The Analysis of Mills Wealth Advisors LLC's Holdings
Currently, Mills Wealth Advisors LLC holds 70 types of securities in its portfolio with a total value $253.6M. In the most recent quarter, they have increased their positions in VCRM (+38.1K shares, valued at $2.9M), VCRB (+29.2K shares, valued at $2.3M), DFAC (+37.2K shares, valued at $1.5M); decreased their positions in VBIL (-69.2K shares, valued at $5.2M), SGOV (-18.0K shares, valued at $1.8M), JMST (-25.4K shares, valued at $1.3M); initiated new positions in GM (+13.0K shares, valued at $1.1M), MLPA (+18.1K shares, valued at $874.0K), AMZN (+1.1K shares, valued at $246.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAC DIMENSIONAL ETF TRUST971.0K shares3.99%2025-12-312026-01-27
VCRB VANGUARD MALVERN FDS427.5K shares7.34%2025-12-312026-01-27 VCRM VANGUARD MUN BD FDS337.5K shares12.74%2025-12-312026-01-27 DUHP DIMENSIONAL ETF TRUST499.9K shares7.21%2025-12-312026-01-27 DFIC DIMENSIONAL ETF TRUST497.9K shares7.05%2025-12-312026-01-27 DIHP DIMENSIONAL ETF TRUST387.4K shares4.94%2025-12-312026-01-27 DFEM DIMENSIONAL ETF TRUST313.8K shares-1.00%2025-12-312026-01-27 VSDM VANGUARD MUN BD FDS76.7K shares0.49%2025-12-312026-01-27 DISV DIMENSIONAL ETF TRUST148.8K shares4.03%2025-12-312026-01-27 DFEV DIMENSIONAL ETF TRUST166.7K shares4.80%2025-12-312026-01-27 DFAT DIMENSIONAL ETF TRUST90.7K shares7.43%2025-12-312026-01-27 JOE ST JOE CO89.8K shares-0.31%2025-12-312026-01-27 DFSD DIMENSIONAL ETF TRUST107.7K shares-2.60%2025-12-312026-01-27 BSV VANGUARD BD INDEX FDS56.6K shares-3.67%2025-12-312026-01-27 DFLV DIMENSIONAL ETF TRUST115.3K shares4.25%2025-12-312026-01-27 GLDM WORLD GOLD TR43.0K shares3.93%2025-12-312026-01-27 JMST J P MORGAN EXCHANGE TRADED69.5K shares-26.78%2025-12-312026-01-27 JPST J P MORGAN EXCHANGE TRADED64.9K shares-6.13%2025-12-312026-01-27 DEXC DIMENSIONAL ETF TRUST51.4K shares18.57%2025-12-312026-01-27 JMUB J P MORGAN EXCHANGE TRADED57.7K shares-5.70%2025-12-312026-01-27 ALPS ETF TR ALPS ETF TR55.2K shares-19.35%2025-12-312026-01-27 VBIL VANGUARD INSTL INDEX FD28.4K shares-70.90%2025-12-312026-01-27 BIL SPDR SERIES TRUST22.3K shares201.54%2025-12-312026-01-27 VTI VANGUARD INDEX FDS5.5K shares-2.26%2025-12-312026-01-27 DEHP DIMENSIONAL ETF TRUST57.0K shares8.66%2025-12-312026-01-27 FPAG INVESTMENT MANAGERS SER TR49.0K shares16.48%2025-12-312026-01-27 DFAS DIMENSIONAL ETF TRUST25.1K shares25.50%2025-12-312026-01-27 DFNM DIMENSIONAL ETF TRUST34.4K shares-1.25%2025-12-312026-01-27 VSDB VANGUARD MALVERN FDS18.1K shares63.12%2025-12-312026-01-27 TEI TEMPLETON EMERGING MKTS214.9K shares-3.48%2025-12-312026-01-27 SGOV ISHARES TR13.0K shares-57.98%2025-12-312026-01-27 FBTC FIDELITY WISE ORIGIN15.5K shares-2.92%2025-12-312026-01-27 DFSU DIMENSIONAL ETF TRUST26.4K shares1.97%2025-12-312026-01-27 DFIV DIMENSIONAL ETF TRUST22.6K shares-0.95%2025-12-312026-01-27 DFCF DIMENSIONAL ETF TRUST24.9K shares-14.97%2025-12-312026-01-27 GM GENERAL MTRS CO13.0K sharesnew addition2025-12-312026-01-27 DFAW DIMENSIONAL ETF TRUST13.9K shares28.86%2025-12-312026-01-27 GBTC GRAYSCALE BITCOIN TRUST ETF14.3K shares-0.22%2025-12-312026-01-27 AVEE AMERICAN CENTY ETF TR15.3K shares-4.35%2025-12-312026-01-27 MLPA GLOBAL X FDS18.1K sharesnew addition2025-12-312026-01-27 VUSB VANGUARD BD INDEX FDS12.9K shares-22.13%2025-12-312026-01-27 LOW LOWES COS INC2.1K shares0.00%2025-12-312026-01-27 MSFT MICROSOFT CORP1.0K shares0.29%2025-12-312026-01-27 ALPHABET INC ALPHABET INC1.6K shares-4.13%2025-12-312026-01-27 XOM EXXON MOBIL CORP4.0K shares1.24%2025-12-312026-01-27 WMB WILLIAMS COS INC7.9K shares-2.03%2025-12-312026-01-27 RRC RANGE RES CORP11.4K shares-10.00%2025-12-312026-01-27 MKL MARKEL GROUP INC186 shares-24.39%2025-12-312026-01-27 FRDM EA SERIES TRUST7.5K shares39.59%2025-12-312026-01-27 LMT LOCKHEED MARTIN CORP744 shares0.00%2025-12-312026-01-27 MCD MCDONALDS CORP1.2K shares-43.57%2025-12-312026-01-27 AAPL APPLE INC1.2K shares3.41%2025-12-312026-01-27 DFSI DIMENSIONAL ETF TRUST6.9K shares3.22%2025-12-312026-01-27 ALPHABET INC ALPHABET INC895 shares4.92%2025-12-312026-01-27 JOF JAPAN SMALLER24.8K shares-0.19%2025-12-312026-01-27 T AT&T INC10.9K shares-0.27%2025-12-312026-01-27 HD HOME DEPOT INC747 shares0.00%2025-12-312026-01-27 VGT VANGUARD WORLD FD337 shares-0.30%2025-12-312026-01-27 AMZN AMAZON COM INC1.1K sharesnew addition2025-12-312026-01-27 ABBV ABBVIE INC1.0K shares-0.96%2025-12-312026-01-27 EMXC ISHARES INC3.2K shares-3.03%2025-12-312026-01-27 DFSV DIMENSIONAL ETF TRUST6.9K shares0.51%2025-12-312026-01-27 DFSE DIMENSIONAL ETF TRUST5.4K shares3.28%2025-12-312026-01-27 BINV 2023 ETF SERIES TRUST5.6K shares-0.23%2025-12-312026-01-27 ORCL ORACLE CORP1.1K shares-9.42%2025-12-312026-01-27 MVPA ADVISOR MANAGED PORTFOLIOS6.7K shares-51.49%2025-12-312026-01-27 CSCO CISCO SYS INC2.7K sharesnew addition2025-12-312026-01-27 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available