Instuitional Investor - Mills Wealth Advisors Llc
Fund Profile
Filing Period:
| Fund Name: | Mills Wealth Advisors Llc |
| Portfolio Value | $245,800,035 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 933,719 | $36,008,993 | 14.65% | |
| 2. | Vanguard Malvern Fds - CORE BD ETF | 398,281 | $31,229,233 | 12.71% | |
| 3. | Vanguard Mun Bd Fds | 299,335 | $22,524,959 | 9.16% | |
| 4. | Dimensional Etf Trust | 466,285 | $17,608,646 | 7.16% | |
| 5. | Dimensional Etf Trust | 465,170 | $15,252,775 | 6.21% |