Top 50 MilWealth Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VV | VANGUARD INDEX FDS | 21.04% | 295.8K | $88.4M | +0.97%(+2.85K) | $146.67(+132.69%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 10.77% | 172.8K | $45.3M | +0.28%(+476) | $158.88(+79.81%) | 2026-03-31 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 9.95% | 556.5K | $41.8M | -1.31%(-7.37K) | $51.54(+60.95%) | 2026-03-31 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 9.53% | 483.6K | $40.0M | +2.72%(+12.82K) | $87.68(-5.84%) | 2026-03-31 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 9.01% | 635.4K | $37.8M | +3.08%(+19.00K) | $65.15(-9.48%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 7.4% | 799.9K | $31.1M | +0.10%(+787) | $9672.49(-99.55%) | 2026-03-31 | |
| BNDX | VANGUARD CHARLOTTE FDS | 6.78% | 593.0K | $28.5M | +3.22%(+18.47K) | $54.65(-12.36%) | 2026-03-31 | |
| DFGP | DIMENSIONAL ETF TRUST | 6.58% | 512.3K | $27.7M | +2.93%(+14.59K) | $53.43(+1.73%) | 2026-03-31 | |
| DFAX | DIMENSIONAL ETF TRUST | 5.46% | 674.7K | $22.9M | -2.18%(-15.05K) | $5018.78(-99.25%) | 2026-03-31 | |
| BSV | VANGUARD BD INDEX FDS | 4.54% | 243.2K | $19.1M | +2.68%(+6.34K) | $81.35(-4.12%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.82% | +28.87% |
| Top 20 Holdings Unweighted | +10.21% | +33.87% |
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