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CIK: 0001972750
Total reported value
$468.9M
$468.9M
65 檔
43.7%
During the Q1 2024 filing period, MilWealth Group LLC (CIK: 0001972750) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $468.9M across 65 reported positions.
During Q1 2024, MilWealth Group LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VV | Vanguard Large-cap ETF | ETF-Other | 23.45% | +1.06% | -3.97% | |
| 2 | VB | Vanguard Small-cap ETF | ETF-Other | 11.99% | +0.43% | -0.66% | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 10.31% | -0.14% | +0.11% | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 10.20% | -0.43% | +2.35% | |
| 5 | VGIT | Vanguard Intermediate-term T | ETF-Other | 9.33% | -0.37% | +3.19% | |
| 6 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 7.59% | -0.16% | +2.47% | |
| 7 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 6.99% | -0.12% | +2.50% | |
| 8 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 4.98% | -0.17% | +2.69% | |
| 9 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 3.97% | -0.20% | +1.77% | |
| 10 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 3.55% | +0.25% | -2.14% | |
| 11 | DFAX | Dimensional World Ex US Core | ETF-Other | 2.07% | -0.19% | +1.68% | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.45% | -0.02% | -5.88% | |
| 13 | VTV | Vanguard Value ETF | ETF-Other | 0.67% | -0.01% | -6.38% | |
| 14 | VUG | Vanguard Growth ETF | ETF-Other | 0.67% | +0.03% | -3.04% | |
| 15 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.62% | -0.05% | — | |
| 16 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.34% | +0.02% | — | |
| 17 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.30% | — | -1.97% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.18% | +0.01% | -0.13% | |
| 19 | IT | Gartner Inc | Stock-Tech | 0.13% | — | — | |
| 20 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.13% | — | +1.45% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.12% | -0.04% | -11.37% | |
| 22 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.11% | — | — | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.10% | +0.01% | -1.48% | |
| 24 | AAPL | Apple Inc | Stock-Tech | 0.08% | — | — | |
| 25 | OMC | Omnicom Group | Stock-Comm Services | 0.07% | — | — | |
| 26 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.07% | -0.01% | — | |
| 27 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.04% | — | — | |
| 28 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.04% | — | — | |
| 29 | XLI | Ss Industrial Select Sector | ETF-Other | 0.03% | — | — | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.03% | — | — | |
| 31 | GLD | Spdr Gold Shares | ETF-Commodities | 0.03% | -0.01% | — | |
| 32 | USB | US Bancorp | Stock-Financials | 0.03% | — | -33.06% | |
| 33 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.02% | -0.01% | — | |
| 34 | SCHI | Schwab 5-10 Year Corporate B | ETF-Corp Bonds | 0.02% | — | — | |
| 35 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.02% | — | — | |
| 36 | FISV | Fiserv Inc | Stock-Other | 0.02% | — | — | |
| 37 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.02% | — | — | |
| 38 | MSFT | Microsoft CORP | Stock-Tech | 0.02% | — | -6.67% | |
| 39 | CRM | Salesforce Inc | Stock-Tech | 0.02% | — | — | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.02% | -0.01% | — | |
| 41 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.01% | — | — | |
| 42 | AMD | Advanced Micro Devices | Stock-Tech | 0.01% | +0.02% | -16.67% | |
| 43 | FIS | Fidelity National Info Serv | Stock-Tech | 0.01% | — | — | |
| 44 | EXK | Exact Sciences CORP | Stock-Materials | 0.01% | — | — | |
| 45 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.01% | — | — | |
| 46 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.01% | — | — | |
| 47 | SRE | Sempra | Stock-Utilities | 0.01% | — | — | |
| 48 | DFSD | Dimensional Short Duration | ETF-Other | 0.01% | — | +0.53% | |
| 49 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.01% | — | — | |
| 50 | XEL | Xcel Energy Inc | Stock-Utilities | 0.01% | — | — |
According to official SEC Form 13F filings, MilWealth Group LLC reported a total U.S. public equity portfolio value of $468.9M across 65 disclosed positions in Q1 2024.
During Q1 2024, MilWealth Group LLC's top holdings by market value included VV (23.4%)、VB (12.0%)、VEU (10.3%). The largest single position, VV, represented 23.4% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VV, VB, VEU) accounted for 43.7% of total reported equity market value during Q1 2024.
In Q1 2024, MilWealth Group LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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