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Disclosed positions
MilWealth Group LLC: source evidence dated 2026-08-04T03:59:59.999Z.
- Issuer
- VANGUARD INDEX FDS
- Ticker
- VV
- Class
- LARGE CAP ETF
- Reported value
- $103,646,266
- Reported amount
- 301,376
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001972750-26-000005Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
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| VANGUARD INDEX FDS | VV | LARGE CAP ETF | $103,646,266 | 301,376 | SH | None |
| VANGUARD INDEX FDS | VB | SMALL CP ETF | $52,530,956 | 173,301 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VEU | ALLWRLD EX US | $45,993,528 | 549,176 | SH | None |
| VANGUARD SCOTTSDALE FDS | VCIT | INT-TERM CORP | $42,680,487 | 516,400 | SH | None |
| VANGUARD SCOTTSDALE FDS | VGIT | INTER TERM TREAS | $40,497,539 | 686,632 | SH | None |
| DIMENSIONAL ETF TRUST | DFAC | US COR EQU 2 ETF | $35,859,997 | 808,386 | SH | None |
| VANGUARD CHARLOTTE FDS | BNDX | TOTAL INT BD ETF | $31,054,630 | 641,227 | SH | None |
| DIMENSIONAL ETF TRUST | DFGP | GLOB CO PLUS ETF | $30,308,765 | 556,533 | SH | None |
| DIMENSIONAL ETF TRUST | DFAX | WORLD EX US CORE | $24,706,166 | 670,634 | SH | None |
| VANGUARD BD INDEX FDS | BSV | SHORT TRM BOND | $20,468,654 | 262,722 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VSS | FTSE SMCAP ETF | $18,262,338 | 118,364 | SH | None |
| VANGUARD SPECIALIZED FUNDS | VIG | DIV APP ETF | $5,453,517 | 23,048 | SH | None |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $2,973,389 | 34,518 | SH | None |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $2,411,030 | 11,063 | SH | None |
| SCHWAB STRATEGIC TR | SCHR | INT-TRM U.S TRES | $1,906,267 | 77,302 | SH | None |
| SCHWAB STRATEGIC TR | SCHA | US SML CAP ETF | $1,702,546 | 47,123 | SH | None |
| VANGUARD INDEX FDS | VO | MID CAP ETF | $1,123,679 | 13,947 | SH | None |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $828,328 | 2,238 | SH | None |
| EA SERIES TRUST | AAEQ | ALPHA ARCHITECT | $680,207 | 12,789 | SH | None |
| VANGUARD WORLD FD | VSGX | ESG INTL STK ETF | $501,990 | 6,097 | SH | None |
| ABBOTT LABORATORIES | ABT | COM | $490,269 | 5,403 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $458,103 | 667 | SH | None |
| VANGUARD WHITEHALL FDS | VYM | HIGH DIV YLD | $416,138 | 2,633 | SH | None |
| APPLE INC | AAPL | COM | $364,015 | 1,258 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $345,270 | 690 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $257,619 | 344 | SH | None |
| VANGUARD STAR FDS | VXUS | VG TL INTL STK F | $209,989 | 2,456 | SH | None |
| CNH INDL N V | CNH | SHS | $180,343 | 16,059 | SH | None |
| EA SERIES TRUST | AAUA | ALPHA ARCHITECT | $170,484 | 2,995 | SH | None |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $170,074 | 2,387 | SH | None |
| SPDR GOLD TR | GLD | GOLD SHS | $167,982 | 456 | SH | None |
| PROCTER & GAMBLE CO | PG | COM | $163,651 | 1,116 | SH | None |
| SELECT SECTOR SPDR TR | XLI | ST STR INDL ETF | $160,965 | 869 | SH | None |
| ISHARES TR | IWD | RUS 1000 VAL ETF | $149,913 | 618 | SH | None |
| ADVANCED MICRO DEVICES INC | AMD | COM | $145,228 | 250 | SH | None |
| OMNICOM GROUP INC | OMC | COM | $122,573 | 1,683 | SH | None |
| UNITED PARCEL SVCS INC | UPS | CL B | $98,578 | 917 | SH | None |
| STATE STR SPDR S&P MIDCAP 40 | MDY | UTSER1 S&PDCRP | $93,661 | 133 | SH | None |
| ISHARES TR | IWN | RUS 2000 VAL ETF | $92,293 | 417 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $89,677 | 120 | SH | None |
| GARTNER INC | IT | COM | $84,772 | 654 | SH | None |
| US BANCORP | USB | COM NEW | $78,520 | 1,300 | SH | None |
| ISHARES TR | DVY | SELECT DIVID ETF | $76,048 | 487 | SH | None |
| SCHWAB STRATEGIC TR | SCHI | 5 10YR CORP BD | $70,592 | 3,118 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $61,601 | 1,032 | SH | None |
| MICROSOFT CORP | MSFT | COM | $57,446 | 154 | SH | None |
| VANGUARD INDEX FDS | VXF | EXTEND MKT ETF | $44,841 | 182 | SH | None |
| SPDR INDEX SHS FDS | SPDW | ST STR PO EX ETF | $42,882 | 851 | SH | None |
| AMAZON COM INC | AMZN | COM | $42,663 | 179 | SH | None |
| SEMPRA | SRE | COM | $35,972 | 388 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.