The Analysis of McLean Asset Management Corp's Holdings

Currently, McLean Asset Management Corp holds 171 types of securities in its portfolio with a total value $558.2M. In the most recent quarter, they have increased their positions in AVUS (+198.9K shares, valued at $22.8M), AVDE (+118.6K shares, valued at $10.1M), AVEM (+118.1K shares, valued at $9.6M); decreased their positions in VTV (-6.0K shares, valued at $1.2M), DFAS (-11.1K shares, valued at $822.1K), DFUS (-9.0K shares, valued at $676.2K); initiated new positions in IVW (+4.7K shares, valued at $576.2K), TER (+1.1K shares, valued at $246.8K), ROST (+1.2K shares, valued at $224.0K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AVUS AMERICAN CENTY ETF TR677.2K shares41.59%2025-12-312026-01-16

DFUS DIMENSIONAL ETF TRUST651.2K shares-1.36%2025-12-312026-01-16

AVDE AMERICAN CENTY ETF TR497.2K shares31.31%2025-12-312026-01-16

AVEM AMERICAN CENTY ETF TR465.2K shares34.02%2025-12-312026-01-16

DFUV DIMENSIONAL ETF TRUST627.7K shares-0.85%2025-12-312026-01-16

AAPL APPLE INC97.7K shares-0.36%2025-12-312026-01-16

DFAS DIMENSIONAL ETF TRUST263.2K shares-4.05%2025-12-312026-01-16

DFIV DIMENSIONAL ETF TRUST360.7K shares-2.64%2025-12-312026-01-16

Sponsored

DFAT DIMENSIONAL ETF TRUST234.1K shares-2.16%2025-12-312026-01-16

VGSH VANGUARD SCOTTSDALE FDS248.7K shares12.87%2025-12-312026-01-16

SPY SPDR S&P 500 ETF TR19.0K shares-0.12%2025-12-312026-01-16

DFAC DIMENSIONAL ETF TRUST311.6K shares-2.09%2025-12-312026-01-16

IWM ISHARES TR46.9K shares-2.08%2025-12-312026-01-16

EFV ISHARES TR142.0K shares-1.42%2025-12-312026-01-16

BNDX VANGUARD CHARLOTTE FDS190.8K shares2.63%2025-12-312026-01-16

NVDA NVIDIA CORPORATION50.2K shares4.46%2025-12-312026-01-16

Sponsored

VTI VANGUARD INDEX FDS25.4K shares0.23%2025-12-312026-01-16

AVLV AMERICAN CENTY ETF TR108.6K shares68.94%2025-12-312026-01-16

DFSV DIMENSIONAL ETF TRUST201.5K shares92.14%2025-12-312026-01-16

MSFT MICROSOFT CORP13.6K shares-1.38%2025-12-312026-01-16

VTV VANGUARD INDEX FDS29.3K shares-16.98%2025-12-312026-01-16

IWN ISHARES TR29.8K shares-1.25%2025-12-312026-01-16

AVUV AMERICAN CENTY ETF TR38.4K shares2.96%2025-12-312026-01-16

DFGR DIMENSIONAL ETF TRUST147.6K shares352.93%2025-12-312026-01-16

Sponsored

AVIV AMERICAN CENTY ETF TR47.7K shares51.76%2025-12-312026-01-16

EFA ISHARES TR35.4K shares-0.58%2025-12-312026-01-16

DISV DIMENSIONAL ETF TRUST82.9K shares54.67%2025-12-312026-01-16

VTWO VANGUARD SCOTTSDALE FDS29.2K shares-2.77%2025-12-312026-01-16

ALPHABET INC ALPHABET INC9.1K shares-1.96%2025-12-312026-01-16

AVDV AMERICAN CENTY ETF TR30.7K shares-4.52%2025-12-312026-01-16

SCHO SCHWAB STRATEGIC TR122.9K shares-1.61%2025-12-312026-01-16

AMZN AMAZON COM INC11.7K shares4.87%2025-12-312026-01-16

Sponsored

SCHP SCHWAB STRATEGIC TR89.4K shares-0.01%2025-12-312026-01-16

JPM JPMORGAN CHASE & CO.7.7K shares1.32%2025-12-312026-01-16

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL4.2K shares-4.35%2025-12-312026-01-16

