Instuitional Investor - Mills Wealth Advisors Llc
Fund Profile
Filing Period:
| Fund Name: | Mills Wealth Advisors Llc |
| Portfolio Value | $286,282,696 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 1,026,409 | $39,886,271 | 13.93% | |
| 2. | Vanguard Malvern Fds - CORE BD ETF | 455,705 | $35,262,428 | 12.32% | |
| 3. | Vanguard Mun Bd Fds | 399,237 | $30,002,661 | 10.48% | |
| 4. | Dimensional Etf Trust | 509,703 | $18,736,694 | 6.54% | |
| 5. | Dimensional Etf Trust | 508,253 | $18,058,213 | 6.31% |