McLean Asset Management Corp as of Sept. 30, 2024
Portfolio Holdings for McLean Asset Management Corp
McLean Asset Management Corp holds 165 positions in its portfolio as reported in the September 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Dimensional Etf Trust Us Equity Market (DFUS) | 13.0 | $43M | 696k | 62.14 | |
Dimensional Etf Trust Us Mktwide Value (DFUV) | 9.0 | $30M | 714k | 41.86 | |
Dimensional Etf Trust Us Small Cap Etf (DFAS) | 5.5 | $18M | 284k | 64.38 | |
Dimensional Etf Trust Internatnal Val (DFIV) | 4.7 | $16M | 410k | 37.97 | |
Dimensional Etf Trust Us Targeted Vlu (DFAT) | 4.2 | $14M | 252k | 55.21 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 3.8 | $13M | 22k | 572.98 | |
Apple (AAPL) | 3.6 | $12M | 53k | 226.79 | |
Ishares Tr Russell 2000 Etf (IWM) | 3.3 | $11M | 51k | 219.15 | |
American Centy Etf Tr Us Eqt Etf (AVUS) | 3.3 | $11M | 113k | 95.34 | |
Dimensional Etf Trust Us Core Equity 2 (DFAC) | 2.9 | $9.7M | 284k | 34.27 | |
Ishares Tr Eafe Value Etf (EFV) | 2.8 | $9.2M | 162k | 56.93 | |
Vanguard Scottsdale Fds Short Term Treas (VGSH) | 2.6 | $8.7M | 149k | 58.57 | |
American Centy Etf Tr Intl Eqt Etf (AVDE) | 1.9 | $6.2M | 93k | 66.32 | |
Vanguard Index Fds Value Etf (VTV) | 1.8 | $6.1M | 35k | 174.62 | |
NVIDIA Corporation (NVDA) | 1.8 | $5.8M | 47k | 124.92 | |
Microsoft Corporation (MSFT) | 1.7 | $5.5M | 13k | 416.06 | |
American Centy Etf Tr Avantis Emgmkt (AVEM) | 1.6 | $5.3M | 81k | 65.76 | |
Ishares Tr Rus 2000 Val Etf (IWN) | 1.5 | $4.8M | 29k | 165.05 | |
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 1.4 | $4.7M | 93k | 50.04 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 1.3 | $4.3M | 15k | 282.75 | |
Ishares Tr Msci Eafe Etf (EFA) | 1.1 | $3.6M | 43k | 82.55 | |
First Solar (FSLR) | 1.0 | $3.3M | 14k | 231.05 | |
Schwab Strategic Tr Us Tips Etf (SCHP) | 1.0 | $3.2M | 60k | 53.12 | |
Ishares Tr Core Us Aggbd Et (AGG) | 0.8 | $2.6M | 26k | 99.96 | |
Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.7 | $2.3M | 47k | 48.61 | |
American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.7 | $2.2M | 31k | 70.13 | |
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.6 | $2.1M | 24k | 88.65 | |
American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.6 | $2.1M | 22k | 95.83 | |
Wisdomtree Tr Intl Smcap Div (DLS) | 0.6 | $2.1M | 30k | 67.93 | |
Vanguard Index Fds Small Cp Etf (VB) | 0.6 | $2.1M | 8.7k | 236.64 | |
Amazon (AMZN) | 0.5 | $1.8M | 9.7k | 186.52 | |
Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.5 | $1.6M | 24k | 66.77 | |
Eli Lilly & Co. (LLY) | 0.5 | $1.5M | 1.7k | 886.96 | |
JPMorgan Chase & Co. (JPM) | 0.5 | $1.5M | 7.2k | 211.21 | |
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.4 | $1.5M | 12k | 125.20 | |
