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McMill Wealth Management13F | |
| McMill Wealth Management | |
| Last update 2025-05-09 | 48 Stocks (7 new) |
| Value $248.00 Mil | Turnover 12 % |
McMill Wealth Management Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPIB |
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPDR Portfolio Intermediate Term Corporate Bond ETF
| 1,606,937 | 53,414.6 | +4.24% | 21.520 | +0.88% | 0.590 | +2.44% | +4.27% | 10,100.2 | ||
SPLG | SPDR Portfolio S&P 500 ETF | 316,463 | 20,810.6 | +5.55% | 8.390 | +0.44% | 0.030 | +19.60% | +7.78% | 76,985.6 | ||
DFIV | Dimensional International Value ETF | 498,288 | 19,612.6 | +10.44% | 7.900 | +0.75% | 0.190 | +12.55% | +22.98% | 12,179.3 | ||
AVUV | Avantis U.S. Small Cap Value ETF | 190,744 | 16,627.1 | +23.59% | 6.700 | +1.28% | 0.110 | +17.12% | -2.02% | 16,539.2 | ||
DFUS | Dimensional U.S. Equity Market ETF | 265,804 | 16,075.8 | +36.96% | 6.480 | +1.75% | 0.120 | +20.05% | +7.40% | 15,782.0 | ||
DFAT | Dimensional U.S. Targeted Value ETF | 279,325 | 14,382.4 | +5.40% | 5.800 | +0.30% | 0.140 | +17.36% | +0.20% | 10,960.9 | ||
AVDV |
Avantis International Small Cap Value ETF
Avantis International Small Cap Value ETF
| 189,113 | 13,188.8 | +11.22% | 5.310 | +0.54% | 0.170 | +16.67% | +25.49% | 9,787.5 | ||
AVLV | Avantis U.S. Large Cap Value ETF | 171,275 | 11,168.8 | +16.68% | 4.500 | +0.64% | 0.170 | +14.51% | +4.21% | 7,701.5 | ||
VCSH |
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
| 113,108 | 8,928.8 | -9.00% | 3.600 | -0.39% | 0.030 | +1.88% | +3.77% | 35,004.9 | ||
IVV | iShares Core S&P 500 ETF | 13,733 | 7,716.6 | +47.08% | 3.110 | +1.00% | 0.000 | +19.67% | +7.80% | 634,518.9 |
McMill Wealth Management's Historical Top Holdings Breakdowns
McMill Wealth Management's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
DFUS | Dimensional U.S. Equity Market ETF | 2025-03-31 | Add Add | +1.75% | 59.61 ($63.9) 66.74 | $68.13 | 6.62% | Add 36.96% | 265,804 | 71,724 | |
AVUV | Avantis U.S. Small Cap Value ETF | 2025-03-31 | Add Add | +1.28% | 84.96 ($93.96) 100.71 | $93.77 | -0.20% | Add 23.59% | 190,744 | 36,412 | |
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Add Add | +1.00% | 554.06 ($590.51) 615.85 | $630.67 | 6.80% | Add 47.08% | 13,733 | 4,396 | |
SPIB |
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPDR Portfolio Intermediate Term Corporate Bond ETF
| 2025-03-31 | Add Add | +0.88% | 32.5 ($32.96) 33.3 | $33.40 | 1.33% | Add 4.24% | 1,606,937 | 65,388 | |
DFIV | Dimensional International Value ETF | 2025-03-31 | Add Add | +0.75% | 35.33 ($38.16) 40.8 | $42.72 | 11.95% | Add 10.44% | 498,288 | 47,085 | |
AVLV | Avantis U.S. Large Cap Value ETF | 2025-03-31 | Add Add | +0.64% | 63.51 ($67.8) 70.42 | $69.01 | 1.78% | Add 16.68% | 171,275 | 24,485 | |
VTV | Vanguard Value ETF | 2025-03-31 | Add Add | +0.61% | 167.73 ($174.39) 179.21 | $177.66 | 1.88% | Add 298.15% | 11,618 | 8,700 | |
DFAW | Dimensional World Equity ETF | 2025-03-31 | Add Add | +0.59% | 60.42 ($63.31) 65.39 | $67.97 | 7.36% | Add 30.55% | 102,398 | 23,960 | |
AVDV |
Avantis International Small Cap Value ETF
Avantis International Small Cap Value ETF
| 2025-03-31 | Add Add | +0.54% | 63.74 ($67.91) 71.96 | $80.16 | 18.04% | Add 11.22% | 189,113 | 19,085 | |
SPLG | SPDR Portfolio S&P 500 ETF | 2025-03-31 | Add Add | +0.44% | 64.88 ($69.16) 72.1 | $73.84 | 6.77% | Add 5.55% | 316,463 | 16,629 |
McMill Wealth Management Total Holding History ($B)
McMill Wealth Management's Asset Allocation
McMill Wealth Management Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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McMill Wealth Management's Hypothetical Growth since 2025-03-31
McMill Wealth Management's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
McMill Wealth Management's Holdings Heat Map
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McMill Wealth Management's Holdings Bubble Chart
McMill Wealth Management News
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