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CIK: 0002029294
Total reported value
$317.6M
$317.6M
62 檔
26.6%
As reported in its official Q4 2024 Form 13F filing, Mills Wealth Advisors LLC's tracked investment portfolio stood at $317.6M with 62 total positions.
In Q4 2024, Mills Wealth Advisors LLC displayed an active expansion posture, initiating 13 new positions and adding to 18 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 13.95% | +1.02% | +4.24% | |
| 2 | VCRB | Vanguard Core Bond ETF | ETF-Other | 12.52% | +0.17% | +127.75% | |
| 3 | VCRM | Vanguard Core Tax-ex Bond | ETF-Other | 9.69% | +0.37% | — | |
| 4 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 6.45% | — | -12.22% | |
| 5 | JMST | JPM Ultra-short Muni Income | ETF-Other | 5.53% | -0.64% | EXIT | |
| 6 | DUHP | Dimensional US High Profi Et | ETF-Other | 5.48% | +0.07% | +11.27% | |
| 7 | DFIC | Dimensional International Co | ETF-Other | 5.14% | -0.07% | +15.69% | |
| 8 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 4.21% | -0.75% | EXIT | |
| 9 | DIHP | Dimensional International Hi | ETF-Other | 3.56% | -0.01% | +4.74% | |
| 10 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 3.15% | +0.19% | -1.29% | |
| 11 | DFAT | Dimensional US Target Value | ETF-Other | 2.55% | +0.13% | +16.06% | |
| 12 | AMLP | Alerian Mlp ETF | ETF-Other | 2.16% | -0.20% | +7.56% | |
| 13 | DISV | Dimensional International Sm | ETF-Other | 1.80% | -0.11% | +5.65% | |
| 14 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 1.72% | +0.43% | +6.27% | |
| 15 | DFNM | Dimensional National Muni Bd | ETF-Other | 1.50% | +0.33% | -25.35% | |
| 16 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 1.37% | -0.30% | +0.10% | |
| 17 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 1.24% | +0.26% | +6.09% | |
| 18 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 1.20% | -0.06% | -11.36% | |
| 19 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 1.19% | -0.05% | -0.80% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.08% | -0.05% | -1.82% | |
| 21 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 1.06% | -0.16% | EXIT | |
| 22 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.99% | -0.14% | -3.51% | |
| 23 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 0.96% | — | -40.30% | |
| 24 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.93% | — | +29.57% | |
| 25 | DFAI | Dimensional International Co | ETF-Other | 0.91% | — | +48.50% | |
| 26 | TEI | Templeton Emrg Mkts Inc | Stock-Other | 0.88% | -0.03% | -4.71% | |
| 27 | DEHP | Dimensional Emrg Mrk Hi Prof | ETF-Other | 0.54% | +0.08% | -6.23% | |
| 28 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.53% | +0.06% | +0.85% | |
| 29 | DFIV | Dimensional International Va | ETF-Other | 0.50% | -0.04% | -1.39% | |
| 30 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.50% | -0.16% | — | |
| 31 | DEXC | Dimensional Em Ex Cce ETF | ETF-Other | 0.48% | +0.18% | — | |
| 32 | VSDM | Vanguard Short Tax-ex Bond | ETF-Other | 0.45% | -0.55% | — | |
| 33 | AVEE | Avantis Em Mkt Sm Cap Eq ETF | ETF-Other | 0.45% | — | +16.37% | |
| 34 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.41% | +0.10% | +9.09% | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.40% | +0.02% | +4.03% | |
| 36 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.29% | -0.03% | -0.71% | |
| 37 | MVPA | Miller Value Partners App | ETF-Other | 0.26% | — | +49.07% | |
| 38 | AVDE | Avantis International Equity | ETF-Other | 0.25% | — | — | |
| 39 | MKL | Markel Group Inc | Stock-Financials | 0.24% | -0.01% | +24.49% | |
| 40 | MSFT | Microsoft CORP | Stock-Tech | 0.22% | -0.01% | +26.11% | |
| 41 | XOM | Exxon Mobil CORP | Stock-Energy | 0.21% | -0.30% | +8.59% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.21% | +0.06% | +1.12% | |
| 43 | FPAG | Fpa Global Equity ETF New | ETF-Other | 0.21% | -0.04% | +30.98% | |
| 44 | ET | Energy Transfer LP | Stock-Energy | 0.20% | — | +61.38% | |
| 45 | AAPL | Apple Inc | Stock-Tech | 0.17% | -0.01% | +10.01% | |
| 46 | EPD | Enterprise Products Partners | Stock-Energy | 0.17% | — | — | |
| 47 | HD | Home Depot Inc | Stock-Consumer Disc | 0.16% | -0.01% | +9.19% | |
| 48 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.16% | -0.68% | EXIT | |
| 49 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.15% | +0.01% | — | |
| 50 | AOK | Ishares Core 30/70 Conservat | ETF-Other | 0.15% | — | -28.63% |
According to official SEC Form 13F filings, Mills Wealth Advisors LLC reported a total U.S. public equity portfolio value of $317.6M across 62 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including DFAC, VCRB, VCRM) accounted for 26.6% of total reported equity market value during Q4 2024.
Top New Position Initiated
VCRM
市值: $17.0M
Top Position Liquidated / Trimmed
VEA
前期市值: $684.0K
During Q4 2024, Mills Wealth Advisors LLC's top holdings by market value included DFAC (13.9%)、VCRB (12.5%)、VCRM (9.7%). The largest single position, DFAC, represented 13.9% of total portfolio value.
In Q4 2024, Mills Wealth Advisors LLC made 50 total portfolio adjustments, initiating 13 new buys, adding to 18 positions, trimming 13 holdings, and fully liquidating 6 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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