Holdings of MilWealth Group LLC

Name: Holdings of MilWealth Group LLC
Creator: Titelia

72 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 96.2 % of the equity sleeve

Sector breakdown

Funds 0.3 %
Technology 0.1 %
Financials 0.1 %
Unattributed 99.4 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

US 100.0 %

Shares computed on the equity sleeve.

Rank	Country	Lines	Value	Share
1	US	72	368.1M $	100.00 %

Positions

Rank	Company	Shares	Value
1	Vanguard Large-Cap ETF	295,789	88.4M $
2	Vanguard Small-Cap ETF	172,797	45.3M $
3	Vanguard FTSE All-World ex-US ETF	556,531	41.8M $
4	Vanguard Intermediate-Term Corporate Bond ETF	483,643	40M $
5	Vanguard Scottsdale Funds	635,361	37.8M $
6	Dimensional ETF Trust	799,943	31.1M $
7	Vanguard Charlotte Funds	592,950	28.5M $
8	Vanguard Short-term Bond Etf	243,212	19.1M $
9	Vanguard FTSE All World ex-US	117,741	17.2M $
10	VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF	23,102	5M $
11	Vanguard Growth ETF	5,757	2.5M $
12	Vanguard Value ETF	11,065	2.2M $
13	Schwab Intermediate-Term U.S. Treasury ETF	77,302	1.9M $
14	Schwab U.S. Small-Cap ETF	49,198	1.4M $
15	Vanguard Mid-Cap ETF	3,525	1M $
16	Vanguard Total Stock Market ETF	2,238	718.1K $
17	Vanguard S&P 500 ETF	667	398.6K $
18	Vanguard High Dividend Yield E	2,633	390K $
19	iShares Core S&P 500 ETF	578	377.6K $
20	Berkshire Hathaway Inc	690	330.6K $
21	Apple Inc	1,271	322.6K $
22	SPDR Gold Shares	456	196.2K $
23	Vanguard Total International S	2,456	189.4K $
24	Procter & Gamble Co/The	1,116	161.2K $
25	Vanguard FTSE Developed Markets ETF	2,387	153K $
26	Select Sector Spdr Trust	869	140.5K $
27	iShares Trust	618	132.1K $
28	Omnicom Group Inc	1,683	126.7K $
29	Gartner Inc	654	103.6K $
30	United Parcel Service Inc	917	90.2K $
31	State Street SPDR S&P MidCap 400 ETF Trust	133	81.9K $
32	iShares Russell 2000 Value ETF	417	79.1K $
33	State Street SPDR S&P 500 ETF Trust	120	78.1K $
34	iShares Select Dividend ETF	487	73.7K $
35	Schwab 5-10 Year Corporate Bond ETF	3,118	70.7K $
36	US Bancorp	1,300	67.6K $
37	Microsoft Corp	154	57K $
38	Vanguard International Equity Index Funds	1,032	55.8K $
39	Advanced Micro Devices Inc	250	50.9K $
40	Vanguard Extended Market ETF	194	40K $
41	State Street SPDR Portfolio Developed World ex-US ETF	851	38.8K $
42	Sempra	388	37.7K $
43	Amazon.com Inc	179	37.3K $
44	VANGUARD ENERGY ETF VANGUARD ENERGY ETF	185	32.1K $
45	Select Sector Spdr Trust	512	31.4K $
46	Salesforce Inc	165	30.8K $
47	Schwab US Dividend Equity ETF	990	30.4K $
48	Vanguard Scottsdale Funds	631	29.6K $
49	Fidelity Covington Trust	633	22.1K $
50	Vanguard Index Funds	100	21.7K $
51	VANGUARD SHORT-TERM CORPORATE VANGUARD S/T CORP BOND ETF	193	15.3K $
52	Visa Inc	48	14.5K $
53	Bank of America Corp	270	13.2K $
54	iShares Russell Mid-Cap Value	88	12.8K $
55	Johnson & Johnson	50	12.2K $
56	Vanguard Index Funds	58	10.6K $
57	WEC Energy Group Inc	89	10.3K $
58	Palantir Technologies Inc	39	5.7K $
59	Albemarle Corp	22	4K $
60	Viper Energy Inc	80	3.8K $
61	Tesla Inc	10	3.7K $
62	Williams Cos Inc/The	48	3.5K $
63	Verizon Communications Inc	69	3.5K $
64	COPT Defense Properties	112	3.4K $
65	Huntington Ingalls Industries, Inc.	9	3.4K $
66	Marriott International Inc/MD	10	3.3K $
67	Centrus Energy Corp	16	2.8K $
68	Under Armour Inc	60	348 $
69	Alphabet Inc	1	288 $
70	Starbucks Corp	3	269 $
71	NVIDIA Corp	1	175 $
72	Under Armour Inc	15	89 $