MilWealth Group LLC
CIK 1972750 · Holdings on Jun 30, 2026 · First reported Aug 3, 2026
Top ten holdings
Q2 2026- VV22.10%
- VB11.20%
- VEU9.81%
- VCIT9.10%
- VGIT8.64%
- DFAC7.65%
- BNDX6.62%
- DFGP6.46%
- DFAX5.27%
- BSV4.37%
Share classes counted separately91.22%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- VVWeight increased · +1.06 pp21.04% → 22.10%Shares +5.59K (+1.89%)
- VBWeight increased · +0.43 pp10.77% → 11.20%Shares +504 (+0.29%)
- VCITWeight decreased · -0.43 pp9.53% → 9.10%Shares +32.76K (+6.77%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VVVNGRD MRGSTR LRG-CAP ETF-USDLARGE CAP ETF View history and evidence | $103.65M | 22.10% | 301.38K shares | 21.04% → 22.10%+1.06 pp +5.59K (+1.89%) | Added | ▾ |
| 02 | VBVANGUARD MOST SM-CAP ETF-USDSMALL CP ETF View history and evidence | $52.53M | 11.20% | 173.30K shares | 10.77% → 11.20%+0.43 pp +504 (+0.29%) | Added | ▾ |
| 03 | VEUVANGUARD FTSE ALL-WORLD EX-UALLWRLD EX US View history and evidence | $45.99M | 9.81% | 549.18K shares | 9.95% → 9.81%-0.14 pp -7.36K (-1.32%) | Reduced | ▾ |
| 04 | VCITVANGUARD INT-TERM CORPORATEINT-TERM CORP View history and evidence | $42.68M | 9.10% | 516.40K shares | 9.53% → 9.10%-0.43 pp +32.76K (+6.77%) | Added | ▾ |
| 05 | VGITVANGUARD INTERMEDIATE-TERM TINTER TERM TREAS View history and evidence | $40.50M | 8.64% | 686.63K shares | 9.01% → 8.64%-0.37 pp +51.27K (+8.07%) | Added | ▾ |
| 06 | DFACDIMENSIONAL US CORE EQUITY 2US COR EQU 2 ETF View history and evidence | $35.86M | 7.65% | 808.39K shares | 7.40% → 7.65%+0.25 pp +8.44K (+1.06%) | Added | ▾ |
| 07 | BNDXVANGUARD TOTAL INTL BOND ETFTOTAL INT BD ETF View history and evidence | $31.05M | 6.62% | 641.23K shares | 6.78% → 6.62%-0.16 pp +48.28K (+8.14%) | Added | ▾ |
| 08 | DFGPDIMENSIONAL GLBL CORE PL FIXGLOB CO PLUS ETF View history and evidence | $30.31M | 6.46% | 556.53K shares | 6.58% → 6.46%-0.12 pp +44.18K (+8.62%) | Added | ▾ |
| 09 | DFAXDIMENSIONAL WORLD EX US COREWORLD EX US CORE View history and evidence | $24.71M | 5.27% | 670.63K shares | 5.46% → 5.27%-0.19 pp -4.05K (-0.60%) | Reduced | ▾ |
| 10 | BSVVANGUARD SHORT-TERM BOND ETFSHORT TRM BOND View history and evidence | $20.47M | 4.37% | 262.72K shares | 4.54% → 4.37%-0.17 pp +19.51K (+8.02%) | Added | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1972750 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-03
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 468891092
}Research all 82 reported holdings.
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