McMill Wealth Management

McMill Wealth Management as of Dec. 31, 2025

Portfolio Holdings for McMill Wealth Management

McMill Wealth Management holds 59 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfolio Intrmd (SPIB) 18.8 $67M 2.0M 33.81
American Centy Etf Tr US SML Value ETF (AVUV) 8.1 $29M 282k 101.98
Dimensional Etftrust Internatnalval (DFIV) 7.0 $25M 496k 49.90
Spdr Ser Tr Large Cap ETF (SPYM) 6.9 $24M 304k 80.22
American Centy Etf Tr Us Lgeval (AVLV) 5.7 $20M 269k 75.77
Dimensional Etftrust US Large Cap (DFUS) 5.7 $20M 273k 74.17
Dimensional Etftrust US Small Cap 5.4 $19M 276k 69.67
American Centy Etf Tr Intl Smcp Vlu (AVDV) 4.8 $17M 181k 93.97
Dimensional Etftrust Us Targetedvlu (DFAT) 4.7 $17M 279k 59.54
Dimensional Us Marketwide Value Etf US Marketwide Value ETF (DFUV) 4.6 $16M 352k 46.59
Dimensional Etftrust World Equityetf (DFAW) 3.7 $13M 179k 73.98
Ishares Tr Trust S&P 500 Index Fund (IVV) 2.5 $9.0M 13k 684.96
Vanguardscottsdale Fds Shrt Trm Corpbd (VCSH) 2.1 $7.5M 94k 79.73
Dimensional Etftrust Emgr Cre Eqtmng (DFAE) 2.0 $7.1M 218k 32.57
Dimensional Etftrust Global Realest (DFGR) 1.6 $5.8M 220k 26.42
Dimensional Etftrust Intl Small Cape (DFIS) 1.4 $5.0M 151k 32.94
Spdr Ser Tr Portfolio Agrgte (SPAB) 1.3 $4.7M 183k 25.75
Vanguardscottsdale Fds Int-term Corp (VCIT) 1.3 $4.5M 54k 83.75
Dimensional Etftrust US Sm Val ETF (DFSV) 1.2 $4.4M 132k 32.89
Vanguard Intl Equity Index F Total World Stock ETF (VT) 1.1 $3.8M 27k 141.06
Berkshire Hathaway Inc CL B CL B New (BRK.B) 0.9 $3.3M 6.5k 502.65
Spdr Ser Tr Portfolio Short (SPSB) 0.8 $3.0M 99k 30.20
American Centy Etf Tr INTL Lge VAL (AVIV) 0.7 $2.6M 36k 71.23
Berkshire Hathaway Inc-del Cl A CL A New (BRK.A) 0.6 $2.3M 3.00 754800.00
American Centy Etf Tr St Etf (AVSF) 0.6 $2.2M 47k 47.09
Nucor Corp (NUEPF) 0.6 $2.2M 14k 163.11
Vanguard Index Fds Value Etf Msci Us Pri Me Mkt (VTV) 0.6 $2.2M 12k 190.99
Dimensional Etftrust US Lge Val ETF (DFLV) 0.5 $1.8M 53k 34.21
Ishares Tr MSCI EAFE Value Index Fund (EFV) 0.4 $1.4M 20k 71.41
Apple (AAPL) 0.4 $1.3M 4.7k 271.86
Spdr Ser Tr Small Cap (SPSM) 0.3 $1.1M 24k 46.86
Microsoft Corporation (MSFT) 0.3 $1.1M 2.3k 483.62
Union Pacific Corporation (UNP) 0.3 $979k 4.2k 231.32
Spdr Ser Tr S&p 600 Smcpval (SLYV) 0.3 $894k 9.8k 90.97
Amazon (AMZN) 0.2 $880k 3.8k 230.82
Caterpillar (CAT) 0.2 $763k 1.3k 572.87
Palantir Technologies (PLTR) 0.2 $713k 4.0k 177.75
American Centy Etf Tr Us Equity Etf (AVUS) 0.2 $552k 4.9k 111.77
Vanguard Small Cap Valueetf Small Cap Valueetf (VBR) 0.1 $533k 2.5k 211.79
McDonald's Corporation (MCD) 0.1 $512k 1.7k 305.63
Spdr Ssga Ig Public And Prvt Crt Etf Spdr Ssga Ig Pub (PRIV) 0.1 $448k 18k 25.41
Dimensional Etftrust INTL Sm Cap Value ETF (DISV) 0.1 $422k 11k 38.00
Ea Series Trust (BOXX) 0.1 $421k 3.7k 115.10
Fidelity Wise Origin Bitcoin Fund (FBTC) 0.1 $410k 5.4k 76.23
Spdr Ser Tr Large Value ETF (SPYV) 0.1 $401k 7.1k 56.81
Ishares Tr Russell 2000 Val Ind Fund (IWN) 0.1 $353k 1.9k 181.24
Lockheed Martin Corporation (LMT) 0.1 $327k 676.00 483.67
Wells Fargo & Company (WFC) 0.1 $325k 3.5k 93.20
Raytheon Technologies Corp (RTX) 0.1 $322k 1.8k 183.40
Vanguard Ftse Emerging Markets Etf Ftse Emerging Markets Etf (VWO) 0.1 $279k 5.2k 53.76
Dimensional Emerging Markts Valu Etf Emrging Mrkt Value (DFEV) 0.1 $274k 8.1k 33.74
American Centy Etf Tr Avantis Emgmkt 0.1 $252k 3.3k 77.02
Tesla Motors (TSLA) 0.1 $237k 527.00 449.72
American Centy Etf Tr Real Estate Etf 0.1 $233k 5.4k 43.53
NVIDIA Corporation (NVDA) 0.1 $220k 1.2k 186.50
U S Bancorp p (USB.PA) 0.1 $205k 3.8k 53.36
Dimensional Us Real Estate Etf Real Estate Etf (DFAR) 0.1 $205k 10k 20.15
Ford Motor Company (F) 0.1 $203k 16k 13.12
Vanguardscottsdale Fds Short-term Bondetf (BSV) 0.1 $202k 2.6k 78.81