Long-term investor
Mills Wealth Advisors LLC @millswealthadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002029294).
Record
- Tracked since 2023-09-30 (1278 days), 281 trades recorded
- Returns: week n/a · month n/a · 90 days +6.1% · 6 months n/a · 1 year +13.3% · all n/a
- Max drawdown -2.0% · Sharpe 0.95 · win rate 34% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- DFAC · 14.9% · long · since 2023-09-30
- VCRB · 12.5% · long · since 2024-06-30
- VCRM · 10.8% · long · since 2024-12-31
- DUHP · 6.6% · long · since 2023-09-30
- DFIC · 6.2% · long · since 2023-09-30
- DIHP · 4.5% · long · since 2023-09-30
- DFSD · 4.2% · long · since 2023-09-30
- VSDM · 4.0% · long · since 2024-12-31
- DFEM · 3.9% · long · since 2023-09-30
- BSV · 2.6% · long · since 2025-03-31
- DFEV · 2.6% · long · since 2023-09-30
- DFNM · 2.5% · long · since 2023-09-30