Ishares Tr Core Div Grwth (DGRO) | 0.4 | $1.5M | 23k | 62.65 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $1.4M | 8.3k | 167.06 | |
Ishares Tr 3yrtb Etf (ISHG) | 0.4 | $1.3M | 18k | 72.67 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $1.3M | 2.8k | 461.97 | |
UnitedHealth (UNH) | 0.4 | $1.2M | 2.1k | 591.28 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.4 | $1.2M | 24k | 49.06 | |
Bank of America Corporation (BAC) | 0.3 | $1.2M | 29k | 40.11 | |
Home Depot (HD) | 0.3 | $1.1M | 2.6k | 408.42 | |
Visa Com Cl A (V) | 0.3 | $989k | 3.6k | 277.90 | |
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.3 | $977k | 19k | 50.28 | |
Oracle Corporation (ORCL) | 0.3 | $920k | 5.4k | 170.87 | |
Alphabet Cap Stk Cl C (GOOG) | 0.3 | $911k | 5.4k | 168.55 | |
Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.3 | $910k | 24k | 38.10 | |
Wisdomtree Tr Intl Equity Fd (DWM) | 0.3 | $895k | 16k | 56.75 | |
Ishares Msci Equal Weite (EUSA) | 0.3 | $869k | 9.1k | 95.51 | |
Mastercard Incorporated Cl A (MA) | 0.3 | $834k | 1.7k | 497.55 | |
Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $829k | 1.4k | 575.86 | |
Vanguard Index Fds Growth Etf (VUG) | 0.2 | $823k | 2.1k | 383.40 | |
Costco Wholesale Corporation (COST) | 0.2 | $816k | 924.00 | 883.41 | |
Meta Platforms Cl A (META) | 0.2 | $814k | 1.4k | 596.02 | |
Manhattan Associates (MANH) | 0.2 | $805k | 2.9k | 282.41 | |
Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $782k | 8.2k | 95.11 | |
Anthem (ELV) | 0.2 | $757k | 1.5k | 492.07 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $736k | 1.4k | 526.68 | |
Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $721k | 3.6k | 199.55 | |
Jones Lang LaSalle Incorporated (JLL) | 0.2 | $719k | 2.8k | 260.86 | |
Southern Company (SO) | 0.2 | $709k | 7.9k | 90.31 | |
Exxon Mobil Corporation (XOM) | 0.2 | $696k | 5.6k | 124.83 | |
Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $694k | 1.00 | 693839.00 | |
Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $671k | 9.1k | 74.15 | |
American Express Company (AXP) | 0.2 | $666k | 2.4k | 275.99 | |
Abbvie (ABBV) | 0.2 | $665k | 3.4k | 194.28 | |
Vanguard Scottsdale Fds Vng Rus2000val (VTWV) | 0.2 | $646k | 4.4k | 145.34 | |
Wal-Mart Stores (WMT) | 0.2 | $634k | 7.8k | 80.94 | |
Kla Corp Com New (KLAC) | 0.2 | $603k | 765.00 | 787.83 | |
Ameriprise Financial (AMP) | 0.2 | $586k | 1.2k | 486.83 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $585k | 1.2k | 487.32 | |
Ishares Tr Global Reit Etf (REET) | 0.2 | $569k | 22k | 26.15 | |
Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $539k | 2.7k | 197.23 | |
Johnson & Johnson (JNJ) | 0.2 | $512k | 3.2k | 160.30 | |
Astrazeneca Sponsored Adr (AZN) | 0.2 | $504k | 6.5k | 77.47 | |