ALPHABET INC ALPHABET INC6.1K shares-2.70%2025-12-312026-01-16

FSLR FIRST SOLAR INC8.2K shares-14.44%2025-12-312026-01-16

AGG ISHARES TR18.6K shares58.83%2025-12-312026-01-16

CART MAPLEBEAR INC42.7K shares0.08%2025-12-312026-01-16

DLS WISDOMTREE TR19.8K shares-6.72%2025-12-312026-01-16

Sponsored

LLY ELI LILLY & CO1.4K shares-2.18%2025-12-312026-01-16

ESGV VANGUARD WORLD FD11.2K shares0.00%2025-12-312026-01-16

BAC BANK AMERICA CORP25.3K shares-0.87%2025-12-312026-01-16

IVV ISHARES TR1.8K shares0.00%2025-12-312026-01-16

BROADCOM INC BROADCOM INC3.7K shares16.52%2025-12-312026-01-16

META META PLATFORMS INC2.0K shares2.04%2025-12-312026-01-16

V VISA INC3.7K shares-2.14%2025-12-312026-01-16

DGRO ISHARES TR16.8K shares-28.98%2025-12-312026-01-16

Sponsored

VSS VANGUARD INTL EQUITY INDEX F8.0K shares-4.77%2025-12-312026-01-16

KLAC KLA CORP802 shares1.39%2025-12-312026-01-16

LAM RESEARCH CORP LAM RESEARCH CORP5.1K shares1.29%2025-12-312026-01-16

WMT WALMART INC8.8K shares0.17%2025-12-312026-01-16

SCZ ISHARES TR12.8K shares-16.79%2025-12-312026-01-16

ORCL ORACLE CORP5.2K shares-2.37%2025-12-312026-01-16

HD HOME DEPOT INC2.6K shares-2.51%2025-12-312026-01-16

MA MASTERCARD INCORPORATED1.8K shares-0.71%2025-12-312026-01-16

Sponsored

VUG VANGUARD INDEX FDS2.0K shares-4.89%2025-12-312026-01-16

EUSA ISHARES INC9.1K shares0.00%2025-12-312026-01-16

BND VANGUARD BD INDEX FDS12.7K shares17.69%2025-12-312026-01-16

VTWV VANGUARD SCOTTSDALE FDS5.5K shares-1.17%2025-12-312026-01-16

SPHD INVESCO EXCH TRADED FD TR II18.8K shares-4.23%2025-12-312026-01-16

VIOO VANGUARD ADMIRAL FDS INC7.8K shares-1.34%2025-12-312026-01-16

AXP AMERICAN EXPRESS CO2.5K shares0.12%2025-12-312026-01-16

COST COSTCO WHSL CORP NEW919 shares-3.57%2025-12-312026-01-16

Sponsored

VWO VANGUARD INTL EQUITY INDEX F15.4K shares0.73%2025-12-312026-01-16

INVESCO QQQ TR INVESCO QQQ TR1.4K shares0.00%2025-12-312026-01-16

SCHC SCHWAB STRATEGIC TR16.9K shares-11.41%2025-12-312026-01-16

VB VANGUARD INDEX FDS2.9K shares-25.76%2025-12-312026-01-16

GS GOLDMAN SACHS GROUP INC830 shares-0.12%2025-12-312026-01-16

COF CAPITAL ONE FINL CORP3.3K shares-0.73%2025-12-312026-01-16

TSLA TESLA INC1.7K shares-1.03%2025-12-312026-01-16

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-12-312026-01-16

Sponsored

XOM EXXON MOBIL CORP5.6K shares0.87%2025-12-312026-01-16

VIG VANGUARD SPECIALIZED FUNDS3.1K shares13.05%2025-12-312026-01-16

VNQ VANGUARD INDEX FDS7.7K shares-10.48%2025-12-312026-01-16

IWV ISHARES TR1.8K shares1.80%2025-12-312026-01-16

ABBV ABBVIE INC3.1K shares-5.80%2025-12-312026-01-16

SO SOUTHERN CO7.8K shares-0.28%2025-12-312026-01-16

JNJ JOHNSON & JOHNSON3.1K shares2.65%2025-12-312026-01-16

ASML ASML HOLDING N V541 shares0.37%2025-12-312026-01-16

Sponsored

UNH UNITEDHEALTH GROUP INC2.0K shares1.63%2025-12-312026-01-16

