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McCarley & Cook Financial Planners

Latest statistics and disclosures from McCarley & Cook Financial Planners's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002159252

Tip: Access up to 7 years of quarterly data

Positions held by McCarley & Cook Financial Planners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for McCarley & Cook Financial Planners

McCarley & Cook Financial Planners holds 275 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
iShares Core S&P 500 ETF Etf (IVV)	34.4	$45M	59k	765.85	View chart
Vanguard Ftse Developed Markets ETF Etf (VEA)	16.6	$22M	311k	70.61	View chart
Dimensional US Core Equity 2 ETF Etf (DFAC)	4.6	$6.1M	138k	44.45	View chart
Avantis U.S. Small Cap Value ETF Etf (AVUV)	3.6	$4.7M	40k	117.77	View chart
iShares Core S&P Mid-Cap ETF Etf (IJH)	3.5	$4.6M	64k	71.95	View chart
Dimensional US Large Cap Value ETF Etf (DFLV)	3.2	$4.3M	106k	40.17	View chart
iShares Core Msci Emerging Markets ETF Etf (IEMG)	3.0	$3.9M	48k	81.16	View chart
Capital Group Core Plus Income Etf Etf (CGCP)	2.4	$3.1M	147k	21.17	View chart
Columbia EM Core Ex-China ETF Etf (XCEM)	2.3	$3.0M	59k	51.41	View chart
Procter And Gamble Stock (PG)	2.2	$2.9M	20k	145.28	View chart
Dimensional International Core Equity 2 ETF Etf (DFIC)	1.8	$2.4M	63k	37.61	View chart
iShares Russell 1000 Growth ETF Etf (IWF)	1.5	$2.0M	16k	125.26	View chart
iShares Russell 1000 Value ETF Etf (IWD)	1.2	$1.6M	6.6k	247.93	View chart
Dimensional US Targeted Value ETF Etf (DFAT)	1.1	$1.5M	22k	66.44	View chart
Vanguard ESG US Stock ETF Etf (ESGV)	0.9	$1.1M	8.5k	135.53	View chart
Gmo International Value Etf Etf (GMOI)	0.8	$1.0M	26k	39.65	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.8	$994k	33k	30.00	View chart
Dimensional World Ex US Core Equity 2 ETF Etf (DFAX)	0.7	$954k	26k	37.02	View chart
Alphabet Inc. Class C Stock (GOOG)	0.6	$777k	2.3k	340.78	View chart
Dimensional Emerging Markets Core Equity 2 ETF Etf (DFEM)	0.6	$753k	19k	39.72	View chart
iShares MSCI USA Momentum Factor ETF Etf (MTUM)	0.6	$753k	2.4k	317.35	View chart
Abbvie Stock (ABBV)	0.5	$626k	2.4k	261.59	View chart
Wisdomtree Japan Smallcap Dividend Fund Etf (DFJ)	0.4	$588k	5.1k	115.96	View chart
iShares Core Dividend Growth ETF Etf (DGRO)	0.4	$570k	7.6k	75.39	View chart
Apple Stock (AAPL)	0.4	$534k	1.6k	333.02	View chart
iShares Core S&P Small Cap ETF Etf (IJR)	0.4	$524k	3.9k	136.05	View chart
iShares S&P 500 Growth ETF Etf (IVW)	0.4	$497k	3.5k	142.26	View chart
Dimensional US Equity ETF Etf (DFUS)	0.4	$477k	5.7k	83.03	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.4	$474k	2.0k	233.31	View chart
Alphabet Inc. Class A Stock (GOOGL)	0.3	$452k	1.3k	344.08	View chart
Vanguard ESG International Stock ETF Etf (VSGX)	0.3	$447k	5.5k	81.07	View chart
Walmart Stock (WMT)	0.3	$444k	4.3k	103.92	View chart
