Instuitional Investor - Mills Wealth Advisors Llc
13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Dimensional Etf Trust | 915,763 | $32,820,627 | 15.05% | |
2. | Vanguard Malvern Fds - CORE BD ETF | 387,849 | $30,089,345 | 13.8% | |
3. | Vanguard Mun Bd Fds | 287,889 | $21,179,994 | 9.71% | |
4. | Dimensional Etf Trust | 452,595 | $16,094,208 | 7.38% | |
5. | Dimensional Etf Trust | 442,552 | $13,758,780 | 6.31% |