The Analysis of MilWealth Group LLC's Holdings
Currently, MilWealth Group LLC holds 68 types of securities in its portfolio with a total value $410.3M. In the most recent quarter, they have increased their positions in VGIT (+22.6K shares, valued at $1.4M), VCIT (+12.4K shares, valued at $1.0M), BNDX (+16.1K shares, valued at $797.1K); decreased their positions in VV (-2.0K shares, valued at $614.5K), DFAC (-6.9K shares, valued at $264.8K), VEU (-3.4K shares, valued at $240.6K); initiated new positions in V (+48 shares, valued at $16.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VV VANGUARD INDEX FDS296.6K shares-0.67%2025-09-302025-11-03
VB VANGUARD INDEX FDS170.4K shares0.38%2025-09-302025-11-03 VEU VANGUARD INTL EQUITY INDEX F566.7K shares-0.59%2025-09-302025-11-03 VCIT VANGUARD SCOTTSDALE FDS457.3K shares2.79%2025-09-302025-11-03 VGIT VANGUARD SCOTTSDALE FDS590.8K shares3.97%2025-09-302025-11-03 DFAC DIMENSIONAL ETF TRUST800.8K shares-0.85%2025-09-302025-11-03 BNDX VANGUARD CHARLOTTE FDS553.4K shares3.00%2025-09-302025-11-03 DFGP DIMENSIONAL ETF TRUST478.6K shares2.83%2025-09-302025-11-03 DFAX DIMENSIONAL ETF TRUST695.2K shares-0.89%2025-09-302025-11-03 BSV VANGUARD BD INDEX FDS228.0K shares3.09%2025-09-302025-11-03 VSS VANGUARD INTL EQUITY INDEX F117.0K shares-0.02%2025-09-302025-11-03 VIG VANGUARD SPECIALIZED FUNDS23.8K shares-0.50%2025-09-302025-11-03 VUG VANGUARD INDEX FDS5.8K shares-0.58%2025-09-302025-11-03 VTV VANGUARD INDEX FDS11.1K shares-0.20%2025-09-302025-11-03 SCHR SCHWAB STRATEGIC TR77.3K shares0.00%2025-09-302025-11-03 SCHA SCHWAB STRATEGIC TR49.2K shares0.00%2025-09-302025-11-03 VO VANGUARD INDEX FDS3.6K shares-1.90%2025-09-302025-11-03 VTI VANGUARD INDEX FDS2.3K shares0.00%2025-09-302025-11-03 VSGX VANGUARD WORLD FD6.9K shares-2.85%2025-09-302025-11-03 VOO VANGUARD INDEX FDS667 shares0.00%2025-09-302025-11-03 IVV ISHARES TR578 shares0.00%2025-09-302025-11-03 AAPL APPLE INC1.5K shares0.00%2025-09-302025-11-03 VYM VANGUARD WHITEHALL FDS2.6K shares0.00%2025-09-302025-11-03 BRK.B BERKSHIRE HATHAWAY INC DEL724 shares0.00%2025-09-302025-11-03 VXUS VANGUARD STAR FDS3.2K shares0.00%2025-09-302025-11-03 CNH CNH INDL N V16.1K shares0.00%2025-09-302025-11-03 IT GARTNER INC654 shares0.00%2025-09-302025-11-03 PG PROCTER AND GAMBLE CO1.1K shares0.00%2025-09-302025-11-03 OMC OMNICOM GROUP INC2.0K shares0.00%2025-09-302025-11-03 GLD SPDR GOLD TR456 shares0.00%2025-09-302025-11-03 XLI SELECT SECTOR SPDR TR869 shares0.00%2025-09-302025-11-03 IWD ISHARES TR618 shares0.00%2025-09-302025-11-03 SPY SPDR S&P 500 ETF TR120 shares0.00%2025-09-302025-11-03 MDY SPDR S&P MIDCAP 400 ETF TR132 shares0.00%2025-09-302025-11-03 UPS UNITED PARCEL SERVICE INC917 shares0.00%2025-09-302025-11-03 IWN ISHARES TR417 shares0.00%2025-09-302025-11-03 MSFT MICROSOFT CORP140 shares0.00%2025-09-302025-11-03 SCHI SCHWAB STRATEGIC TR3.1K shares0.00%2025-09-302025-11-03 DVY ISHARES TR487 shares0.00%2025-09-302025-11-03 USB US BANCORP DEL1.3K shares0.00%2025-09-302025-11-03 FI FISERV INC385 shares0.00%2025-09-302025-11-03 VXF VANGUARD INDEX FDS194 shares-6.73%2025-09-302025-11-03 AMD ADVANCED MICRO DEVICES INC250 shares0.00%2025-09-302025-11-03 CRM SALESFORCE INC165 shares0.00%2025-09-302025-11-03 SPDW SPDR INDEX SHS FDS851 shares0.00%2025-09-302025-11-03 SRE SEMPRA388 shares0.00%2025-09-302025-11-03 DFSD DIMENSIONAL ETF TRUST581 shares0.00%2025-09-302025-11-03 EXAS EXACT SCIENCES CORP500 shares0.00%2025-09-302025-11-03 SCHD SCHWAB STRATEGIC TR990 shares0.00%2025-09-302025-11-03 VDE VANGUARD WORLD FD185 shares0.00%2025-09-302025-11-03 XLE SELECT SECTOR SPDR TR256 shares0.00%2025-09-302025-11-03 AMZN AMAZON COM INC100 shares0.00%2025-09-302025-11-03 FELV FIDELITY COVINGTON TRUST633 shares0.00%2025-09-302025-11-03 VBR VANGUARD INDEX FDS100 shares0.00%2025-09-302025-11-03 V VISA INC48 sharesnew addition2025-09-302025-11-03 VCSH VANGUARD SCOTTSDALE FDS189 shares1.07%2025-09-302025-11-03 MPC MARATHON PETE CORP75 shares0.00%2025-09-302025-11-03 BAC BANK AMERICA CORP270 shares0.00%2025-09-302025-11-03 IWS ISHARES TR88 shares-20.00%2025-09-302025-11-03 XEL XCEL ENERGY INC148 shares0.00%2025-09-302025-11-03 WEC WEC ENERGY GROUP INC89 shares0.00%2025-09-302025-11-03 VOE VANGUARD INDEX FDS58 shares0.00%2025-09-302025-11-03 JNJ JOHNSON & JOHNSON50 shares0.00%2025-09-302025-11-03 TSLA TESLA INC4 shares0.00%2025-09-302025-11-03 UA UNDER ARMOUR INC60 shares0.00%2025-09-302025-11-03 SBUX STARBUCKS CORP3 shares0.00%2025-09-302025-11-03 GOOGL ALPHABET INC1 shares0.00%2025-09-302025-11-03 UAA UNDER ARMOUR INC15 shares0.00%2025-09-302025-11-03 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available