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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
 766,235 $25,278,088 13.43%
2.
Vanguard Malvern Fds - CORE BD ETF
 316,407 $24,499,413 13.01%
3.
Vanguard Mun Bd Fds
 244,202 $18,129,556 9.63%
4.
Dimensional Etf Trust
 387,987 $10,774,386 5.72%
5.
Dimensional Etf Trust
 320,693 $10,627,777 5.64%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)