Broadcom (AVGO) | 0.1 | $490k | 2.8k | 176.65 | |
O'reilly Automotive (ORLY) | 0.1 | $485k | 420.00 | 1153.90 | |
McDonald's Corporation (MCD) | 0.1 | $484k | 1.6k | 303.72 | |
Union Pacific Corporation (UNP) | 0.1 | $482k | 2.0k | 238.82 | |
CSX Corporation (CSX) | 0.1 | $434k | 13k | 34.49 | |
Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $429k | 515.00 | 832.19 | |
Procter & Gamble Company (PG) | 0.1 | $411k | 2.4k | 168.89 | |
Texas Instruments Incorporated (TXN) | 0.1 | $406k | 2.0k | 202.70 | |
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $404k | 6.2k | 64.61 | |
Merck & Co (MRK) | 0.1 | $404k | 3.7k | 109.76 | |
Fair Isaac Corporation (FICO) | 0.1 | $398k | 208.00 | 1913.38 | |
Lam Research Corporation (LRCX) | 0.1 | $393k | 4.8k | 81.54 | |
Vanguard World Esg Us Stk Etf (ESGV) | 0.1 | $379k | 3.7k | 101.20 | |
Goldman Sachs (GS) | 0.1 | $375k | 756.00 | 495.33 | |
Roper Industries (ROP) | 0.1 | $373k | 685.00 | 544.99 | |
Thermo Fisher Scientific (TMO) | 0.1 | $372k | 621.00 | 598.77 | |
Comcast Corp Cl A (CMCSA) | 0.1 | $371k | 9.0k | 41.19 | |
Verizon Communications (VZ) | 0.1 | $358k | 8.1k | 44.18 | |
Honeywell International (HON) | 0.1 | $358k | 1.8k | 203.76 | |
Philip Morris International (PM) | 0.1 | $355k | 3.0k | 119.11 | |
Bristol Myers Squibb (BMY) | 0.1 | $348k | 6.5k | 53.96 | |
Norfolk Southern (NSC) | 0.1 | $345k | 1.4k | 247.99 | |
Northrop Grumman Corporation (NOC) | 0.1 | $340k | 633.00 | 536.40 | |
Moody's Corporation (MCO) | 0.1 | $339k | 736.00 | 460.84 | |
Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.1 | $335k | 5.6k | 59.61 | |
Vanguard World Esg Intl Stk Etf (VSGX) | 0.1 | $323k | 5.3k | 61.37 | |
TJX Companies (TJX) | 0.1 | $316k | 2.8k | 114.70 | |
Spdr Ser Tr Bloomberg High Y (JNK) | 0.1 | $315k | 3.2k | 96.95 | |
Morgan Stanley Com New (MS) | 0.1 | $307k | 2.8k | 107.88 | |
NOVA MEASURING Instruments L (NVMI) | 0.1 | $304k | 1.5k | 202.60 | |
Booking Holdings (BKNG) | 0.1 | $302k | 72.00 | 4190.61 | |
Intuit (INTU) | 0.1 | $299k | 490.00 | 610.50 | |
Stryker Corporation (SYK) | 0.1 | $299k | 850.00 | 351.31 | |
Ishares Tr Ibonds 24 Trm Hg (IBHD) | 0.1 | $297k | 13k | 23.21 | |
Emcor (EME) | 0.1 | $296k | 681.00 | 435.00 | |
Motorola Solutions Com New (MSI) | 0.1 | $296k | 657.00 | 450.35 | |
Amgen (AMGN) | 0.1 | $295k | 923.00 | 319.58 | |
Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $293k | 2.8k | 106.00 | |
Chubb (CB) | 0.1 | $293k | 1.0k | 290.53 | |
Caterpillar (CAT) | 0.1 | $292k | 736.00 | 397.15 | |
Chevron Corporation (CVX) | 0.1 | $289k | 1.9k | 150.77 | |
Netflix (NFLX) | 0.1 | $287k | 399.00 | 719.70 | |
Cisco Systems (CSCO) | 0.1 | $286k | 5.4k | 52.75 | |
Tyler Technologies (TYL) | 0.1 | $286k | 493.00 | 579.45 | |
