MW

Mills Wealth Advisors LLC

13F
Mills Wealth Advisors LLC
Last update 2024-10-21 55 Stocks (6 new)
Value $145.00 Mil Turnover 5 %
Countries:
Top Holdings: DFAC(16.05%)JMST(10.41%)JPST(8.95%)VCRB(6.95%)DUHP(6.01%)
Summary Stock Picks Current Portfolio
Mills Wealth Advisors LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DFAC 		Dimensional U.S. Core Equity 2 ETF
679,942
23,315.2
+7.12%
16.050
+1.07%
0.070
+1.71%
+2.54%
33,259.9
 
JMST 		JPMorgan Ultra-Short Municipal Income ETF
296,905
15,124.4
-1.21%
10.410
-0.13%
0.530
+0.80%
+0.20%
3,140.1
 
JPST 		JPMorgan Ultra-Short Income ETF
256,257
13,002.5
+0.09%
8.950
+0.01%
0.050
+1.08%
+0.24%
28,239.1
 
VCRB 		Vanguard Core Bond ETF
127,402
10,089.0
-24.87%
6.950
-2.29%
2.290
-1.71%
-0.01%
1,225.1
 
DUHP 		Dimensional US High Profitability ETF
256,226
8,729.6
+12.72%
6.010
+0.68%
0.130
-0.63%
+1.86%
7,376.2
 
DFIC 		Dimensional International Core Equity 2 ETF
302,024
8,499.0
+9.06%
5.850
+0.49%
0.120
-4.21%
+1.06%
7,246.9
 
DIHP 		Dimensional International High Profitability ETF
236,809
6,559.6
+6.81%
4.520
+0.29%
0.230
-4.48%
+1.45%
3,045.8
 
DFEM 		Dimensional Emerging Markets Core Equity 2 ETF
214,008
6,024.3
+12.66%
4.150
+0.47%
0.130
-5.17%
-0.50%
4,375.5
 
JMUB 		JPMorgan Municipal ETF
78,097
4,004.0
-25.69%
2.760
-0.97%
0.220
-0.68%
-0.11%
2,073.9
 
DFAT 		Dimensional U.S. Targeted Value ETF
69,296
3,854.9
+6.67%
2.650
+0.17%
0.040
+1.44%
+3.07%
11,082.7
 

Mills Wealth Advisors LLC's Historical Top Holdings Breakdowns

Mills Wealth Advisors LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VCRB 		Vanguard Core Bond ETF2024-06-30Add
+5.57%
●
74.32 ($75.47) 76.57
$75.80
0.44%
Add 153.07%
169,569
102,563
JMST 		JPMorgan Ultra-Short Municipal Income ETF2024-06-30Reduce
-5.00%
●
50.57 ($50.66) 50.75
$50.81
0.30%
Reduce -30.87%
300,552
-134,183
JMUB 		JPMorgan Municipal ETF2024-06-30Add
+2.80%
●
49.92 ($50.3) 50.63
$50.09
-0.41%
Add 287.32%
105,091
77,958
VCRB 		Vanguard Core Bond ETF2024-09-30Reduce
-2.29%
●
75.38 ($78.07) 79.71
$75.80
-2.91%
Reduce -24.87%
127,402
-42,167
JPST 		JPMorgan Ultra-Short Income ETF2024-06-30Reduce
-2.16%
●
50.22 ($50.36) 50.48
$50.49
0.26%
Reduce -18.58%
256,025
-58,429
VUSB 		Vanguard Ultra-Short Bond ETF2024-06-30Reduce
-1.26%
●
49.27 ($49.41) 49.54
$49.71
0.61%
Reduce -59.39%
23,727
-34,700
DFAC 		Dimensional U.S. Core Equity 2 ETF2024-09-30Add
+1.07%
●
31.05 ($33.03) 34.29
$35.47
7.39%
Add 7.12%
679,942
45,200
JMUB 		JPMorgan Municipal ETF2024-09-30Reduce
-0.97%
●
50.15 ($50.88) 51.27
$50.09
-1.54%
Reduce -25.69%
78,097
-26,994
DFNM 		Dimensional National Municipal Bond ETF2024-09-30Reduce
-0.95%
●
47.7 ($48.22) 48.54
$47.77
-0.93%
Reduce -27.34%
74,175
-27,912
DFAC 		Dimensional U.S. Core Equity 2 ETF2024-06-30Add
+0.72%
●
30.09 ($31.54) 32.37
$35.47
12.46%
Add 5.16%
634,742
31,141

Mills Wealth Advisors LLC Total Holding History ($B)

To

Mills Wealth Advisors LLC's Asset Allocation

To

Mills Wealth Advisors LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Mills Wealth Advisors LLC's Hypothetical Growth since 2024-09-30

Mills Wealth Advisors LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Mills Wealth Advisors LLC's Holdings Heat Map

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Mills Wealth Advisors LLC's Holdings Bubble Chart

Mills Wealth Advisors LLC News

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