Gmo Us Value Etf Etf (GMOV)	0.3	$391k	12k	31.55	View chart
Invesco Bulletshares 2026 Corporate Bond ETF Etf (BSCQ)	0.3	$390k	20k	19.52	View chart
Vanguard Total Bond Market ETF Etf (BND)	0.3	$372k	5.3k	70.15	View chart
Dimensional Emerging Markets Value ETF Etf (DFEV)	0.3	$342k	8.1k	42.40	View chart
Microsoft Corp. Stock (MSFT)	0.3	$332k	647.00	512.90	View chart
Schwab International Equity Etf Etf (SCHF)	0.3	$331k	12k	27.47	View chart
iShares Russell 2000 Value ETF Etf (IWN)	0.2	$323k	1.5k	209.45	View chart
Vanguard Ftse Emerging Markets ETF Etf (VWO)	0.2	$315k	5.3k	59.31	View chart
iShares Russell 1000 ETF Etf (IWB)	0.2	$300k	722.00	416.13	View chart
Oakmark U.s. Large Cap Etf Etf (OAKM)	0.2	$300k	10k	29.36	View chart
Cintas Corp. Stock (CTAS)	0.2	$295k	1.5k	195.06	View chart
Dimensional US Marketwide Value ETF Etf (DFUV)	0.2	$293k	5.3k	55.00	View chart
Cincinnati Financial Corp. Stock (CINF)	0.2	$286k	1.8k	159.38	View chart
iShares Russell Mid-Cap Value ETF Etf (IWS)	0.2	$276k	1.7k	160.74	View chart
Invesco Bulletshares 2027 Corporate Bond ETF Etf (BSCR)	0.2	$273k	14k	19.55	View chart
iShares Russell Mid-Cap Growth ETF Etf (IWP)	0.2	$228k	1.7k	137.68	View chart
Dimensional US Small Cap Value ETF Etf (DFSV)	0.2	$226k	6.0k	37.47	View chart
Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB)	0.2	$218k	4.3k	50.35	View chart
iShares Core S&P Total U.S. Stock Market ETF Etf (ITOT)	0.2	$214k	1.3k	166.28	View chart
iShares Russell 3000 ETF Etf (IWV)	0.2	$201k	465.00	431.66	View chart
Avantis Responsible International Equity ETF Etf (AVSD)	0.2	$198k	2.5k	79.66	View chart
Eaton Corp Stock (ETN)	0.1	$186k	432.00	429.71	View chart
Avantis Emerging Markets Equity ETF Etf (AVEM)	0.1	$180k	1.9k	94.02	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.1	$165k	1.1k	155.20	View chart
Invesco Bulletshares 2028 Corporate Bond ETF Etf (BSCS)	0.1	$162k	8.0k	20.12	View chart
iShares Core Msci Eafe ETF Etf (IEFA)	0.1	$161k	1.7k	96.88	View chart
iShares S&P 500 Value ETF Etf (IVE)	0.1	$156k	682.00	228.28	View chart
iShares Russell 2000 Growth ETF Etf (IWO)	0.1	$156k	436.00	356.90	View chart
Wisdomtree Emerging Markets Local Debt Fund Etf (ELD)	0.1	$155k	5.6k	27.87	View chart
Ishares Mbs Etf Etf (MBB)	0.1	$151k	1.7k	89.62	View chart
General Electric Stock (GE)	0.1	$143k	459.00	312.32	View chart
Schwab Us Dividend Equity ETF Etf (SCHD)	0.1	$141k	4.3k	32.53	View chart
Spdr Portfolio Intermediate Term Corporate Bond ETF Etf (SPIB)	0.1	$129k	4.0k	32.28	View chart
State Street Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB)	0.1	$128k	4.3k	29.59	View chart
Vanguard Mid-Cap ETF Etf (VO)	0.1	$127k	1.6k	78.41	View chart
Meta Platforms Inc. Cl A Stock (META)	0.1	$114k	157.00	725.18	View chart
Broadcom Stock (AVGO)	0.1	$112k	320.00	351.19	View chart
Dimensional International Small Cap Value ETF Etf (DISV)	0.1	$110k	2.5k	43.29	View chart
