bd Fds | 337,461 | $25,501,928 | 10.06% | |
| 4. | Dimensional Etf Trust | 499,923 | $19,012,074 | 7.5% | |
| 5. | Dimensional Etf Trust | 497,943 | $17,159,125 | 6.77% |