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Home > Institutional Investor > Mills Wealth Advisors Llc > 13F Holdings

Instuitional Investor - Mills Wealth Advisors Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 708,782 $24,516,753 13.94%
2.
Vanguard Malvern Fds
 290,154 $21,996,594 12.51%
3.
Vanguard Mun Bd Fds
 228,251 $17,022,914 9.68%
4.
J P Morgan Exchange Traded F
 224,943 $11,330,382 6.44%
5.
J P Morgan Exchange Traded F
 191,808 $9,726,574 5.53%
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+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)