McMill Wealth Management

McMill Wealth Management as of March 31, 2026

Portfolio Holdings for McMill Wealth Management

McMill Wealth Management holds 58 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
State Street Spdr Portfolio Intermediate Term Corporate Bond Etf Etf 19.0 $70M 2.1M 33.54
Dimensional International Value Etf Etf 7.4 $27M 512k 52.78
Avantis Emerging Marketsequity Etf Etf 6.8 $25M 308k 80.58
State Street Spdr Portfolio S&p 500 Etf Etf (RWR) 6.4 $24M 307k 76.54
Avantis Us Large Cap Value Etf Etf (AVLV) 6.4 $23M 290k 80.61
Dimensional U.s. Small Cap Etf Etf 5.6 $21M 289k 71.13
Dimensional U.s. Equity Market Etf Etf 5.5 $20M 287k 70.91
Avantis International Small Cap Value Etf Etf (AVDV) 4.9 $18M 178k 99.86
Dimensional U.s. Targeted Value Etf Etf 4.7 $17M 278k 62.45
Dimensional Us Marketwide Value Etf Etf 4.7 $17M 354k 48.46
Dimensional World Equityetf Etf 4.2 $16M 210k 73.78
Ishares Core S&p 500 Etf Etf (IVV) 2.3 $8.6M 13k 653.26
Dimensional Emerging Core Equity Market Etf Etf 2.1 $7.6M 225k 33.86
Vanguard Short Term Cor Bd Etf Etf (VCLT) 2.0 $7.5M 94k 79.27
Dimensional Global Real Estate Etf Etf 1.8 $6.7M 253k 26.58
Dimensional International Small Cap Etf Etf 1.5 $5.5M 162k 33.67
State Street Spdr Portfolio Aggregate Bondetf Etf (XNTK) 1.3 $4.6M 181k 25.62
Dimensional Us Small Capvalue Etf Etf 1.2 $4.6M 131k 35.04
Vanguard Intermediate-term Corporate Bond Index Fun Etf (VCIT) 1.2 $4.4M 54k 82.75
Berkshire Hathaway Class B Equity (BRK.B) 0.9 $3.1M 6.5k 479.20
State Street Spdr Portfolio Short Term Corporate Bond Etf Etf (SPYG) 0.8 $3.0M 99k 30.07
Avantis International Large Cap Value Etf Etf (AVIV) 0.7 $2.5M 34k 74.83
Vanguard Total World Stock Index Fund Etf Shares Etf (MGK) 0.7 $2.5M 18k 138.32
Madison Cnty Finl Equity 0.7 $2.5M 82k 30.01
Avantis Short-term Fixedincome Etf Etf (AVSF) 0.6 $2.4M 51k 46.80
Vanguard Value Index Fund Etf Shares Etf (VTV) 0.6 $2.3M 12k 196.20
Berkshire Hathaway Inc Dclass A Equity (BRK.A) 0.6 $2.2M 3.00 718140.00
Dimensional Us Large Capvalue Etf Etf 0.5 $2.0M 56k 35.71
Nucor Corp Equity (NUE) 0.5 $1.9M 11k 169.10
Ishares Msci Eafe Value Etf Etf (EFV) 0.4 $1.4M 20k 74.35
Apple Equity (AAPL) 0.3 $1.2M 4.7k 253.82
State Street Spdr Portfolio S&p 600 Small Cap Etf Etf (XME) 0.3 $1.2M 24k 48.32
Union Pac Corp Equity (UNP) 0.3 $1.0M 4.2k 242.62
Microsoft Corp Equity (MSFT) 0.3 $956k 2.6k 370.17
Caterpillar Equity (CAT) 0.3 $943k 1.3k 708.46
State Street Spdr S&p 600 Small Cap Value Etf Etf (SPYM) 0.2 $905k 9.6k 94.58
Amazon.com Equity (AMZN) 0.2 $834k 4.0k 208.27
Palantir Technologies Inclass Class A Equity (PLTR) 0.2 $588k 4.0k 146.28
Dimensional International Small Cap Value Etf Etf 0.2 $577k 15k 39.44
Vanguard Small-cap Valueindex Fund Etf Shares Etf (VBR) 0.1 $548k 2.5k 217.25
Avantis Us Equity Etf Etf (AVUS) 0.1 $544k 4.9k 111.19
Mcdonalds Corp Equity (MCD) 0.1 $521k 1.7k 310.79
State Street Ig Public &private Credit Etf Etf 0.1 $485k 19k 25.23
Lockheed Martin Corp Equity (LMT) 0.1 $409k 676.00 604.39
State Street Spdr Portfolio S&p 500 Value Etf Etf (DGT) 0.1 $399k 7.1k 56.58
Ishares Russell 2000 Value Etf Etf (IWN) 0.1 $369k 1.9k 189.63
Rtx Corp Equity (RTX) 0.1 $338k 1.8k 192.90
Dimensional Emerging Markets Value Etf Etf 0.1 $320k 8.9k 35.78
Fidelity Wise Origin Bitcoin Fund Etf 0.1 $318k 5.4k 59.03
Wells Fargo & Co Equity (WFC) 0.1 $278k 3.5k 79.61
Vanguard Ftse Emerging Markets Index Fund Etf Shares Etf (VWO) 0.1 $275k 5.1k 54.06
Dimensional Us Real Estate Etf Etf 0.1 $253k 11k 23.65
Avantis Real Estate Etf Etf 0.1 $236k 5.4k 44.02
Alphabet Inc Class Class A Equity 0.1 $210k 731.00 287.56
Exxon Mobil Corp Equity (XOM) 0.1 $206k 1.2k 169.66
Northrop Grumman Corp Equity (NOC) 0.1 $202k 296.00 682.24
Vanguard Short-term Bondindex Fund Etf Shares Etf (VCSH) 0.1 $201k 2.6k 78.41
Ford Mtr Co Del Equity (F) 0.0 $179k 16k 11.54