Mills Wealth Advisors LLC
- SEC CIK
- 0002029294
- 最新申報
- 2026/7/7
2022 年第 4 季持倉
持倉截至 2022/12/31，2024/7/3 申報。只含多頭部位。
- 持股檔數
- 51
- 2022 年第 3 季沒有申報
- 總值
- $1.11 億
- 2022 年第 3 季沒有申報
Mills Wealth Advisors LLC 沒有申報 2022 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 590,935 | $2,986 萬 | 27.0% | – | – | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 252,126 | $1,264 萬 | 11.4% | – | – | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 411,154 | $998.3 萬 | 9.0% | – | – | – |
| Dimensional ETF Trust25434V849 | NATL MUN BD ETF | 82,630 | $395.1 萬 | 3.6% | – | – | – |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 157,773 | $378.8 萬 | 3.4% | – | – | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 161,395 | $360.7 萬 | 3.3% | – | – | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 69,782 | $345.3 萬 | 3.1% | – | – | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 73,425 | $305.5 萬 | 2.8% | – | – | – |
| Dimensional ETF Trust25434V765 | INTL HIGH PROFIT | 120,966 | $266.7 萬 | 2.4% | – | – | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 107,448 | $241.3 萬 | 2.2% | – | – | – |
| Invesco Exch Traded FD Tr II46138E537 | NATL AMT MUNI | 98,696 | $226.4 萬 | 2.0% | – | – | – |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 52,193 | $198.7 萬 | 1.8% | – | – | – |
| Vanguard BD Index FDS92203C303 | VANGUARD ULTRA | 39,384 | $193.0 萬 | 1.7% | – | – | – |
| SGOLabrdn Gold ETF Trust | ETF | 106,675 | $186.4 萬 | 1.7% | – | – | 歷史 |
| TEITempleton Emerging Markets Income Fund | COM | 325,265 | $178.6 萬 | 1.6% | – | – | 歷史 |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 80,861 | $177.5 萬 | 1.6% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 8,999 | $172.1 萬 | 1.6% | – | – | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 67,307 | $168.5 萬 | 1.5% | – | – | – |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 26,866 | $165.5 萬 | 1.5% | – | – | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 30,781 | $135.3 萬 | 1.2% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 18,067 | $129.8 萬 | 1.2% | – | – | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 42,575 | $115.0 萬 | 1.0% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 21,806 | $85.0 萬 | 0.8% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 18,800 | $78.9 萬 | 0.7% | – | – | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 25,219 | $76.7 萬 | 0.7% | – | – | – |
| American Centy ETF Tr025072372 | EMERGING MKT VAL | 17,933 | $73.5 萬 | 0.7% | – | – | – |
| SPDR Index Shs FDS78463X756 | ST MARKE CAP ETF | 14,616 | $71.5 萬 | 0.6% | – | – | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 7,804 | $71.4 萬 | 0.6% | – | – | – |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 31,560 | $70.1 萬 | 0.6% | – | – | – |
| Schwab Strategic Tr808524649 | MUN BD ETF | 13,399 | $68.7 萬 | 0.6% | – | – | – |
| iShares Tr464289883 | CORE 30 70 ETF | 19,912 | $66.9 萬 | 0.6% | – | – | – |
| Dimensional ETF Trust25434V740 | EMERGING MKTS VA | 29,101 | $65.8 萬 | 0.6% | – | – | – |
| Dimensional ETF Trust25434V773 | INTL SMALL CAP E | 30,094 | $64.7 萬 | 0.6% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,800 | $63.2 萬 | 0.6% | – | – | – |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 6,121 | $63.0 萬 | 0.6% | – | – | – |
| Dimensional ETF Trust25434V666 | US LARG VALU ETF | 23,998 | $58.9 萬 | 0.5% | – | – | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 21,449 | $53.1 萬 | 0.5% | – | – | – |
| Dimensional ETF Trust25434V757 | EMERGING MKTS HI | 21,449 | $47.7 萬 | 0.4% | – | – | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 14,224 | $46.1 萬 | 0.4% | – | – | – |
| Vanguard Admiral FDS Inc921932778 | SMLCP 600 VAL | 2,923 | $45.9 萬 | 0.4% | – | – | – |
| LOWLowes Companies Inc | Stock | 2,154 | $42.9 萬 | 0.4% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 3,232 | $35.6 萬 | 0.3% | – | – | 歷史 |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 9,691 | $35.1 萬 | 0.3% | – | – | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 7,318 | $34.7 萬 | 0.3% | – | – | – |
| Vanguard Scottsdale FDS92206C565 | TOTAL WLD BD ETF | 4,583 | $30.7 萬 | 0.3% | – | – | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 5,457 | $25.9 萬 | 0.2% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,626 | $25.8 萬 | 0.2% | – | – | – |
| HDHome Depot, Inc. | Stock | 743 | $23.4 萬 | 0.2% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 901 | $21.6 萬 | 0.2% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 764 | $20.1 萬 | 0.2% | – | – | 歷史 |
| FTHMFathom Holdings Inc. | COM | 16,842 | $7.16 萬 | 0.1% | – | – | 歷史 |