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Portfolio (Quarterly) Guide ↗

Millstone Evans Group, LLC

· CIK 0002041943
13F Portfolio $170M AUM 857 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 46 New 114 Added 70 Reduced 23 Exited
Page 1 of 3  ·  46 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF 42,631.0 $1.2M 0.68% NEW $27.21 +12.4%
2 SCHP SCHWAB U.S. TIPS ETF 17,753.0 $470K 0.28% NEW $26.49 +0.5%
3 FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF 7,190.0 $325K 0.19% NEW $45.21 +18.7%
4 OAKM OAKMARK U.S. LARGE CAP ETF 8,576.0 $243K 0.14% NEW $28.36 -1.3%
5 FNDE SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF 3,303.0 $119K 0.07% NEW $36.06 +12.1%
6 VOE VANGUARD MID-CAP VALUE ETF 546.0 $97K 0.06% NEW $177.37 +8.6%
7 IYW ISHARES TR U.S. TECH ETF 450.0 $90K 0.05% NEW $199.68 +20.2%
8 UNILEVER PLC SPON ADR NEW (UNITED KINGDOM) 1,310.0 $86K 0.05% NEW $65.40
9 VPL VANGUARD FTSE PACIFIC ETF 867.0 $78K 0.05% NEW $90.40 +24.4%
10 MCHI ISHARES TR MSCI CHINA ETF 1,250.0 $75K 0.04% NEW $60.07 -6.8%
11 SUSC ISHARES TR ESG AWRE USD ETF 3,209.0 $75K 0.04% NEW $23.38 -1.7%
12 USSG XTRACKERS MSCI USA SELECTION EQUITY ETF 1,016.0 $65K 0.04% NEW $63.50 +8.4%
13 XMHQ INVESCO S&P MIDCAP QUALITY ETF 594.0 $61K 0.04% NEW $102.42 +5.0%
14 AKRE AKRE FOCUS ETF 780.0 $51K 0.03% NEW $65.51 -16.8%
15 SUSB ISHARES TR ESG AWRE 1 5 YR 1,678.0 $42K 0.03% NEW $25.24 -1.2%
16 NUEM NUVEEN ESG EMERGING MARKETS EQUITY ETF 963.0 $34K 0.02% NEW $35.58 +14.1%
17 SHYG ISHARES TR 0-5YR HI YL CP 785.0 $34K 0.02% NEW $42.87 -1.0%
18 CVMC MORGAN STANLEY ETF TR CALVERT US MID CAP CORE 516.0 $33K 0.02% NEW $64.13 +9.7%
19 PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF 688.0 $33K 0.02% NEW $47.79 +14.1%
20 HEFA ISHARES TR HDG MSCI EAFE 707.0 $29K 0.02% NEW $41.36 +9.7%
Page 1 of 3  ·  46 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 41.6%
Financial Services 15.8%
Healthcare 10.3%
Industrials 9.4%
Communication Services 7.4%
Consumer Cyclical 5.7%
Consumer Defensive 4.6%
Energy 1.8%
Utilities 1.6%
Basic Materials 1.2%