Wilkins Miller Wealth Management, LLC 13F Holdings
CIK 0002057318
As of Sep 30, 2025, Wilkins Miller Wealth Management, LLC reported 92 positions worth
CIK 0002057318
As of Sep 30, 2025, Wilkins Miller Wealth Management, LLC reported 92 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP ETF | SCHX | Equity | 610,261 | 6.2M | 10.01% |
| SCHWAB US LARGE-CAP GROWTH | SCHG | — | 296,501 | $9.5M | 5.86% |
| ISHARES CORE S&P 500 ETF | IVV | — | 11,949 | $8.0M | 4.95% |
| INVESCO BULLETSHARES 2028 CORPORATE BOND ETF | BSCS | — | 316,780 | $6.5M | 4.02% |
| SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF | SPDW | — | 133,951 | $5.7M | 3.55% |
| ISHARES IBONDS DEC 2030 TERM CORPORATE ETF | IBDV | — | 246,080 | $5.5M | 3.38% |
| INVESCO BULLETSHARES 2029 CORPORATE BOND ETF | BSCT | — | 291,740 | $5.4M | 3.35% |
| SCHWAB US SMALL-CAP ETF | SCHA | — | 183,053 | $5.1M | 3.14% |
| GOLDMAN SACHS EQUAL WEIGHT US LARGE CAP EQUITY ETF | GSEW | — | 58,957 | $5.0M | 3.11% |
| INVESCO BULLETSHARES 2030 CORPORATE BOND ETF | BSCU | — | 285,694 | $4.8M | 2.99% |
| ISHARES IBONDS DEC 2031 TERM CORPORATE ETF | IBDW | — | 218,061 | $4.6M | 2.87% |
| SCHWAB FUNDAMENTAL US LARGE COMPANY ETF | FNDX | — | 173,807 | $4.6M | 2.83% |
| ISHARES IBONDS DEC 2029 TERM CORPORATE ETF | IBDU | — | 170,142 | $4.0M | 2.47% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 15,253 | $3.3M | 2.04% |
| SCHWAB US BROAD MARKET ETF | SCHB | — | 126,217 | $3.2M | 2.01% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF | SPYG | — | 30,566 | $3.2M | 1.98% |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND | VYM | — | 22,275 | $3.1M | 1.94% |
| APPLE INC | AAPL | Technology | 10,075 | $2.6M | 1.59% |
| INVESCO EXCH TRD SLF IDX FD | BSCV | — | 152,978 | $2.6M | 1.58% |
| VANGUARD LONG-TERM BOND INDEX FUND | BLV | — | 34,399 | $2.4M | 1.51% |
| SCHWAB US LARGE-CAP VALUE | SCHV | Equity | 78,822 | $2.3M | 1.42% |
| VANGUARD US MOMENTUM FACTOR ETF | VFMO | — | 11,498 | $2.2M | 1.35% |
| INVESCO BULLETSHARES 2027 CORPORATE BOND ETF | BSCR | — | 102,368 | $2.0M | 1.25% |
| INVESCO EXCH TRD SLF IDX FD | BSCW | — | 93,516 | .9M | 1.20% |
| ISHARES IBONDS DEC 2028 TERM CORPORATE ETF | IBDT | — | 72,228 | .8M | 1.14% |