Rockwell Automation Stock (ROK)	0.1	$109k	250.00	435.33	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.1	$105k	1.3k	78.31	View chart
Vanguard Intermediate-Term Bond ETF Etf (BIV)	0.1	$103k	1.4k	72.86	View chart
At&T Stock (T)	0.1	$101k	4.1k	24.40	View chart
Schwab Emerging Markets Equity Etf Etf (SCHE)	0.1	$93k	2.5k	36.45	View chart
Coca Cola Stock (KO)	0.1	$89k	1.0k	86.08	View chart
iShares Morningstar U.S. Equity ETF Etf	0.1	$89k	840.00	105.66	View chart
Eaton Vance Tax-managed Global Cef (EXG)	0.1	$86k	9.1k	9.41	View chart
JPMorgan Chase & Co. Stock (JPM)	0.1	$78k	237.00	330.83	View chart
Advanced Micro Devices Stock (AMD)	0.1	$71k	116.00	611.76	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.1	$70k	2.4k	29.31	View chart
Verizon munications Stock (VZ)	0.1	$69k	1.5k	45.87	View chart
Berkshire Hathaway Inc. Class B Stock (BRK.B)	0.1	$66k	133.00	497.95	View chart
Anglogold Ashanti Stock (AU)	0.0	$66k	700.00	93.95	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.0	$62k	1.3k	47.34	View chart
Amazon Stock (AMZN)	0.0	$62k	249.00	249.15	View chart
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)	0.0	$62k	2.0k	31.47	View chart
Nvidia Corporation Stock (NVDA)	0.0	$61k	266.00	228.38	View chart
Dnp Select Income Cef (DNP)	0.0	$61k	6.3k	9.57	View chart
Pnc Financial Svcs Group Stock (PNC)	0.0	$59k	267.00	222.26	View chart
iShares Msci EAFE ETF Etf (EFA)	0.0	$59k	569.00	103.89	View chart
iShares 1-5 Year Investment Grade Corporate Bond ETF Etf (IGSB)	0.0	$54k	1.1k	51.23	View chart
Palantir Technologies Stock (PLTR)	0.0	$54k	288.00	187.05	View chart
Avantis U.S. Equity ETF Etf (AVUS)	0.0	$54k	420.00	128.09	View chart
First Financial Bancorp Oh Stock (FFBC)	0.0	$53k	1.7k	31.31	View chart
Trane Technologies Stock (TT)	0.0	$52k	116.00	451.98	View chart
Lockheed Martin Corp. Stock (LMT)	0.0	$50k	99.00	507.49	View chart
Tesla Stock (TSLA)	0.0	$48k	134.00	354.81	View chart
Bank America Corp. Stock (BAC)	0.0	$45k	825.00	54.43	View chart
Williams Cos Stock (WMB)	0.0	$45k	660.00	67.97	View chart
Schwab Fundamental U.s. Small Company Etf Etf (FNDA)	0.0	$42k	1.2k	35.00	View chart
Us Bancorp Del Stock (USB)	0.0	$40k	700.00	57.72	View chart
International Business Machines Stock (IBM)	0.0	$39k	179.00	219.93	View chart
Campbell Soup Stock (CPB)	0.0	$39k	2.0k	19.83	View chart
L3harris Technologies Stock (LHX)	0.0	$39k	164.00	236.78	View chart
Amgen Stock (AMGN)	0.0	$36k	86.00	421.51	View chart
Dell Technologies Inc. Cl C Stock (DELL)	0.0	$34k	64.00	537.95	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.0	$33k	1.0k	32.63	View chart
iShares Russell Midcap ETF Etf (IWR)	0.0	$33k	313.00	106.71	View chart
Advent Conv & Income Cef (AVK)	0.0	$32k	2.8k	11.46	View chart
Merck & Co Stock (MRK)	0.0	$32k	221.00	145.31	View chart
Fidelity Msci Information Technology Index Etf Etf (FTEC)	0.0	$31k	103.00	300.06	View chart
Eaton Vance Tax Advt Div Incm Cef (EVT)	0.0	$31k	1.1k	27.91	View chart
