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CIK: 0001972750
Total reported value
$468.9M
$468.9M
97 檔
47.0%
As reported in its official Q4 2024 Form 13F filing, MilWealth Group LLC's tracked investment portfolio stood at $468.9M with 97 total positions.
During Q4 2024, MilWealth Group LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including VV, VB, VCIT) accounted for 47.0% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VV | Vanguard Large-cap ETF | ETF-Other | 21.71% | +1.06% | -3.12% | |
| 2 | VB | Vanguard Small-cap ETF | ETF-Other | 10.84% | +0.43% | -1.41% | |
| 3 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 9.64% | -0.43% | +4.63% | |
| 4 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 8.96% | -0.14% | +1.44% | |
| 5 | VGIT | Vanguard Intermediate-term T | ETF-Other | 8.94% | -0.37% | +4.64% | |
| 6 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 7.52% | +0.25% | +134.83% | |
| 7 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 7.05% | -0.16% | +3.64% | |
| 8 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 6.57% | -0.12% | +4.48% | |
| 9 | DFAX | Dimensional World Ex US Core | ETF-Other | 4.79% | -0.19% | +169.33% | |
| 10 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 4.63% | -0.17% | +1.97% | |
| 11 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 3.58% | -0.20% | +3.52% | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.30% | -0.02% | -0.99% | |
| 13 | VUG | Vanguard Growth ETF | ETF-Other | 0.65% | +0.03% | -1.15% | |
| 14 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.55% | -0.05% | +108.32% | |
| 15 | VTV | Vanguard Value ETF | ETF-Other | 0.55% | -0.01% | -2.24% | |
| 16 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.31% | +0.02% | +100.00% | |
| 17 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.27% | — | -0.13% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.18% | +0.01% | -0.74% | |
| 19 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.11% | — | +5.42% | |
| 20 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.11% | — | — | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.11% | -0.01% | +631.36% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 0.10% | — | — | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.10% | -0.04% | — | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.10% | +0.01% | — | |
| 25 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.10% | — | -4.91% | |
| 26 | IT | Gartner Inc | Stock-Tech | 0.09% | — | -8.27% | |
| 27 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 0.06% | — | — | |
| 28 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.06% | -0.01% | +229.68% | |
| 29 | DFSD | Dimensional Short Duration | ETF-Other | 0.05% | — | +636.14% | |
| 30 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.05% | -0.01% | -2.87% | |
| 31 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.05% | — | — | |
| 32 | OMC | Omnicom Group | Stock-Comm Services | 0.05% | — | — | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.04% | — | +86700.00% | |
| 34 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.04% | — | — | |
| 35 | CNH | CNH Industrial N.V. | Stock-Industrials | 0.04% | — | +41.88% | |
| 36 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.03% | — | — | |
| 37 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.03% | — | — | |
| 38 | XLI | Ss Industrial Select Sector | ETF-Other | 0.03% | — | — | |
| 39 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.03% | — | — | |
| 40 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.03% | — | — | |
| 41 | GLD | Spdr Gold Shares | ETF-Commodities | 0.03% | -0.01% | — | |
| 42 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.03% | — | — | |
| 43 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.03% | — | — | |
| 44 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.02% | — | — | |
| 45 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.02% | — | +860.00% | |
| 46 | USB | US Bancorp | Stock-Financials | 0.02% | — | — | |
| 47 | FISV | Fiserv Inc | Stock-Other | 0.02% | — | — | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.02% | — | +3.94% | |
| 49 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.02% | — | — | |
| 50 | SCHI | Schwab 5-10 Year Corporate B | ETF-Corp Bonds | 0.02% | — | +100.00% |
According to official SEC Form 13F filings, MilWealth Group LLC reported a total U.S. public equity portfolio value of $468.9M across 97 disclosed positions in Q4 2024.
During Q4 2024, MilWealth Group LLC's top holdings by market value included VV (21.7%)、VB (10.8%)、VCIT (9.6%). The largest single position, VV, represented 21.7% of total portfolio value.
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In Q4 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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