MilWealth Group LLC

13F Portfolio Filings

Most recent 13F
Q4 2024
Location
Milwaukee, WI
CIK
0001972750
Alternate names
McCarthy Grittinger Financial Group, LLC
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2024 97 366,430 VV, VB, VCIT, VEU 13F-HR 1/24/2025 000197275025000002
Q3 2024 68 340,940 VV, VB, VEU, VCIT 13F-HR 10/15/2024 000197275024000004
Q2 2024 66 316,976 VV, VB, VCIT, VEU 13F-HR 7/29/2024 000197275024000001
Q1 2024 65 313,803 VV, VB, VEU, VCIT 13F-HR 4/24/2024 000089271224000066
Q4 2023 64 301,920 VV, VB, VCIT, VEU 13F-HR 1/26/2024 000089271224000007
Q3 2023 63 253,933 VV, VB, VGIT, VCIT 13F-HR 10/11/2023 000089271223000131
Q2 2023 57 258,554 VV, VB, VEU, VCIT 13F-HR 7/24/2023 000089271223000116
Q1 2023 64 252,171 VV, VB, VCIT, VGIT 13F-HR 5/9/2023 000089271223000091
Q4 2022 59 243,890 VV, VB, VGIT, VCIT 13F-HR 5/9/2023 000089271223000090
Q3 2022 61 229,637 VV, VGIT, VCIT, VB 13F-HR 5/9/2023 000089271223000089
Q2 2022 71 232,606 VV, VGIT, VB, VCIT 13F-HR 5/9/2023 000089271223000088
Q1 2022 79 261,446 VV, VB, VEU, VGIT 13F-HR 5/9/2023 000089271223000087
Q4 2021 159 269,879 VV, VB, VEU, VCIT 13F-HR 5/9/2023 000089271223000086
Q3 2021 175 260,005 VV, VB, VEU, VGIT 13F-HR 5/9/2023 000089271223000085
Q2 2021 59 229,872 VV, VB, VCIT, VGIT 13F-HR 5/9/2023 000089271223000084
Q1 2021 63 208,031 VV, VB, VGIT, VCIT 13F-HR 5/9/2023 000089271223000083
Q4 2020 57 201,790 VV, VB, VEU, VCIT 13F-HR 5/9/2023 000089271223000082
Q3 2020 62 180,890 VV, VB, VCIT, VEU 13F-HR 5/9/2023 000089271223000081
Q2 2020 69 168,607 VV, VB, VEU, VCIT 13F-HR 5/9/2023 000089271223000080
Q1 2020 74 128,970 VV, BNDX, VB, VEU 13F-HR 5/9/2023 000089271223000079
Q4 2019 70 128,162 VV, VB, BSV, BNDX 13F-HR 5/9/2023 000089271223000078
Q3 2019 69 119,136 VV, VB, BSV, BNDX 13F-HR 5/9/2023 000089271223000077
Q2 2019 64 117,725 VV, VB, BSV, BNDX 13F-HR 5/9/2023 000089271223000076
Q1 2019 65 111,384 VV, VB, BNDX, BSV 13F-HR 5/9/2023 000089271223000075
Q4 2018 75 103,170 VV, BNDX, VB, BSV 13F-HR 5/9/2023 000089271223000074