StockDriftsStockDriftsTop 50 Mills Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 13.93% | 1.03M | $39.9M | +5.71%(+55.45K) | $28.54(+51.43%) | 2026-03-31 | |
| VCRB | VANGUARD MALVERN FDS | 12.32% | 455.7K | $35.3M | +6.60%(+28.20K) | $77.22(-0.32%) | 2026-03-31 | |
| VCRM | VANGUARD MUN BD FDS | 10.48% | 399.2K | $30.0M | +18.31%(+61.78K) | $74.69(+1.09%) | 2026-03-31 | |
| DUHP | DIMENSIONAL ETF TRUST | 6.54% | 509.7K | $18.7M | +1.96%(+9.78K) | $30.03(+32.87%) | 2026-03-31 | |
| DFIC | DIMENSIONAL ETF TRUST | 6.31% | 508.3K | $18.1M | +2.07%(+10.31K) | $25.63(+48.58%) | 2026-03-31 | |
| VSDM | VANGUARD MUN BD FDS | 4.53% | 170.0K | $13.0M | +121.66%(+93.31K) | $75.89(+0.47%) | 2026-03-31 | |
| DIHP | DIMENSIONAL ETF TRUST | 4.48% | 398.2K | $12.8M | +2.80%(+10.84K) | $24.90(+37.45%) | 2026-03-31 | |
| DFSD | DIMENSIONAL ETF TRUST | 4.3% | 257.0K | $12.3M | +138.58%(+149.31K) | $47.78(+0.24%) | 2026-03-31 | |
| DFEM | DIMENSIONAL ETF TRUST | 3.68% | 305.0K | $10.5M | -2.81%(-8.81K) | $24.44(+65.33%) | 2026-03-31 | |
| BSV | VANGUARD BD INDEX FDS | 2.65% | 96.9K | $7.6M | +71.37%(+40.37K) | $78.14(-0.18%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.27% | +23.44% |
| Top 20 Holdings Unweighted | +8.68% | +28.37% |
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