The Analysis of Mills Wealth Advisors LLC's Holdings

Currently, Mills Wealth Advisors LLC holds 71 types of securities in its portfolio with a total value $245.8M. In the most recent quarter, they have increased their positions in VBIL (+85.1K shares, valued at $6.4M), SGOV (+22.9K shares, valued at $2.3M), BILS (+13.8K shares, valued at $1.4M); decreased their positions in BIL (-16.2K shares, valued at $1.5M), JPST (-12.3K shares, valued at $621.6K), JMUB (-5.9K shares, valued at $297.5K); initiated new positions in BILS (+13.8K shares, valued at $1.4M), MMC (+1.4K shares, valued at $277.7K), SPY (+388 shares, valued at $258.7K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAC DIMENSIONAL ETF TRUST933.7K shares1.96%2025-09-302025-10-10

VCRB VANGUARD MALVERN FDS398.3K shares2.69%2025-09-302025-10-10

VCRM VANGUARD MUN BD FDS299.3K shares3.98%2025-09-302025-10-10

DUHP DIMENSIONAL ETF TRUST466.3K shares3.02%2025-09-302025-10-10

DFIC DIMENSIONAL ETF TRUST465.2K shares5.11%2025-09-302025-10-10

DIHP DIMENSIONAL ETF TRUST369.1K shares4.08%2025-09-302025-10-10

DFEM DIMENSIONAL ETF TRUST316.9K shares0.73%2025-09-302025-10-10

VBIL VANGUARD INSTL INDEX FD97.6K shares676.90%2025-09-302025-10-10

Sponsored

VSDM VANGUARD MUN BD FDS76.3K shares28.33%2025-09-302025-10-10

DFSD DIMENSIONAL ETF TRUST110.6K shares24.32%2025-09-302025-10-10

DISV DIMENSIONAL ETF TRUST143.1K shares2.01%2025-09-302025-10-10

DFEV DIMENSIONAL ETF TRUST159.1K shares5.63%2025-09-302025-10-10

DFAT DIMENSIONAL ETF TRUST84.5K shares4.60%2025-09-302025-10-10

JMST J P MORGAN EXCHANGE TRADED F94.9K shares29.64%2025-09-302025-10-10

BSV VANGUARD BD INDEX FDS58.7K shares-1.61%2025-09-302025-10-10

JOE ST JOE CO90.1K shares1.71%2025-09-302025-10-10

Sponsored

DFLV DIMENSIONAL ETF TRUST110.6K shares8.08%2025-09-302025-10-10

JPST J P MORGAN EXCHANGE TRADED F69.1K shares-15.06%2025-09-302025-10-10

AMLP ALPS ETF TR68.4K shares5.63%2025-09-302025-10-10

GLDM WORLD GOLD TR41.4K shares0.74%2025-09-302025-10-10

SGOV ISHARES TR31.0K shares282.29%2025-09-302025-10-10

JMUB J P MORGAN EXCHANGE TRADED F61.2K shares-8.78%2025-09-302025-10-10

DEXC DIMENSIONAL ETF TRUST43.4K shares16.58%2025-09-302025-10-10

VTI VANGUARD INDEX FDS5.6K shares-0.92%2025-09-302025-10-10

Sponsored

DFNM DIMENSIONAL ETF TRUST34.9K shares-3.16%2025-09-302025-10-10

DEHP DIMENSIONAL ETF TRUST52.4K shares5.88%2025-09-302025-10-10

FBTC FIDELITY WISE ORIGIN BITCOIN16.0K shares2.66%2025-09-302025-10-10

FPAG INVESTMENT MANAGERS SER TR I42.1K shares31.64%2025-09-302025-10-10

TEI TEMPLETON EMERGING MKTS INCO222.7K shares-1.42%2025-09-302025-10-10

BILS SPDR SERIES TRUST13.8K sharesnew addition2025-09-302025-10-10

