McClarren Financial Advisors

McClarren Financial Advisors as of Sept. 30, 2025

Portfolio Holdings for McClarren Financial Advisors

McClarren Financial Advisors holds 75 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 11.9 $19M 61k 320.55
Vanguard Index Fds Small Cp Etf (VB) 8.7 $14M 54k 262.44
Vanguard Index Fds S&p 500 Etf Shs (VOO) 8.0 $13M 34k 384.70
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 7.3 $12M 176k 67.78
Vanguard Index Fds Mid Cap Etf (VO) 6.0 $9.9M 32k 306.93
Vanguard World Mega Grwth Ind (MGK) 5.2 $8.6M 29k 294.07
Vanguard Specialized Funds Div App Etf (VIG) 4.2 $6.9M 24k 288.50
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 4.1 $6.7M 77k 86.49
Apple (AAPL) 3.2 $5.3M 18k 290.15
Ishares Tr Esg Msci Kld 400 (DSI) 2.6 $4.3M 22k 198.15
Vanguard World Mega Cap Index (MGC) 2.5 $4.1M 9.6k 427.18
Vanguard World Esg Us Stk Etf (ESGV) 2.5 $4.1M 29k 138.71
Ishares Tr Russell 3000 Etf (IWV) 2.4 $4.0M 7.1k 553.62
Ishares Tr Core 1 5 Yr Usd (ISTB) 1.9 $3.2M 63k 50.22
Ishares Tr 0-3 Mnth Treasry (SGOV) 1.8 $2.9M 23k 126.85
Vanguard Index Fds Large Cap Etf (VV) 1.7 $2.9M 9.1k 313.57
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.6 $2.6M 9.1k 282.12
Vanguard Index Fds Value Etf (VTV) 1.2 $2.0M 10k 192.12
Microsoft Corporation (MSFT) 1.1 $1.7M 4.8k 358.00
Vanguard Whitehall Fds High Div Yld (VYM) 1.0 $1.7M 5.9k 283.40
Spdr Series Trust Portfoli S&p1500 (SPTM) 0.9 $1.5M 17k 92.75
Ishares Tr Core S&p500 Etf (IVV) 0.8 $1.4M 2.7k 515.28
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.8 $1.3M 21k 62.08
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.8 $1.2M 14k 90.28
Vanguard Index Fds Extend Mkt Etf (VXF) 0.7 $1.2M 5.1k 232.99
Ishares Tr Russell 2000 Etf (IWM) 0.7 $1.2M 5.1k 227.56
Ishares Tr Rus 1000 Etf (IWB) 0.7 $1.2M 1.6k 716.18
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.7 $1.1M 5.1k 223.52
Vanguard World Inf Tech Etf (VGT) 0.7 $1.1M 4.0k 267.90
Vanguard World Esg Intl Stk Etf (VSGX) 0.7 $1.1M 15k 71.71
Ishares Tr Esg Awr Msci Usa (ESGU) 0.6 $1.0M 4.8k 212.12
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $1.0M 4.7k 214.32
Ishares Tr Esg Optimized (SUSA) 0.6 $969k 4.5k 214.78
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.5 $883k 15k 57.51
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.5 $875k 12k 73.84
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.5 $866k 3.0k 291.32
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.5 $863k 4.2k 207.05
Ishares Tr Core S&p Ttl Stk (ITOT) 0.5 $842k 5.8k 145.65
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.5 $802k 17k 47.40
Procter & Gamble Company (PG) 0.5 $744k 4.2k 178.16
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 0.4 $709k 5.1k 137.70
Amazon (AMZN) 0.4 $701k 2.6k 270.83
Global X Fds S&p 500 Catholic (CATH) 0.4 $696k 3.3k 210.71
Alphabet Cap Stk Cl A (GOOGL) 0.4 $630k 2.2k 286.42
Spdr Series Trust Portfolio S&p600 (SPSM) 0.4 $584k 8.5k 68.59
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.3 $499k 8.5k 58.85
Wal-Mart Stores (WMT) 0.3 $490k 1.4k 357.39
Walt Disney Company (DIS) 0.3 $463k 3.8k 120.67
Oracle Corporation (ORCL) 0.3 $455k 1.1k 397.68
Dimensional Etf Trust Us Large Cap Val (DFLV) 0.3 $437k 8.9k 49.05
Hershey Company (HSY) 0.3 $431k 2.4k 180.57
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $406k 1.8k 230.44
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.2 $398k 4.4k 90.01
Eli Lilly & Co. (LLY) 0.2 $397k 520.00 763.03
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $376k 166.00 2262.33
Nushares Etf Tr Nuveen Esg Midcp (NUMG) 0.2 $356k 5.7k 62.44
Vanguard World Utilities Etf (VPU) 0.2 $351k 1.4k 243.23
Spdr Series Trust S&p 500 Esg Etf (EFIV) 0.2 $347k 5.5k 63.59
JPMorgan Chase & Co. (JPM) 0.2 $345k 1.3k 265.06
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $344k 3.2k 106.64
Pepsi (PEP) 0.2 $342k 2.4k 139.66
Alphabet Cap Stk Cl C (GOOG) 0.2 $326k 1.8k 181.98
Ishares Tr Msci Eafe Etf (EFA) 0.2 $318k 2.9k 110.49
Intuit (INTU) 0.2 $307k 449.00 683.57
McKesson Corporation (MCK) 0.2 $289k 773.00 373.74
Topbuild (BLD) 0.2 $289k 739.00 390.86
Vanguard World Mega Cap Val Etf (MGV) 0.2 $284k 2.1k 137.72
Ishares Tr Us Industrials (IYJ) 0.1 $239k 1.6k 145.88
Constellation Energy (CEG) 0.1 $225k 684.00 328.92
Johnson & Johnson (JNJ) 0.1 $224k 1.0k 218.15
Ishares Tr Esg Aware Msci (ESML) 0.1 $220k 1.4k 154.65
Vanguard World Energy Etf (VDE) 0.1 $210k 1.5k 135.53
Union Pacific Corporation (UNP) 0.1 $209k 236.00 887.39
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $209k 1.2k 176.82
Dimensional Etf Trust Intl Core Equity (DFIC) 0.1 $206k 6.3k 32.79