Milestone Group, Inc. 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 02811128 · Denver, CO

As of Mar 31, 2024, Milestone Group, Inc. reported 453 positions worth .3B in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
VANGUARD 500 INDEX FUND	VOO	—	409,778	97.0M	14.75%
VANGUARD GROWTH INDEX FUND	VUG	—	358,703	23.5M	9.25%
VANGUARD VALUE INDEX FUND	VTV	—	525,462	$85.6M	6.41%
ISHARES CORE S&P MID-CAP ETF	IJH	—	1,318,084	$80.1M	6.00%
ISHARES RUSSELL 1000 ETF	IWB	—	235,149	$67.7M	5.07%
ISHARES CORE S&P 500 ETF	IVV	—	124,349	$65.4M	4.90%
VANGUARD TAX-MANAGED FUNDS	VEA	—	1,259,094	$63.2M	4.73%
VANGUARD SHORT-TERM TREASURY INDEX FUND	VGSH	—	911,394	$52.9M	3.96%
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND	VXUS	—	853,451	$51.5M	3.85%
ISHARES CORE MSCI EAFE ETF	IEFA	—	613,478	$45.5M	3.41%
VANGUARD MID-CAP INDEX FUND	VO	—	173,045	$43.2M	3.24%
ISHARES CORE S&P SMALL-CAP ETF	IJR	—	293,997	$32.5M	2.43%
ISHARES S&P 500 GROWTH ETF	IVW	—	379,525	$32.0M	2.40%
ISHARES MSCI USA QUALITY FACTOR ETF	QUAL	—	164,007	$27.0M	2.02%
ISHARES S&P 500 VALUE ETF	IVE	—	112,181	$21.0M	1.57%
VANGUARD SMALL-CAP INDEX FUND	VB	—	84,976	9.4M	1.45%
APPLE INC	AAPL	Technology	79,805	3.7M	1.02%
ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF	ICSH	—	241,682	2.2M	0.92%
ISHARES MSCI EAFE VALUE ETF	EFV	—	171,937	$9.4M	0.70%
VANGUARD TOTAL BOND MARKET INDEX FUND	BND	—	127,614	$9.3M	0.69%
MICROSOFT CORP	MSFT	Technology	21,059	$8.9M	0.66%
AMAZON.COM INC	AMZN	Equity	44,823	$8.1M	0.61%
ISHARES MSCI EAFE ETF	EFA	—	100,510	$8.0M	0.60%
ISHARES MSCI EAFE GROWTH ETF	EFG	—	76,728	$8.0M	0.60%
VANGUARD EMERGING MARKETS STOCK INDEX FUND	VWO	—	166,692	$7.0M	0.52%