MilWealth Group LLC
81 holdingsFiling period: 2026-03-31Current AUM: $450.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VV | VANGUARD INDEX FDS | 295.8K | $88.4M | $101.6M | 22.58% | +2.9K | 2026-03-31 |
| 2 | VB | VANGUARD INDEX FDS | 172.8K | $45.3M | $51.0M | 11.33% | +476 | 2026-03-31 |
| 3 | VEU | VANGUARD INTL EQUITY INDEX F | 556.5K | $41.8M | $46.1M | 10.24% | -7,368 | 2026-03-31 |
| 4 | VCIT | VANGUARD SCOTTSDALE FDS | 483.6K | $40.0M | $39.3M | 8.73% | +12.8K | 2026-03-31 |
| 5 | VGIT | VANGUARD SCOTTSDALE FDS | 635.4K | $37.8M | $37.1M | 8.23% | +19.0K | 2026-03-31 |
| 6 | DFAC | DIMENSIONAL ETF TRUST | 799.9K | $31.1M | $35.6M | 7.91% | +787 | 2026-03-31 |
| 7 | BNDX | VANGUARD CHARLOTTE FDS | 593.0K | $28.5M | $28.3M | 6.29% | +18.5K | 2026-03-31 |
| 8 | DFGP | DIMENSIONAL ETF TRUST | 512.3K | $27.7M | $27.3M | 6.06% | +14.6K | 2026-03-31 |
| 9 | DFAX | DIMENSIONAL ETF TRUST | 674.7K | $22.9M | $24.6M | 5.47% | -15,051 | 2026-03-31 |
| 10 | BSV | VANGUARD BD INDEX FDS | 243.2K | $19.1M | $18.9M | 4.19% | +6.3K | 2026-03-31 |
| 11 | VSS | VANGUARD INTL EQUITY INDEX F | 117.7K | $17.2M | $17.7M | 3.94% | -274 | 2026-03-31 |
| 12 | VIG | VANGUARD SPECIALIZED FUNDS | 23.1K | $5.0M | $5.5M | 1.23% | -486 | 2026-03-31 |
| 13 | VUG | VANGUARD INDEX FDS | 5.8K | $2.5M | $2.9M | 0.65% | -37 | 2026-03-31 |
| 14 | VTV | VANGUARD INDEX FDS | 11.1K | $2.2M | $2.4M | 0.54% | -462 | 2026-03-31 |
| 15 | SCHR | SCHWAB STRATEGIC TR | 77.3K | $1.9M | $1.9M | 0.42% | -- | 2026-03-31 |
| 16 | SCHA | SCHWAB STRATEGIC TR | 49.2K | $1.4M | $1.7M | 0.37% | -- | 2026-03-31 |
| 17 | VO | VANGUARD INDEX FDS | 3.5K | $1.0M | $1.1M | 0.25% | -27 | 2026-03-31 |
| 18 | VTI | VANGUARD INDEX FDS | 2.2K | $718K | $824K | 0.18% | -- | 2026-03-31 |
| 19 | AAEQ | EA SERIES TRUST | 13.8K | $643K | $737K | 0.16% | -197 | 2026-03-31 |
| 20 | VSGX | VANGUARD WORLD FD | 6.5K | $464K | $518K | 0.12% | -- | 2026-03-31 |
| 21 | VOO | VANGUARD INDEX FDS | 667 | $398K | $457K | 0.10% | -- | 2026-03-31 |
| 22 | VYM | VANGUARD WHITEHALL FDS | 2.6K | $389K | $425K | 0.09% | -- | 2026-03-31 |
| 23 | IVV | ISHARES TR | 578 | $377K | $433K | 0.10% | -- | 2026-03-31 |
| 24 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 690 | $330K | $330K | 0.07% | -34 | 2026-03-31 |
| 25 | AAPL | APPLE INC | 1.3K | $322K | $392K | 0.09% | -- | 2026-03-31 |
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