McClarren Financial Advisors

McClarren Financial Advisors as of June 30, 2025

Portfolio Holdings for McClarren Financial Advisors

McClarren Financial Advisors holds 73 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 11.4 $18M 57k 303.93
Vanguard Index Fds Small Cp Etf (VB) 8.8 $14M 57k 236.98
Vanguard Index Fds S&p 500 Etf Shs (VOO) 8.6 $13M 23k 568.03
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 7.9 $12M 242k 49.86
Vanguard Index Fds Mid Cap Etf (VO) 6.3 $9.6M 34k 279.83
Vanguard World Mega Grwth Ind (MGK) 5.1 $7.8M 21k 366.16
Vanguard Specialized Funds Div App Etf (VIG) 4.4 $6.7M 33k 204.67
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 4.0 $6.1M 89k 69.09
Apple (AAPL) 2.8 $4.3M 21k 205.17
Vanguard World Esg Us Stk Etf (ESGV) 2.6 $3.9M 36k 109.64
Ishares Tr Esg Msci Kld 400 (DSI) 2.6 $3.9M 34k 116.16
Vanguard World Mega Cap Index (MGC) 2.4 $3.8M 17k 224.93
Ishares Tr Russell 3000 Etf (IWV) 2.4 $3.7M 11k 351.01
Ishares Tr Core 1 5 Yr Usd (ISTB) 2.0 $3.0M 62k 48.65
Vanguard Index Fds Large Cap Etf (VV) 1.7 $2.7M 9.3k 285.29
Ishares Tr 0-3 Mnth Treasry (SGOV) 1.5 $2.3M 23k 100.69
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.5 $2.3M 4.1k 551.69
Vanguard Index Fds Value Etf (VTV) 1.1 $1.8M 9.9k 176.74
Microsoft Corporation (MSFT) 1.1 $1.7M 3.3k 497.48
Vanguard Whitehall Fds High Div Yld (VYM) 1.1 $1.6M 12k 133.31
Spdr Series Trust Portfoli S&p1500 (SPTM) 0.9 $1.5M 20k 74.89
Ishares Tr Core S&p500 Etf (IVV) 0.9 $1.3M 2.1k 620.89
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.8 $1.2M 24k 49.46
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.7 $1.2M 20k 57.01
Vanguard Index Fds Extend Mkt Etf (VXF) 0.7 $1.1M 5.7k 192.71
Ishares Tr Rus 1000 Etf (IWB) 0.7 $1.1M 3.2k 339.53
Ishares Tr Russell 2000 Etf (IWM) 0.7 $1.0M 4.8k 215.77
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.7 $1.0M 5.2k 195.02
Ishares Tr Esg Awr Msci Usa (ESGU) 0.6 $978k 7.2k 135.31
Vanguard World Inf Tech Etf (VGT) 0.6 $970k 1.5k 663.28
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.6 $964k 3.5k 276.94
Vanguard World Esg Intl Stk Etf (VSGX) 0.6 $948k 15k 65.50
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $947k 1.9k 485.77
Procter & Gamble Company (PG) 0.6 $937k 5.9k 159.32
Ishares Tr Esg Optimized (SUSA) 0.6 $904k 7.1k 126.75
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.6 $901k 5.5k 164.46
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.5 $824k 12k 67.22
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.5 $796k 27k 29.43
Global X Fds S&p 500 Catholic (CATH) 0.5 $792k 11k 75.45
Ishares Tr Core S&p Ttl Stk (ITOT) 0.5 $783k 5.8k 135.03
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.5 $765k 19k 40.49
Amazon (AMZN) 0.5 $700k 3.2k 219.39
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 0.4 $646k 6.8k 95.32
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.4 $639k 11k 58.78
Spdr Series Trust Portfolio S&p600 (SPSM) 0.4 $561k 13k 42.60
Alphabet Cap Stk Cl A (GOOGL) 0.3 $492k 2.8k 176.23
Walt Disney Company (DIS) 0.3 $473k 3.8k 124.03
Wal-Mart Stores (WMT) 0.3 $464k 4.7k 97.78
Hershey Company (HSY) 0.3 $416k 2.5k 165.98
Eli Lilly & Co. (LLY) 0.3 $405k 520.00 779.56
Ishares Tr Rus 1000 Val Etf (IWD) 0.3 $391k 2.0k 194.19
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.2 $383k 9.4k 40.74
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $358k 3.9k 91.96
Nushares Etf Tr Nuveen Esg Midcp (NUMG) 0.2 $354k 7.3k 48.45
Intuit (INTU) 0.2 $354k 450.00 787.30
Oracle Corporation (ORCL) 0.2 $351k 1.6k 218.60
Vanguard World Utilities Etf (VPU) 0.2 $333k 1.9k 176.47
Pepsi (PEP) 0.2 $327k 2.5k 132.02
Spdr Series Trust S&p 500 Esg Etf (EFIV) 0.2 $319k 5.4k 58.55
JPMorgan Chase & Co. (JPM) 0.2 $316k 1.1k 289.80
Ishares Tr Msci Eafe Etf (EFA) 0.2 $305k 3.4k 89.39
McKesson Corporation (MCK) 0.2 $274k 374.00 732.00
Vanguard World Mega Cap Val Etf (MGV) 0.2 $270k 2.1k 131.21
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $258k 2.9k 89.06
Topbuild (BLD) 0.2 $239k 739.00 323.74
Alphabet Cap Stk Cl C (GOOG) 0.2 $237k 1.3k 177.43
Ishares Tr Us Industrials (IYJ) 0.2 $233k 1.6k 142.34
Dimensional Etf Trust Us Large Cap Val (DFLV) 0.1 $222k 7.1k 31.02
Constellation Energy (CEG) 0.1 $220k 683.00 322.67
Vanguard World Health Car Etf (VHT) 0.1 $220k 887.00 248.37
Johnson & Johnson (JNJ) 0.1 $213k 1.4k 152.70
Union Pacific Corporation (UNP) 0.1 $204k 886.00 230.08
Ishares Tr Esg Aware Msci (ESML) 0.1 $202k 4.9k 41.33