Mills Wealth Advisors LLC: 13F holdings
CIK 20292942026Q2
| Positions | 76 |
|---|---|
| Reported value | $316.5m |
| Filed | 2026-07-07 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 1,070,062 | $47.5m | 15.0% |
| VANGUARD MALVERN FDS | 513,604 | $39.7m | 12.5% |
| VANGUARD MUN BD FDS | 450,834 | $34.4m | 10.9% |
| DIMENSIONAL ETF TRUST | 502,699 | $21.0m | 6.6% |
| DFIC DIMENSIONAL ETF TRUST | 531,425 | $19.8m | 6.3% |
| DIHP DIMENSIONAL ETF TRUST | 415,841 | $14.2m | 4.5% |
| DFSD DIMENSIONAL ETF TRUST | 277,521 | $13.3m | 4.2% |
| VANGUARD MUN BD FDS | 164,926 | $12.6m | 4.0% |
| DFEM DIMENSIONAL ETF TRUST | 302,690 | $12.3m | 3.9% |
| BSV VANGUARD BD INDEX FDS | 107,263 | $8.4m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2029294")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.