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MilWealth Group LLC

Portfolio Manager
MilWealth Group LLC
Performance
-0.95% (2026 Q1)
AUM (13F)
$420.12M
# of Holdings
81
Performance Rank
Allocation (Top 20)
98.92%

MilWealth Group LLC Holdings Map

Top 50 MilWealth Group LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VV
VANGUARD INDEX FDS
21.04%295.8K$88.4M
+0.97%(+2.85K)
2025-Q1: 294.7K shares2025-Q2: 298.6K shares2025-Q3: 296.6K shares2025-Q4: 292.9K shares2026-Q1: 295.8K shares
$146.67(+132.69%)
2026-03-31
VB
VANGUARD INDEX FDS
10.77%172.8K$45.3M
+0.28%(+476)
2025-Q1: 165.7K shares2025-Q2: 169.7K shares2025-Q3: 170.4K shares2025-Q4: 172.3K shares2026-Q1: 172.8K shares
$158.88(+79.81%)
2026-03-31
VEU
VANGUARD INTL EQUITY INDEX F
9.95%556.5K$41.8M
-1.31%(-7.37K)
2025-Q1: 578.0K shares2025-Q2: 570.1K shares2025-Q3: 566.7K shares2025-Q4: 563.9K shares2026-Q1: 556.5K shares
$51.54(+60.95%)
2026-03-31
VCIT
VANGUARD SCOTTSDALE FDS
9.53%483.6K$40.0M
+2.72%(+12.82K)
2025-Q1: 444.9K shares2025-Q2: 444.9K shares2025-Q3: 457.3K shares2025-Q4: 470.8K shares2026-Q1: 483.6K shares
$87.68(-5.84%)
2026-03-31
VGIT
VANGUARD SCOTTSDALE FDS
9.01%635.4K$37.8M
+3.08%(+19.00K)
2025-Q1: 571.3K shares2025-Q2: 568.2K shares2025-Q3: 590.8K shares2025-Q4: 616.4K shares2026-Q1: 635.4K shares
$65.15(-9.48%)
2026-03-31
DFAC
DIMENSIONAL ETF TRUST
7.4%799.9K$31.1M
+0.10%(+787)
2025-Q1: 795.4K shares2025-Q2: 807.6K shares2025-Q3: 800.8K shares2025-Q4: 799.2K shares2026-Q1: 799.9K shares
$9672.49(-99.55%)
2026-03-31
BNDX
VANGUARD CHARLOTTE FDS
6.78%593.0K$28.5M
+3.22%(+18.47K)
2025-Q1: 537.2K shares2025-Q2: 537.3K shares2025-Q3: 553.4K shares2025-Q4: 574.5K shares2026-Q1: 593.0K shares
$54.65(-12.36%)
2026-03-31
DFGP
DIMENSIONAL ETF TRUST
6.58%512.3K$27.7M
+2.93%(+14.59K)
2025-Q1: 466.4K shares2025-Q2: 465.5K shares2025-Q3: 478.6K shares2025-Q4: 497.8K shares2026-Q1: 512.3K shares
$53.43(+1.73%)
2026-03-31
DFAX
DIMENSIONAL ETF TRUST
5.46%674.7K$22.9M
-2.18%(-15.05K)
2025-Q1: 709.8K shares2025-Q2: 701.5K shares2025-Q3: 695.2K shares2025-Q4: 689.7K shares2026-Q1: 674.7K shares
$5018.78(-99.25%)
2026-03-31
BSV
VANGUARD BD INDEX FDS
4.54%243.2K$19.1M
+2.68%(+6.34K)
2025-Q1: 223.0K shares2025-Q2: 221.2K shares2025-Q3: 228.0K shares2025-Q4: 236.9K shares2026-Q1: 243.2K shares
$81.35(-4.12%)
2026-03-31

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