Mcmill Wealth Management Top Holdings and 13F Report (2025) About Mcmill Wealth ManagementInvestment ActivityMcmill Wealth Management has $277.42 million in total holdings as of March 31, 2025.Mcmill Wealth Management owns shares of 50 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 12.12% of the portfolio was purchased this quarter.About 0.72% of the portfolio was sold this quarter.This quarter, Mcmill Wealth Management has purchased 44 new stocks and bought additional shares in 34 stocks.Mcmill Wealth Management sold shares of 7 stocks and completely divested from 1 stock this quarter.Largest Holdings SPDR Portfolio Intermediate Term Corporate Bond ETF $53,414,586SPDR Portfolio S&P 500 ETF $20,810,619Dimensional International Value ETF $19,612,615Avantis U.S. Small Cap Value ETF $16,627,122Dimensional U.S. Equity ETF $16,075,824 Largest New Holdings this Quarter 580135101 - McDonald's $523,220 Holding922908611 - Vanguard Small-Cap Value ETF $468,147 Holding025072885 - Avantis U.S. Equity ETF $445,136 Holding922042858 - Vanguard FTSE Emerging Markets ETF $227,874 Holding315948109 - FIDELITY WISE ORIGIN $210,728 Holding Largest Purchases this Quarter Dimensional U.S. Equity ETF 71,724 shares (about $4.34M)Avantis U.S. Small Cap Value ETF 36,412 shares (about $3.17M)DIMENSIONAL ETFTRUST 45,279 shares (about $2.71M)iShares Core S&P 500 ETF 4,396 shares (about $2.47M)SPDR Portfolio Intermediate Term Corporate Bond ETF 65,388 shares (about $2.17M) Largest Sales this Quarter Vanguard Short-Term Corporate Bond ETF 11,182 shares (about $882.71K)SPDR Portfolio Aggregate Bond ETF 14,653 shares (about $374.24K)SPDR S&P 600 Small Cap Value ETF 1,867 shares (about $146.37K)Microsoft 294 shares (about $110.36K)Vanguard Total World Stock ETF 558 shares (about $64.70K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMcmill Wealth Management Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$53,414,586$2,173,497 ▲4.2%1,606,93719.3%ETFSPLGSPDR Portfolio S&P 500 ETF$20,810,619$1,093,524 ▲5.5%316,4637.5%ETFDFIVDimensional International Value ETF$19,612,615$1,853,266 ▲10.4%498,2887.1%ETFAVUVAvantis U.S. Small Cap Value ETF$16,627,122$3,174,028 ▲23.6%190,7446.0%ETFDFUSDimensional U.S. Equity ETF$16,075,824$4,337,867 ▲37.0%265,8045.8%ETFDIMENSIONAL ETFTRUST$14,632,679$2,088,028 ▲16.6%355,0765.3%US Marketwide Value ETFDIMENSIONAL ETFTRUST$14,600,593$2,705,425 ▲22.7%244,3615.3%US Small CapDFATDimensional U.S. Targeted Value ETF$14,382,444$736,410 ▲5.4%279,3255.2%ETFAVDVAvantis International Small Cap Value ETF$13,188,770$1,330,991 ▲11.2%189,1134.8%ETFAVLVAvantis U.S. Large Cap Value ETF$11,168,820$1,596,664 ▲16.7%171,2754.0%ETFVCSHVanguard Short-Term Corporate Bond ETF$8,928,746$882,707 ▼-9.0%113,1083.2%ETFIVViShares Core S&P 500 ETF$7,716,647$2,470,136 ▲47.1%13,7332.8%ETFDIMENSIONAL ETFTRUST$6,274,949$1,468,269 ▲30.5%102,3982.3%WORLD EQUITYETFDFAEDimensional Emerging Core Equity Market ETF$5,610,031$497,736 ▲9.7%216,6872.0%ETFVTVanguard Total World Stock ETF$5,012,644$64,700 ▼-1.3%43,2311.8%ETFSPABSPDR Portfolio Aggregate Bond ETF$4,913,186$374,238 ▼-7.1%192,3721.8%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$4,678,798$97,213 ▲2.1%57,2261.7%ETFDFGRDimensional Global Real Estate ETF$4,456,167$767,370 ▲20.8%169,6941.6%ETFDFISDimensional International Small Cap ETF$3,725,845$854,477 ▲29.8%144,1891.3%ETFBRK.BBerkshire Hathaway$3,595,980$817,510 ▲29.4%6,7521.3%FinanceNucor Corp$3,336,324$112,398 ▲3.5%27,7241.2%COMSPSBSPDR Portfolio Short Term Corporate Bond ETF$2,406,600$33,652 ▼-1.4%79,9540.9%ETFBRK.ABerkshire Hathaway$2,395,3250.0%30.9%FinanceAVIVAvantis International Large Cap Value ETF$2,275,256$58,721 ▲2.6%40,1420.8%ETFVTVVanguard Value ETF$2,006,893$1,502,838 ▲298.1%11,6180.7%ETFDFSVDimensional US Small Cap Value ETF$1,505,434$538,960 ▲55.8%53,4790.5%ETFDFLVDimensional US Large Cap Value ETF$1,452,961$269,627 ▲22.8%47,5290.5%ETFEFViShares MSCI EAFE Value ETF$1,179,417$432,217 ▲57.8%20,0100.4%ETFAVSFAvantis Short-Term Fixed Income ETF$1,102,643$185,371 ▲20.2%23,5910.4%ETFAAPLApple$1,035,566$20,214 ▲2.0%4,6620.4%Computer and TechnologyUNPUnion Pacific$998,586$1,654 ▲0.2%4,2270.4%TransportationSPSMSPDR Portfolio S&P 600 Small Cap ETF$963,770$59,754 ▲6.6%23,6450.3%ETFMSFTMicrosoft$849,508$110,365 ▼-11.5%2,2630.3%Computer and TechnologySLYVSPDR S&P 600 Small Cap Value ETF$774,122$146,373 ▼-15.9%9,8740.3%ETFAMZNAmazon.com$716,139$25,114 ▲3.6%3,7640.3%Retail/WholesaleMCDMcDonald's$523,220$523,220 ▲New Holding1,6750.2%Retail/WholesaleVBRVanguard Small-Cap Value ETF$468,147$468,147 ▲New Holding2,5130.2%ETFDISVDimensional International Small Cap Value ETF$464,231$102,939 ▲28.5%15,9420.2%ETFAVUSAvantis U.S. Equity ETF$445,136$445,136 ▲New Holding4,8190.2%ETFCATCaterpillar$438,304$5,936 ▲1.4%1,3290.2%IndustrialsPalantir Technologies In$422,675$14,095 ▼-3.2%5,0080.2%COMSPYVSPDR Portfolio S&P 500 Value ETF$360,2480.0%7,0540.1%ETFLMTLockheed Martin$301,529$1,340 ▲0.4%6750.1%AerospaceIWNiShares Russell 2000 Value ETF$294,062$11,322 ▲4.0%1,9480.1%ETFWFCWells Fargo & Company$249,757$2,154 ▲0.9%3,4790.1%FinanceRTXRTX$231,540$1,590 ▲0.7%1,7480.1%AerospaceVWOVanguard FTSE Emerging Markets ETF$227,874$227,874 ▲New Holding5,0350.1%ETFFIDELITY WISE ORIGIN$210,728$210,728 ▲New Holding2,9280.1%BITCOIN FUNDBSVVanguard Short-Term Bond ETF$200,475$200,475 ▲New Holding2,5610.1%ETFFFord Motor$154,492$154,492 ▲New Holding15,4030.1%Auto/Tires/TrucksREETiShares Global REIT ETF$0$360,485 ▼-100.0%00.0%ETFShowing 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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