Darling Ingredients Stock (DAR)	0.0	$30k	500.00	60.71	View chart
Schwab U.S. Large-Cap Value ETF Etf (SCHV)	0.0	$30k	906.00	33.31	View chart
Warner Bros Discovery Inc. Ser A Stock	0.0	$30k	975.00	30.95	View chart
Invesco Rafi Developed Markets Ex-u.s. Etf Etf (PXF)	0.0	$30k	394.00	76.23	View chart
Invesco Rafi Us 1000 Etf Etf (PRF)	0.0	$29k	530.00	54.43	View chart
Qualcomm Stock (QCOM)	0.0	$29k	155.00	184.04	View chart
Schwab Fundamental Emerging Markets Large Co. Index ETF Etf (FNDE)	0.0	$26k	618.00	41.87	View chart
Ge Vernova Stock (GEV)	0.0	$26k	27.00	950.48	View chart
Ishares Ethereum Trust Etf Etf	0.0	$26k	1.3k	20.12	View chart
Chevron Corp Stock (CVX)	0.0	$25k	121.00	204.21	View chart
Exxon Mobil Corp. Stock (XOM)	0.0	$24k	149.00	162.75	View chart
Smucker J M Stock (SJM)	0.0	$24k	203.00	118.91	View chart
First Trust Financials Alphadex Fund Etf (FXO)	0.0	$23k	381.00	60.62	View chart
Invesco Global Listed Private Equity ETF Etf (PSP)	0.0	$22k	398.00	56.29	View chart
Spdr S&P 600 Small Cap Value ETF Etf (SLYV)	0.0	$22k	218.00	102.15	View chart
Circle Internet Group Inc Com Cl A Stock (CRCL)	0.0	$22k	267.00	82.17	View chart
Thermo Fisher Scientific Stock (TMO)	0.0	$22k	32.00	675.06	View chart
TJX Stock (TJX)	0.0	$21k	162.00	132.31	View chart
iShares MSCI Emerging Markets Ex-China ETF Etf (EMXC)	0.0	$21k	214.00	99.08	View chart
Home Depot Stock (HD)	0.0	$21k	73.00	284.49	View chart
Fundstrat Granny Shots Us Large Cap Etf Etf (GRNY)	0.0	$20k	730.00	27.83	View chart
Royal Caribbean Group Stock (RCL)	0.0	$20k	75.00	265.87	View chart
Avantis International Equity ETF Etf (AVDE)	0.0	$19k	215.00	90.11	View chart
Global X Uranium Etf Etf (URA)	0.0	$19k	478.00	39.85	View chart
Gamco Global Gold Nat Res & Com Sh Ben Int Cef (GGN)	0.0	$19k	3.5k	5.28	View chart
Citizens Finl Group Stock (CFG)	0.0	$19k	290.00	63.76	View chart
Ark Innovation Etf Etf (ARKK)	0.0	$18k	203.00	89.10	View chart
First Trust Consumer Discretionary Alphadex Fund Etf (FXD)	0.0	$18k	281.00	64.13	View chart
Abbott Labs Stock (ABT)	0.0	$18k	182.00	98.83	View chart
Vanguard Total World Stock ETF Etf (VT)	0.0	$18k	113.00	157.85	View chart
Illinois Tool Wks Stock (ITW)	0.0	$18k	69.00	257.28	View chart
Delta Air Lines Inc. Del Stock (DAL)	0.0	$18k	210.00	83.46	View chart
Vanguard Mid-Cap Growth ETF Etf (VOT)	0.0	$17k	58.00	292.10	View chart
Altria Group Stock (MO)	0.0	$17k	250.00	67.34	View chart
Automatic Data Processing Stock (ADP)	0.0	$17k	65.00	258.06	View chart
Virtus Reaves Utilities Etf Etf (UTES)	0.0	$16k	234.00	70.18	View chart
Vanguard Small Cap Value ETF Etf (VBR)	0.0	$16k	69.00	231.03	View chart
Sprott Physical Gold Tr Unit Cef (PHYS)	0.0	$16k	500.00	31.27	View chart
Pbf Energy Inc Cl A Stock (PBF)	0.0	$15k	200.00	76.96	View chart
Space Exploration Techn Corp Class A Com Stk Stock (SPCX)	0.0	$15k	101.00	150.86	View chart
Johnson & Johnson Stock (JNJ)	0.0	$15k	55.00	264.75	View chart