DFAS DIMENSIONAL ETF TRUST20.0K shares23.98%2025-09-302025-10-10

GBTC GRAYSCALE BITCOIN TRUST ETF14.3K shares-0.08%2025-09-302025-10-10

Sponsored

DFCF DIMENSIONAL ETF TRUST29.3K shares-3.25%2025-09-302025-10-10

DFSU DIMENSIONAL ETF TRUST25.9K shares0.00%2025-09-302025-10-10

DFIV DIMENSIONAL ETF TRUST22.8K shares0.00%2025-09-302025-10-10

AVEE AMERICAN CENTY ETF TR16.0K shares-5.26%2025-09-302025-10-10

VSDB VANGUARD MALVERN FDS11.1K shares173.65%2025-09-302025-10-10

VUSB VANGUARD BD INDEX FDS16.6K shares33.66%2025-09-302025-10-10

DFAW DIMENSIONAL ETF TRUST10.8K shares17.51%2025-09-302025-10-10

VOO VANGUARD INDEX FDS1.2K shares-0.82%2025-09-302025-10-10

Sponsored

BIL SPDR SERIES TRUST7.4K shares-68.58%2025-09-302025-10-10

MCD MCDONALDS CORP2.1K shares76.47%2025-09-302025-10-10

MSFT MICROSOFT CORP1.0K shares-0.10%2025-09-302025-10-10

LOW LOWES COS INC2.1K shares0.00%2025-09-302025-10-10

WMB WILLIAMS COS INC8.1K shares10.24%2025-09-302025-10-10

MVPA ADVISOR MANAGED PORTFOLIOS13.8K shares-30.09%2025-09-302025-10-10

RRC RANGE RES CORP12.7K shares0.00%2025-09-302025-10-10

MKL MARKEL GROUP INC246 shares0.00%2025-09-302025-10-10

Sponsored

XOM EXXON MOBIL CORP3.9K shares0.00%2025-09-302025-10-10

BRK.B BERKSHIRE HATHAWAY INC DEL820 shares0.61%2025-09-302025-10-10

GOOG ALPHABET INC1.6K shares-0.12%2025-09-302025-10-10

LMT LOCKHEED MARTIN CORP744 shares0.00%2025-09-302025-10-10

ORCL ORACLE CORP1.3K shares-5.39%2025-09-302025-10-10

T AT&T INC10.9K shares0.05%2025-09-302025-10-10

HD HOME DEPOT INC747 shares0.00%2025-09-302025-10-10

AAPL APPLE INC1.1K shares0.00%2025-09-302025-10-10

Sponsored

MMC MARSH & MCLENNAN COS INC1.4K sharesnew addition2025-09-302025-10-10

IVV ISHARES TR408 shares-1.69%2025-09-302025-10-10

DFSI DIMENSIONAL ETF TRUST6.7K shares0.00%2025-09-302025-10-10

BTC GRAYSCALE BITCOIN MINI TR ET5.3K shares-0.08%2025-09-302025-10-10

JOF JAPAN SMALLER CAPITALIZATION24.9K shares0.06%2025-09-302025-10-10

SPY SPDR S&P 500 ETF TR388 sharesnew addition2025-09-302025-10-10

VGT VANGUARD WORLD FD338 shares0.30%2025-09-302025-10-10

ABBV ABBVIE INC1.0K sharesnew addition2025-09-302025-10-10

Sponsored

FRDM EA SERIES TRUST5.4K shares2.18%2025-09-302025-10-10

EMXC ISHARES INC3.3K shares0.00%2025-09-302025-10-10

DFSV DIMENSIONAL ETF TRUST6.8K shares0.21%2025-09-302025-10-10

DFSE DIMENSIONAL ETF TRUST5.2K shares-0.36%2025-09-302025-10-10

BINV 2023 ETF SERIES TRUST5.6K shares0.05%2025-09-302025-10-10

GOOGL ALPHABET INC853 sharesnew addition2025-09-302025-10-10

VTV VANGUARD INDEX FDS1.1K sharesnew addition2025-09-302025-10-10

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available