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
16.0%
The Q4 2024 SEC filing reveals that McLean Asset Management Corp held a total portfolio value of $756.5M, covering 153 public equity positions.
In Q4 2024, McLean Asset Management Corp displayed an active expansion posture, initiating 5 new positions and adding to 94 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 13.15% | -1.27% | -1.34% | |
| 2 | DFUV | Dimensional US Marketwide Va | ETF-Other | 8.66% | -0.80% | -1.31% | |
| 3 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 5.53% | -0.62% | -0.37% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.62% | -0.40% | +16.94% | |
| 5 | DFIV | Dimensional International Va | ETF-Other | 4.29% | -0.64% | -1.69% | |
| 6 | DFAT | Dimensional US Target Value | ETF-Other | 4.12% | -0.40% | -2.04% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.82% | -0.30% | -0.42% | |
| 8 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 3.62% | -1.75% | +10.09% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 3.35% | -0.29% | -0.36% | |
| 10 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 2.91% | -0.30% | -1.26% | |
| 11 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 2.89% | +3.02% | +10.82% | |
| 12 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.43% | -0.37% | -4.78% | |
| 13 | AVDE | Avantis International Equity | ETF-Other | 2.28% | -1.02% | +32.43% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.93% | -0.24% | +2.47% | |
| 15 | VTV | Vanguard Value ETF | ETF-Other | 1.90% | -0.16% | +6.37% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.69% | -0.03% | +0.92% | |
| 17 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.59% | -1.14% | +11.64% | |
| 18 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 1.46% | -0.14% | +0.89% | |
| 19 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.35% | +1.22% | -1.36% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.34% | -0.18% | — | |
| 21 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.96% | -0.13% | -2.48% | |
| 22 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.93% | -0.16% | +101.33% | |
| 23 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.88% | -0.16% | +40.24% | |
| 24 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.81% | -0.09% | +26.00% | |
| 25 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.78% | +4.14% | +2.63% | |
| 26 | FSLR | First Solar Inc | Stock-Tech | 0.72% | -0.10% | -3.63% | |
| 27 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.72% | -0.13% | +112.78% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.62% | -0.01% | -2.35% | |
| 29 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.57% | -0.14% | -6.08% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.54% | -0.03% | +4.37% | |
| 31 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.53% | -0.05% | +30.60% | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.49% | -0.02% | +3.34% | |
| 33 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-Other | 0.43% | -0.06% | -25.84% | |
| 34 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.42% | -0.03% | -3.53% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.39% | -0.07% | +4.87% | |
| 36 | BAC | Bank Of America CORP | Stock-Financials | 0.39% | -0.01% | +3.14% | |
| 37 | ISHG | Ishares -3 Year Internationa | ETF-Other | 0.35% | -0.02% | -3.60% | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.34% | -0.02% | +1.10% | |
| 39 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.34% | -0.03% | +10.14% | |
| 40 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.34% | -0.01% | -16.27% | |
| 41 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.34% | -0.04% | +5.14% | |
| 42 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.33% | +0.02% | +3.13% | |
| 43 | HD | Home Depot Inc | Stock-Consumer Disc | 0.31% | -0.04% | +1.67% | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.30% | -0.07% | +66.08% | |
| 45 | VB | Vanguard Small-cap ETF | ETF-Other | 0.29% | -0.02% | -53.84% | |
