Wilkins Miller Wealth Management, LLC
96 holdingsFiling period: 2026-06-30Current AUM: $183.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | 592.4K | $17.4M | $17.7M | 9.65% | -1,920 | 2026-06-30 |
| 2 | SCHG | SCHWAB STRATEGIC TR | 298.3K | $10.1M | $10.4M | 5.70% | -1,551 | 2026-06-30 |
| 3 | IVV | ISHARES TR | 11.0K | $8.3M | $8.4M | 4.57% | -176 | 2026-06-30 |
| 4 | SCHA | SCHWAB STRATEGIC TR | 203.1K | $7.3M | $6.7M | 3.67% | -257 | 2026-06-30 |
| 5 | SPDW | SPDR INDEX SHS FDS | 139.9K | $7.0M | $7.1M | 3.87% | +2.4K | 2026-06-30 |
| 6 | BSCU | INVESCO EXCH TRD SLF IDX FD | 377.7K | $6.3M | $6.2M | 3.36% | +10.9K | 2026-06-30 |
| 7 | BSCT | INVESCO EXCH TRD SLF IDX FD | 317.1K | $5.9M | $5.8M | 3.17% | -958 | 2026-06-30 |
| 8 | BSCS | INVESCO EXCH TRD SLF IDX FD | 288.3K | $5.9M | $5.8M | 3.18% | -18,445 | 2026-06-30 |
| 9 | FNDX | SCHWAB STRATEGIC TR | 184.6K | $5.7M | $6.0M | 3.25% | +9.6K | 2026-06-30 |
| 10 | IBDV | ISHARES TR | 256.3K | $5.6M | $5.5M | 2.98% | -587 | 2026-06-30 |
| 11 | GSEW | GOLDMAN SACHS ETF TR | 58.4K | $5.5M | $5.5M | 3.02% | -140 | 2026-06-30 |
| 12 | IBDW | ISHARES TR | 207.0K | $4.3M | $4.2M | 2.29% | -4,423 | 2026-06-30 |
| 13 | IBDU | ISHARES TR | 176.2K | $4.1M | $4.0M | 2.19% | +49 | 2026-06-30 |
| 14 | VYM | VANGUARD WHITEHALL FDS | 25.8K | $4.1M | $4.2M | 2.27% | +1.1K | 2026-06-30 |
| 15 | VFMO | VANGUARD WELLINGTON FD | 14.8K | $3.7M | $3.3M | 1.81% | +558 | 2026-06-30 |
| 16 | BIV | VANGUARD BD INDEX FDS | 47.6K | $3.7M | $3.5M | 1.92% | +2.8K | 2026-06-30 |
| 17 | VIG | VANGUARD SPECIALIZED FUNDS | 14.0K | $3.3M | $3.3M | 1.82% | -687 | 2026-06-30 |
| 18 | SPYG | SPDR SERIES TRUST | 27.6K | $3.3M | $3.3M | 1.79% | +14 | 2026-06-30 |
| 19 | SCHB | SCHWAB STRATEGIC TR | 104.1K | $3.0M | $3.0M | 1.66% | -305 | 2026-06-30 |
| 20 | BSCV | INVESCO EXCH TRD SLF IDX FD | 180.9K | $3.0M | $2.9M | 1.58% | +1.8K | 2026-06-30 |
| 21 | SCHV | SCHWAB STRATEGIC TR | 83.8K | $2.9M | $2.9M | 1.56% | +1.8K | 2026-06-30 |
| 22 | AAPL | APPLE INC | 9.8K | $2.8M | $3.2M | 1.76% | -4 | 2026-06-30 |
| 23 | SCHF | SCHWAB STRATEGIC TR | 99.0K | $2.7M | $2.7M | 1.50% | +5.1K | 2026-06-30 |
| 24 | IJR | ISHARES TR | 17.4K | $2.6M | $2.4M | 1.33% | +1.9K | 2026-06-30 |
| 25 | BSCW | INVESCO EXCH TRD SLF IDX FD | 118.2K | $2.4M | $2.4M | 1.28% | -163 | 2026-06-30 |
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