Northrop Grumman Corp. Stock (NOC)	0.0	$15k	30.00	483.47	View chart
Visa Inc. Cl A Stock (V)	0.0	$14k	40.00	359.32	View chart
Invesco China Technology Etf Etf (CQQQ)	0.0	$14k	320.00	44.90	View chart
Shell Plc Spon Ads Adr (SHEL)	0.0	$14k	150.00	95.05	View chart
American Express Stock (AXP)	0.0	$14k	46.00	304.11	View chart
Schwab Charles Corp. Stock (SCHW)	0.0	$14k	138.00	97.74	View chart
United States Commodity Index Fund Etf (USCI)	0.0	$13k	121.00	109.41	View chart
Vanguard Total Stock Market ETF Etf (VTI)	0.0	$13k	35.00	374.23	View chart
Walt Disney Stock (DIS)	0.0	$13k	120.00	104.90	View chart
Schwab International Small Cap Equity ETF Etf (SCHC)	0.0	$12k	247.00	49.74	View chart
F5 Stock (FFIV)	0.0	$11k	26.00	437.35	View chart
Schwab U.s. Reit Etf Etf (SCHH)	0.0	$11k	512.00	22.04	View chart
Lithium Argentina Stock (LAR)	0.0	$11k	2.0k	5.50	View chart
Vanguard Short-Term Corporate Bond ETF Etf (VCSH)	0.0	$11k	140.00	77.25	View chart
Ishares Copper And Metals Mining Etf Etf (ICOP)	0.0	$11k	200.00	53.22	View chart
Mastercard Incorporated Cl A Stock (MA)	0.0	$11k	19.00	551.47	View chart
Nextera Energy Stock (NEE)	0.0	$10k	137.00	75.74	View chart
Huntington Bancshares Stock (HBAN)	0.0	$9.9k	648.00	15.26	View chart
Sprott Physical Silver Tr Tr Unit Cef (PSLV)	0.0	$9.7k	500.00	19.37	View chart
Godaddy Inc Cl A Stock (GDDY)	0.0	$9.6k	100.00	95.51	View chart
Ares Capital Corp Cef (ARCC)	0.0	$9.2k	483.00	19.10	View chart
Cisco Sys Stock (CSCO)	0.0	$9.2k	85.00	107.66	View chart
Sprott Junior Copper Miners Etf Etf (COPJ)	0.0	$8.8k	200.00	43.80	View chart
Acacia Resh Corp Acacia Tch Stock (ACTG)	0.0	$8.6k	2.0k	4.31	View chart
Global X Copper Miners Etf Etf (COPX)	0.0	$8.5k	100.00	84.70	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.0	$7.8k	218.00	35.93	View chart
Pfizer Stock (PFE)	0.0	$7.7k	270.00	28.52	View chart
Fifth Third Bancorp Stock (FITB)	0.0	$7.4k	147.00	50.58	View chart
Caterpillar Stock (CAT)	0.0	$7.3k	9.00	810.78	View chart
iShares Select Dividend ETF Etf (DVY)	0.0	$6.8k	45.00	152.07	View chart
Lxp Industrial Trust Reit (LXP)	0.0	$6.8k	112.00	60.92	View chart
Schwab Us Aggregate Bond Etf Etf (SCHZ)	0.0	$6.6k	300.00	22.10	View chart
Lithium Amers Corp Stock (LAC)	0.0	$6.6k	2.5k	2.63	View chart
Prudential Financial Stock (PRU)	0.0	$6.2k	55.00	113.58	View chart
Comcast Corp. New Cl A Stock (CMCSA)	0.0	$6.2k	285.00	21.76	View chart
Inspire 500 Etf Etf (PTL)	0.0	$6.0k	22.00	272.14	View chart
Schwab 5-10 Year Corporate Bond Etf Etf (SCHI)	0.0	$5.7k	266.00	21.44	View chart
Norwegian Cruise Line Hldg Stock (NCLH)	0.0	$5.6k	385.00	14.66	View chart
Boeing Stock (BA)	0.0	$5.6k	30.00	186.07	View chart
Netflix Stock (NFLX)	0.0	$5.6k	80.00	69.58	View chart
Philip Morris Intl Stock (PM)	0.0	$5.5k	29.00	190.83	View chart
Schwab Fundamental International Equity Etf Etf (FNDF)	0.0	$5.5k	102.00	53.75	View chart
