13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001833140
Total reported value
$756.5M
$756.5M
153 檔
15.1%
According to the latest 13F quarterly dataset, McLean Asset Management Corp managed an equity portfolio of $756.5M at the end of Q1 2024, spanning 153 distinct U.S. exchange-listed positions.
During Q1 2024, McLean Asset Management Corp's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 13.25% | -1.27% | -1.50% | |
| 2 | DFUV | Dimensional US Marketwide Va | ETF-Other | 10.00% | -0.80% | -2.75% | |
| 3 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 6.00% | -0.62% | -1.70% | |
| 4 | DFIV | Dimensional International Va | ETF-Other | 5.33% | -0.64% | -1.27% | |
| 5 | DFAT | Dimensional US Target Value | ETF-Other | 4.67% | -0.40% | -1.57% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.63% | -0.30% | +2.47% | |
| 7 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 3.59% | -0.29% | -0.68% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.15% | -0.40% | -0.84% | |
| 9 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 3.03% | -0.37% | -4.70% | |
| 10 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 2.91% | -0.30% | +2.42% | |
| 11 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 2.70% | -1.75% | +3.87% | |
| 12 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 2.40% | +3.02% | +5.25% | |
| 13 | VTV | Vanguard Value ETF | ETF-Other | 1.98% | -0.16% | -7.27% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.91% | -0.03% | +0.12% | |
| 15 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 1.57% | -0.14% | -0.38% | |
| 16 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.52% | -1.14% | +0.09% | |
| 17 | AVDE | Avantis International Equity | ETF-Other | 1.47% | -1.02% | +11.08% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.35% | -0.18% | — | |
| 19 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.15% | -0.16% | +17.36% | |
| 20 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.15% | -0.13% | -3.37% | |
| 21 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.12% | +1.22% | +49.50% | |
| 22 | FSLR | First Solar Inc | Stock-Tech | 1.01% | -0.10% | -7.19% | |
| 23 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-Other | 0.71% | -0.06% | -1.75% | |
| 24 | VB | Vanguard Small-cap ETF | ETF-Other | 0.67% | -0.02% | +0.45% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.63% | -0.01% | +0.14% | |
| 26 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.60% | -0.13% | -0.45% | |
| 27 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.55% | +4.14% | +440.65% | |
| 28 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.53% | -0.14% | +7.19% | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 0.52% | -0.24% | +1.24% | |
| 30 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.52% | -0.16% | +5.47% | |
| 31 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.51% | -0.05% | -3.91% | |
| 32 | ISHG | Ishares -3 Year Internationa | ETF-Other | 0.50% | -0.02% | -0.41% | |
| 33 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.49% | -0.09% | +12.69% | |
| 34 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.46% | -0.03% | -2.91% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.45% | -0.02% | +1.08% | |
| 36 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.43% | -0.03% | +0.06% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.39% | -0.07% | +0.33% | |
| 38 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.37% | -0.01% | +0.07% | |
| 39 | BAC | Bank Of America CORP | Stock-Financials | 0.37% | -0.01% | -0.97% | |
| 40 | V | Visa Inc-class A Shares | Stock-Financials | 0.35% | -0.02% | -0.03% | |
| 41 | HD | Home Depot Inc | Stock-Consumer Disc | 0.34% | -0.04% | +0.40% | |
| 42 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.33% | +0.02% | +0.82% | |
| 43 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.32% | -0.06% | +1.30% | |
| 44 | DWM | Wisdomtree International Equ | ETF-Other | 0.30% | — | +0.21% | |
| 45 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.30% | -0.03% | +1.42% | |
| 46 | ELV | Elevance Health Inc | Stock-Healthcare | 0.29% | +0.03% | NEW | |
| 47 | SPHD | Invesco S&p 500 High Dividen | ETF-Large Cap & Growth | 0.29% | -0.03% | — | |
| 48 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.28% | -0.05% | +9.66% | |
| 49 | MA | Mastercard Inc - A | Stock-Financials | 0.28% | -0.02% | -0.51% | |
| 50 | EUSA | Ishares Msci USA Equal Weigh | ETF-Other | 0.28% | -0.02% | — |
According to official SEC Form 13F filings, McLean Asset Management Corp reported a total U.S. public equity portfolio value of $756.5M across 153 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFUS, DFUV, DFAS) accounted for 15.1% of total reported equity market value during Q1 2024.
During Q1 2024, McLean Asset Management Corp's top holdings by market value included DFUS (13.3%)、DFUV (10.0%)、DFAS (6.0%). The largest single position, DFUS, represented 13.3% of total portfolio value.
In Q1 2024, McLean Asset Management Corp 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.