Mclean Asset Management Corp Top Holdings and 13F Report (2026) About Mclean Asset Management CorpInvestment ActivityMclean Asset Management Corp has $571.56 million in total holdings as of March 31, 2026.Mclean Asset Management Corp owns shares of 165 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 6.17% of the portfolio was purchased this quarter.About 1.29% of the portfolio was sold this quarter.This quarter, Mclean Asset Management Corp has purchased 171 new stocks and bought additional shares in 88 stocks.Mclean Asset Management Corp sold shares of 57 stocks and completely divested from 10 stocks this quarter.Largest Holdings Avantis U.S. Equity ETF $82,435,854Avantis International Equity ETF $46,171,168Dimensional U.S. Equity ETF $45,564,723Avantis Emerging Markets Equity ETF $39,626,098Dimensional US Marketwide Value ETF $29,780,217 Largest New Holdings this Quarter 363576109 - Arthur J. Gallagher & Co. $2,249,407 HoldingG0593M107 - AstraZeneca $674,098 Holding56585A102 - Marathon Petroleum $222,854 Holding75886F107 - Regeneron Pharmaceuticals $210,235 Holding Largest Purchases this Quarter Avantis U.S. Equity ETF 64,283 shares (about $7.15M)Avantis International Equity ETF 46,983 shares (about $3.99M)Vanguard Total International Bond ETF 79,364 shares (about $3.81M)Dimensional Global Real Estate ETF 119,724 shares (about $3.18M)Avantis U.S. Large Cap Value ETF 33,962 shares (about $2.74M) Largest Sales this Quarter Dimensional US Marketwide Value ETF 13,179 shares (about $638.65K)Dimensional U.S. Equity ETF 8,629 shares (about $611.88K)Dimensional U.S. Small Cap ETF 5,613 shares (about $399.25K)JPMorgan Chase & Co. 845 shares (about $248.55K)Vanguard Russell 2000 ETF 2,480 shares (about $248.42K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMclean Asset Management Corp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAVUSAvantis U.S. Equity ETF$82,435,854$7,146,984 ▲9.5%741,46314.4%ETFAVDEAvantis International Equity ETF$46,171,168$3,986,035 ▲9.4%544,2158.1%ETFDFUSDimensional U.S. Equity ETF$45,564,723$611,883 ▼-1.3%642,5718.0%ETFAVEMAvantis Emerging Markets Equity ETF$39,626,098$2,138,674 ▲5.7%491,7616.9%ETFDFUVDimensional US Marketwide Value ETF$29,780,217$638,654 ▼-2.1%614,5325.2%ETFAAPLApple$24,854,834$55,580 ▲0.2%97,9354.3%Computer and TechnologyDFIVDimensional International Value ETF$18,910,668$128,256 ▼-0.7%358,2923.3%ETFDFASDimensional U.S. Small Cap ETF$18,319,547$399,253 ▼-2.1%257,5503.2%ETFVGSHVanguard Short-Term Treasury ETF$16,487,942$1,929,651 ▲13.3%281,6532.9%ETFDFATDimensional U.S. Targeted Value ETF$14,424,399$193,345 ▼-1.3%230,9752.5%ETFBNDXVanguard Total International Bond ETF$12,979,719$3,813,446 ▲41.6%270,1292.3%ETFSPYSPDR S&P 500 ETF Trust$12,372,161$3,252 ▼0.0%19,0242.2%FinanceDFACDimensional U.S. Core Equity 2 ETF$11,906,439$202,927 ▼-1.7%306,3932.1%ETFIWMiShares Russell 2000 ETF$11,564,908$65,720 ▼-0.6%46,6332.0%FinanceAVLVAvantis U.S. Large Cap Value ETF$11,489,571$2,737,673 ▲31.3%142,5332.0%ETFEFViShares MSCI EAFE Value ETF$10,395,753$160,224 ▼-1.5%139,8221.8%ETFNVDANVIDIA$8,705,832$47,437 ▼-0.5%49,9191.5%Computer and TechnologyDFSVDimensional US Small Cap Value ETF$8,293,303$1,231,411 ▲17.4%236,6811.5%ETFVTIVanguard Total Stock Market ETF$8,137,1030.0%25,3641.4%ETFDFGRDimensional Global Real Estate ETF$7,105,889$3,182,260 ▲81.1%267,3401.2%ETFVTVVanguard Value ETF$5,759,394$6,475 ▲0.1%29,3551.0%ETFIWNiShares Russell 2000 Value ETF$5,630,589$9,669 ▼-0.2%29,6991.0%ETFMSFTMicrosoft$4,826,174$219,136 ▼-4.3%13,0380.8%Computer and TechnologyAVIVAvantis International Large Cap Value ETF$4,604,454$1,032,508 ▲28.9%61,5320.8%ETFAVUVAvantis U.S. Small Cap Value ETF$4,054,886$185,036 ▼-4.4%36,7060.7%ETFDISVDimensional International Small Cap Value ETF$3,885,964$618,140 ▲18.9%98,5290.7%ETFAGGiShares Core U.S. Aggregate Bond ETF$3,630,105$1,785,867 ▲96.8%36,5680.6%FinanceEFAiShares MSCI EAFE ETF$3,262,616$172,892 ▼-5.0%33,5900.6%FinanceSCHOSchwab Short-Term U.S. Treasury ETF$2,997,175$15,436 ▲0.5%123,4930.5%ETFAVDVAvantis International Small Cap Value ETF$2,996,702$72,299 ▼-2.4%30,0090.5%ETFVTWOVanguard Russell 2000 ETF$2,681,468$248,423 ▼-8.5%26,7690.5%ETFGOOGLAlphabet$2,551,651$55,214 ▼-2.1%8,8730.4%Computer and TechnologySCHPSchwab U.S. TIPS ETF$2,466,432$87,494 ▲3.7%92,6880.4%ETFAMZNAmazon.com$2,425,544$4,790 ▼-0.2%11,6460.4%Retail/WholesaleAJGArthur J. Gallagher & Co.$2,249,407$2,249,407 ▲New Holding10,3860.4%FinanceJPMJPMorgan Chase & Co.$2,003,385$248,548 ▼-11.0%6,8110.4%FinanceBRK.BBerkshire Hathaway$1,999,642$958 ▼0.0%4,1730.3%FinanceBNDVanguard Total Bond Market ETF$1,778,908$845,528 ▲90.6%24,1570.3%ETFGOOGAlphabet$1,747,844$11,188 ▲0.6%6,0930.3%Computer and TechnologyDLSWisdomTree International SmallCap Dividend Fund$1,563,229$48,899 ▼-3.0%19,1810.3%FinanceMAPLEBEAR INC$1,552,867$48,398 ▼-3.0%41,4540.3%COMFSLRFirst Solar$1,464,261$159,386 ▼-9.8%7,4230.3%EnergyESGVVanguard ESG U.S. Stock ETF$1,413,367$155,943 ▲12.4%12,5890.2%ETFLLYEli Lilly and Company$1,325,355$7,358 ▲0.6%1,4410.2%MedicalDGROiShares Core Dividend Growth ETF$1,204,403$25,334 ▲2.1%17,1620.2%ETFBACBank of America$1,194,097$39,878 ▼-3.2%24,4940.2%FinanceKLACKLA$1,184,742$4,415 ▲0.4%8050.2%Computer and TechnologyIVViShares Core S&P 500 ETF$1,177,8560.0%1,8030.2%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$1,171,443$2,041 ▲0.2%8,0350.2%ETFAVGOBroadcom$1,155,935$25,378 ▲2.2%3,7350.2%Computer and TechnologyLAM RESEARCH CORP$1,139,974$50,428 ▲4.6%5,3350.2%COM NEWMETAMeta Platforms$1,126,892$19,449 ▼-1.7%1,9700.2%Computer and TechnologyWALMART INC$1,100,025$5,344 ▲0.5%8,8510.2%COMVVisa$1,094,853$25,694 ▼-2.3%3,6220.2%Business