Mcmill Wealth Management Top Holdings and 13F Report (2025) About Mcmill Wealth ManagementInvestment ActivityMcmill Wealth Management has $246.98 million in total holdings as of December 31, 2024.Mcmill Wealth Management owns shares of 44 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Largest Holdings SPDR Portfolio Intermediate Term Corporate Bond ETF $50,501,154SPDR Portfolio S&P 500 ETF $20,670,564Dimensional International Value ETF $16,008,682Avantis U.S. Small Cap Value ETF $14,897,666Dimensional U.S. Targeted Value ETF $14,751,180 Sector AllocationMap of 500 Largest Holdings ofMcmill Wealth Management Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$50,501,1541,541,54920.4%ETFSPLGSPDR Portfolio S&P 500 ETF$20,670,564299,8348.4%ETFDFIVDimensional International Value ETF$16,008,682451,2036.5%ETFAVUVAvantis U.S. Small Cap Value ETF$14,897,666154,3326.0%ETFDFATDimensional U.S. Targeted Value ETF$14,751,180265,0236.0%ETFDIMENSIONAL ETFTRUST$12,956,257199,0825.2%US Small CapDIMENSIONAL ETFTRUST$12,456,375304,4085.0%US Marketwide Value ETFDFUSDimensional U.S. Equity ETF$12,372,600194,0805.0%ETFAVDVAvantis International Small Cap Value ETF$11,065,410170,0284.5%ETFAVLVAvantis U.S. Large Cap Value ETF$9,801,168146,7904.0%ETFVCSHVanguard Short-Term Corporate Bond ETF$9,695,863124,2903.9%ETFIVViShares Core S&P 500 ETF$5,496,3859,3372.2%ETFSPABSPDR Portfolio Aggregate Bond ETF$5,173,554207,0252.1%ETFVTVanguard Total World Stock ETF$5,144,35343,7892.1%ETFDFAEDimensional Emerging Core Equity Market ETF$5,009,640197,4622.0%ETFDIMENSIONAL ETFTRUST$4,899,23778,4382.0%WORLD EQUITYETFVCITVanguard Intermediate-Term Corporate Bond ETF$4,498,09056,0371.8%ETFDFGRDimensional Global Real Estate ETF$3,587,655140,4721.5%ETFNucor Corp$3,126,67926,7901.3%COMDFISDimensional International Small Cap ETF$2,728,577111,1211.1%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$2,420,81581,0721.0%ETFBRK.BBerkshire Hathaway$2,364,7625,2171.0%FinanceBRK.ABerkshire Hathaway$2,042,76030.8%FinanceAVIVAvantis International Large Cap Value ETF$2,029,60139,1060.8%ETFDFLVDimensional US Large Cap Value ETF$1,162,43138,7090.5%ETFAAPLApple$1,144,7594,5710.5%Computer and TechnologyMSFTMicrosoft$1,077,7762,5570.4%Computer and TechnologyDFSVDimensional US Small Cap Value ETF$1,056,77034,3330.4%ETFSLYVSPDR S&P 600 Small CapValue ETF$1,024,40211,7410.4%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$996,28122,1790.4%ETFUNPUnion Pacific$962,3294,2200.4%TransportationAVSFAvantis Short-Term Fixed Income ETF$905,49819,6250.4%ETFAMZNAmazon.com$796,8243,6320.3%Retail/WholesaleEFViShares MSCI EAFE Value ETF$665,16212,6770.3%ETFVTVVanguard Value ETF$494,0172,9180.2%ETFCATCaterpillar$475,5781,3110.2%Industrial ProductsPalantir Technologies In$391,3855,1750.2%COMSPYVSPDR Portfolio S&P 500 Value ETF$360,7427,0540.1%ETFREETiShares Global REIT ETF$360,48515,0390.1%ETFDISVDimensional International Small Cap Value ETF$329,65412,4070.1%ETFLMTLockheed Martin$326,5526720.1%AerospaceIWNiShares Russell 2000 Value ETF$307,4901,8730.1%ETFWFCWells Fargo & Company$242,2583,4490.1%FinanceRTXRTX$200,8901,7360.1%AerospaceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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