Wilkins Miller Wealth Management, LLC
90 holdingsFiling period: 2026-03-31Current AUM: $179.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | 594.3K | $15.2M | $17.5M | 9.73% | -11,988 | 2026-03-31 |
| 2 | SCHG | SCHWAB STRATEGIC TR | 299.9K | $8.7M | $10.2M | 5.70% | +3.1K | 2026-03-31 |
| 3 | IVV | ISHARES TR | 11.2K | $7.3M | $8.4M | 4.68% | -674 | 2026-03-31 |
| 4 | SPDW | SPDR INDEX SHS FDS | 137.5K | $6.3M | $6.9M | 3.83% | +3.5K | 2026-03-31 |
| 5 | BSCS | INVESCO EXCH TRD SLF IDX FD | 306.7K | $6.3M | $6.2M | 3.46% | -7,170 | 2026-03-31 |
| 6 | BSCU | INVESCO EXCH TRD SLF IDX FD | 366.8K | $6.1M | $6.1M | 3.37% | +23.8K | 2026-03-31 |
| 7 | BSCT | INVESCO EXCH TRD SLF IDX FD | 318.1K | $5.9M | $5.9M | 3.27% | +6.8K | 2026-03-31 |
| 8 | SCHA | SCHWAB STRATEGIC TR | 203.4K | $5.9M | $6.8M | 3.79% | +2.7K | 2026-03-31 |
| 9 | IBDV | ISHARES TR | 256.9K | $5.6M | $5.6M | 3.09% | +4.1K | 2026-03-31 |
| 10 | GSEW | GOLDMAN SACHS ETF TR | 58.5K | $5.0M | $5.5M | 3.08% | -1,810 | 2026-03-31 |
| 11 | FNDX | SCHWAB STRATEGIC TR | 175.0K | $4.9M | $5.6M | 3.09% | -4,618 | 2026-03-31 |
| 12 | IBDW | ISHARES TR | 211.4K | $4.4M | $4.4M | 2.42% | -4,931 | 2026-03-31 |
| 13 | IBDU | ISHARES TR | 176.1K | $4.1M | $4.1M | 2.26% | -2,122 | 2026-03-31 |
| 14 | VYM | VANGUARD WHITEHALL FDS | 24.6K | $3.6M | $4.0M | 2.22% | +933 | 2026-03-31 |
| 15 | BIV | VANGUARD BD INDEX FDS | 44.8K | $3.5M | $3.4M | 1.88% | +9.3K | 2026-03-31 |
| 16 | VIG | VANGUARD SPECIALIZED FUNDS | 14.7K | $3.2M | $3.5M | 1.96% | -145 | 2026-03-31 |
| 17 | BSCV | INVESCO EXCH TRD SLF IDX FD | 179.1K | $2.9M | $2.9M | 1.61% | +2.9K | 2026-03-31 |
| 18 | VFMO | VANGUARD WELLINGTON FD | 14.2K | $2.8M | $3.2M | 1.77% | +417 | 2026-03-31 |
| 19 | SPYG | SPDR SERIES TRUST | 27.6K | $2.7M | $3.2M | 1.79% | -1,086 | 2026-03-31 |
| 20 | SCHB | SCHWAB STRATEGIC TR | 104.4K | $2.6M | $3.0M | 1.67% | -11,526 | 2026-03-31 |
| 21 | BLV | VANGUARD BD INDEX FDS | 36.5K | $2.5M | $2.4M | 1.34% | +632 | 2026-03-31 |
| 22 | SCHV | SCHWAB STRATEGIC TR | 82.0K | $2.5M | $2.8M | 1.55% | +1.8K | 2026-03-31 |
| 23 | AAPL | APPLE INC | 9.8K | $2.5M | $3.0M | 1.68% | +25 | 2026-03-31 |
| 24 | BSCW | INVESCO EXCH TRD SLF IDX FD | 118.4K | $2.4M | $2.4M | 1.33% | -1,922 | 2026-03-31 |
| 25 | SCHF | SCHWAB STRATEGIC TR | 93.9K | $2.3M | $2.6M | 1.43% | +2.0K | 2026-03-31 |
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