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Daniel Kauper

Milestone Investment Advisors Llc

Assets Managed
$413.999M
Holdings
139
Last Quarter
2026 - Q1
Filed Date
1mo 22d ago
Growth Rate
0.23%(2Q avg: 1.43%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Milestone Investment Advisors Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 139 positions.

Assets under management

The assets under management (AUM) of Milestone Investment Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 413.999M in assets, with a quarterly growth rate of 0.23% and a 2-quarter average growth rate of 1.43%. The portfolio is managed by Daniel Kauper, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPHQ
Invesco S&p 500 Quality Etf
Recent Activity
Increased 0.42%
9.6%
$39.709M
528,118 shares@ $75.19 avg price
SCHG
Schwab Us Large-cap Growth
Recent Activity
Increased 0.76%
7.2%
$29.773M
1.022M shares@ $29.14 avg price
SCHX
Schwab Us Large-cap Etf
Recent Activity
Decreased -1%
6.25%
$25.864M
1.009M shares@ $25.65 avg price
FDVV
Fidelity High Dividend Etf
Recent Activity
Increased 1.96%
4.36%
$18.011M
326,052 shares@ $55.24 avg price
VUG
Vanguard Growth Etf
Recent Activity
Decreased -1.14%
4.32%
$17.883M
40,942 shares@ $436.8 avg price
SCHB
Schwab Us Broad Market Etf
Recent Activity
Decreased -1.52%
3.24%
$13.383M
533,182 shares@ $25.11 avg price
FBND
Fidelity Total Bond Etf
Recent Activity
Decreased -0.6%
3.03%
$12.511M
274,247 shares@ $45.63 avg price
AVDE
Avantis International Equity
Recent Activity
Increased 13.6%
2.9%
$12.006M
141,509 shares@ $84.85 avg price
VYM
Vanguard High Dvd Yield Etf
Recent Activity
Increased 6.72%
2.88%
$11.911M
80,425 shares@ $148.11 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Increased 15.34%
2.74%
$11.343M
39,499 shares@ $287.18 avg price

1-10 of 139