The Analysis of McMill Wealth Management's Holdings
Currently, McMill Wealth Management holds 59 types of securities in its portfolio with a total value $355.7M. In the most recent quarter, they have increased their positions in SPIB (+134.1K shares, valued at $4.5M), DFAW (+31.2K shares, valued at $2.3M), AVUV (+21.2K shares, valued at $2.2M); decreased their positions in DFUV (-361.4K shares, valued at $16.8M), VT (-7.2K shares, valued at $1.0M), BSV (-6.4K shares, valued at $503.3K); initiated new positions in PRIV (+17.6K shares, valued at $448.0K), N/A (+3.3K shares, valued at $251.5K), N/A (+5.4K shares, valued at $233.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPIB SPDR SER TR2.0M shares7.28%2025-12-312026-02-23
AVUV AMERICAN CENTY ETF TR282.1K shares8.14%2025-12-312026-02-23 DFIV DIMENSIONAL ETFTRUST495.8K shares1.01%2025-12-312026-02-23 SPYM SPDR SER TR304.1K shares-0.57%2025-12-312026-02-23 AVLV AMERICAN CENTY ETF TR269.2K shares5.59%2025-12-312026-02-23 DFUS DIMENSIONAL ETFTRUST272.5K shares-0.74%2025-12-312026-02-23 AVDV AMERICAN CENTY ETF TR181.4K shares0.49%2025-12-312026-02-23 DFAT DIMENSIONAL ETFTRUST279.4K shares-1.22%2025-12-312026-02-23 DFUV DIMENSIONAL US MARKETWIDE VALUE ETF352.2K shares-50.64%2025-12-312026-02-23 DFAW DIMENSIONAL ETFTRUST179.0K shares21.12%2025-12-312026-02-23 IVV ISHARES TR13.1K shares-1.10%2025-12-312026-02-23 VCSH VANGUARDSCOTTSDALE FDS94.0K shares-1.28%2025-12-312026-02-23 DFAE DIMENSIONAL ETFTRUST217.6K shares-0.31%2025-12-312026-02-23 DFGR DIMENSIONAL ETFTRUST219.5K shares13.22%2025-12-312026-02-23 DFIS DIMENSIONAL ETFTRUST150.8K shares3.87%2025-12-312026-02-23 SPAB SPDR SER TR182.7K shares-2.79%2025-12-312026-02-23 VCIT VANGUARDSCOTTSDALE FDS53.7K shares0.15%2025-12-312026-02-23 DFSV DIMENSIONAL ETFTRUST132.4K shares12.74%2025-12-312026-02-23 VT VANGUARD INTL EQUITY INDEX F27.0K shares-21.14%2025-12-312026-02-23 SPSB SPDR SER TR99.2K shares0.47%2025-12-312026-02-23 AVIV AMERICAN CENTY ETF TR36.0K shares-2.20%2025-12-312026-02-23 BRK.A BERKSHIRE HATHAWAY INC-DEL CL A3 shares0.00%2025-12-312026-02-23 AVSF AMERICAN CENTY ETF TR47.4K shares35.82%2025-12-312026-02-23 Nucor Corp Nucor Corp13.7K shares-3.40%2025-12-312026-02-23 VTV VANGUARD INDEX FDS11.6K shares0.00%2025-12-312026-02-23 DFLV DIMENSIONAL ETFTRUST52.7K shares5.44%2025-12-312026-02-23 EFV ISHARES TR19.8K shares0.84%2025-12-312026-02-23 AAPL APPLE INC COM4.7K shares-0.13%2025-12-312026-02-23 SPSM SPDR SER TR24.3K shares0.00%2025-12-312026-02-23 MSFT Microsoft Corp2.3K shares0.00%2025-12-312026-02-23 UNP UNION PACIFIC CORP4.2K shares0.00%2025-12-312026-02-23 SLYV SPDR SER TR9.8K shares0.00%2025-12-312026-02-23 AMZN AMAZON.COM INC COM3.8K shares0.42%2025-12-312026-02-23 CAT CATERPILLAR INC COM1.3K shares0.00%2025-12-312026-02-23 PLTR Palantir Technologies In4.0K shares0.00%2025-12-312026-02-23 AVUS AMERICAN CENTY ETF TR4.9K shares2.00%2025-12-312026-02-23 VBR VANGUARD SMALL CAP VALUEETF2.5K shares0.12%2025-12-312026-02-23 MCD MCDONALDS CORP1.7K shares0.00%2025-12-312026-02-23 PRIV SPDR SSGA IG PUBLIC AND PRVT CRT ETF17.6K sharesnew addition2025-12-312026-02-23 DISV DIMENSIONAL ETFTRUST11.1K shares0.50%2025-12-312026-02-23 BOXX ALPHA ARCHITECT 1-3 MONTH BOX ETF3.7K shares0.55%2025-12-312026-02-23 FBTC FIDELITY WISE ORIGIN5.4K shares136.40%2025-12-312026-02-23 SPYV SPDR SER TR7.1K shares0.00%2025-12-312026-02-23 IWN ISHARES TR1.9K shares0.00%2025-12-312026-02-23 LMT LOCKHEED MARTIN CORP COM676 shares0.00%2025-12-312026-02-23 WFC WELLS FARGO & COMPANY3.5K shares0.00%2025-12-312026-02-23 RTX RAYTHEON TECH CORP1.8K shares0.00%2025-12-312026-02-23 VWO VANGUARD FTSE EMERGING MARKETS ETF5.2K shares3.06%2025-12-312026-02-23 DFEV DIMENSIONAL EMERGING MARKTS VALU ETF8.1K shares4.33%2025-12-312026-02-23 TSLA TESLA527 shares0.00%2025-12-312026-02-23 NVDA NVIDIA CORP1.2K shares0.00%2025-12-312026-02-23 DFAR DIMENSIONAL US REAL ESTATE ETF10.2K shares13.77%2025-12-312026-02-23 USB-PA US BANCORP DEL3.8K sharesnew addition2025-12-312026-02-23 F FORD MTR CO DEL15.5K shares0.00%2025-12-312026-02-23 BSV VANGUARDSCOTTSDALE FDS2.6K shares-71.38%2025-12-312026-02-23 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available