iShares S&P Small-Cap 600 Growth ETF Etf (IJT)	0.0	$5.5k	34.00	160.32	View chart
Snowflake Stock (SNOW)	0.0	$5.4k	16.00	339.56	View chart
Schwab Short-term Us Treasury Etf Etf (SCHO)	0.0	$5.3k	224.00	23.86	View chart
First Trust Morningstar Dividend Leaders Index Fund Etf (FDL)	0.0	$5.3k	108.00	49.11	View chart
Crowdstrike Hldgs Inc. Cl A Stock (CRWD)	0.0	$5.3k	20.00	264.75	View chart
Vanguard Ftse All-World Ex-Us Small-Cap ETF Etf (VSS)	0.0	$5.3k	34.00	155.26	View chart
Travelers Companies Stock (TRV)	0.0	$5.0k	14.00	356.50	View chart
Oracle Corp. Stock (ORCL)	0.0	$4.9k	36.00	137.31	View chart
Schwab Fundamental International Small Co. Index ETF Etf (FNDC)	0.0	$4.8k	97.00	49.84	View chart
Servicenow Stock (NOW)	0.0	$4.7k	35.00	134.00	View chart
Vanguard Utilities ETF Etf (VPU)	0.0	$4.6k	27.00	171.00	View chart
Costco Wholesale Corp. Stock (COST)	0.0	$4.6k	5.00	910.40	View chart
Goldman Sachs Group Stock (GS)	0.0	$4.5k	5.00	900.40	View chart
Mcdonalds Corp. Stock (MCD)	0.0	$4.4k	19.00	230.95	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.0	$4.2k	69.00	61.51	View chart
Astrazeneca Plc Ord Adr (AZN)	0.0	$4.2k	26.00	161.46	View chart
Vanguard International High Dividend Yield Etf Etf (VYMI)	0.0	$4.1k	41.00	101.12	View chart
Ishares Core 40/60 Moderate Allocation Etf Etf (AOM)	0.0	$4.0k	82.00	48.74	View chart
Schwab Intermediate-term Us Treasury Etf Etf (SCHR)	0.0	$4.0k	168.00	23.70	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.0	$3.8k	17.00	222.24	View chart
Jpmorgan Active Growth Etf Etf (JGRO)	0.0	$3.8k	39.00	96.59	View chart
Union Pac Corp. Stock (UNP)	0.0	$3.5k	13.00	272.15	View chart
Vanguard International Dividend Appreciation Etf Etf (VIGI)	0.0	$3.4k	36.00	94.42	View chart
Danaher Corporation Stock (DHR)	0.0	$3.3k	15.00	221.53	View chart
JPMorgan Equity Premium Income ETF Etf (JEPI)	0.0	$3.0k	53.00	56.23	View chart
Ishares Future Exponential Technologies Etf Etf (XT)	0.0	$2.8k	33.00	83.39	View chart
Motorola Solutions Stock (MSI)	0.0	$2.7k	6.00	446.00	View chart
Texas Instrs Stock (TXN)	0.0	$2.5k	9.00	280.11	View chart
Flux Pwr Hldgs Stock (FLUX)	0.0	$2.4k	5.4k	0.45	View chart
Capital One Financial Corp. Stock (COF)	0.0	$2.3k	12.00	193.08	View chart
Cadence Design System Stock (CDNS)	0.0	$2.3k	7.00	330.14	View chart
Progressive Corp. Stock (PGR)	0.0	$2.3k	11.00	207.27	View chart
Morgan Stanley Stock (MS)	0.0	$2.3k	12.00	188.08	View chart
Vanguard Short-Term Bond ETF Etf (BSV)	0.0	$2.1k	28.00	76.39	View chart
Micron Technology Stock (MU)	0.0	$2.1k	2.00	1065.00	View chart
Bristol-Myers Squibb Stock (BMY)	0.0	$2.1k	34.00	62.41	View chart
T-Mobile US Stock (TMUS)	0.0	$2.1k	13.00	163.08	View chart
GE Healthcare Technologies Inc. mon Stock (GEHC)	0.0	$2.1k	32.00	65.38	View chart
Intuitive Surgical Stock (ISRG)	0.0	$2.0k	5.00	406.60	View chart
Deere & Co. Stock (DE)	0.0	$2.0k	3.00	671.67	View chart
