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CIK: 0001842974
Total reported value
$193.5M
$193.5M
351 檔
29.2%
The Q1 2024 SEC filing reveals that McClarren Financial Advisors, Inc. held a total portfolio value of $193.5M, covering 351 public equity positions.
During Q1 2024, McClarren Financial Advisors, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 351 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 11.68% | -0.25% | -1.01% | |
| 2 | VB | Vanguard Small-cap ETF | ETF-Other | 9.69% | +0.06% | +0.58% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 8.04% | +0.65% | -0.86% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-Other | 6.46% | +0.01% | +0.43% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 4.68% | -0.21% | +0.25% | |
| 6 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 4.33% | +0.23% | -1.32% | |
| 7 | VXUS | Vanguard Total Intl Stock | ETF-Other | 3.67% | +0.21% | -0.49% | |
| 8 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 3.53% | -0.62% | +24.93% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.94% | -0.02% | -1.26% | |
| 10 | IWV | Ishares Russell 3000 ETF | ETF-Other | 2.30% | +0.01% | +0.25% | |
| 11 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 2.28% | -0.14% | +0.96% | |
| 12 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 2.26% | +0.15% | +0.25% | |
| 13 | MGC | Vanguard Mega Cap ETF | ETF-Other | 2.25% | -0.03% | -2.69% | |
| 14 | VV | Vanguard Large-cap ETF | ETF-Other | 1.71% | +0.01% | +0.29% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.23% | +0.03% | -0.43% | |
| 16 | VTV | Vanguard Value ETF | ETF-Other | 1.19% | +0.04% | -2.17% | |
| 17 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 1.17% | -0.04% | -0.55% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.15% | +0.10% | -0.31% | |
| 19 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.08% | -0.06% | -2.11% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 0.96% | -0.08% | +0.16% | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.91% | -0.03% | +0.38% | |
| 22 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.78% | -0.02% | -6.35% | |
| 23 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.77% | +0.03% | +0.28% | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.77% | -0.02% | +0.58% | |
| 25 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.72% | +0.02% | +0.40% | |
| 26 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.67% | -0.04% | +0.14% | |
| 27 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.64% | +0.18% | +0.48% | |
| 28 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.63% | -0.02% | +0.72% | |
| 29 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.59% | -0.03% | +0.39% | |
| 30 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.57% | -0.03% | +0.46% | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.57% | -0.01% | — | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.57% | -0.05% | — | |
| 33 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.56% | +0.01% | +0.30% | |
| 34 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.55% | +0.01% | +0.24% | |
| 35 | CATH | Global X S&p 500 Ca Val ETF | ETF-Large Cap & Growth | 0.54% | +0.01% | +45.78% | |
| 36 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.53% | -0.05% | +16.18% | |
| 37 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.52% | -0.03% | -0.76% | |
| 38 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.52% | +0.13% | +1.32% | |
| 39 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.45% | -0.05% | +0.37% | |
| 40 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.43% | +0.01% | +0.15% | |
| 41 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.40% | +0.02% | — | |
| 42 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.39% | +0.13% | -3.10% | |
| 43 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.38% | -0.01% | +0.69% | |
| 44 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.37% | +0.03% | -2.15% | |
| 45 | NUSC | Nuveen Esg Small-cap ETF | ETF-Other | 0.36% | +0.01% | +14.01% | |
| 46 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.34% | -0.02% | +0.27% | |
| 47 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.33% | -0.05% | +0.34% | |
| 48 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.33% | — | +0.98% | |
| 49 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.31% | -0.07% | +0.04% | |
| 50 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.29% | +0.04% | +0.39% |
According to official SEC Form 13F filings, McClarren Financial Advisors, Inc. reported a total U.S. public equity portfolio value of $193.5M across 351 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VTI, VB, VOO) accounted for 29.2% of total reported equity market value during Q1 2024.
During Q1 2024, McClarren Financial Advisors, Inc.'s top holdings by market value included VTI (11.7%)、VB (9.7%)、VOO (8.0%). The largest single position, VTI, represented 11.7% of total portfolio value.
In Q1 2024, McClarren Financial Advisors, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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