Filer Name: WILKINS MILLER WEALTH MANAGEMENT, LLC
CIK: 2057318
Period: 2024-12-31
Filed At: 2025-02-24
Number of Holdings: 71
Portfolio Value: $0.10B

Wilkins Miller Wealth Management, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
SCHX US SCHWAB US LARGE-CAP ETF 564,079 $13M 13.68% - -
SCHG US SCHWAB US LARGE-CAP GROWTH 260,163 $7M 7.58% - -
IVV US ISHARES CORE S&P 500 ETF 11,352 $7M 6.99% - -
IBDV US ISHARES IBONDS DEC 2030 CORP 261,491 $6M 5.84% - -
SCHA US SCHWAB US SMALL-CAP ETF 187,892 $5M 5.08% - -
BSCT US INVESCO BULLETSHARES 2029 CB 251,999 $5M 4.83% - -
FNDX US SCHWAB FNDMNTL US LRG CO ETF 169,510 $4M 4.20% - -
IBDU US ISHARES IBONDS DEC 2029 TERM 175,421 $4M 4.18% - -
BLV US VANGUARD LONG-TERM BOND ETF 38,891 $3M 2.78% - -
AAPL US APPLE INC 10,557 $3M 2.77% - -
SCHB US SCHWAB US BROAD MARKET ETF 113,582 $3M 2.70% - -
VYM US VANGUARD HIGH DVD YIELD ETF 17,861 $2M 2.38% - -
SCHV US SCHWAB US LARGE-CAP VALUE 68,882 $2M 1.88% - -
BSCV US INVESCO BULLETSHARES 2031 CB 103,824 $2M 1.74% - -
IBDT US ISHARES IBONDS DEC 2028 ETF 64,359 $2M 1.68% - -
IBDY US ISHARES IBONDS DEC 2033 CORP 63,683 $2M 1.67% - -
IBDX US ISHARES IBONDS DEC 2032 TC 61,687 $2M 1.59% - -
JPM US JPMORGAN CHASE & CO 5,714 $1M 1.43% - -
BSJP US INVESCO BULLETSHARES 2025 HY 56,296 $1M 1.36% - -
CVX US CHEVRON CORP 8,342 $1M 1.26% - -
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