| 46 | SPHD | Invesco S&p 500 High Dividen | ETF-Large Cap & Growth | 0.28% | -0.03% | — | |
| 47 | MA | Mastercard Inc - A | Stock-Financials | 0.27% | -0.02% | +3.46% | |
| 48 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.27% | -0.07% | +14.06% | |
| 49 | ORCL | Oracle CORP | Stock-Tech | 0.27% | -0.05% | +1.13% | |
| 50 | VUG | Vanguard Growth ETF | ETF-Other | 0.26% | -0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +1% | +16.94% | Add |
| 2 | AVDE | Avantis International Equity | +0.4% | +32.43% | Add |
| 3 | AVUS | Avantis U.s. Equity ETF | +0.4% | +10.09% | Add |
| 4 | VGSH | Vanguard Short-term Treasury | +0.3% | +10.82% | Add |
| 5 | AVUV | Avantis US Small Cap Value | +0.3% | +40.24% | Add |
| 6 | NVDA | Nvidia CORP | +0.2% | +2.47% | Add |
| 7 | VTWO | Vanguard Russell 2000 ETF | +0.2% | +26.00% | Add |
| 8 | FUL | H.b. Fuller Co. | +0.1% | NEW | New buy |
| 9 | HON | Honeywell International Inc | +0.1% | +98.01% | Add |
| 10 | DFUS | Dimensional US Eq Mkt ETF | +0.1% | -1.34% | Trim |
| 11 | LRCX | Lam Research CORP | +0.1% | NEW | New buy |
| 12 | XOM | Exxon Mobil CORP | +0.1% | +66.08% | Add |
| 13 | VSS | Vanguard Ftse All Wo X-us Sc | +0.1% | +30.60% | Add |
| 14 | JPM | Jpmorgan Chase & Co | +0.1% | +4.37% | Add |
| 15 | AMZN | Amazon.com Inc | +0.1% | -2.35% | Trim |
| 16 | BLK | Blackrock Inc | +0.1% | NEW | New buy |
| 17 | GOOGL | Alphabet Inc-cl A | +0.1% | +3.34% | Add |
| 18 | GOOG | Alphabet Inc-cl C | +0.1% | +10.14% | Add |
| 19 | VGIT | Vanguard Intermediate-term T | +0.1% | +66.61% | Add |
| 20 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | NEW | New buy |
| 21 | WFC | Wells Fargo & Co | +0.1% | NEW | New buy |
| 22 | VTV | Vanguard Value ETF | +0.1% | +6.37% | Add |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -0.42% | Trim |
| 24 | TSLA | Tesla Inc | +0.1% | +3.90% | Add |
| 25 | WMT | Walmart Inc | +0.1% | +11.59% | Add |
| 26 | AVGO | Broadcom Inc | 0% | -0.47% | Trim |
| 27 | BAC | Bank Of America CORP | 0% | +3.14% | Add |
| 28 | V | Visa Inc-class A Shares | 0% | +1.10% | Add |
| 29 | CRM | Salesforce Inc | 0% | +24.35% | Add |
| 30 | GS | Goldman Sachs Group Inc | 0% | +11.64% | Add |
| 31 | MSFT | Microsoft CORP | 0% | +0.92% | Add |
| 32 | SCHO | Schwab Short-term US Treas | 0% | +112.78% | Add |
| 33 | VTI | Vanguard Total Stock Mkt ETF | 0% | — | Unchanged |
| 34 | AXP | American Express Co | 0% | +5.89% | Add |
| 35 | DFAS | Dimensional US Small Cap ETF | 0% | -0.37% | Trim |
| 36 | META | Meta Platforms Inc-class A | 0% | +14.06% | Add |
| 37 | MA | Mastercard Inc - A | 0% | +3.46% | Add |
| 38 | NFLX | Netflix Inc | 0% | +2.26% | Add |
| 39 | DIS | Walt Disney Co/the | 0% | +3.92% | Add |
| 40 | MS | Morgan Stanley | 0% | +1.86% | Add |
| 41 | DFSEUR | Discover Financial Services | 0% | +1.50% | Add |
| 42 | PG | Procter & Gamble Co/the | 0% | +12.12% | Add |
| 43 | AMP | Ameriprise Financial Inc | 0% | +0.75% | Add |
| 44 | VUG | Vanguard Growth ETF | 0% | — | Unchanged |
| 45 | QQQ | Invesco Qqq Trust Series 1 | 0% | +4.16% | Add |
| 46 | BND | Vanguard Total Bond Market | 0% | +9.94% | Add |
| 47 | CSCO | Cisco Systems Inc | 0% | +2.36% | Add |
| 48 | JBL | Jabil Inc | 0% | +1.77% | Add |
| 49 | MCK | Mckesson CORP | 0% | — | Unchanged |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +4.87% | Add |
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 Q4 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 16.0% of total reported equity market value during Q4 2024.
Top New Position Initiated
FUL
市值: $481.9K
Top Position Liquidated / Trimmed
DWM
前期市值: $895.2K
During Q4 2024, McLean Asset Management Corp's top holdings by market value included DFUS (13.2%)、DFUV (8.7%)、DFAS (5.5%). The largest single position, DFUS, represented 13.2% of total portfolio value.
In Q4 2024, McLean Asset Management Corp made 156 total portfolio adjustments, initiating 5 new buys, adding to 94 positions, trimming 40 holdings, and fully liquidating 17 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.