MilWealth Group LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| VANGUARD INDEX FDS | $92.22M | 22.0% |
| VANGUARD INDEX FDS | $44.45M | 10.6% |
| VANGUARD INTL EQUITY INDEX F | $41.48M | 9.9% |
| VANGUARD SCOTTSDALE FDS | $39.43M | 9.4% |
| VANGUARD SCOTTSDALE FDS | $36.94M | 8.8% |
| DIMENSIONAL ETF TRUST | $31.64M | 7.5% |
| VANGUARD CHARLOTTE FDS | $27.76M | 6.6% |
| DIMENSIONAL ETF TRUST | $26.91M | 6.4% |
| DIMENSIONAL ETF TRUST | $22.57M | 5.4% |
| VANGUARD BD INDEX FDS | $18.67M | 4.4% |
| VANGUARD INTL EQUITY INDEX F | $16.92M | 4.0% |
| VANGUARD SPECIALIZED FUNDS | $5.18M | 1.2% |
| VANGUARD INDEX FDS | $2.83M | 0.7% |
| VANGUARD INDEX FDS | $2.20M | 0.5% |
| SCHWAB STRATEGIC TR | $1.94M | 0.5% |
| SCHWAB STRATEGIC TR | $1.40M | 0.3% |
| VANGUARD INDEX FDS | $1.03M | 0.2% |
| VANGUARD INDEX FDS | $750.5K | 0.2% |
| EA SERIES TRUST | $692.1K | 0.2% |
| VANGUARD WORLD FD | $464.3K | 0.1% |
| VANGUARD INDEX FDS | $418.3K | 0.1% |
| ISHARES TR | $395.9K | 0.1% |
| VANGUARD WHITEHALL FDS | $377.9K | 0.1% |
| Warren E. Buffett | $363.9K | 0.1% |
| Apple Inc. | $345.5K | 0.1% |
| VANGUARD STAR FDS | $238.2K | 0.1% |
| SPDR GOLD TR | $180.7K | 0.0% |
| GARTNER INC | $165.0K | 0.0% |
| PROCTER & GAMBLE Co | $159.9K | 0.0% |
| VANGUARD TAX-MANAGED FDS | $149.1K | 0.0% |
| CNH Industrial N.V. | $148.1K | 0.0% |
| OMNICOM GROUP INC. | $135.9K | 0.0% |
| SELECT SECTOR SPDR TR | $134.8K | 0.0% |
| ISHARES TR | $130.1K | 0.0% |
| United Parcel Service Inc | $91.0K | 0.0% |
| SPDR S&P 500 ETF TR | $81.9K | 0.0% |
| SPDR S&P MIDCAP 400 ETF TR | $79.9K | 0.0% |
| ISHARES TR | $75.6K | 0.0% |
| MICROSOFT CORP | $74.5K | 0.0% |
| SCHWAB STRATEGIC TR | $71.6K | 0.0% |
| US BANCORP \DE | $69.4K | 0.0% |
| ISHARES TR | $68.7K | 0.0% |
| VANGUARD INTL EQUITY INDEX F | $55.5K | 0.0% |
| ADVANCED MICRO DEVICES INC | $53.5K | 0.0% |
| Exact Sciences Corp. | $50.8K | 0.0% |
| Salesforce Inc | $43.7K | 0.0% |
| Amazon.com Inc | $41.3K | 0.0% |
| VANGUARD INDEX FDS | $40.6K | 0.0% |
| SPDR INDEX SHS FDS | $37.8K | 0.0% |
| Sempra | $34.3K | 0.0% |