AmerisourceBergen (COR) | 0.1 | $284k | 1.3k | 220.01 | |
Duke Energy Corp Com New (DUK) | 0.1 | $283k | 2.5k | 114.07 | |
Raytheon Technologies Corp (RTX) | 0.1 | $283k | 2.3k | 124.91 | |
salesforce (CRM) | 0.1 | $278k | 965.00 | 287.89 | |
Toyota Motor Corp Ads (TM) | 0.1 | $276k | 1.5k | 180.02 | |
Lockheed Martin Corporation (LMT) | 0.1 | $272k | 449.00 | 605.16 | |
Aon Shs Cl A (AON) | 0.1 | $270k | 774.00 | 348.26 | |
Walt Disney Company (DIS) | 0.1 | $269k | 2.8k | 95.15 | |
Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.1 | $268k | 5.5k | 48.86 | |
Regeneron Pharmaceuticals (REGN) | 0.1 | $266k | 263.00 | 1012.82 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $264k | 4.2k | 62.29 | |
Lowe's Companies (LOW) | 0.1 | $264k | 984.00 | 267.83 | |
Discover Financial Services (DFS) | 0.1 | $262k | 1.8k | 144.91 | |
Pfizer (PFE) | 0.1 | $260k | 9.1k | 28.58 | |
AutoZone (AZO) | 0.1 | $250k | 83.00 | 3015.30 | |
Coca-Cola Company (KO) | 0.1 | $250k | 3.6k | 70.17 | |
Constellation Brands Cl A (STZ) | 0.1 | $246k | 996.00 | 246.76 | |
Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $242k | 919.00 | 263.79 | |
Nextera Energy (NEE) | 0.1 | $242k | 2.9k | 83.85 | |
Eaton Corp SHS (ETN) | 0.1 | $239k | 718.00 | 333.05 | |
Advanced Micro Devices (AMD) | 0.1 | $239k | 1.4k | 170.90 | |
BlackRock (BLK) | 0.1 | $239k | 252.00 | 948.38 | |
Maximus (MMS) | 0.1 | $236k | 2.6k | 91.25 | |
Danaher Corporation (DHR) | 0.1 | $234k | 868.00 | 270.03 | |
Travelers Companies (TRV) | 0.1 | $234k | 992.00 | 236.12 | |
Analog Devices (ADI) | 0.1 | $231k | 1.0k | 228.30 | |
Tesla Motors (TSLA) | 0.1 | $231k | 922.00 | 250.08 | |
McKesson Corporation (MCK) | 0.1 | $229k | 472.00 | 485.50 | |
Allstate Corporation (ALL) | 0.1 | $228k | 1.2k | 190.52 | |
Adobe Systems Incorporated (ADBE) | 0.1 | $219k | 432.00 | 507.22 | |
Automatic Data Processing (ADP) | 0.1 | $219k | 768.00 | 285.27 | |
Wisdomtree Tr Em Ex St-owned (XSOE) | 0.1 | $218k | 6.4k | 33.95 | |
Abbott Laboratories (ABT) | 0.1 | $217k | 1.9k | 112.65 | |
Marsh & McLennan Companies (MMC) | 0.1 | $215k | 969.00 | 222.17 | |
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.1 | $212k | 815.00 | 259.75 | |
AutoNation (AN) | 0.1 | $212k | 1.2k | 171.25 | |
Marriott Intl Cl A (MAR) | 0.1 | $209k | 820.00 | 254.47 | |
Hartford Financial Services (HIG) | 0.1 | $209k | 1.8k | 118.06 | |
Ishares Tr Intl Div Grwth (IGRO) | 0.1 | $208k | 2.8k | 74.27 | |
Jabil Circuit (JBL) | 0.1 | $206k | 1.7k | 121.65 | |
Applied Materials (AMAT) | 0.1 | $204k | 1.0k | 201.90 | |
Cooper Cos (COO) | 0.1 | $203k | 1.9k | 105.92 | |
DNP Select Income Fund (DNP) | 0.1 | $202k | 21k | 9.65 | |
Tractor Supply Company (TSCO) | 0.1 | $202k | 683.00 | 295.05 | |
Deere & Company (DE) | 0.1 | $200k | 491.00 | 408.12 |