account_balance
Investment manager · 13F filer · SEC CIK 2029294
Mills Wealth Advisors LLC
Reported value$316Mas of Sep 30, 2026
Positions78 5 new, 3 sold out
Top 10 weight73.4%VCRB alone is 18%
FiledOct 2222 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VCRBVanguard Malvern FDS
17.6%Added +47%
DFACDimensional ETF Trust
15.8%Added +5%
VCRMVanguard Mun Bd FDS
14.0%Added +37%
DFICDimensional ETF Trust
6.7%Added +6%
DIHPDimensional ETF Trust
4.6%Added +4%
DFEMDimensional ETF Trust
3.9%
DFSDDimensional ETF Trust
3.1%Trimmed −25%
DFEVDimensional ETF Trust
2.8%Added +8%
DFNMDimensional ETF Trust
2.7%Added +15%
DISVDimensional ETF Trust
2.3%+4%
DFATDimensional ETF Trust
2.2%+5%
DFLVDimensional ETF Trust
1.9%+6%
VCRBVanguard Malvern FDS
17.6%Added +47%
DFACDimensional ETF Trust
15.8%Added +5%
VCRMVanguard Mun Bd FDS
14.0%Added +37%
DFICDimensional ETF Trust
6.7%+6%
DIHPDimensional ETF Trust
4.6%
DFEM3.9%
DFSD
DFEV
DFNM
DFAT
DFLV
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VCRB Vanguard Malvern FDS 17.6% Added +47%
DFAC Dimensional ETF Trust 15.8% Added +5%
VCRM Vanguard Mun Bd FDS 14.0% Added +37%
DFIC Dimensional ETF Trust 6.7% Added +6%
DIHP Dimensional ETF Trust 4.6% Added +4%
DFEM Dimensional ETF Trust 3.9% Held
DFSD Dimensional ETF Trust 3.1% Trimmed −25%
DFEV Dimensional ETF Trust 2.8% Added +8%
DFNM Dimensional ETF Trust 2.7% Added +15%
DISV Dimensional ETF Trust 2.3% Added +4%
DFAT Dimensional ETF Trust 2.2% Added +5%
DFLV Dimensional ETF Trust 1.9% Added +6%
What changed
Biggest moves since Jun 30, 2026
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