McMill Wealth Management Q1 2025 Filing
Filed May 9, 2025
Portfolio Value
$277.4B
Holdings
50
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (50 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SPIBSPDR SER TR | 1,606,937 | $53.4B | 19.25% | |
| 2 | SPYMSPDR SER TR | 316,463 | $20.8B | 7.50% | |
| 3 | DFIVDIMENSIONAL ETFTRUST | 498,288 | $19.6B | 7.07% | |
| 4 | AVUVAMERICAN CENTY ETF TR | 190,744 | $16.6B | 5.99% | |
| 5 | DFUSDIMENSIONAL ETFTRUST | 265,804 | $16.1B | 5.79% | |
| 6 | —DIMENSIONAL ETFTRUST | 355,076 | $14.6B | 5.27% | |
| 7 | —DIMENSIONAL ETFTRUST | 244,361 | $14.6B | 5.26% | |
| 8 | DFATDIMENSIONAL ETFTRUST | 279,325 | $14.4B | 5.18% | |
| 9 | AVDVAMERICAN CENTY ETF TR | 189,113 | $13.2B | 4.75% | |
| 10 | AVLVAMERICAN CENTY ETF TR | 171,275 | $11.2B | 4.03% | |
| 11 | VCSHVANGUARDSCOTTSDALE FDS | 113,108 | $8.9B | 3.22% | |
| 12 | IVVISHARES TR | 13,733 | $7.7B | 2.78% | |
| 13 | DFAWDIMENSIONAL ETFTRUST | 102,398 | $6.3B | 2.26% | |
| 14 | DFAEDIMENSIONAL ETFTRUST | 216,687 | $5.6B | 2.02% | |
| 15 | VTVANGUARD INTL EQUITY INDEX F | 43,231 | $5.0B | 1.81% | |
| 16 | SPABSPDR SER TR | 192,372 | $4.9B | 1.77% | |
| 17 | VCITVANGUARDSCOTTSDALE FDS | 57,226 | $4.7B | 1.69% | |
| 18 | DFGRDIMENSIONAL ETFTRUST | 169,694 | $4.5B | 1.61% | |
| 19 | DFISDIMENSIONAL ETFTRUST | 144,189 | $3.7B | 1.34% | |
| 20 | BRK/BBerkshire Hathaway Inc CL B | 6,752 | $3.6B | 1.30% | |
| 21 | NUENucor Corp | 27,724 | $3.3B | 1.20% | |
| 22 | SPSBSPDR SER TR | 79,954 | $2.4B | 0.87% | |
| 23 | BRK-BBERKSHIRE HATHAWAY INC-DEL CL A | 3 | $2.4B | 0.86% | |
| 24 | AVIVAMERICAN CENTY ETF TR | 40,142 | $2.3B | 0.82% | |
| 25 | VTVVANGUARD INDEX FDS | 11,618 | $2.0B | 0.72% | |
| 26 | DFSVDIMENSIONAL ETFTRUST | 53,479 | $1.5B | 0.54% | |
| 27 | DFLVDIMENSIONAL ETFTRUST | 47,529 | $1.5B | 0.52% | |
| 28 | EFVISHARES TR | 20,010 | $1.2B | 0.43% | |
| 29 | AVSFAMERICAN CENTY ETF TR | 23,591 | $1.1B | 0.40% | |
| 30 | AAPLAPPLE INC COM | 4,662 | $1.0B | 0.37% | |
| 31 | UNPUNION PACIFIC CORP | 4,227 | $998.6M | 0.36% | |
| 32 | SPSMSPDR SER TR | 23,645 | $963.8M | 0.35% | |
| 33 | MSFTMicrosoft Corp | 2,263 | $849.5M | 0.31% | |
| 34 | SLYVSPDR SER TR | 9,874 | $774.1M | 0.28% | |
| 35 | AMZNAMAZON.COM INC COM | 3,764 | $716.1M | 0.26% | |
| 36 | MCDMCDONALDS CORP | 1,675 | $523.2M | 0.19% | |
| 37 | VBRSPDR SER TR | 2,513 | $468.1M | 0.17% | |
| 38 | DISVDIMENSIONAL ETFTRUST | 15,942 | $464.2M | 0.17% | |
| 39 | AVUSAMERICAN CENTY ETF TR | 4,819 | $445.1M | 0.16% | |
| 40 | CATCATERPILLAR INC COM | 1,329 | $438.3M | 0.16% | |
| 41 | PLTRPalantir Technologies In | 5,008 | $422.7M | 0.15% | |
| 42 | SPYVSPDR SER TR | 7,054 | $360.2M | 0.13% | |
| 43 | LMTLOCKHEED MARTIN CORP COM | 675 | $301.5M | 0.11% | |
| 44 | IWNISHARES TR | 1,948 | $294.1M | 0.11% | |
| 45 | WFCWELLS FARGO & COMPANY | 3,479 | $249.8M | 0.09% | |
| 46 | RTXRAYTHEON TECH CORP | 1,748 | $231.5M | 0.08% | |
| 47 | VWOSPDR SER TR | 5,035 | $227.9M | 0.08% | |
| 48 | FBTCFIDELITY WISE ORIGIN | 2,928 | $210.7M | 0.08% | |
| 49 | BSVVANGUARDSCOTTSDALE FDS | 2,561 | $200.5M | 0.07% | |
| 50 | FFORD MTR CO DEL | 15,403 | $154.5M | 0.06% |