Analog Devices Stock (ADI)	0.0	$2.0k	5.00	396.80	View chart
Sherwin Williams Stock (SHW)	0.0	$1.9k	6.00	323.33	View chart
Roundhill Magnificent Seven Etf Etf (MAGS)	0.0	$1.9k	27.00	71.70	View chart
Vaneck Gold Miners ETF Etf (GDX)	0.0	$1.9k	22.00	87.82	View chart
Unitedhealth Group Stock (UNH)	0.0	$1.8k	5.00	367.00	View chart
Intercontinental Exchange Stock (ICE)	0.0	$1.8k	12.00	152.00	View chart
Lowes Co.s Stock (LOW)	0.0	$1.7k	9.00	184.33	View chart
S&P Global Stock (SPGI)	0.0	$1.6k	4.00	394.50	View chart
3M Stock (MMM)	0.0	$1.3k	8.00	164.12	View chart
iShares 0-5 Year High Yield Corporate Bond ETF Etf (SHYG)	0.0	$1.3k	31.00	41.26	View chart
Adobe Stock (ADBE)	0.0	$1.2k	5.00	240.00	View chart
Elevance Health Stock (ELV)	0.0	$1.2k	3.00	388.67	View chart
United Parcel Service Inc. Cl B Stock (UPS)	0.0	$1.1k	12.00	93.42	View chart
Vanguard Total International Bond ETF Etf (BNDX)	0.0	$937.000000	20.00	46.85	View chart
Ralph Lauren Corp Cl A Stock (RL)	0.0	$710.000000	2.00	355.00	View chart
American Tower Corp Reit (AMT)	0.0	$655.000000	4.00	163.75	View chart
Phinia Stock (PHIN)	0.0	$594.000000	10.00	59.40	View chart
Garmin Stock (GRMN)	0.0	$574.000000	2.00	287.00	View chart
Marvell Technology Stock (MRVL)	0.0	$528.000000	2.00	264.00	View chart
Viatris Stock (VTRS)	0.0	$407.999300	23.00	17.74	View chart
Bitmine Immersion Techs Stock (BMNR)	0.0	$396.000000	15.00	26.40	View chart
Kyndryl Hldgs Inc. mon Stock (KD)	0.0	$371.999100	33.00	11.27	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.0	$353.000200	7.00	50.43	View chart
General Dynamics Corp. Stock (GD)	0.0	$332.000000	1.00	332.00	View chart
Wells Fargo Stock (WFC)	0.0	$320.000000	4.00	80.00	View chart
Wabtec Stock (WAB)	0.0	$287.000000	1.00	287.00	View chart
Pepsico Stock (PEP)	0.0	$253.000000	2.00	126.50	View chart
Kroger Stock (KR)	0.0	$234.000000	4.00	58.50	View chart
Generac Hldgs Stock (GNRC)	0.0	$207.000000	1.00	207.00	View chart
Veralto Corp Stock (VLTO)	0.0	$189.000000	2.00	94.50	View chart
Xerox Holdings Corp Stock (XRX)	0.0	$171.001800	54.00	3.17	View chart
Vanguard Morningstar Mega Cap Value Etf Etf (MGV)	0.0	$161.000000	1.00	161.00	View chart
Eightco Holdings Stock (ORBS)	0.0	$117.000000	100.00	1.17	View chart
Paccar Stock (PCAR)	0.0	$110.000000	1.00	110.00	View chart
Mobility Global Stock (MBGL)	0.0	$69.000000	4.00	17.25	View chart
Conduent Stock (CNDT)	0.0	$66.998300	43.00	1.56	View chart
ETFmg Alternative Harvest ETFmg Alternative Harvest Etf (MJ)	0.0	$50.000000	2.00	25.00	View chart
Fiserv Stock (FISV)	0.0	$45.000000	1.00	45.00	View chart
Xerox Holdings Corp Wt Exp 021128 Stock (XRXDW)	0.0	$7.001100	27.00	0.26	View chart

Past Filings by McCarley & Cook Financial Planners

SEC 13F filings are viewable for McCarley & Cook Financial Planners going back to 2026

McCarley & Cook Financial Planners 2026 Q3 filed Oct. 21, 2026

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