Mills Wealth Advisors

Latest statistics and disclosures from Mills Wealth Advisors's latest quarterly 13F-HR filing:

Tip: Access up to 7 years of quarterly data

Positions held by Mills Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Mills Wealth Advisors

Mills Wealth Advisors holds 54 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 16.2 $22M -6% 435k 50.74
 View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC) 14.2 $19M 604k 31.95
 View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 11.6 $16M -5% 315k 50.45
 View chart
Dimensional Etf Trust Intl Core Equity (DFIC) 4.8 $6.5M +10% 244k 26.75
 View chart
Dimensional Etf Trust Us High Profitab (DUHP) 4.7 $6.4M -4% 204k 31.61
 View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 4.3 $5.8M -48% 121k 48.09
 View chart
Dimensional Etf Trust Intl High Profit (DIHP) 3.8 $5.2M +12% 194k 26.94
 View chart
Vanguard Malvern Fds Core Bd Etf (VCRB) 3.8 $5.1M +1032% 67k 76.50
 View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM) 3.3 $4.5M +5% 178k 25.49
 View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT) 2.3 $3.2M +5% 59k 54.43
 View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 2.1 $2.9M -44% 58k 49.55
 View chart
Alps Etf Tr Alerian Mlp (AMLP) 2.0 $2.8M +2% 58k 47.46
 View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB) 2.0 $2.7M +64% 53k 50.57
 View chart
Dimensional Etf Trust Intl Small Cap V (DISV) 1.9 $2.7M +5% 98k 27.19
 View chart
Dimensional Etf Trust Core Fixed Incom (DFCF) 1.9 $2.5M -2% 61k 41.95
 View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV) 1.6 $2.2M +10% 87k 25.96
 View chart
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) 1.5 $2.0M NEW 32k 63.04
 View chart
World Gold Tr Spdr Gld Minis (GLDM) 1.4 $1.9M -5% 44k 44.05
 View chart
Vanguard Index Fds Total Stk Mkt (VTI) 1.3 $1.8M -15% 7.0k 257.66
 View chart
Templeton Emerging Markets Income Fund (TEI) 1.3 $1.7M 316k 5.43
 View chart
Fidelity Wise Origin Bitcoin SHS (FBTC) 1.2 $1.6M NEW 26k 62.06
 View chart
Dimensional Etf Trust Us Large Cap Val (DFLV) 1.1 $1.6M +44% 52k 29.99
 View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB) 1.0 $1.4M NEW 27k 50.74
 View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.9 $1.2M -21% 49k 24.72
 View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP) 0.8 $1.1M +11% 43k 24.82
 View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.8 $1.1M -33% 35k 30.22
 View chart
Dimensional Etf Trust Internatnal Val (DFIV) 0.7 $948k 26k 36.75
 View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.7 $928k -12% 10k 91.80
 View chart
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.6 $832k +4% 24k 34.41
 View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.5 $674k -10% 13k 50.17
 View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.5 $659k -42% 13k 50.60
 View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $625k -5% 1.3k 480.57
 View chart
Lowe's Companies (LOW) 0.4 $536k 2.1k 254.73
 View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV) 0.4 $499k -21% 5.7k 87.85
 View chart
American Centy Etf Tr Avantis Emerging (AVEE) 0.3 $459k NEW 8.7k 52.95
 View chart
Ishares Tr Conser Alloc Etf (AOK) 0.3 $444k -3% 12k 36.83
 View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.3 $434k +35% 7.0k 62.34
 View chart
Exxon Mobil Corporation (XOM) 0.3 $387k 3.3k 116.24
 View chart
Microsoft Corporation (MSFT) 0.3 $362k -17% 860.00 420.55
 View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $303k +5% 721.00 420.52
 View chart
At&t (T) 0.2 $283k +26% 16k 17.60
 View chart
Home Depot (HD) 0.2 $280k 729.00 383.60
 View chart
Doximity Cl A (DOCS) 0.2 $269k NEW 10k 26.91
 View chart
Ishares Msci Emrg Chn (EMXC) 0.2 $267k -15% 4.6k 57.57
 View chart
Dimensional Etf Trust Short Duration F (DFSD) 0.2 $262k -7% 5.6k 47.04
 View chart
Vanguard Index Fds Value Etf (VTV) 0.2 $248k +5% 1.5k 162.82
 View chart
Annaly Capital Management In Com New (NLY) 0.2 $231k 12k 19.69
 View chart
Dimensional Etf Trust International (DFSI) 0.2 $222k NEW 6.6k 33.67
 View chart
Medtronic SHS (MDT) 0.2 $218k 2.5k 87.15
 View chart
Oracle Corporation (ORCL) 0.2 $215k -10% 1.7k 125.61
 View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF) 0.1 $201k -20% 4.3k 46.28
 View chart
Japan Smaller Capitalizaion Fund (JOF) 0.1 $178k +84% 22k 7.98
 View chart
Fathom Holdings (FTHM) 0.0 $32k 16k 1.99
 View chart
Core Scientific *w Exp 01/23/202 (CORZW) 0.0 $14k NEW 10k 1.33
 View chart

Past Filings by Mills Wealth Advisors

SEC 13F filings are viewable for Mills Wealth Advisors going back to 2024