MilWealth Group LLC

Q2 2020 13F Holdings Report, Stock Holdings

Signature - Title
Matthew T. Miler - Managing Principal
Location
Milwaukee, WI
Holdings as of
30 Jun 2020
Value $
$168,607,933
Num holdings
69
Filing time
09 May 2023, 13:03:28 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included VV, VB, VEU, VCIT, and BNDX.
Previous filing
Q1 2020 - 09 May 2023
Next filing
Q3 2020 - 09 May 2023
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2020 Q2 compared to 2020 Q1 by default. Changes are calculated vs the previous SEC filing.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Matthew T. Miler Managing Principal Milwaukee, Wisconsin 08 May 2023