ServicesVEAVanguard FTSE Developed Markets ETF$962,929$361,090 ▲60.0%15,0270.2%ETFXOMExxonMobil$954,419$12,386 ▲1.3%5,6250.2%EnergyCOSTCostco Wholesale$934,643$18,932 ▲2.1%9380.2%Retail/WholesaleSPHDInvesco S&P 500 High Dividend Low Volatility ETF$933,7100.0%18,8210.2%ETFEUSAiShares MSCI USA Equal Weighted ETF$925,5980.0%9,0950.2%ETFVTWVVanguard Russell 2000 Value ETF$914,192$6,187 ▼-0.7%5,4670.2%ETFVUGVanguard Growth ETF$907,723$16,163 ▲1.8%2,0780.2%ETFVIOOVanguard S&P Small-Cap 600 ETF$891,655$2,871 ▼-0.3%7,7650.2%ETFHDHome Depot$879,112$11,511 ▲1.3%2,6730.2%Retail/WholesaleMAMastercard$872,812$32,474 ▼-3.6%1,7470.2%Business ServicesVWOVanguard FTSE Emerging Markets ETF$835,025$1,027 ▲0.1%15,4490.1%ETFSCZiShares MSCI EAFE Small-Cap ETF$817,775$189,055 ▼-18.8%10,4290.1%ETFJNJJohnson & Johnson$806,486$39,848 ▲5.2%3,2990.1%MedicalQQQInvesco QQQ$779,4770.0%1,3500.1%FinanceASMLASML$766,861$52,796 ▲7.4%5810.1%Computer and TechnologyVBVanguard Small-Cap ETF$761,754$786 ▲0.1%2,9080.1%ETFSOSouthern$750,836$2,413 ▲0.3%7,7790.1%UtilitiesAXPAmerican Express$743,111$7,561 ▼-1.0%2,4570.1%FinanceORCLOracle$738,820$25,157 ▼-3.3%5,0220.1%Computer and TechnologySCHCSchwab International Small-Cap Equity ETF$732,977$57,630 ▼-7.3%15,6820.1%ETFBRK.ABerkshire Hathaway$718,1400.0%10.1%FinanceGSThe Goldman Sachs Group$707,646$5,079 ▲0.7%8360.1%FinanceABBVAbbVie$696,898$21,751 ▲3.2%3,2040.1%MedicalVNQVanguard Real Estate ETF$683,425$4,790 ▲0.7%7,7050.1%ETFAZNCFAstraZeneca$674,098$674,098 ▲New Holding3,4180.1%MedicalVIGVanguard Dividend Appreciation ETF$672,170$5,162 ▲0.8%3,1250.1%ETFIWViShares Russell 3000 ETF$649,4870.0%1,7520.1%ETFISHGiShares 1-3 Year International Treasury Bond ETF$640,729$4,303 ▼-0.7%8,6370.1%ETFTSLATesla$597,061$43,497 ▼-6.8%1,6060.1%Auto/Tires/TrucksIJHiShares Core S&P Mid-Cap ETF$590,8510.0%8,7490.1%ETFCOFCapital One Financial$589,737$9,121 ▼-1.5%3,2330.1%FinanceCATCaterpillar$582,749$5,665 ▲1.0%8230.1%IndustrialsVOOVanguard S&P 500 ETF$559,259$44,812 ▼-7.4%9360.1%ETFAMPAmeriprise Financial$534,798$9,336 ▼-1.7%1,2030.1%FinanceIVWiShares S&P 500 Growth ETF$528,572$452 ▲0.1%4,6730.1%ETFUNHUnitedHealth Group$528,000$13,261 ▼-2.5%1,9510.1%MedicalEMEEMCOR Group$518,294$1,477 ▲0.3%7020.1%ConstructionCSXCSX$504,555$698 ▲0.1%12,2910.1%TransportationCSCOCisco Systems$504,541$38,638 ▲8.3%6,5030.1%Computer and TechnologyMSMorgan Stanley$503,906$658 ▲0.1%3,0620.1%FinanceORLYO'Reilly Automotive$494,957$3,692 ▲0.8%5,3620.1%Retail/WholesaleCVXChevron$493,997$37,236 ▲8.2%2,3880.1%EnergyRTXRTX$479,177$2,701 ▲0.6%2,4840.1%AerospaceMCDMcDonald's$476,362$2,486 ▲0.5%1,5330.1%Retail/WholesaleMRKMerck & Co., Inc.$476,225$14,194 ▲3.1%3,9590.1%MedicalUNPUnion Pacific$472,841$28,385 ▼-5.7%1,9490.1%TransportationShowing largest 100 holdings. 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