The Analysis of MilWealth Group LLC's Holdings
Currently, MilWealth Group LLC holds 74 types of securities in its portfolio with a total value $420.1M. In the most recent quarter, they have increased their positions in VGIT (+25.6K shares, valued at $1.5M), VCIT (+13.6K shares, valued at $1.1M), DFGP (+19.1K shares, valued at $1.0M); decreased their positions in VV (-3.7K shares, valued at $1.2M), VEU (-2.8K shares, valued at $206.0K), DFAX (-5.5K shares, valued at $178.7K); initiated new positions in N/A (+14.0K shares, valued at $692.1K), VEA (+2.4K shares, valued at $149.1K), VWO (+1.0K shares, valued at $55.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VV VANGUARD INDEX FDS292.9K shares-1.24%2025-12-312026-02-02
VB VANGUARD INDEX FDS172.3K shares1.13%2025-12-312026-02-02 VEU VANGUARD INTL EQUITY INDEX F563.9K shares-0.49%2025-12-312026-02-02 VCIT VANGUARD SCOTTSDALE FDS470.8K shares2.96%2025-12-312026-02-02 VGIT VANGUARD SCOTTSDALE FDS616.4K shares4.32%2025-12-312026-02-02 DFAC DIMENSIONAL ETF TRUST799.2K shares-0.20%2025-12-312026-02-02 BNDX VANGUARD CHARLOTTE FDS574.5K shares3.81%2025-12-312026-02-02 DFGP DIMENSIONAL ETF TRUST497.8K shares4.00%2025-12-312026-02-02 DFAX DIMENSIONAL ETF TRUST689.7K shares-0.79%2025-12-312026-02-02 BSV VANGUARD BD INDEX FDS236.9K shares3.87%2025-12-312026-02-02 VSS VANGUARD INTL EQUITY INDEX F118.0K shares0.87%2025-12-312026-02-02 VIG VANGUARD SPECIALIZED FUNDS23.6K shares-0.74%2025-12-312026-02-02 VUG VANGUARD INDEX FDS5.8K shares-0.12%2025-12-312026-02-02 VTV VANGUARD INDEX FDS11.5K shares4.15%2025-12-312026-02-02 SCHR SCHWAB STRATEGIC TR77.3K shares0.00%2025-12-312026-02-02 SCHA SCHWAB STRATEGIC TR49.2K shares0.00%2025-12-312026-02-02 VO VANGUARD INDEX FDS3.6K shares-0.48%2025-12-312026-02-02 VTI VANGUARD INDEX FDS2.2K shares-1.19%2025-12-312026-02-02 EA SERIES TRUST EA SERIES TRUST14.0K sharesnew addition2025-12-312026-02-02 VSGX VANGUARD WORLD FD6.5K shares-5.70%2025-12-312026-02-02 IVV ISHARES TR578 shares0.00%2025-12-312026-02-02 VYM VANGUARD WHITEHALL FDS2.6K shares0.00%2025-12-312026-02-02 AAPL APPLE INC1.3K shares-15.32%2025-12-312026-02-02 VXUS VANGUARD STAR FDS3.2K shares-0.25%2025-12-312026-02-02 GLD SPDR GOLD TR456 shares0.00%2025-12-312026-02-02 IT GARTNER INC654 shares0.00%2025-12-312026-02-02 PG PROCTER AND GAMBLE CO1.1K shares0.00%2025-12-312026-02-02 VEA VANGUARD TAX-MANAGED FDS2.4K sharesnew addition2025-12-312026-02-02 CNH CNH INDL N V16.1K shares0.00%2025-12-312026-02-02 OMC OMNICOM GROUP INC1.7K shares-15.72%2025-12-312026-02-02 XLI SELECT SECTOR SPDR TR869 shares0.00%2025-12-312026-02-02 IWD ISHARES TR618 shares0.00%2025-12-312026-02-02 UPS UNITED PARCEL SERVICE INC917 shares0.00%2025-12-312026-02-02 SPY SPDR S&P 500 ETF TR120 shares0.00%2025-12-312026-02-02 MDY SPDR S&P MIDCAP 400 ETF TR132 shares0.00%2025-12-312026-02-02 IWN ISHARES TR417 shares0.00%2025-12-312026-02-02 MSFT MICROSOFT CORP154 shares10.00%2025-12-312026-02-02 SCHI SCHWAB STRATEGIC TR3.1K shares0.00%2025-12-312026-02-02 USB US BANCORP DEL1.3K shares0.00%2025-12-312026-02-02 DVY ISHARES TR487 shares0.00%2025-12-312026-02-02 VWO VANGUARD INTL EQUITY INDEX F1.0K sharesnew addition2025-12-312026-02-02 AMD ADVANCED MICRO DEVICES INC250 shares0.00%2025-12-312026-02-02 EXAS EXACT SCIENCES CORP500 shares0.00%2025-12-312026-02-02 CRM SALESFORCE INC165 shares0.00%2025-12-312026-02-02 AMZN AMAZON COM INC179 shares79.00%2025-12-312026-02-02 VXF VANGUARD INDEX FDS194 shares0.00%2025-12-312026-02-02 SPDW SPDR INDEX SHS FDS851 shares0.00%2025-12-312026-02-02 SRE SEMPRA388 shares0.00%2025-12-312026-02-02 VMBS VANGUARD SCOTTSDALE FDS631 sharesnew addition2025-12-312026-02-02 DFSD DIMENSIONAL ETF TRUST581 shares0.00%2025-12-312026-02-02 SCHD SCHWAB STRATEGIC TR990 shares0.00%2025-12-312026-02-02 VDE VANGUARD WORLD FD185 shares0.00%2025-12-312026-02-02 XLE SELECT SECTOR SPDR TR512 shares100.00%2025-12-312026-02-02 FELV FIDELITY COVINGTON TRUST633 shares0.00%2025-12-312026-02-02 VBR VANGUARD INDEX FDS100 shares0.00%2025-12-312026-02-02 V VISA INC48 shares0.00%2025-12-312026-02-02 VCSH VANGUARD SCOTTSDALE FDS192 shares1.59%2025-12-312026-02-02 BAC BANK AMERICA CORP270 shares0.00%2025-12-312026-02-02 IWS ISHARES TR88 shares0.00%2025-12-312026-02-02 MPC MARATHON PETE CORP75 shares0.00%2025-12-312026-02-02 XEL XCEL ENERGY INC148 shares0.00%2025-12-312026-02-02 JNJ JOHNSON & JOHNSON50 shares0.00%2025-12-312026-02-02 VOE VANGUARD INDEX FDS58 shares0.00%2025-12-312026-02-02 TSLA TESLA INC10 shares150.00%2025-12-312026-02-02 MAR MARRIOTT INTL INC NEW10 sharesnew addition2025-12-312026-02-02 PLTR PALANTIR TECHNOLOGIES INC15 sharesnew addition2025-12-312026-02-02 UA UNDER ARMOUR INC60 shares0.00%2025-12-312026-02-02 SBUX STARBUCKS CORP3 shares0.00%2025-12-312026-02-02 NVDA NVIDIA CORPORATION1 sharesnew addition2025-12-312026-02-02 UAA UNDER ARMOUR INC15 shares0.00%2025-12-312026-02-02 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available