ISHG ISHARES TR8.7K shares-15.06%2025-12-312026-01-16

VANGUARD INDEX FDS VANGUARD INDEX FDS1.0K shares-29.30%2025-12-312026-01-16

AZN ASTRAZENECA PLC6.5K shares0.00%2025-12-312026-01-16

AMP AMERIPRISE FINL INC1.2K shares0.08%2025-12-312026-01-16

VEA VANGUARD TAX-MANAGED FDS9.4K shares-11.47%2025-12-312026-01-16

IJH ISHARES TR8.7K shares0.01%2025-12-312026-01-16

IVW ISHARES TR4.7K sharesnew addition2025-12-312026-01-16

Sponsored

MS MORGAN STANLEY3.1K shares0.16%2025-12-312026-01-16

CAT CATERPILLAR INC815 shares1.49%2025-12-312026-01-16

ORLY OREILLY AUTOMOTIVE INC5.3K shares-2.21%2025-12-312026-01-16

RTX RTX CORPORATION2.5K shares0.20%2025-12-312026-01-16

MCD MCDONALDS CORP1.5K shares-2.49%2025-12-312026-01-16

CENCORA INC CENCORA INC1.3K shares0.07%2025-12-312026-01-16

UNP UNION PAC CORP2.1K shares-0.24%2025-12-312026-01-16

EME EMCOR GROUP INC700 shares-0.43%2025-12-312026-01-16

Sponsored

CSCO CISCO SYS INC6.0K shares0.81%2025-12-312026-01-16

CSX CSX CORP12.3K shares-0.18%2025-12-312026-01-16

VEU VANGUARD INTL EQUITY INDEX F5.7K shares0.00%2025-12-312026-01-16

MERCK & CO INC MERCK & CO INC3.8K shares6.13%2025-12-312026-01-16

NOC NORTHROP GRUMMAN CORP648 shares-0.31%2025-12-312026-01-16

TJX TJX COS INC NEW2.7K shares-0.37%2025-12-312026-01-16

JBL JABIL INC1.7K shares0.11%2025-12-312026-01-16

VXUS VANGUARD STAR FDS5.3K shares0.07%2025-12-312026-01-16

Sponsored

MCK MCKESSON CORP491 shares0.20%2025-12-312026-01-16

MANH MANHATTAN ASSOCIATES INC2.3K shares-2.09%2025-12-312026-01-16

MCO MOODYS CORP756 shares-0.79%2025-12-312026-01-16

NFLX NETFLIX INC4.5K shares839.83%2025-12-312026-01-16

TMO THERMO FISHER SCIENTIFIC INC627 shares0.00%2025-12-312026-01-16

TXN TEXAS INSTRS INC1.9K shares-1.72%2025-12-312026-01-16

TSM TAIWAN SEMICONDUCTOR MFG LTD1.1K shares0.00%2025-12-312026-01-16

CVX CHEVRON CORP NEW2.2K shares-4.70%2025-12-312026-01-16

Sponsored

BMY BRISTOL-MYERS SQUIBB CO6.5K shares3.06%2025-12-312026-01-16

AMD ADVANCED MICRO DEVICES INC1.6K shares3.75%2025-12-312026-01-16

AMGN AMGEN INC1.1K shares0.19%2025-12-312026-01-16

KO COCA COLA CO4.9K shares-4.37%2025-12-312026-01-16

PM PHILIP MORRIS INTL INC2.0K shares11.10%2025-12-312026-01-16

DIS DISNEY WALT CO3.0K shares-2.19%2025-12-312026-01-16

VZ VERIZON COMMUNICATIONS INC8.7K shares0.95%2025-12-312026-01-16

FICO FAIR ISAAC CORP211 shares1.44%2025-12-312026-01-16

Sponsored

HON HONEYWELL INTL INC1.6K shares-2.69%2025-12-312026-01-16

SHOP SHOPIFY INC2.1K shares12.78%2025-12-312026-01-16

NSC NORFOLK SOUTHN CORP1.2K shares-0.43%2025-12-312026-01-16

SPDR SERIES TRUST SPDR SERIES TRUST3.2K shares0.00%2025-12-312026-01-16

AMAT APPLIED MATLS INC1.1K shares-3.49%2025-12-312026-01-16

REET ISHARES TR12.4K shares0.27%2025-12-312026-01-16

ADI ANALOG DEVICES INC1.1K shares-1.03%2025-12-312026-01-16

