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Home > Institutional Investor > Wilkins Miller Wealth Management, Llc > 13F Holdings

Instuitional Investor - Wilkins Miller Wealth Management, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 606,647 $14,826,477 10.09%
2.
Schwab Strategic Trust
 FNDF 289,841 $8,466,302 5.76%
3.
Ishares Trust
 IEF 11,259 $6,991,585 4.76%
4.
Invesco Exch Trd Slf Idx Fd
 328,971 $6,740,625 4.59%
5.
Ishares Tr
 245,277 $5,391,207 3.67%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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