VO VANGUARD INDEX FDS1.1K shares0.00%2025-12-312026-01-16

Sponsored

CITIGROUP INC CITIGROUP INC2.7K shares-0.65%2025-12-312026-01-16

CASY CASEYS GEN STORES INC493 shares0.20%2025-12-312026-01-16

AZO AUTOZONE INC87 shares-2.25%2025-12-312026-01-16

CB CHUBB LIMITED999 shares-0.60%2025-12-312026-01-16

INTU INTUIT515 shares0.78%2025-12-312026-01-16

BLACKROCK INC BLACKROCK INC266 shares-0.37%2025-12-312026-01-16

ROP ROPER TECHNOLOGIES INC660 shares-2.08%2025-12-312026-01-16

LOW LOWES COS INC1.0K shares-3.07%2025-12-312026-01-16

Sponsored

IBIT ISHARES BITCOIN TRUST ETF5.0K shares4.16%2025-12-312026-01-16

IBTG ISHARES TR12.0K shares0.00%2025-12-312026-01-16

WFC WELLS FARGO CO NEW3.1K shares0.29%2025-12-312026-01-16

TRV TRAVELERS COMPANIES INC1.0K shares-0.89%2025-12-312026-01-16

BKNG BOOKING HOLDINGS INC52 shares-3.70%2025-12-312026-01-16

ABT ABBOTT LABS2.1K shares-5.50%2025-12-312026-01-16

LMT LOCKHEED MARTIN CORP467 shares-1.89%2025-12-312026-01-16

PG PROCTER AND GAMBLE CO1.8K shares-25.99%2025-12-312026-01-16

Sponsored

AN AUTONATION INC1.2K shares-0.40%2025-12-312026-01-16

DE DEERE & CO501 shares-4.21%2025-12-312026-01-16

MSI MOTOROLA SOLUTIONS INC658 shares-3.80%2025-12-312026-01-16

TE CONNECTIVITY PLC TE CONNECTIVITY PLC1.1K shares1.13%2025-12-312026-01-16

EATON CORP PLC EATON CORP PLC769 shares-1.28%2025-12-312026-01-16

MAR MARRIOTT INTL INC NEW793 shares-0.50%2025-12-312026-01-16

ALL ALLSTATE CORP1.3K shares-1.02%2025-12-312026-01-16

TER TERADYNE INC1.1K sharesnew addition2025-12-312026-01-16

Sponsored

AON PLC AON PLC710 shares-0.14%2025-12-312026-01-16

ELV ELEVANCE HEALTH INC FORMERLY648 shares10.39%2025-12-312026-01-16

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP650 shares-3.85%2025-12-312026-01-16

MMS MAXIMUS INC2.5K shares0.12%2025-12-312026-01-16

HIG HARTFORD INSURANCE GROUP INC1.8K shares-0.62%2025-12-312026-01-16

IBM INTERNATIONAL BUSINESS MACHS740 shares3.64%2025-12-312026-01-16

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW1.9K shares-3.82%2025-12-312026-01-16

CRM SALESFORCE INC946 shares-5.31%2025-12-312026-01-16

Sponsored

ROST ROSS STORES INC1.2K sharesnew addition2025-12-312026-01-16

GILD GILEAD SCIENCES INC1.8K shares0.73%2025-12-312026-01-16

IGRO ISHARES TR2.6K shares-6.82%2025-12-312026-01-16

NEE NEXTERA ENERGY INC2.7K shares-0.30%2025-12-312026-01-16

VBR VANGUARD INDEX FDS958 shares-74.27%2025-12-312026-01-16

DY DYCOM INDS INC603 sharesnew addition2025-12-312026-01-16

SCHW SCHWAB CHARLES CORP2.1K sharesnew addition2025-12-312026-01-16

TYL TYLER TECHNOLOGIES INC466 shares-6.24%2025-12-312026-01-16

Sponsored

HEI.A HEICO CORP NEW747 sharesnew addition2025-12-312026-01-16

GWW WW GRAINGER INC191 sharesnew addition2025-12-312026-01-16

PFE PFIZER INC7.9K shares2.01%2025-12-312026-01-16

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available